The Challenge
Cooper-Hoffman faced significant inefficiencies and limitations with their manual client program onboarding process. They had to manually log deals in Keap CRM, notify Finance, and manually send MSA and PMA contracts via Docusign, which often hit envelope limits, resulting in delays and potential upgrades. Additionally, the manual process was prone to human error, impacting overall efficiency and client satisfaction.
The Solution
Cooper-Hoffman decided to migrate from Keap, Google Suite, and Docusign to HubSpot, Google Suite, and Portant to solve these issues. The decision was driven by the need to automate their onboarding process and eliminate envelope limits. Using HubSpot for CRM and Portant for contract automation, they were able to maintain the familiar look and feel of Google Suite, ensuring a smooth transition. Bryan Cooper, CEO of SCP, noted, 'Biglytics has helped us to better understand our buyer personas and behaviors. As a result - after 6 years - we made it from start-up to scale-up.' This integration allowed them to automate sending contracts and agreements with a layer of finance approval, saving time and reducing errors.
The Results
The new automated onboarding process has brought significant improvements for Cooper-Hoffman. Time saved in the onboarding process is substantial, human errors have been eliminated, and client satisfaction has increased due to the improved efficiency and professionalism. The process is now more timely, efficient, and impressive to clients, reflecting well on Cooper-Hoffman's commitment to excellence.
