The Challenge
J. Dauman, a firm that prides itself on methodical precision and accuracy in their accountancy services, faced the need to build a comprehensive customer journey for four different services. They required a solution that maintained their high standards of clarity and precision while enhancing their prospecting capabilities.
The Solution
To address J. Dauman's needs, we first migrated data from three different sources into HubSpot, enabling a unified view of customer relationships. We then collaborated with the client to define a solid deal pipeline and mapped the data for automated recurring client sales. We created a marketing email template, set up a marketing subscription, and updated the cookies policy for appropriate data collection. The introduction of sales sequences helped convert leads to prospects. Piotr Kubalka, the company founder, remarked, 'HubSpot was introduced to us by another firm, but AutomateNow has helped us to understand how we can use it to improve our sales. The team has delivered so far great insight and improved the way we speak with clients with clearly defined goals for each stage of our prospecting.'
The Results
After implementing the solutions, J. Dauman saw a reduction in the number of pipelines and deal stages, enabling faster enquiry management. They now possess a variety of reusable sales and marketing assets, including landing pages, sequences, and email templates. With ongoing collaboration, we continue to help J. Dauman spot more business opportunities and deliver seamless customer service for their 3k customer portfolio. AutomateNow's support has made a significant impact, as evidenced by Piotr Kubalka’s testimonial.
