From paid media to qualified clients: performance marketing meets CRM transformation

+800

qualified leads in one year

At a glance

Role: Marketing Manager
Scope: Regional marketing, lead management and CRM migration
Markets: Hong Kong, Mainland China, Taiwan, Vietnam
Channels & systems: Paid media, seminars, partner events, Salesforce, Odoo, Woztell, Odoo eDM, Zoom IP Phone

The challenge

Generate qualified leads across four markets on an annual budget of about HK$2M, and move the CRM from Salesforce to Odoo without disrupting follow-up.

Chapter 1

Performance marketing

Market-by-market media and lead management for Hong Kong, Mainland China, Taiwan and Vietnam.

At least three seminars a month, plus a quarterly full-day event co-hosted with seven or more business partners.

Chapter 2

CRM system transfer

Migrated the CRM from Salesforce to Odoo and integrated Woztell, Odoo eDM and Zoom IP Phone into one workflow.

Results

HK$2Mannual marketing budget across HK, CN, TW and VN
+800qualified leads in one year
4markets managed
Salesforce → OdooCRM migration completed, with messaging channels integrated

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