Modernise and grow brokerage business through HubSpot

Brokerspot helps to grow revenues by 20% in the first month

We helped Countryside Finance digitalize their sales, operations and marketing to increase revenues, and customer renewals and improve the speed of business processes

  • Business Development
  • HubSpot
  • Website

About client

Countryside Finance has over 30 Years of experience in helping farming and rural businesses secure finance, covering Agricultural products, sprays or building extensions with over 500 satisfied and many repeating clients.

Industry Loan brokerage
Location The United Kingdom
Years of work 2024
Website countryside-finance.co.uk

Services

  • Web design
  • Web development
  • HubSpot implementation
  • Report system creation
  • Marketing support
  • The challenges

    Countryside Finance is a very successful independent brokerage to the agricultural industry but limited time to implement modern digital technology.

    The customer processes were mostly carried out in a manual way utilizing excel, and the existing website was non-responsive and had an outdated design

    The use of manual methods resulted in potential missed  business opportunities; with difficulty in seeing year-on-year business performance and where opportunities existed for renewing lapsed customers

  • Solution

    1 HubSpot implementation

    The HubSpot CRM Starter Suite was implemented, with custom fields, lists, reports, and email templates for communication with clients on upcoming loan renewals. All Countryside Finance historical data was structured, cleaned, and missing entries or duplicates were fixed and loaded into a logical format of Companies, Contacts, and Deals covering the previous and current year of trading

    2 New company Website

    A new responsive website was created with a fresh modern brand image. The site included an overview of the company, its people, and the services provided.

    The site has calls to action for customers to get in touch and is fully integrated back into the HubSpot CRM for automatic collection of new business leads

    3 Business Reporting Dashboards

    Company reporting was integrated into a secure PowerBI dashboard environment. Countryside Finance could now interact with information covering sales activity, commissions, and top-performing customers and lenders.

    They can instantly look back historically but also see what loan agreements are due for expiration in the current FY and Quarters

    4 Training & Support

    We provided comprehensive training across the solution. Guiding countryside finance on how to get the best out of HubSpot CRM to manage prospects and customer relationships through to the updating of the website and use of reporting dashboards.

    When help was required, our support was available to guide, suggest, and make amends

  • Result

    Countryside Finance operations were transformed by BROKERSpot

    In the first months of operating Year On Year, sales have already risen over 20%

    The team now uses HubSpot CRM to manage the relationship with the customers and prospects. From recording new leads, and managing deals to closure and recording all customer conversations and follow-up activities.

    The Dashboard & Reporting environment enabled current & historical views on sales data across multiple years, including analysis of trends and ease of reporting to the FCA.

    The website is refreshed, responsive, and reflective of the quality of the company.

    I highly recommend aimest for their exceptional ability to modernize and streamline business operations.

    Their strategic and consultative approach exceeded my expectations, providing valuable guidance that has already significantly increased our revenue generation, and created new marketing ideas and ways to improve customer care AIM is not just about taking what is offered.

    They can actively contribute to the success of your business

    Tom Ladds, Partner of Countryside finance

    • 10 years history We prepare and put it into the system.
    • 4000+ deals Prepared and exported into the deal flow.
    • 500+ contacts Created a contact management system with effectiveness reports.

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