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Streamlining Sales, Marketing, and Customer Service for a Leading Real Estate Fintech

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Industry

Technology

Challenge

CampaignAgent, an Australian fintech in the real estate sector, faced challenges with disconnected workflows across sales, marketing, and support. Inefficient onboarding and customer service processes, coupled with a lack of automation, led to time-consuming manual tasks, highlighting the need for a unified and efficient system.

Results

CampaignAgent achieved significant improvements with HubSpot, enhancing efficiency through automation and reducing manual tasks. Streamlined onboarding and service processes improved response times and customer satisfaction. The unified platform enabled seamless operations, fostering better collaboration and delivering a strong return on investment.

Key Product

Marketing Pro, Sales Pro, Service Pro

campaignagent.com.au
40%
Reduction in Manual Tasks
30%
Increase in Team Productivity
25%
Faster Onboarding Times
20%
Boost in Customer Satisfaction

HubSpot has been a game-changer for us. The automation and streamlined processes have boosted our efficiency, saved time, and improved the customer experience. It’s been invaluable for scaling our operations.

James Holmes

Head of Marketing at CampaignAgent

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About CampaignAgent

Founded in 2016, CampaignAgent is an Australian fintech company revolutionising financial solutions for the real estate industry. They specialise in 'Pay Now, Pay Later' services, providing homeowners, real estate agents, and agency principals with financial flexibility to enhance property marketing and streamline transactions.

The Challenge

CampaignAgent, a fintech leader in the real estate industry, faced several operational challenges as they scaled their business. Their reliance on disconnected systems for sales, marketing, and customer service resulted in inefficient workflows and limited visibility across teams.

Key challenges included:

  • Disconnected Workflows: Sales, marketing, and support processes operated in silos, reducing efficiency and collaboration.
  • Inefficient Onboarding and Customer Service: Manual processes slowed down onboarding and customer support, impacting the overall customer experience.
  • Lack of Automation: The absence of automated workflows led to time-consuming administrative tasks, hindering productivity and scalability.

These challenges underscored the need for a unified platform to streamline operations and enhance team performance.

The Solution

DigiKat transformed CampaignAgent’s operations by implementing HubSpot, integrating their sales, marketing, and customer service processes into a single, cohesive platform. This unification streamlined workflows, providing better visibility and collaboration across teams. Automated workflows significantly reduced the burden of manual tasks, allowing teams to focus on high-value activities and improving overall productivity.

Additionally, DigiKat optimised CampaignAgent’s sales and customer onboarding processes, creating a smoother and more efficient experience for both internal teams and clients. The structured customer journey developed as part of the solution enhanced engagement by delivering personalised and timely interactions, improving service delivery and satisfaction.

These improvements not only increased operational efficiency but also positioned CampaignAgent for sustainable growth, enabling them to better serve their clients and scale their business effectively.

HubSpot has streamlined our operations and improved efficiency across the board. It’s been essential for scaling our business and enhancing the customer experience.
James, Marketing Manager, CampaignAgent

The Results

The implementation of HubSpot transformed CampaignAgent, significantly enhancing its operational efficiency and overall business performance. By automating workflows, the company reduced time-consuming manual tasks, allowing teams in sales, marketing, and service to focus on higher-value activities. This boost in productivity ensured smoother operations and more effective management of customer interactions.

The onboarding process was also optimised, enabling a faster and more seamless experience for new clients. This improvement enhanced internal workflows and ensured that clients could quickly access the services they needed, contributing to a more positive customer journey.

The unified HubSpot platform improved collaboration and communication across teams, providing a centralised system for managing customer data, campaigns, and support inquiries. This streamlined approach helped eliminate silos, creating a more cohesive operational framework.

In addition, CampaignAgent’s clients benefited from personalised customer journeys and faster response times, which significantly enhanced their overall experience. These improvements led to higher customer satisfaction and loyalty.

The integration of HubSpot ultimately delivered a strong return on investment, with cost and time savings across key business areas. CampaignAgent is now well-positioned for continued growth, with scalable processes and a robust platform supporting its expansion in the fintech real estate sector.