AT GLANCE
+ marketing automation
PLATFORM
Implementation Integration Workflow design
TECHOSYSTEMS ROLE
Upward Sports
A large youth sports organization working with church ministry partners across North America.
USE CASE
THE BUSINESS NEED
Replace a complex legacy CRM
with a system the business
could actually evolve.
The previous CRM was code-heavy, difficult for most employees to operate and slow to adapt when new automation was needed. Upward Sports needed a faster, more flexible way to manage leads and long-term partner relationships.
WHAT TECHOSYSTEMS DID
Built around the business, not around a generic template.
Marketing automation
Integrate Creatio with the website and support trigger and bulk email campaigns with real-time engagement visibility.
Sales & partner journey
Map the journey from church-leader engagement through agreement signing and partner activation.
Onboarding, renewal & service
Create tailored workflows for onboarding, program renewal and service requests, connected with the proprietary operating system.
From lead nurturing to long-term partner management.
Techosystems connected marketing, sales and partner-service workflows in Creatio so Upward Sports could manage engagement across the full relationship while giving teams more freedom to improve processes over time.
OUTCOMES
Measurable gains across engagement and retention.
PARTNER RETENTION
LEAD CONVERSION
MQLS
EMAIL OPEN RATE
92%
+32%
+5%
38%
Published customer-story result.
Attributed to dynamic
case-management workflows.
Result of marketing automation.
Average marketing email open rate.
