Gathered Here – Disconnected Teams & Systems
Gathered Here realised the power of HubSpot not only offers a single-source of truth and scope of customer data, customer services, performance data,...
THE CHALLENGE
The Problem
The Fintech Client are specialists in real-time payments and the first to offer an Australian made consumer-to-business payment solution using the New Payments Platform (NPP) and PayID.
They provide a fast, efficient and cost-effective way for Australian businesses and consumers to pay and get paid in real-time, 24/7, 365 days a year.
#Industry: Fintech, start-up
The Fintech Client is a fintech start-up that is growing rapidly and knew it was time to focus on aligning their Sales, Marketing and Customer services. HubSpot’s migration has empowered better architecture in the CRM platform so that the business can focus on delivering great customer experience, meaningful content, thought leadership, and engagements for longer sales cycles.
HOW WE RESOLVED
The Solution
As it was still the early days for The Fintech Client, the business was quick to realise that they required a robust and well-structured architecture in a CRM platform. The Fintech Client used a previous platform that didn’t suit their needs, Sales cycle, and Marketing activities. Since the migration, HubSpot could identify internal gaps between Sales and Marketing and implemented automated workflows for the Sales team for leads and deals, connection of socials, subscriptions and emails for Marketing activities, contacts database, customer onboarding, and sales forecasting.
HubSpot offers a single 360 view of the customer, powering all of The Fintech Client’s Sales and Marketing activities. Being able to customise The Fintech Client’s landing pages enabled more creativity and opportunities during campaigns and customer journeys, thought-leadership, resources, and lead generation. Due to HubSpot’s flexibility and capabilities, The Fintech Client was able to integrate with Eventbrite, which empowered more thought-leadership events and webinars with other industries, businesses, and customers. With HubSpot’s capabilities, The Fintech Client has seen a spike in their organic growth channel.
HOW IT POSITIVELY IMPACTED THE BUSINESS
The Outcome
Since The Fintech Client is rapidly scaling, the business realised that their customers, large or small, often required bespoke support with their onboarding journey. With the power of HubSpot, sales and workflows were implemented during the initial stages of nurturing these customers. In addition, pre-qualified leads were set in place by applying different field options including company size, location, and industry to better understand customers in order to provide more personalised and meaningful support during their onboarding journey.
By setting up the correct foundations in HubSpot’s CRM platform, there’s less manual processing and room for error. The Fintech Client can now focus on delighting their customers and continue to focus on their growth with thought-leadership, sales cycles and forecasting, and customer journeys.