Axis Income Fund

McGRAW worked with Axis Income Fund on a full HubSpot build-out. This ongoing large-scale project incorporated both the Marketing and Sales Hub. They needed a simple way to generate more leads at scale and develop a pool of investors. Axis Income Fund increased lead generation and aligned marketing efforts with HubSpot. They turned to us to help successfully achieve their goals by building an advanced end-to-end process boosting investment funds and brand awareness.

Objectives

Axis Income Fund leveraged a variety of inbound strategies to grow the business and see excellent results from the marketing activities. Their corporate objective is to pool funds from private investors to acquire new properties. They wanted to create a seamless integration between their sales, marketing, and customer service departments. They realized that their initial processes were outdated and required a lot of time and attention to meet their needs. They lacked visibility and it hindered their ability to pool investors.

Challenges

• Tech Stack Management Inconsistent lead funnels.
• Limited visibility on marketing activities.
• Lack of communication between marketing and sales teams.
• Disorganized reporting and analytics.

Solutions

Using their Service Hub, we were able to create a working pipeline with deal state management and prospect engagement using sequences so that no deal is left unturned. In their Marketing Hub, we implemented workflow automation to help qualify the lead process, engage with new leads, and create an email marketing nurture stream to ultimately hit their intended investment criteria. With their new reporting dashboard, it helped to centralize their lead management process, enabling them to streamline their entire marketing outreach.

Main Focus

• Full account management and set up so their team could focus on more important internal functions.
• Using their existing database, we created list segmentation and contact management to organize leads.
• According to their branding guidelines, we created landing pages and creatives with a high propensity to convert.
• Brought all paid ad management to see gain full visibility on the success of their advertising on different platforms.
• Integrated their custom WordPress site with forms to collect client information and provide a seamless customer experience.
• Initiated and managed their email marketing campaigns to attract, engage, and delight new and existing customers.
• Created custom reporting for all marketing functions on a tailored dashboard for transparency and visibility of all marketing efforts.

Benefits

• Streamlined communication
• Transparent reporting
• ROI on HubSpot investment
• Seamless marketing activities
• Nurture leads through automation
• Positive investor communication.