Latest from the Intellegentia Blog

Some B2B sales teams doubt the ability of marketing to help with their “spear fishing approach” to new business sales.  Instead, they see marketing as the operator of a wide net that catches lots of sprats, albeit hopefully, alongside the prize fish they are actually looking for.

It has been our great pleasure to implement HubSpot for UK accountancy firms and see the huge difference this software can make to a business.

With the current situation (early 2020) many firms are using this time to re-evaluate how they do business.  Processes that enable staff to work from home have been at the forefront of many minds, and, being cloud-based, HubSpot absolutely meets that need.

But HubSpot enables firms to go beyond just being able to do the same work in remote locations.

HubSpot enables firms to automate processes with the aim of doing more work with the same team, whilst simultaneously improving both employee and customer satisfaction.

And, in an industry that relies very heavily on reputation and word of mouth for sales and recruitment, employee and customer satisfaction should be the focal point of any accountancy firm business strategy.

For the Financial Services sector, the inbound methodology provides a really interesting way of thinking about marketing. It’s about educating and informing. It’s about retention. It is not about overt selling. All of which fits entirely with the ethics, rules and regulations governing the financial services industry.

How does Inbound Marketing help financial services marketing ?

The industry is made up of quite different organisations – for example accountants, auditors, membership-based networks, client facing advisers, brokers and intermediaries. Each have their own marketing needs and ways of going to market.

Whether you are a client-facing financial adviser marketing yourself in a defined geography, targeting particular types of consumer or business, or a network looking to recruit and retain members across the country, your marketing needs can be similar:

Let's face it.  There are LOADS of ways to use HubSpot workflow, but lets have a quick look at my favourites:

Are you dubious about the effectiveness of businesses blogging? Don’t worry, you're not alone - many businesses who use blogging without a clear strategy to move leads through the funnel tend to ask is the effort worth it?  However used correctly, business blogging will increase engagement and improve your sales pipeline. 

Companies that increase blogging from 3-5x per month to 6-8x per month almost double their leads. (source: HubSpot science of blogging). 

Business blogging is your opportunity to inform and engage potential customers, whilst showing off your brand personality, expertise and providing an edge that differentiates you from your competitors. 

To stay ahead of the game and use your B2B blog to generate more leads and improve your sales pipeline, take a look at our top tips: