True Value Solar

Marketing automation with CRM integration

The Problem

During and after the sales cycle, communications between True Value Solar and their prospects and new customers was poorly managed. The result was that a significant proportion of customers cancelled prior to completing their deal.

The Solution

  • Integrated the CRM database with our automation platform, Act-On
  • Developed a comms flow that adjusted information delivery depending on the prospect or customer’s progress through the funnel
  • Integrated sales calls, EDMs and SMS components
  • Designed and created many items of collateral including eBooks, EDMs, proposal/quotations, installation appointment-setting and post-sales welcome packs


The Results

  • Eliminating manual comms reduced head hours to the extent that it facilitated reallocation of human resources
  • Responsive prospect nurturing program emails was 10% higher than normal emails
  • More effective pre-sales comms doubled conversion rate of inbound leads to sales
Our emails were sporadic, poorly executed and labour intensive. Permission developed an engage-nurture-convert-support model which they are fully automating across marketing and sales and integrating with our CRM system. Already our lead conversions are significantly up.

David McCallum - True Value Solar

More Case Studies


Innovative custom website CMS

True Value Solar

Marketing automation

Hennings Jewellers

Building customer community

Schindler Australia

Product Launch and Lead Generation


Integrated Lead Generation


Integrating Platforms; Data & Process Automation

Dan Murphy's

Data & Process integration

Hennings Jewellers

A total retail refresh


Global website

Animal Angels

Renaming and rebranding

Jirsch Sutherland

Local Area Marketing

True Value Solar

Rebrand and Marketing Strategy