Lucanet Case Study Header Video
LucaNet

Driving marketing and sales efficiency in finance tech

Together we have achieved

Results worth seeing

+360

smart segments delivering content

+50

lead scoring rules for 

sales team

+1M

number of contacts transferred to one HubSpot instance

Happy businessman communicating over mobile phone and working on laptop while being at work.
About Lucanet

The market leader in Corporate Performance Management tools

LucaNet, the market leader in Corporate Performance Management tools, offers certified software for the preparation of financial statements, financial planning, reporting, and data management.

With experience from over 20 years of software development, LucaNet’s Corporate Performance Management software is designed to match the requirements of finance teams and to simplify finance operations and day-to-day business across industries and companies of all sizes. In total, more than 5,000 enterprises in over 50 countries rely on LucaNet.

OMMAX supported LucaNet with digital strategy by implementing HubSpot Marketing Hub Enterprise, including a connection to Salesforce Sales Cloud. The transformation of the existing multi-account setup into a single HubSpot business unit enabled all country teams to work together in one single environment, resulting in less complexity and increased marketing and sales efficiency.

OMMAX was an essential partner in our migration to HubSpot Marketing Hub, guiding us from planning to implementation. Their expertise ensured a smooth transition and strengthened our marketing and CRM automation capabilities.

Imen Awag
Team Lead Marketing Operations & Intelligence

Our approach

A closer look into OMMAX's digital strategy approach

01

Fast discovery

  • Analyze marketing and sales processes
  • Assess system architecture and data flow
  • Benchmark against best practices
  • Identify improvement opportunities
02

Implementation and enhancement

  • Set up and optimize HubSpot and CRM
  • Migrate and integrate data across platforms
  • Automate lead nurturing and communication
  • Configure reporting, permissions and interfaces
03

Hypercare phase

  • Monitor and adjust Salesforce sync
  • Track LinkedIn and workflow performance
  • Optimize lead assignment processes
  • Ensure smooth system operations
04

Ongoing support

  • Refine lead scoring and reporting
  • Maintain and update HubSpot CRM
  • Optimize custom workflows and segmentation
  • Ensure data accuracy and business tracking

The introduction of HubSpot Marketing Hub allows LucaNet to further drive and accelerate the strong growth of its CPM platform. The result of the successful collaboration with OMMAX is a powerful marketing automation solution that significantly increases LucaNet's efficiency.

Dr. Anja Konhäuser, Founding Partner.

Dr. Anja Konhäuser
Founding Partner

Get in touch

Interested in working with us?
Talk to our experts!

Dr. Stefan Sambol

Founding Partner

Fabian Geißler

Vice President Tech System Integration & AI

Benedikt Kastl

Director Partnerships & Alliances

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