An Australian fintech start-up offering real-time payments for businesses and consumers.
Early days, fast growth, and a CRM that didn't fit
The business was growing quickly and needed sales, marketing and customer success working together. Their previous platform didn't suit their sales cycle or marketing.
Customers, large and small, often needed tailored help getting started.
Foundations first, then automation
Migrated to HubSpot
A structure built around their sales cycle, with gaps between sales and marketing closed.
HubSpot migrationAutomated leads and deals
Workflows for the sales team, plus sales forecasting.
WorkflowsQualified leads for onboarding
Company size, location and industry captured up front so each customer gets the right support.
Lead qualificationConnected events and content
Eventbrite integration for events and webinars, and landing pages for campaigns and thought leadership.
IntegrationsBefore and after
Before
- A CRM that didn't fit
- Sales and marketing working apart
- Onboarding handled case by case
- Events run outside the CRM
After
- A structure built to scale
- Automated leads, deals and forecasting
- Onboarding tailored by company size and industry
- Events and webinars feeding the CRM
Less manual work, more time for customers
With the right foundations, there's less manual processing and less room for error. The team can focus on customers, thought leadership and growth.
"She made our CRM migration silky smooth and implemented strategies that are now part of our core business."
D. SavicHead of Marketing and ProductSounds like your setup?
Tell us what's going on. We'll show you where the quick wins are on the first call.