HubSpot Portal Audit for FintechOS
Our team ran a HubSpot Portal audit, built landing pages, newsletter and supported the team at FintechOS with HubSpot management. Now FintechOS can use the HubSpot ecosystem to its full potential.
Global provider of technology for the digital transformation of banks and insurance companies. In 24 months, FintechOS onboarded 40+ Financial Services clients across the world.
Europe’s hottest FinTech startup in 2020
We looked at how FintechOS used HubSpot tools, identified the gaps, and set the benchmarks for the new way to use the CRM to drive engagement of best-fit accounts.
Our consultant deep dived into FintechOS HubSpot Portal to identify gaps in the marketing and sales funnel.
Based on the audit, we could identify setup gaps and suggest improvements for quick wins.
We provide ongoing consulting services to make sure HubSpot portal delivers maximum results.
Read the case study in a simplified PDF format
How FintechOS started applying HubSpot ecosystem to its full potential
FintechOS was using HubSpot for both marketing and sales. However, not all tools were set up correctly and some certifications were missing. To make sure the CRM brings desired results, FintechOS needed an in-depth HubSpot audit and clear recommendations.
Fast turnaround time, high quality, and fast support
Their ability to provide a fast turnaround time, high quality, and fast support was outstanding.
SOME OF OUR RECENT RESULTS
What results do we have?
Successfully implementing a CRM is like baking a cake. You need the right ingredients, a good recipe, and skill in the kitchen. Luckily, we love cooking.
Give leverage to your revenue with account-based programs.
Book a strategy call with our senior strategists to see how our account-based marketing framework helps you grow your pipeline, scale your team, upsell and cross-sell your services. We can help you:
- Digitize your sales process and scale faster
- Accelerate pipeline growth
- Improve the sales velocity
- Conduct consistent pre-sales
- Improve marketing ROI drastically