Before engaging HubSpot, FCTA had no CRM capability in place, with existing processes comprising of countless, fragmented spreadsheets and a host of systems that operated in complete isolation. As a result of this, Dimity mentioned that the company had no means of reporting metrics to the broader business. This was making communication unnecessarily complex not only for the customer, but also internally across sales and marketing, where neither function knew what the other did. As a result, business decisions were made on assumptions rather than insights gleaned from data, and FCTA were unable to determine what was working and what wasn’t. Sound familiar? Book a free demo to learn how HubSpot can help!
A Match Made in Heaven
When looking for a solution that could help the company overcome these challenges, Dimity also had to consider the needs of her team, many of which were used to more traditional methods of marketing and had no prior experience with advanced digital solutions. Combined with the fact that they did not have access to developer resources, Dimity needed a tool that was user-friendly and easy to implement, but didn’t lose any critical functionality that the business needed. It was this final requirement that saw Dimity select the HubSpot Growth Stack as a user-friendly and holistic solution that could perfectly meet all FCTA’s needs, and then some.
Dimity’s first step was to ensure a smooth implementation by educating the wider business on what HubSpot could do, and how they could use it to drive better results. In addition to their Implementation Specialist and Customer Success Manager, the team leveraged HubSpot’s vast library of resources, including the HubSpot Academy, to provide the team with the videos, knowledge and support to quickly get to grips with both the tool and the inbound methodology.
Prioritised Leads and an Improved Customer ExperienceOnce the marketing and sales teams were comfortable with HubSpot, Dimity prioritised objectives she felt would have the biggest impact for the business. She began by optimising internal and external communications to improve the customer experience as quickly as possible, and keep the wider organisation well informed. To achieve this, she started developing more customer-facing content to drive traffic to the FCTA website. She then set up a number of dashboards that reported all vital metrics to key stakeholders within the business. This meant that everyone had complete visibility into the progress that was being made.
With increased traffic hitting the website, Dimity needed to ensure that sales could appropriately action the new inbound leads that were generated as a result. To do this, leads were filtered into priority lists according to how they entered the database. For example, leads that entered via a “Request Callback” button were added to a separate list to those that clicked “Enroll Now”. This gave the sales team greater context to have a warmer conversation, follow up with the correct response, therefore ensuring consistent messaging throughout the customer experience.
To aid that strategy, Dimity and her team developed a number of buyer personas, where internally-created content was tailored to the needs of their key segments at each stage of the customer journey. To accelerate this process around personas and content creation, Dimity enlisted the help of HubSpot partner, The Kingdom. “While the team already had a good understanding of how to use HubSpot, The Kingdom greatly helped identify other areas where we could really improve existing methods and further amplify results.”
More Effective, Insightful and Cohesive