Ualett

Centralizing Banking Operations with HubSpot

Financial Services 200+ employees

Sales Hub | Marketing Hub | Operations Hub

Client Overview

Ualett® is the result of a group of dreamers, who saw a need in the independent contractor market, that was growing hand-in-hand with the GIG technology companies. They were created under the umbrella of Cabicash Solutions INC, to advance future receivables to their users, and help them to handle their business expenses on time.

Challenge

Ualett needed a centralized platform to manage their processes across marketing, sales, and operations.

Their challenge was to build a comprehensive pipeline and automate processes while integrating various tools into one system.

Specific Issues

The speed of the sales process, the flexibility and update of the workflows, and the guidance

Solution

On The Fuze implemented HubSpot Sales, Marketing, and Operations Hubs to centralize Ualett's business processes.

Implementation Steps

Built an automated pipeline for managing leads and sales activities.
Integrated various tools to ensure seamless workflow across marketing, sales, and operations.
Set up processes to automate manual tasks and improve overall efficiency.

Tools Used

Sales Hub: For managing lead generation and sales pipeline.
Marketing Hub: To execute and monitor marketing campaigns.
Operations Hub: For managing operational workflows and integrations.

Conclusion

By utilizing HubSpot's integrated platform, Ualett has centralized their marketing, sales, and operations, allowing for smoother workflows and improved performance across their business processes.

Excellent experience with Tatiana

"On the Fuze has been an exceptional company to collaborate with. They have provided invaluable assistance in our integration with the HubSpot CRM. A special shout-out to Tatiana, who has been incredibly helpful and professional throughout the process. Her expertise, attention to detail, and dedication to delivering outstanding results have made a significant impact on us."