Introduction

Valliance Bank, a regional financial institution managing over $600M in assets, sought to modernize its sales and marketing processes to support its rapid growth and maintain its white-glove service reputation. With outdated systems and misaligned sales and marketing teams, they faced inefficiencies that hindered scalability and transparency. Through strategic consulting, HubSpot onboarding, and system optimization, Seaworthy Strategy delivered a comprehensive overhaul, enabling Valliance Bank to achieve remarkable efficiency and effectiveness.

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Details

• Type: HubSpot Optimization and System Overhaul
• Engagement: 4-month project with a 2-year retainer
• Category: Sales Enablement and Marketing Alignment
• ‍Model: Custom Process Mapping and CRM Implementation
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Project Challenge

Valliance Bank needed to address several critical issues:

• Misalignment between marketing and sales teams.
• Outdated processes that hindered scalability.
• Lack of accurate revenue tracking and forecasting tools.
• Manual lead tracking via spreadsheets with no visibility or accountability.
• Absence of tools to identify bottlenecks in the sales and onboarding processes.

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These challenges left them unable to act on data-backed strategies and limited their growth potential.

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"This is incredible. Like, this is so easy. It's just gonna make my life so much easier."

Always ready to push the boundaries, especially when it comes to our own platform, we used our analytical eye to create a site that was visually engaging and also optimised for maximum performance. It also perfectly reflects the journey we’ve been through during these years. Let’s still consider it pretty much like a work in progress as we have yet to release plenty of case studies from product design to other digital campaigns, through more experiences, but we can now draw a line in the sand with this new milestone.