Internal visibility on new leads entering the system and their progression through the sales process
To help their team work more effectively on the tasks that would produce the biggest impact for the business, in less time and with less manual input
Structure and consistency in their sales process to provide continuity amongst all teams
A fully automated deal pipeline to give their advisors structure in the sales process and save them time while not losing their trademark personal touch
A CRM that allows them to report at the click of a button and not require manual searching through Excel sheets
Automated follow-ups & reminders to ensure clients are kept abreast of deal progression
Identifying the problem
As a pre-existing Adwords client, Tribeca Financial came to realise that while they were seeing increases in enquiries as a result of our advertising efforts, they were being bottlenecked by internal processes which were prohibiting them from viewing the progress of leads entering the system, and the client journey thereafter.
As Tribeca were switching between two different platforms to manage their customer information (Ontraport for Marketing and Excel for prospecting) they expressed concern that the marketing team were not able to track their budget against attributed revenue, and likewise, the sales team had neither referable data to justify their KPIs nor visibility as to how leads were progressing through the system.
Time taken in manually aligning all this data was time not being spent in satisfying their clients. We therefore prioritised a full overhaul of Tribeca's sales process, migrating all their customer data from Ontraport and Excel into HubSpot, defining a clear sales pipeline and creating a seamless and contextual automated lead nurturing sequence to deliver the right message at the right time.
Tribeca's uptake of HubSpot Sales and Marketing Pro gave us a rapid means to ensure continuity across all teams, getting all sales and marketing team members working in a single, centralised platform.
Reporting Hours Saved Per Month for Advisors
Reporting Hours Saved Per Month for Marketing Team
Improved Conversion Rate
The project optimisations we implemented with Tribeca resulted in considerable time saved for staff and a personalised and seamless client journey from start to finish.
Without the need for manual communications or multi-channel cross-over, advisors can focus their time on building relationships with clients, while automation takes care of the rest - maintaining consistency and keeping up momentum.
Bringing Tribeca's sales and marketing teams into a single, centralised tool has empowered change throughout the organisation. The ability to produce meaningful reports at the touch of a button has provided the visibility needed to track team performance, and by putting in excess of a full day every month back into team members' calendars, this has delivered a boost not only to company's bottom line, but also in the day-to-day working lives of the sales and marketing teams.
"We've worked with Neighbourhood for 12 months on different projects, the most recent being implementation of HubSpot as our business sales & marketing CRM. There's some complexity in financial services (the sales process doesn't run in a straight line, it's more like a zig zag). The team helped bring the features and benefits come to life, then learnt a great deal about our industry, our business, our team and sales and marketing processes. Big shout out to Geordie for leading the implementation across 4 months. We consider him part of our team. If you're considering Neighbourhood and HubSpot for your business, DO IT."
We couldn't be more chuffed with the work we managed to achieve with Tribeca ... it goes to show that sometimes even the most complex of problems need only a simple solution. Through simplifying and optimising their processes, it wasn't only the working lives of the folks at Tribeca that were improved - but ours too! With new processes at the ready - there are big things on the horizon for Tribeca, and we're stoked to be coming along for the ride.