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Meyler Capital
  • November 30, 2019|
  • 3 minute read

Meyler Capital is a US-based company that has set an ambitious mission for themselves: changing the face of capital raising through modern marketing techniques. They wanted to do this while at the same time preserving the tradition and values of the industry, namely the importance of real relationships.

Meyler Capital

Background

Meyler Capital is a US-based company that has set an ambitious mission for themselves: changing the face of capital raising through modern marketing techniques. They wanted to do this while at the same time preserving the tradition and values of the industry, namely the importance of real relationships.

Meyler Capital are marketers first and foremost. Their services aim to help their clients find the right tools to source capital and connect them with the right investors.

Opportunity

When you promise such ambitious results, the real transformation has to start with yourself. At Meyler Capital, this holds true in every respect.

They could not convince their clients that modern marketing works without proving that they themselves use it successfully.

The Meyler Capital story is one more proof that automation and integration aren’t just for large corporations.

They rely heavily on Zoho CRM and Act-On both for their own marketing and for their clients’ campaign. While they don’t work with 100s of clients, their approach means that everything has to go smoothly and seamlessly.

Through their own perfectly targeted campaign, Meyler proves that they are the partner their target audience needs. When they create amazing campaigns and tactics for their clients, their retention rate increases. Happy customers = happy business.

Challenge

It goes without saying that managing multiple lists from multiple clients comes with a whole new set of challenges. Perhaps the biggest one of these challenges is eliminating manual work and human-generated errors.

Meyler Capital uses Zoho CRM to keep track of clients’ activity and contact info. But making sure that all this client data turns into powerful campaigns through Act-On is not exactly easy.

You need to make sure that every contact record is flawlessly input and that both systems communicate with each other so that no opportunities are missed.

Solution

Integrating two industry-leading solutions is not something any small company can take on by themselves. This is where SyncApps by Cazoomi came into play.

We helped Meyler Capital with the bidirectional integration of its two mission-critical solutions. This way, we made sure that all their data from both Zoho CRM and Act-On is always accurate and available for all team members. Their clients love it!

Solution

Key Outcomes

With our no-code, plug-and-play solution, Meyler Capital was able to:

  • Sync new contacts and changes to existing contacts in Zoho CRM to Act-On – all without any manual labor involved!
  • Create mailing lists in Act-On based on “tags” for contacts in Zoho – this helped them target customers precisely without spending ages finding insights and checking previous activity on their own.
  • Sync new contacts created from Act-On form submissions (like newsletter signups) to Zoho – all automatically and without the risk of mistyping names and contact info.
  • Sync the lead score of contacts in Act-On to the same contacts in Zoho – bidirectional integration ensures that no information is lost between platforms and that all the team members have access to the same clean, accurate and up to date data.

Struggling with the same issues in Zoho CRM and Act-On or any other platforms? Check out our 100% FREE integration hub, INTEGR8.

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