Case Study: Egress achieves unified lead management and improved CRM visibility with Spotler

Egress - Customer Case Study

Egress, a provider of data security services, was struggling to scale with two separate e-marketing platforms that offered limited integration with Microsoft Dynamics and no effective web tracking. To unify their marketing and sales processes they selected Spotler and adopted its marketing automation suite, using tools such as GatorLeads, GatorMail and GatorExpress to replace their fragmented toolset.

Spotler implemented an integrated solution that brought web visitor insight, centralised campaign management and easy account-level communication into Dynamics, plus lead scoring to align marketing and sales. As a result, Egress moved from handing over marketing-qualified leads to passing sales-qualified leads, gained visibility of returning visitors and contact-level engagement, and established a repeatable lead management process with plans to expand into automated lead nurturing — all delivered through Spotler.

Egress

Daniel Hoy

Marketing Director