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CASE STUDY

wsi

what if you didn't have to settle?

Marketers are often expected to deliver results with tools that are less than ideal. The technology is in place, the expectations are set, and replacing the system isn’t up for discussion. But that doesn’t mean they have to settle. With smart integrations, intentional processes, and creative problem-solving, teams can transform rigid systems, delivering growth against the odds.
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CASE STUDY

overview

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BACKGROUND

when you can't replatform, you re-invent.

Following several acquisitions, WSI needed to communicate fast and at scale — across web, email, and social — to keep customers engaged and internal stakeholders informed. Their tech stack, centered on Zoho and WordPress, wasn’t up to the task.

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GOAL 1

automate communications across departments and touchpoints.

Goal 2

unify reporting across the marketing journey. 

Goal 3

remove friction from customer workflows.

CASE STUDY

challenges

inflexible tools

Zoho Campaigns lacked the advanced marketing capabilities WSI needed. Reporting was clunky, automation was limited, and syncing issues created a cycle of support tickets just to maintain data accuracy.

data silos

Because Zoho separates its CRM from it's marketing automation product, stakeholders are beholden to permitted data field syncs, leaving us with data gaps that needed to be filled.

manual reporting

Even with multiple systems in place, there was no centralized, reliable view of marketing performance. Reports had to be manually assembled and cleaned each month, slowing decision-making and making it harder to spot drop-off points in the sales journey.

CASE STUDY

recipe

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STEP 1:

modify cms

clean data. accurate source tracking. built for scale.

  • Embed Gravity Forms across the site for structured data capture.
  • Use the REST API to sync submissions in real time.
  • Layer in AllInOneSEO, Google Tag Manager, and cookies to track lead attribution natively.
ADDITIONAL TOOLS
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Step 2

activate data

no-code automation that keeps teams aligned and leads moving.

  •  Leverage Zapier for cross-platform data routing.
  • Make creative use of native tools like shortcodes and cookies to contextualize lead data.
  • Automate busy work out of existence with triggers for emails, CRM updates, and internal ops — all from one form submission.
ADDITIONAL TOOLS
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Step 3

automate process

process becomes programmable — without losing human flexibility.

  • Track lifecycle stages with custom modules.
  • Add further depth to internal data with automated formatting of things like timestamps, metadata and order info. 
  • Automate field updates and CRM hygiene with Zapier + Zoho API scripts.
ADDITIONAL TOOLS
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Step 4

activate data

No more bottlenecks or manual cleanup. Just answers when you need them.

  • Normalize data into plain english with Zapier Formatter and lookup tables.
  • Auto-populate existing reporting dashboards with actionable insights.
  • Deliver reports across communication channels, ready for stakeholder review.
ADDITIONAL TOOLS
CASE STUDY

feedback

"The JSC Team jumped in to support our Marketing team during a new CRM implementation project. Our requirements exceeded internal expertise and capacity. John quickly understood our needs and integrated seamlessly with our team, handling workflows and automations efficiently while we focused on other priorities. He's our marketing Swiss Army Knife!"

1718212359014
Mariana Veith
Director, Marketing & Communications
WSI
CASE STUDY

next steps

Think the solutions we outlined here could help your business? We agree! To get more detail on the Startup Sprints and to explore our unique approach to digital marketing, browse the slider below. And remember, we love to customize, so think of this menu as a good place to start. Ready to really dig in? Schedule some time with us today!
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competitive
analysis

Let's examine your product, your serviceable market and your competition to see if you're correctly positioned for success.

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marketing operations

Ever feel like there aren't enough hours in the day? Every founder does! Marketing automation is how you reclaim your time.

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content strategy

Owned media has the lowest barrier to entry for a young company. Is your existing content fast, flexible & findable? Are you prepared to scale new content production?

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content production

Whether you need to refresh your existing content or create new content, we've got you covered with packages to fit your budget.

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Bring your challenges. We'll create a suite of services, a timeline and a project plan tailored to your business.