We partnered with a financial planning firm to create an end-to-end digital ecosystem. This involved redesigning their website for key customer journeys, integrating a digital booking solution, customising Pipedrive CRM for customer acquisition and retention, and adding an online discovery form, eliminating paper processes and enabling data-driven insights.
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The Approach
Assessment and Design: We analysed existing workflows and customer pain points through audits and stakeholder input, redesigning the website to optimise journeys like onboarding and consultations. This included mapping integrations for a digital booking system and outlining custom Pipedrive CRM features for pipeline management.
Development and Integration: Our team built and customised Pipedrive CRM modules for new client tracking and retention campaigns, while developing a digital discovery form integrated into the financial planning process. We ensured seamless connections across the website, booking tools, and CRM to create a unified ecosystem.
Optimization and Launch: Post-development, we tested for usability, implemented analytics for sales insights, and provided training to remove paper-based admin. Iterative refinements focused on custom campaigns and scalability to support ongoing growth.
The Results
The client achieved 20% year-over-year revenue growth for two consecutive years, with significant admin savings from paperless operations.
Full pipeline visibility improved customer retention by 25%, and integrated campaigns boosted new acquisitions, enhancing overall efficiency and client satisfaction.
