Client: Futuro Casa de Valores, with its technological solution Hubspot CRM, Sector: Financial Services
Client's profile
We are Future Stock House
We are a financial entity specialized in providing the best investment and financing alternatives that meet the needs of entrepreneurs and investors in the stock market, managing to maximize and protect their financial future as if we were managing our own assets.
Our institution is characterized by being a technical entity that generates important contributions for the discussion of public policies in the field of production, foreign trade and investment.
Mission
Provide the best investment and business financing alternatives for our clients, making their growth and economic progress a reality.
Vision
To be a digital brokerage house that democratizes investments, financing and liquidity generation through the Stock Market for legal and natural persons in Ecuador, managing to promote the attraction of foreign investment in the country and the development of the Stock Market itself. .
Business Needs
Problem
Futuro Casa de Valores needed to automate their sales monitoring, customer service, Facebook / Web chats, add special fields of their business and have complete management reports. With the Hubpost CRM solution, both on the web and on mobile phones, he was able to fulfill his need.
Solution
To face these challenges, DIGITAL ARIAS together with FUTURO CASA DE VALORES implemented Hubspot CRM, with a 100% remote work modality, satisfying customer needs and delivery deadlines.
Benefits
Automation
Chats integrated into the web, connected to the CRM and Facebook Messenger
Optimizes work organization
CRM system: ease of use
Information simplification
Integration of communications
You can manage the life cycle of your leads
It will allow you to easily segment your Marketing campaigns