The client was doing well- business was god and they had just raised another round of investment funding. The new funds were promptly applied to marketing and advertising. While it increased the business flow of leads, the sales team had no idea where the leads were coming from.

Marketing was busy playing with Facebook ads and new viral campaigns, yet at the weekly management meetings, there as no connection about the marketing efforts driving the leads that sales were begging for.

Luckily, the firm found Fintech CRM online and received a free analysis of the situation. We came in and built out systems that would capture where the leads were coming from and fed the sales reps with interesting insights on where the lead was reading the materials from.

The weekly meetings now had reports showing department heads which marketing channels were driving the most leads, and which of those leads were converting into customers.

The investment round funds were reallocated to top performing marketing channels and business skyrocketed.

Are you measuring your marketing efforts? Seeing what works and what is a dud? Contact our team today for a free analysis of your sales process and marketing channels.