Case study / Sales alignment

Integrated EDM and social campaigns

SafeSmart Access needed email and social campaign activity that could support sales objectives, use HubSpot more effectively, and turn database engagement into measurable opportunity.

Business challenge

The work needed to align campaign messaging with active sales priorities while maintaining strong open rates across both broad market communication and more targeted audience segments.

Growth bottleneck

Without segmentation, coordinated scheduling, and sales feedback, EDM activity can become a broadcast channel rather than a practical system for creating and progressing opportunities.

Systems improved

  • Sales alignment: Campaign themes and priorities were shaped with the sales team so marketing activity supported active commercial objectives.
  • HubSpot workflows: HubSpot workflows and sequences were used to deliver more timely, personalised communication to relevant audience segments.
  • Integrated calendar: Email, social, copy, templates, graphics, and campaign scheduling were coordinated as a connected communication system.

Commercial outcome

The campaigns maintained useful mass-market open rates, improved engagement for hyper-targeted segments, reinforced social visibility, and generated opportunity from the existing database.

20-25% open rates maintained
Up to 45% open rates achieved
More than $450k from an existing database

Next step

Request a Growth Review

Review the gaps between current marketing activity and a clearer growth system for qualified demand, sales alignment, reporting, and execution.

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