Banch Marketing- CRM & Automation
How IThinkIHaveACase.com Resolved a Five-Figure Revenue Loss with AutomatMyBiz’s Custom Automation Solutions.
About Banch Marketing
Banch Marketing, a Toronto-based marketing agency that helps DTC and apparel companies grow through digital marketing strategies like paid ads and email marketing
Tools used:
Challenges
Banch Marketing faced inefficiencies and missed opportunities due to manual processes, underutilized CRM, and lack of automation in its sales processes.
Objective
The main objectives of the project were:
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- Implement a robust CRM system to centralize sales operations.
- Automate sales processes, follow-ups, and lead nurturing.
- Set up accurate conversion tracking and reporting to provide actionable insights.
Approach
- Implementing a Robust CRM System:
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- We fully integrated and utilized HubSpot, allowing the team to manage leads and deals() more effectively. Automated follow-ups were built into the system to ensure nothing slipped through the cracks.
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- Automating Sales Processes:
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- We developed workflows that automated crucial stages of the sales process, including lead nurturing, follow-up emails, and proposal sending. This removed the need for manual intervention and reduced human error.
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- Automated Email Campaigns:
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- Developed automated email sequences customized for each sales cycle stage to enhance client engagement and maintain consistent communication.
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- Conversion Tracking and Reporting:
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- We set up automated conversion tracking and reporting within HubSpot, allowing Banch Marketing to accurately measure their sales performance and make informed decisions based on data.
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Execution
→ CRM Implementation:
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- Fully utilized HubSpot to centralize lead and deal management.
- Automated lead tracking and follow-up processes.
→ Sales Automation:
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- Built automated workflows for follow-ups, lead nurturing, and proposal sending.
- Removed the need for manual intervention in repetitive sales tasks.
→ Email Automation:
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- Created automated email sequences to engage clients at different sales process stages.
- Improved communication consistency and client engagement.
→ Conversion Tracking and Reporting:
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- Set up automated tracking for sales performance and conversion rates.
- Developed comprehensive reports for better decision-making.
Result
| Metrics | Before Implementation | After Implementation |
|---|---|---|
| Lead Management | Leads were manually tracked, leading to missed opportunities. | Centralized lead tracking, with all deals accounted for. |
| Sales Process Automation | 80% of the sales process was manual, consuming significant time. | Automated 80% of the sales process, reducing time and errors. |
| Conversion Rate | Low conversion rate due to inconsistent follow-ups. | 2-3x increase in conversion rates with automated follow-ups. |
| Operational Efficiency | Manual tasks slowed down the sales team. | 200% increase in operational efficiency due to automation. |
| Follow-Up Management | Manual follow-ups lead to missed opportunities. | 100% automated follow-ups, ensuring no missed deals. |
| Data-Driven Decisions | The lack of proper tracking made data analysis difficult. | Automated conversion tracking provided actionable insights and improved decision-making. |
No Missed Leads
99% Lead Retention
Conversions
20-30% increase in closed deals
Operational Efficiency:
50x faster response time to prosepcts
Customer Satisfaction:
100+ hrs saved per week