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This case study explores how Apps Without Code boost conversions like never before with HubSpot CRM that enabled them to manage customer interactions, automate workflows, and gain deeper insights into their sales pipeline.
About Apps Without Code
Apps Without Code is the first no-code university that teaches self-starting professionals how to validate their ideas, build, price, and sell their no-code app.
Use case: Improve Contact, Management.
Products: Sales Hub, Marketing Hub, Service Hub, Commerce Hub.
Apps Without Code is all about helping its customers turn their app ideas into reality effortlessly, even without any coding experience. However, behind the scenes and invisible to those customers, the company’s sales and marketing processes are anything but simple. Angela truly realised the depth of that complexity when she set out to document it all.
Angela Florez had just taken on the role of Marketing Director, and it seemed like her predecessor was the only one in the know about how everything operated.
“We tried to create SOPs for the entire customer journey and realized just how messy and complex the system was,” Angela shares. “It took us three months to detangle everything.”
Mastering these processes was essential as Apps Without Code prepared to transition its email marketing from Ontraport to the HubSpot CRM Platform.
Need for a centralised system to manage client information.
The move to HubSpot Marketing Hub was prompted by the need to centralize customer information. With the implementation of Marketing Hub, Angela and her team gained a comprehensive view of all customer information and interactions right in the customer contact record, which was a significant improvement.
“We handle a lot of customers on a daily basis. If the information isn’t organized and easy to access, we have to put our time and energy into figuring out what’s going on.” Angela explains.
Apps Without Code was really impressed with Marketing Hub, so they took the plunge and decided to implement Sales Hub and Service Hub as well. This move is all about consolidating their customer information onto one seamless platform.
Even with the HubSpot CRM Platform in place, their payment acceptance and course delivery process still relied on a variety of tools.
Five distinct payment tools
Apps Without Code used Stripe, PayPal, and Kajabi for handling payments, while they turned to ClickFunnels and Kajabi for creating order forms.
These tools and processes were all linked together through Zapier, creating a somewhat fragile connection.
“We had hundreds and hundreds of Zaps that would take information from Stripe, PayPal and Kajabi, put it into HubSpot, and then create workflows” shares Angela.
Prone to damage
When the process hits a snag, tracking down the root of the issue and getting it sorted can end up consuming hours or even days. This not only takes away valuable time but also distracts from the crucial work of expanding the business and catering to customers.
“If something broke, only one person knew how to fix it,” Angela shares. “And if that person was sick or out of the office, then the process stayed broke until they returned.”
Introduction of HubSpot Payments
In light of the situation, Angela and her team jumped at the chance to sign up for HubSpot Payments as soon as HubSpot made the announcement.
“We talked to our development team to get them onboard. Once they saw our complex processes, they fully understood the need to consolidate everything with HubSpot Payments,” Angela shares.
Streamlining 5 Tools within the HubSpot CRM Platform
After communicating with the HubSpot Payments development team, Angela felt confident to move all Apps Without Code products into HubSpot Payments.
During the implementation journey, Angela found herself truly impressed by how responsive the HubSpot Payments development team was. Whenever Angela found herself in need of a new feature or faced a challenge, the Payments team was always quick to jump on a call with her. They were ready to either resolve the issue on the spot or kickstart a solution into development.
“The HubSpot Payments development team is amazing. They took the time to meet with us and really understand our needs.” Angela shares.
Native CRM payments that provide a comprehensive 360-degree view.
Thanks to HubSpot Payments, the whole customer buying journey is now seamlessly integrated within the HubSpot CRM Platform, capturing all customer and purchase information in one place.
Having a 360-degree view empowers sales, marketing, and service teams with the essential context to craft more customer-centric buyer experiences.
“On our full-service side, for example, there are eight stages in the customer journey. From the initial payment to the orientation call to the delivery of the product, everything happens on the HubSpot CRM Platform.” shares Angela.
Creating payment links has never been easier!
Angela and her team have found that the ease of creating payment links has truly transformed their workflow. Today, all of the products offered by Apps Without Code are available for purchase online via HubSpot payment links.
“It’s super easy to create the links that people need to pay,” shares Angela. “It opens up a lot of possibilities.”
Apps Without Code has recently added payment links to its sales page, Prospective customers can read the product description and click the CTA to go directly to a checkout page that is hosted directly on the HubSpot CRM Platform.
“The checkout page form looks really good, professional, and reliable. Much better than it did with Kajabi.” Angela shares.
Exploring workflows that incorporate payment objects
Angela and her team are leveraging the payment object to enhance automation and accelerate their reporting process. When a customer buys a product and completes their payment, it sets off a series of workflows that seamlessly carry on the customer journey automatically without any human intervention.
“When they buy a package, they automatically get access to the app that contains the course content.” Angela shares. “At the same time, the agency team is notified that they need to send out a contract.”
These workflows are a game changer for their sales, marketing, and service teams, freeing them from the burden of tedious time-consuming manual tasks.
“With HubSpot workflows, we can use that time to get more customers and deliver great service.” shares Angela.
Quick reporting
Angela is definitely cutting down on the time she spends on report creation. Each week, she shares insights on the total purchases, monthly revenue, and various key performance indicators. She would dedicate countless hours each month to crafting those reports, gathering information from multiple systems. Now, she can create a report in just five minutes, all thanks to the HubSpot CRM Platform.
“I can go into contacts and filter by date to find what I need,” shares Angela. “It’s super easy.”
Integrating Commerce into CRM
With the implementation of the HubSpot CRM Platform, Apps Without Code streamlined their operations by eliminating five separate tools for sales, marketing, and payments.
Interestingly, the Apps Without Code sales form is now converting at a much higher rate since they implemented HubSpot Payments.
Angela’s team is enjoying a time-saving boost of 10-20 hours each month thanks to HubSpot Payments. Instead of spending hours setting up zaps for a complicated system, only to spend even more time troubleshooting issues, they can create payment links that get the job done effortlessly in just a few minutes.
Angela has cut down her time spent on preparing her weekly report by a whopping 75%!
Most importantly, Angela and her team are now able to focus their time and energy on activities that drive revenue, like launching exciting summits and rolling out monthly promotions.
“HubSpot helped us take a complex process that was driving us crazy and make it simple.” shares Angela.
HubSpot Payments saves so much time, especially if you have a complex system with different service lines. I would tell anyone to move to HubSpot Payments.
Angela Florez
Marketing Director, Apps Without Code
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