Automating Communication for a Software Company

Our client is a software company dedicated to educating mortgage professionals and borrowers on the financial impact of various loan options. They launched a SaaS platform aimed at helping borrowers make informed decisions about their loans. They regularly ran training sessions, product demos, and promotions, but they needed to automate their communication and nurture prospects more effectively.

They signed up for Oracle Eloqua but needed expert assistance to unlock its full potential.

Challenge:

When they approached Omnify X, they needed to manage communications for various training sessions, product demos, and promotional offers. They were looking to streamline and automate their marketing efforts using Oracle Eloqua to better engage and nurture their growing audience.

Solution:

We help them maximize the potential of Oracle Eloqua. We focused on:

Automating Communication: We set up automated email campaigns for the company’s ongoing webinars, training sessions, and SaaS demos, ensuring timely and personalized communication with their audience.

Building Nurture Streams: We built customized nurture streams in Oracle Eloqua, designed to target leads and customers based on their engagement with the company’s resources. These streams provided tailored content to nurture prospects further along the sales funnel.

Personalization and Segmentation: Using Eloqua’s advanced segmentation capabilities, we personalized emails based on user behavior and profile data, ensuring that the company’s audience received the most relevant information at the right time.

Results:

Increased Efficiency: Automating their communication efforts saved them more than 10 hours of manual work per week, allowing their team to focus more on product development and customer engagement.

Enhanced Engagement: With the nurture streams in place, they saw improved engagement (>30%) with their content, as leads were guided through educational materials and promotions that aligned with their interests.

Improved Lead Nurturing: The automated nurture streams allowed them to nurture their audience more effectively, resulting in a more engaged and educated lead base.

Through the integration of Oracle Eloqua, they successfully automated their communication strategy, allowing them to scale their training and marketing efforts while ensuring a personalized experience for each prospect.


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