Website and CRM integration: the EPQ case study

Customer needs

The mission of EPQ is to accompany companies in a wise and responsible energy management, working on different business lines:

• flexibility
• energy consulting and portfolio management
• renewable energy communities
• energy transition projects
• distributed generation
• ongoing support for SDC Managers

They needed to reorganize the database correctly according to their needs, managing it in a simple and intuitive way. This is to save time and energy, but also to implement fluid sales processes and build a better relationship with customers.

In addition, they needed a restyling of their image on the web, with the creation of a custom site that would fit their needs.

As a comprehensive solution for CRM integration and website, we proposed to the customer the implementation of HubSpot, of which we are Gold Certified Partners. It has a dual function:

• That of all-in-One CRM, with which you can manage the 360 relations with customers, starting from potential contact until the construction of a relationship with customers already acquired.
• That of CMS for the creation of a website customized and integrated with the rest of the business processes.

Other advantages of a site made with the CMS hubspot

Building sites with HubSpot has several advantages in addition to customization and integration with the entire CRM. An example is the fact that the site is responsive, that is, it adapts to the size of the device from which it is viewed, making it easy to use.

One of the other advantages is the security that provides hubspot as a hosting service, investing heavily in this aspect, along with the speed of loading content.

Management of e-mail marketing

The customer has abandoned third-party systems to exploit all the potential of the platform also in the field of email marketing. In fact, we have also supported the customer in creating and managing newsletters for their customers. These newsletters were created on the graphic and communicative style of the website, so as to have an organic multi-channel communication.

The training

In all this, we continued by training the customer on how to best use the hubspot platform to achieve their goals. For example, we talk about managing contacts, profiling them and creating fully customized lists. For example, we guided them in the segmentation of the database, so that they could implement the contact history according to their needs.

In particular, there has been training on site management and forms. Hubspot is however recognized as one of the most user-friendly CRMs in existence.

SEO

Included in the HubSpot package are the necessary tools to manage all the SEO of the website. The platform provides an overview of the main pages and the secondary pages linked to them, with related keyword. It also reports any SEO problems, such as duplicate pages or links that no longer work. All with the necessary explanations, so that it is easily usable even independently.