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HubSpot Implementation

Currency Exchange International

Currency Exchange International

A leading provider of comprehensive foreign exchange services, risk management solutions, and integrated international payments processing technology in North America.

The Challenge:

CXI has a highly successful business selling foreign currency online, but they relied entirely on manual processes for both marketing and reporting. As they aimed for greater heights, they needed to automate these processes and gain a deeper understanding of their success metrics. To achieve this, they hired Paula Inc.

CXI was selling millions of dollars in foreign exchange but had zero automation in place and very manual marketing attribution reporting.

The Solution:

Paula Inc. proposed the implementation of HubSpot’s Enterprise Marketing Hub. This involved integrating all of CXI's paid and organic marketing channels as well as purhase data with HubSpot. By combining pre-sale and post-sale data in one place, CXI was able to leverage HubSpot’s powerful automation and reporting capabilities, driving more efficient operations and informed decision-making.

Before Paula

Multiple, disjointed data sources

Scattered Data

Labor-intensive reporting

No automation

After Paula

A powerful, centralized source of truth

Rich Insights

Powerful Automations

Wholistic customer view

Resulting in a 365° view of the customer

Sample Client View

Original Source:

Summer Campaign!

Google Ad

Latest Source:

50% Discount

Email

Transactions

to Date:

10

Revenue

to Date:

$56,000

Client Review:

How We Did It

Mapping of Transaction Data

CXI

CXI

CXI

Orders

Orders

Orders

Contacts

Contacts

Contacts

Branches

Branches

Branches

iPaaS

iPaaS

HubSpot API

HubSpot API

HubSpot

HubSpot

HubSpot

HubSpot Deals Object

HubSpot Deals Object

HubSpot Deals Object

HubSpot Contacts Object

HubSpot Contacts Object

HubSpot Contacts Object

HubSpot Custom Object

HubSpot Custom Object

HubSpot Custom Object

Mapping of Acquisition Data

HubSpot Tracking Code

HubSpot Tracking Code

HubSpot Tracking Code

HubSpot Custom Events

HubSpot Custom Events

HubSpot Custom Events

HubSpot

Native Integrations

HubSpot

Native Integrations

HubSpot

Native Integrations

HubSpot

Custom UTMs

HubSpot

Custom UTMs

HubSpot

Custom UTMs

Transformation

Before

After

Before

Multiple, disjointed data sources


CXI's tracked data was in multiple systems that didn’t communicate

After

Centralized, actionable data


We brought all of CXI’s data into HubSpot, empowering CXI to leverage HubSpot’s powerful automation and reporting capabilities

Centralized, actionable data


We brought all of CXI’s data into HubSpot, empowering CXI to leverage HubSpot’s powerful automation and reporting capabilities



Before

No Automation


Other than a welcome email using MailChimp, CXI had no automation in place

No Automation


Other than a welcome email using MailChimp, CXI had no automation in place




After

Automation


We implemented over 25 workflows spanning automated follow ups, data management, pipeline updates, contact segmentation, lists creation, and beyond

Before

Poor visibility into buyer journey


No ability to see where clients were in the buyer journey

Poor visibility into customer journey


No ability to see where clients were in the journey

After

Sales Journey Visualization


We leveraged HubSpot’s Deals Pipelines to place Deals in stages according to where they were in the sales cycle

Before

Basic Segmentation


Basic segmentation

After

Powerful, automated segmentation


We leveraged HubSpot’s workflows to keep CXIs contacts segmented based on lifecycle stage and purchase history

Before

Scattered Reporting


Before this transformation, CXI used to create their marketing attribution reports by manually downloading data from each of their sources (Google Analytics, Meta, Yelp, etc.) and using Excel to create reports that not only were delayed and time-consuming, but also not entirely accurate

After

Robust and Accurate Marketing Attribution Reporting


Now with all lead-sources data fed directly into HubSpot, we were able to leverage HubSpot’s powerful reporting tool to create all kinds of attribution reports, providing CXI with a clear picture of the effectiveness of their marketing dollars

Before

Unfiltered Negative Online Reviews


CXI used to send its clients invitations to review the service after every transaction, potentially inviting unhappy clients to share their experience publicly


General Online Reviews


CXI used to send its clients invitations to review the service after every transaction and review this data in bulk

General Online Reviews


CXI used to send its clients invitations to review the service after every transaction and review this data in bulk

After

Innovative Online Review Management


Implemented a system to identify unhappy customers before they submitted a review, giving CXI an opportunity to fix the issue and potentially get a better score

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