How Beck & Pollitzer Got Zoho CRM and Campaigns Running Quickly
Beck & Pollitzer, an industrial engineering company, wanted Zoho CRM running for its sales pipeline and Zoho Campaigns for marketing, and they wanted it done quickly. Aaxonix set both up as a genuine partner, not just an installer, and had the system live in three weeks. Once every enquiry lived in one place, lead tracking accuracy improved by 40 percent.
The Problem
In a long-cycle B2B business, the pipeline is only as good as the data behind it. Beck & Pollitzer needed that data in one place, and they needed the system standing quickly.
Leads tracked loosely
Enquiries and leads were spread across spreadsheets and inboxes, so the data was inconsistent and things slipped. There was no single, accurate view of where each lead stood.
Sales and marketing apart
There was no single system linking the sales pipeline to marketing outreach, so campaigns and the CRM data they should run on lived separately.
They needed it fast
Beck & Pollitzer wanted CRM and Campaigns live quickly, with a partner who understood the business rather than one who just switched the software on and left.
The Solution Stack
Aaxonix configured two applications, Zoho CRM and Zoho Campaigns, and connected them, delivered as a focused Zoho implementation.
Pipeline and lead management
- One pipeline with clear stages, owners and next steps
- Structured lead capture so every enquiry is recorded the same way
- Accurate lead tracking that replaced scattered spreadsheets
- One client record that both sales and marketing can rely on
Marketing and outreach
- Email campaigns built on the same audience data as the CRM
- Segments so the right message reaches the right contacts
- Marketing and sales working from one shared list, not two
How Beck & Pollitzer Uses CRM and Campaigns
The value is in the two apps working as one, from a captured lead to a marketing touch to a tracked deal, all on the same data.
A pipeline you can trust
Every lead is captured and tracked in one place, so the pipeline reflects reality rather than a patchwork of spreadsheets. That is where the 40 percent gain in lead tracking accuracy came from.
One record per client
Each client and enquiry has a single record with its full history, so anyone picking it up sees the same accurate picture instead of hunting through inboxes.
The right message, the right people
Segmented email campaigns run off the CRM audience, so marketing reaches the contacts that matter rather than a stale, one-size-fits-all list.
Sales and marketing aligned
Because campaigns and the pipeline share the same data, marketing and sales work from one source instead of two, and a lead does not fall between the teams.
Before vs. After
| Process Area | Before Zoho | After Zoho |
|---|---|---|
| Lead capture | Spread across spreadsheets and inboxes | Captured consistently in one CRM |
| Lead tracking accuracy | Inconsistent, leads slipped | 40 percent more accurate in Zoho CRM |
| Pipeline visibility | Hard to see the real pipeline | Clear stages, owners and next steps |
| Marketing | Ad-hoc and disconnected | Segmented campaigns in Zoho Campaigns |
| Sales and marketing | Two separate lists | One shared CRM audience |
| Time to live | No system in place | Up and running in 3 weeks |
Implementation Phases
Discovery
- Understood the sales process and the marketing needs
- Agreed how leads should be captured and tracked
CRM configuration
- Built the pipeline, lead capture and client records
- Set up accurate, consistent lead tracking
Campaigns setup
- Configured Zoho Campaigns on the CRM audience
- Set up segments so marketing and sales share one list
Onboarding and go-live
- Onboarded the team on both apps
- Live in three weeks from the start of the engagement
Results
Beck & Pollitzer went live on Zoho CRM and Zoho Campaigns in three weeks. Every lead now lives in one place, which lifted lead tracking accuracy by 40 percent, and marketing runs off the same data as sales rather than a separate list. Just as important, the team described Aaxonix as a true partner in the process, not just a vendor who installed a tool.
For a long-cycle industrial business, accurate lead data is the difference between a pipeline the sales team trusts and one they second-guess. Getting that foundation right, and standing it up in weeks rather than months, means the value starts early instead of after a drawn-out project.
“Aaxonix have been a true partner for us in our CRM journey. They helped us get the system up and running quickly. We would recommend them for Zoho CRM projects.”
What This Means for Industrial and B2B Firms
In long-cycle B2B businesses, the deal is only as good as the data behind it. Getting leads into one system, tracked accurately, and connecting that data to marketing turns a scattered pipeline into something the sales team can trust and act on, and it does not have to take months to stand up.
Frequently Asked Questions
Two: Zoho CRM for the sales pipeline and lead management, and Zoho Campaigns for email marketing. Aaxonix connected them so campaigns run on the same audience data as the CRM, which keeps sales and marketing working from one list rather than two separate ones.
About three weeks from the start of the engagement to go-live on both Zoho CRM and Zoho Campaigns. Aaxonix ran it in phases, discovery, CRM configuration, campaigns setup, then onboarding, so the team was up and running quickly rather than waiting on a long project.
Before Zoho CRM, leads were spread across spreadsheets and inboxes, so records were inconsistent and enquiries slipped. Moving every lead into one CRM, captured the same way each time, made the pipeline data 40 percent more accurate, which means the sales team can trust what they are looking at.
Because sales and marketing work best on the same data. With CRM and Campaigns connected, marketing sends to segments built from live CRM contacts, and the responses feed back to the pipeline. That removes duplicate lists, keeps targeting accurate, and stops leads falling between the two teams.
Yes. A focused Zoho CRM and Campaigns rollout can go live in a few weeks, as it did here in three, because the scope is clear and the configuration is shaped to how the business sells. A phased approach means you see a working system early rather than at the end of a long build.
Yes. The pipeline-plus-marketing pattern on Zoho CRM and Campaigns suits most B2B and industrial businesses. You can see more of our work in our case studies, or talk to our team about your own setup.
