MTI
MARKETING OPS AS A SERVICE

How we provide operational services and expertise to extend MTI's internal marketing team

B2B / SHARPSPRING

OVERVIEW

Marketing operations support, services and expertise to complement MTI's internal marketing team

CLIENT

MTI Technology, a multi-award winning technology services and solutions provider

CHALLENGE

MTI had invested in the SharpSpring plaform to support their marketing efforts but were failing to utilise its capability, resulting in a frustrated and overwhelmed marketing department

THE BRIEF

Help MTI understand the true potential of SharpSpring and how it could empower the Marketing team
Provide strategic advice on best use of the SharpSpring platform
Day-to-day operational and technical support to the marketing team, from building campaigns, managing the SharpSpring platform, creating workflows, reporting and cleaning data
Create an active marketing dashboard for board review

OUR SOLUTION

THE IDEA

Train the marketing team to understand the capability of SharpSpring and work with them to exploit the opportunity, helping them become self sufficient in the process

THE PLATFORM

SharpSpring

THE PROCESS

Strategic review

We worked with MTI to define their MQL and SQL process and create a visual customer journey to help plan campaign activity and ensure leads are nurtured effectively

Make leads visible

Automated the visibility of engaged contacts by employing:
- Workflows
- Lists
- Custom fields
- Contract tracking
- Campaign tagging
- Trackable URL's
- Content calendar

Engage lapsed contacts

Lapsed contacts were re-engaged via a dedicated win-back campaign
A process was developed so Internal Sales Rep's can easily and contact warm prospects

Operational efficiency

Supporting the development of vendor campaign assets
Improving operational processes such as introducing an email planner and creating standard operating procedures (SOP's) to help the Internal Sales Rep’s easily identify and contact warm prospects
Quicker asset search by standardising the asset naming convention
Suggesting a new process to build campaigns

OUTCOME

Created a self-sufficient marketing team, now confident and proficient in:

Email builds
SharpSpring ads
List builds
Workflows
Trackable URL's

Internal Sales Reps (ISRs) trained to use the SharpSpring CRM to qualify leads.

Sales teams trained to use Smart emails and identify prospects who are sales-ready.

We also designed and built a marketing dashboard using Microsoft Power BI that provides quarterly summary of campaign activities and results.

We've been working with Pacific for well over two years now. They are friendly, and approachable and have an in-depth understanding of SharpSpring and how to best maximise it to meet our objectives.

Simon Rutt

EMEA Marketing Director, MTI

Provide Pacific with a brief and they're quick to understand and interpret the challenge and go above and beyond when delivering a resolution. They're always one step ahead, anticipate situations in advance, and aren't afraid to offer an alternative approach to speed up or simplify project delivery.

Annabel Chapman

Senior Marketing Exec, MTI

How we helped

The Social Change Agency

choose HubSpot

The Social Change Agency help groups and organisations build the structures, knowledge and networks they need to make change happen.

Their requirements for a platform included:

A way to manage grant applications and the distribution of funds
A central, single source of truth for all contacts and comms
Tools to manage marketing all in one place
Ticketing system to triage and resolve day-to-day enquiries

GET IN TOUCH...