Streamlining MarTech Stack
CMS + CRM + Marketing Automation
Aldermanco & Company
Investment Banking
USA
Streamlining MarTech stack to transform digital presence and maximising reach for lead generation.
- Integrated tech, tools and processes for better collaboration
- Exclusive mobile app to track deals for its customers
- Corporate website optimisation & CRM automation
Background
Alderman & Company, a leading M&A banker for the Aerospace Industry, was hindered by an outdated website with poor user experience and a theme-based design lacking a Content Management System (CMS). This limited their ability to update content and engage traffic from emails, organic, and paid campaigns.
Additionally, the absence of an integrated CRM platform prevented capturing the entire customer journey and data from various digital touchpoints. This broken system impeded their ability to streamline the MarTech stack, manage marketing processes, automation, collaboration, and campaign management effectively.
Key Challenges
- The primary challenge was the absence of a CMS and CRM, which are crucial for capturing leads and managing the entire marketing process and automation.
- The old website and systems were not equipped to manage growing needs of the company and created inefficiencies in the system leading to missed opportunities and poor customer experience.
Approach
- UIConnect executed a comprehensive approach, beginning with the deployment of HubSpot as the CRM system. This implementation enabled Alderman & Company to not only capture new leads but also engage in future marketing endeavours.
- By integrating the CRM system, UIConnect successfully mapped the entire process of lead enrolment across the stages of a marketing funnel and providing valuable insights. After establishing, evaluating, and ensuring the smooth operation of the website, CRM, and marketing automation systems, UIConnect initiated the database cleansing, list creations, segmentation, and campaign setup for email and PPC ads.
- Over the two years, UIConnect's all MarTech support activities, covering email marketing, lead funnel automation & workflow setup, Pay-Per-Click (PPC) advertising (specifically LinkedIn Ads), SEO optimization, and creatives helped to strenghten the underlying CRM system and workflow.
Our Solution
UIConnect was engaged to provide marketing technology consulting and development services.
- As a priority, UIConnect developed a modern website integrated with a WordPress CMS and Elementor page builder tool for ease of content management and design customisation without depending on any themes.
- UIConnect also integrated the website with the HubSpot CRM & Marketing Automation system to streamline the lead generation and campaign management.
Exclusive Mobile App for Aldermanco's Customers
Corporate Website
Deal NotesTM
An insightful commentary each Tuesday about lessons learned by Alderman & Company team of industry experts over the past 23 years, selling middle market aerospace and defense companies
Success
This case study demonstrates the power of effective MarTech implementation in enhancing a company’s digital presence and marketing efficiency. The comprehensive MarTech support provided by UIConnect over two years significantly improved the company’s marketing processes, from lead generation to conversion. It underlines the importance of understanding user needs and preferences in creating a digital platform that is not only functional but also user-friendly and engaging. The success of this project serves as a testament to UIConnect’s expertise in MarTech consulting, strategy implementation and management.
Client Appreciation
UIConnect has been our extended team over 2 years with seamless support on multiple projects from office collaboration setup, digital development, and marketing automation amongst others.
We are delighted to have them as our MarTech partner helping us in our organization-wide digital transformation journey.
We are delighted to have them as our MarTech partner helping us in our organization-wide digital transformation journey.
William Alderman
President,
Alderman & Company, USA
Alderman & Company, USA
