Client Success Story (Insight Studio)

Agencies listed on 50Pros are at the forefront of the future and work with the most mission-driven and greatest companies in the world.

Hear about the project, in a fun Q&A style, that a top CRM & Sales agency The Insight Studio produced for a client.

‍

Could you give us a brief overview of a standout project recently completed?

The client had a dirty database of contacts that were damaging their email sending reputation and keeping them from converting leads to customers via the email channel. By leveraging our "best-in-class" Hubspot Hygiene Process, we were able to help remove thousands of bad or corrupted contacts. This saved money and time for the marketing and sales teams.

‍

What specific challenges did your client face that led them to seek your services?

The challenge was trifold:
1. The cost of contacts within the CRM and the reduction in the effectiveness of their email channel due to corrupted contacts
2. The lack of time internally to focus resources to clean these contacts
3. The lack of refined, focused expertise directly regarding clean CRM tactics and tools to help companies achieve maximum database hygiene for email deliverability and eventually revenue generation

‍

Finally, the main challenge was that the dirty database was affecting business operations, and without a robust database hygiene process moving forward proactively, the work we did would still not be effective.

To that end, we not only cleaned their database but built a proactive "future-proofed" process to populate lists for review to keep the database clean.

‍

How did your agency's approach or methodology uniquely address these challenges?

As Hubspot administrators and experts at marketing and sales alignment, we first used our unique process to audit their existing processes, and with that information, we were able to help them execute on this first project while identifying other avenues of improvement as well.

‍

Did your team implement any innovative strategies or technologies in this project? How did these contribute to the outcome?

We implemented our proprietary Audit process in conjuncture with our years of experience to help them not only clean their database, but to give them assurances that their CRM was clean and ready to generate revenue.

‍

Were there any significant obstacles or unexpected turns during the project, and how did your team overcome them?

Timing was one, since teams and companies cannot afford dirty data. We overcame that by deploying multiple members of our team to help in a SCRUM methodology, where we were able to create change quickly.

‍

How did you collaborate with the client throughout the project? Were there any notable synergies or learning experiences?

The client and I had weekly or bi-weekly meetings to discuss the changes.
The synergy was created from our ability to teach as well as execute, helping their team take steps moving forward as well.

‍

What measurable results or tangible benefits did the client experience as a result of your work?

We reduced their database by thousands of dirty leads, saving hundreds of dollars and hours of time not working junk leads.

‍

How do you anticipate this project will impact the client's success going forward?

It will impact their ability to reach the correct customer or lead, to increase their email sending reputation, and will help them convert more leads into sales.

‍

How does this project exemplify your agency's core strengths or unique selling points?

This is just one of our main focuses, but is highly important when it comes to business operations.
We use this to help proved short term value as we establish a longer-term relationship.

‍

Looking back, what aspects of the project are you most proud of, and why?

I am most proud of my teams ability to translate the clients needs into outcomes. I am also proud of the time we were able to execute this project within in regards to the outcomes!

‍

What were the key learnings from this project? How has this experience enhanced your agency's capabilities?

All businesses need this service and many are not willing to invest the time or money internally.
This has helped my team understand the value of our work and the value of a clean CRM.

‍

Based on your experience with this project, what advice would you give to other companies facing similar challenges?

I would advise to implement clean strategies soon and stick with them.
I also would advise to reach out to us for help, since we do this all day every day!

‍

Are there any upcoming projects or new directions your agency is excited about?

We are excited to continually adapt to the changing business ecosystem and to offer expertise for others to leverage as well.