HubSpot Implementation
A leading provider of comprehensive foreign exchange services, risk management solutions, and integrated international payments processing technology in North America.
The Challenge:
The Solution:
Paula Inc. proposed the implementation of HubSpot’s Enterprise Marketing Hub. This involved integrating all of CXI's paid and organic marketing channels as well as purhase data with HubSpot. By combining pre-sale and post-sale data in one place, CXI was able to leverage HubSpot’s powerful automation and reporting capabilities, driving more efficient operations and informed decision-making.
Before Paula
Multiple, disjointed data sources
Scattered Data
Labor-intensive reporting
No automation
After Paula
A powerful, centralized source of truth
Rich Insights
Powerful Automations
Wholistic customer view
Resulting in a 365° view of the customer
Sample Client View
Original Source:
Summer Campaign!
Google Ad
Latest Source:
50% Discount
Transactions
to Date:
10
Revenue
to Date:
$56,000
Client Review:
How We Did It
Mapping of Transaction Data
Mapping of Acquisition Data
Transformation
Multiple, disjointed data sources
CXI's tracked data was in multiple systems that didn’t communicate
Automation
We implemented over 25 workflows spanning automated follow ups, data management, pipeline updates, contact segmentation, lists creation, and beyond
Sales Journey Visualization
We leveraged HubSpot’s Deals Pipelines to place Deals in stages according to where they were in the sales cycle
Basic Segmentation
Basic segmentation
Powerful, automated segmentation
We leveraged HubSpot’s workflows to keep CXIs contacts segmented based on lifecycle stage and purchase history
Scattered Reporting
Before this transformation, CXI used to create their marketing attribution reports by manually downloading data from each of their sources (Google Analytics, Meta, Yelp, etc.) and using Excel to create reports that not only were delayed and time-consuming, but also not entirely accurate
Robust and Accurate Marketing Attribution Reporting
Now with all lead-sources data fed directly into HubSpot, we were able to leverage HubSpot’s powerful reporting tool to create all kinds of attribution reports, providing CXI with a clear picture of the effectiveness of their marketing dollars
Innovative Online Review Management
Implemented a system to identify unhappy customers before they submitted a review, giving CXI an opportunity to fix the issue and potentially get a better score