Case Studies
Streamlining the Customer Journey
Summary:
Credit Union 2.0 is a marketing agency focused on providing credit unions with digital tools and strategies. The agency supports clients with custom content, automated marketing, and strategic representation to increase digital engagement.
Using SharpSpring’s agency-focused automation tools, Credit Union 2.0 was able to double its client base and show those clients more value from their partnership.
They used SharpSpring to:
- Build higher value relationships
- Show clients more ROI
- Grow monthly recurring revenue
Challenge:
Credit Union 2.0 found that working one-on-one with clients to set up all the key elements of their marketing strategy was limiting the number of clients they could take on at one time. Proving KPIs was also difficult when Credit Union 2.0 was left to rely on clients to run and administer the marketing automation. They needed a simple solution that they could control.
Solution:
By partnering with SharpSpring, Credit Union 2.0 has been able to more efficiently implement marketing automation, build and launch effective lead magnets, and report on the success of campaigns to their clients.
Campaign
Tactic 1: Building Higher Value Relationships
With SharpSpring, Credit Union 2.0 found a simple solution to add automated marketing to its clients’ websites. Providing a simple, embeddable, marketing automation solution.
Tactic 2: Proving Value to Clients
Using SharpSpring for marketing automation, Credit Union 2.0 built brand awareness, generated leads, and nurtured those leads into customers. They’re now more efficient and able to show higher rate of success to customers.
“We have been able to leverage marketing automation and SharpSpring to create automated nurture sequences that drive lead scores, build the online presence of a startup, and generate a consistent flow of leads for our clients.”
– Kirk Drake, Credit Union 2.0 President & Founder
The Results
SharpSpring proved to be an effective partner, helping Credit Union 2.0 by: