Case Study: Driving Growth and Efficiency for a Sell-Side Healthcare Investment Firm
Introduction
Crecivo partnered with a Sell-Side Healthcare Investment Firm to revolutionize their marketing strategies and streamline their deal-sourcing process.
By introducing advanced tools, rethinking outbound email tactics, and focusing on optimization, Crecivo delivered outstanding results that significantly boosted the firm’s growth and operational efficiency.
Challenge
The firm initially approached Crecivo to set up and manage its ZoomInfo Engage platform. Their goal was to maximize outreach and tap into high-volume deal-sourcing opportunities. However, after a thorough analysis of their business needs, it became evident that their existing tech stack couldn’t keep pace with their volume and efficiency requirements.
They needed a polished system that would not only reduce costs but also enhance their marketing and deal-sourcing efforts across inbound and outbound channels.
Strategy and Solutions
Transition to Instantly.ai
Recognizing ZoomInfo Engage's inefficiencies, Crecivo transitioned the firm to Instantly.ai, a platform better suited for high-volume outreach. This change drastically reduced technical expenses—saving 91% YoY—while increasing precision in targeting ideal buyers.
Implementation of HubSpot CRM
Crecivo spearheaded the rollout and configuration of HubSpot CRM across the company. This involved onboarding employees and seamlessly integrating it with critical tools like ZoomInfo, Apollo.io, RB2B, Instantly.ai, and HubSpot Live Chat. These integrations empowered the company to unify their inbound and outbound marketing workflows, making them more agile and efficient.
Revamped Outbound Email Strategy
Crecivo overhauled the firm’s outbound email strategy by implementing Instantly.ai. This strategic pivot not only cut costs but also significantly enhanced engagement rates and conversion rates by refining targeting accuracy and improving outreach content.
Comprehensive Optimization of Online Presence
Crecivo’s efforts extended to the firm’s website, focusing heavily on increasing visibility, engagement, and user retention. Strategies executed during the partnership included content updates, performance tracking, and user experience improvements.
Results
The strategic initiatives implemented by Crecivo achieved remarkable results, driving both immediate impact and sustainable growth:
319% YoY increase in website traffic, adding 14,000 visits and greatly expanding the firm’s online footprint.
22% YoY reduction in website bounce rate, ensuring higher user retention and more meaningful site interactions.
346% YoY increase in unique visitors, bringing the number of unique visitors to 10,000 and significantly growing the firm’s audience.
279% YoY increase in overall pageviews, raising pageviews to 20,000 and providing a more comprehensive, engaging user experience.
An impressive $50+ million in deal sourcing was achieved within just 9 months, underscoring the effectiveness of the new tools and strategies in driving tangible results.
Impact
Through these transformational initiatives, the Sell-Side Healthcare Investment Firm not only amplified its marketing capabilities but also strengthened its position within a competitive market.
The significant cost savings, optimized technology stack, and skyrocketing engagement metrics provided a solid foundation for both immediate and long-term growth.
Closing Thoughts
Crecivo’s expertise in demand generation, data-driven marketing strategies, and AI-powered tools proved to be a game changer.
By tailoring solutions to fit the firm’s specific goals and challenges, we empowered them to achieve an extraordinary level of success in deal-sourcing and marketing.
The outcome of this collaboration is a testament to Crecivo’s ability to deliver results through innovative, efficient, and results-oriented strategies.
Book a free consultation today to discover how Crecivo's tailored strategies and tools can drive your business success. Let's create your next big win together!
