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HubSpot CRM Implementation for a Fintech Consulting Firm
  1. case
  2. HubSpot CRM Implementation for a Fintech Consulting Firm

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HubSpot CRM Implementation for a Fintech Consulting Firm

instinctools.com
Financial services

Business Challenges

The consulting firm faced challenges with fragmented data across multiple systems (spreadsheets, MS Office), leading to poor customer experience, operational inefficiency due to manual tasks, missed revenue opportunities from lack of lead follow-up, and misalignment between sales and marketing efforts. The existing CRM (Zoho) was insufficient and the cost of Salesforce was prohibitive, hindering growth and hindering data-driven decision-making.

About the Client

A US-based consulting firm specializing in professional accounting services, providing financial guidance to businesses.

Project Goals

  • Implement a centralized CRM system to improve sales and marketing effectiveness.
  • Automate key business development workflows to increase team productivity.
  • Improve lead management and nurturing processes.
  • Enhance data visibility and reporting capabilities for better decision-making.
  • Increase MQL to Deal conversion rate by 20%.

System Requirements

  • Lead scoring and routing
  • Automated email marketing and nurturing
  • Sales pipeline management
  • Task and activity tracking
  • Customizable dashboards and reports
  • Integration with existing marketing tools (PPC advertising)

Preferred Technologies

HubSpot CRM (Marketing Hub and Sales Hub)
Web Development (for data migration and form integration)

Required Integrations

  • Website forms
  • PPC advertising platforms (e.g., Google Ads)

Non-Functional Requirements

  • Scalability to accommodate future growth
  • Data security and privacy compliance
  • User-friendly interface
  • Reliable data migration process
  • Performance to handle a large volume of data

Expected Business Impact

Successful implementation is expected to result in a 30% automation of business development workflows, a 20% increase in MQL to Deal conversion rate, improved customer experience through personalized services, enhanced data-driven decision-making, and increased sales team productivity. The project will also establish a single source of truth for customer data, improving collaboration and onboarding efficiency.

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