Manual Lead Management Hurts Conversion Rates
As part of its marketing efforts, Ultimate Ears Pro uses dedicated landing pages for Product Education and Lead Capture. Leads captured on their Landing Page Platform need to move into two apps: Zendesk so that the marketing team has a 360° view of the customer, and their email automation tool, where the leads can be sorted into segmented lists for email campaigns. Jazmin Sandoval, Digital Marketing Manager for Ultimate Ears Pro, explains that using these apps together is crucial to their operations. “We essentially operate like a startup within Logitech. We needed to configure Zendesk to work as our lead nurturing platform for the optimal visibility,” she says. For a long time, the marketing team had to handle these opportunities manually one to one. But doing it by hand was a lot of extra work. It also created a lag time between inquiry and follow-up. That’s a big problem for a marketing team that wants to reach out to customers at the right touchpoints. If they don’t follow up with inbound inquiries promptly, it can adversely affect their conversion rate and, ultimately, the revenue.Automating the Full Marketing Funnel for Efficient Lead Nurture
The team originally was using Zendesk as a Customer Support Platform, and Sandoval saw an opportunity to use it like a CRM. However, in order to make Zendesk function as a CRM, she needed to pull information from all her marketing channels. Now, Sandoval uses Workato to automate their lead to cash workflows by connecting 6 marketing channels with Zendesk that provide a 360° view of the customer. She built several Workato automations (called Recipes) that keep customer data clean and eliminates manual data entry by moving customer information from their landing page platform, eCommerce platform, email, live chat, database management system, and website into Zendesk. From there she uses Workato to intelligently move and sort the customer information into the correct email lists in their email automation platform.
“I’m not a coder, but Workato gives me the freedom to build the integrations that I need.”Once information from all 6 channels are in Zendesk, it needs to be sorted into the email automation platform for lead nurture. Whenever there’s a new profile added in Zendesk, it triggers a second Workato recipe. The automation moves each new Zendesk profile into their email automation tool in real-time, and adds their email to the correct email list. “Using Workato, I can transfer all the leads that we capture to email marketing seamlessly while making sure it is recorded in Zendesk as our system of record,” Sandoval says. This way, every new lead receives the appropriate follow-up emails for their customer segment.


