Case study - Aidium | Lead Tracking | HubSpot Integration

Company Overview Aidium is a PropTech company offering mortgage CRM software with intelligent automation services.

Industry Real estate technology

Headquartered Colorado, USA

JUMP TO SECTION

1. situation 2. action 3. results

SITUATION

Lead Lifecycle Enhancement

Aidium faced a challenge in setting up a new lead status and lead lifecycle management system. This posed difficulties in tracking the progress of potential customers through the sales funnel.

Comprehensive Reporting

The absence of comprehensive reports and dashboards hindered their sales, marketing, and customer success teams from making informed decisions based on accurate data insights.

Integration Challenges

Integrating various processes, such as contract management in HubSpot, linking Google Ads with HubSpot, and streamlining Stripe payment integration, presented technical challenges for their operations.

ACTION

Streamlined Lead Tracking and Reporting

We established a robust lead status and lead lifecycle system. This enabled them to track leads effectively and gain insights into their progression through the sales funnel. Additionally, customized reports were created for the sales, marketing, and customer success teams.

Comprehensive Data Integration

A seamless integration between HubSpot and Aidium's internal systems was set up. This integration facilitated accurate tracking of customer payments, allowing for real-time visibility into payment statuses and enhancing financial management.

Enhanced Integration and Insights

We successfully integrated Google Ads with HubSpot, optimizing their online advertising efforts. Moreover, the integration of Stripe payments with HubSpot provided Aidium with the ability to track Monthly Recurring Revenue (MRR), Annual Recurring Revenue (ARR), and churn rates, offering deeper financial insights.

RESULTS

Enhanced Lead Progression Visibility

Aidium now enjoys a clear view of lead progression at every stage of the sales funnel. This enables the team to identify bottlenecks and opportunities for optimization in time.

Informed Sales and Marketing Decisions

Their sales and marketing teams now have access to comprehensive reports and dashboards, empowering them to make data-driven decisions, refine strategies, and allocate resources effectively.

Improved Customer Payment Tracking

With the successful integration of Stripe payments and HubSpot, Aidium gains real-time insights into customer payments, ensuring a streamlined and transparent payment process.