Latest from the Intellegentia Blog

HubSpot CRM for Accountants

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.

Topics: Industry Focus - Financial Services HubSpot

Inbound marketing for financial services

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:

Topics: Inbound Marketing Industry Focus - Financial Services

6 great ways to use HubSpot Workflow

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

Topics: Account Based Marketing GDPR, Data Protection, Cookies and more Inbound Marketing Sales Processes HubSpot

Using your B2B Blog to improve your Sales Pipeline!

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:

Topics: Content Marketing B2B Lead Generation

11 ways to optimise content layout for your Content Marketing Strategy

IT'S ALL ABOUT WINDOW DRESSING

You’ve written the most amazing copy ever to be written and you’ve crammed every last word onto your landing page so it looks like you’re the most knowledgeable company out there, you're the king. The expert.

But looks are everything and no matter how good your content is, if it’s not easy to find and easy to read, then it won’t get read.

Here are 10 ways to optimise your content for maximum readability:

Topics: Content Marketing Inbound Marketing