- Case Studies
- FinTech
LeapXpert is a global FinTech innovative software company that enables businesses to communicate via instant messaging platforms securely and compliantly. LeapXpert’s award-winning Communication Platform is designed for regulated industries and is being used by the largest financial institutions, banks, legal, and healthcare companies.
Industry: Software for Instant Message Capturing, Archiving, and Compliance
open websiteIntegrate existing business processes, unify all data, and automate processes onto a single CRM platform
Streamline lead generation and increase conversion rates by improving the customer website experience
Create synchronization between various sales and marketing tools
Growth in direct traffic leads
Lead increase from direct traffic in just a few months
Of the leads received were MQLs
LeapXpert was looking for a customer relationship management (CRM) platform to integrate with their existing business processes, streamline their sales and marketing activities, and improve the customer experience while optimizing the selling processes to increase conversion. They had been using various tools to manage their sales and marketing activities, but the lack of integration between them was causing inefficiencies and duplications in their workflows. They wanted a single platform that could unify their data, automate their processes, and provide insights into their customer interactions. Furthermore, they wanted to streamline lead generation through their new website by implementing a carefully planned customer journey.
SAGE Marketing recommended HubSpot as a comprehensive solution that could meet LeapXpert's requirements. We conducted a thorough analysis of LeapXpert's existing systems, business processes, and customer interactions to determine the optimal configuration of HubSpot for their needs. Using these insights, we provided a detailed roadmap for the implementation, including detailed timelines, milestones, and deliverables. Furthermore, we created precise, prioritized action items and got to work.
The combination of SAGE Marketing and HubSpot has proven to be highly effective, especially for a FinTech SaaS company like ours where speed to market is crucial. SAGE's wealth of marketing knowledge and best practices, which have helped to optimize our processes and streamline our sales and marketing activities.
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