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Maximizing Returns on Investment Through Automation: Landocs PE’s Success Story

Case Study


Landocs PE is a private equity firm that specializes in acquiring, owning, and managing digital assets.  They invest money into buying websites, apps, and other online platforms that they believe have the potential for growth and profitability. Once they acquire these assets, they work to improve and optimize them in order to increase their value and generate returns on their investment.


With a portfolio of websites, apps, and other online platforms, Landocs PE had been having issues with email marketing and customer management. Their previous method of manually managing had become time-consuming, inefficient, and prone to errors.

As a result, Landocs PE  identified a need for an automation solution that could help them streamline their email marketing and customer management processes. They required a system that could automate tasks such as email list segmentation, personalized email campaigns, and lead tracking, as well as store and manage customer data in a centralized location.



By engaging UpSurge for their automation solution, Landocs PE not only gained expert guidance in selecting the right tools and strategies but also benefited in several other ways. UpSurge’s approach to automation and integration solutions helped Landocs PE save time and resources while improving the accuracy of their data. The integration of Pipedrive and Mailshake through Zapier and custom workflows built with Make allowed Landocs PE to automate their lead capture, categorization, and email marketing processes, which in turn helped them optimize their digital asset portfolio and generate stronger returns on their investments.

UpSurge’s support also allowed Landocs PE to improve their customer management processes by centralizing their customer data and tracking leads more effectively. With the new automation solution in place, Landocs PE was able to focus on more high-value activities such as analyzing data, developing new investment strategies, and identifying new acquisition targets. This allowed them to stay ahead of their competition and continue to grow their portfolio of digital assets.

In addition to the benefits gained from the automation solution, engaging UpSurge also brought the added value of a partnership with a technology consulting firm that truly understands their business and goals. UpSurge’s ongoing support and maintenance ensured that Landocs PE’s automation solution remained up to date and effective, allowing them to focus on their core business objectives


The solution provided by Upsurge resulted in several benefits for Staykeepers, including:

  1. Time savings: The automation system saved Staykeepers over 20 hours of manual data entry per week, resulting in increased productivity and time savings.
  2. Increased process speed: The integration of Mailshake, Pipedrive, HubSpot, and Make (formerly Integromate) automation allowed Staykeepers to speed up their sales and marketing processes, resulting in faster response times and improved customer satisfaction.
  3. Increased email open rates: The automation system allowed Staykeepers to personalize their email outreach, resulting in a 30% increase in email open rates. This increase in email open rates resulted in more opportunities for sales and revenue growth.
  4. Improved customer engagement: The implementation of a chatbot on their website allowed Staykeepers to engage with potential clients in real-time, resulting in improved customer engagement and a 20% increase in website leads.
  5. 24/7 availability: The chatbot on Staykeepers’ website allowed potential clients to get their questions answered and engage with the company even outside of regular business hours, resulting in increased customer satisfaction and a higher chance of converting leads into customers.

Case Study


Overall, Landocs PE’s successful adoption of an automation solution for their email marketing and customer management processes demonstrates the value of automation in streamlining business processes and improving operational efficiency. With the right tools and strategies in place, businesses can optimize their workflows, save time and resources, and ultimately achieve their goals.

“Let us help you dominate in your industry by automating and managing your business processes and operations.”

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