Easi CRM
Overview
Easi have been established for 30 years as a provider of Novated Leasing, a tax effective method of running a vehicle. With complex backend software and systems in place, combined with a relatively intricate sales and customer support process, it quickly became apparent that a more robust and sophisticated CRM was required to help take the company to the next level, to help deliver on the ambitious growth objectives.
3X
Highest Revenue From Sales
49%
Increase in Monthly Lead Volume
17%
Lift in deal conversion rate
The journey
Beginning with a deep-dive discovery, we were able to clearly articulate what Easi were actually trying to achieve; aligning this ambition with their predefined growth objectives to create a detailed scope of works for implementation.
HubSpot feature utilisation
- Multiple deal pipelines
- Social channel integration
- Paid ads integration
- Forms
- Calendars
- eDM builder
- SMS integration
- Aircall phone calling integration
- Multiple dashboard reports
- List segmenting
- Landing page development
- 50+ workflows developed
- Property management and creation
- Custom API integration
The impact
Through higher levels of accountability, faster responses, more touch points and greater efficiency Easi recorded three consecutive record months in sales not long after implementation.
This was just the beginning. After ensuring the house was in order we implemented a vast range of digital campaigns and tools to fuel the digital marketing strategy.
Our partnership with Easi has been one of joint progression and exceptional growth. Not only have we delivered a streamlined admin process that removed unnecessary inefficiencies, we leveraged automation and value-add HubSpot tools to deliver digital transformation across all of Easi's departments.
