CONSULTING
Innovative Integration Saves 1,800 Hours of People Power Annually
Transworld Business Advisors of Minnesota knew their website was difficult to use and dated processes needed improvement. Their time was best spent having conversations with potential clients, closing sales, and delighting customers rather than updating a custom coded website and manually processing administrative paperwork.
Then
Client Overview
Transworld faced significant challenges in building trust with potential buyers and sellers due to a cumbersome buying and selling process. Their existing website and systems made it difficult to engage visitors and deliver essential information in a timely manner. The need for an updated, streamlined solution became clear.
Pain Points and Challenges
- Complicated Website Updates: Despite being a HubSpot customer, Transworld's custom-coded website was difficult to update, limiting agility.
- Mobile-Friendliness and User Experience: Transworld needed a mobile-friendly website with clear navigation paths for two distinct audiences—buyers and sellers. The lack of clarity led to visitor frustration and high bounce rates.
- Time-Consuming Compliance Processes: Confidentiality requirements and NDA processing took too long, causing delays and lost opportunities with prospective buyers.
- Disconnected Systems: Their HubSpot CRM was not integrated with the buying and selling process, leading to fragmented data and reduced employee adoption.
Processes & Technology
- Legacy Website Limitations: The custom-coded site was difficult to update and not mobile-friendly, limiting Transworld's ability to maintain a modern online presence.
- Fragmented Systems: Without integration between the CRM and business processes, key buyer and seller information was spread across multiple systems, leading to inefficiencies and a lack of real-time data.
- Manual Compliance Handling: Employees were burdened by manual processes to secure NDAs and compliance documents, causing delays and reducing customer satisfaction.
Partnering with Denamico
Client Success Story
Engagement Overview
- Transworld partnered with Denamico to streamline their website and CRM processes, building trust with buyers and sellers. Through strategic design and automation, Denamico helped Transworld simplify NDA processing and improve user experience, leading to increased engagement and sales efficiency.
Now
The integration of HubSpot CRM and CMS, along with Formstack, streamlined Transworld’s processes. By providing a 360-degree view of customer data, the system allowed Transworld employees to manage buyer and seller journeys more efficiently, reducing the time needed for manual tasks and improving the overall customer experience.
Automating key processes, including the NDA and confidentiality agreement workflow, saved Transworld employees over 35 hours a week. A HubSpot form and ChatBot integration, combined with Formstack, kept potential buyers engaged while expediting documentation, leading to faster decision-making and reduced friction in the buyer’s journey.
A redesigned website with clear navigation for buyers and sellers allowed visitors to quickly self-select their journey, significantly improving user experience. Updated visual CTAs and improved design elements built trust, while the streamlined user paths increased engagement and reduced bounce rates.
Let's talk CRM!
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Whether you're new to HubSpot or looking to consolidate your systems, let's start with a complimentary consultation to pinpoint some areas where HubSpot can do more for you and your business.
