Case Study: Online Assistant Increases B2B Leads for HVAC Manufacturing Company

Heatpex is a manufacturer of top quality and innovative ventilation and recuperation systems for family houses as well as top quality installation systems for a wide range of applications in the heating, industrial and house installations. For increased B2B lead generation a system selection program was implemented. This online assistant for ventilation engineers uses the comprehensive setup of Pimcore tools combined with a custom made headless front-end. Pimcore partner LemonMind delivered PIM, customer and order management.

Business Needs

The client came to Pimcore partner LemonMind with the need of creating a concept for how to use modern digital marketing tools to help their customers adapt the way of designing ventilation systems for their customers using the new product line called ARIA and to create a solution for online B2B lead generation.

Pimcore Solution

The concept was to deliver an online selection program for complex ventilation systems with additional management panels for engineers which could help them automate and organize their work with system setup and preparation of beautiful and high-quality system installation project plans they could print or send to their clients. This system was called ARIA PLANNER. It is simple and intuitive even for not tech-designers, can help to set up a list of needed elements and their quantities based on type and size of the house rooms quickly and with no mistakes.

Pimcore partner LemonMind decided to use Pimcore as the strong fundaments for managing product data and managing user account and projects created by engineers. For the user interface, they implemented a headless front-end for collecting data and performing system calculations connected to Pimcore's strong API generation capabilities. The designed front-end uses a Content-as-a-service methodology on top of the Pimcore Platform. The main value for a user who creates one or more ventilation projects is the ability to save projects in the system and reuse it and modify it in a simple and fast way. LemonMind also prepared a high-quality PDF product selection and installation guideline which is generated dynamically based on specific project parameters.

Thanks to the Pimcore built-in Web-to-print functionality, a document with a beautiful executive design is automatically generated based on the product content managed by the open-source PIM platform. The document represents all information and guidelines for the end-customer, including products with their calculated quantities and prices chosen from the Aria system catalog, needed for building house ventilation. An important role of the online selection program was to collect valuable sales leads and analytical data. Users get a tool that encourages them to create accounts and provide their contact details. Thanks to that a modern B2B lead generation solution was delivered to the client.

Business Results

Engineers get familiar with our client’s ventilation system quickly and without a need for deep technical product knowledge. As ARIA PLANNER is a very handy tool, engineers use it with pleasure, create accounts and leave valuable sales leads information.