Enhancing Client Engagement
for Solomon Partners

TECHNOLOGY PLATFORMS | WORK CADENCE | CONTENT ORCHESTRATION
About | Pioneering Investment Solutions

Solomon Investment Partners (Solomon IP), an affiliate of Natixis and part of Groupe BPCE, is a leader in property investment, providing expert advice and tailored support for retail property investment opportunities across the UK. Operating within a complex and competitive financial landscape, Solomon IP strives for innovation in client engagement and operational efficiency.

Challenge | Overcoming Disparate Systems for Cohesive Client Management

Despite its industry leadership, Solomon IP struggled with a fragmented digital marketing infrastructure that hindered effective client management and lead conversion. Their Head of Digital Marketing, Simon Greenwood, faced the critical challenge of unifying data and workflows across marketing, sales, and customer support to foster a seamless client journey and enhance business scalability.

Solution | HubSpot’s All-In-One CRM Platform

To address these systemic issues, Solomon IP turned to HubSpot’s comprehensive CRM platform, which offered an integrated suite of tools tailored for marketing, sales, and service hubs. This platform promised to align all client data, channels, and team activities around a single source of truth, enabling more strategic and synchronized operations.

Implementation | Seamless Integration and Streamlined Processes

The implementation of HubSpot began with a focus on customizing the platform to meet the specific needs of Solomon IP. This process involved setting up detailed client and lead management systems, integrating email marketing tools, and deploying HubSpot’s advanced reporting features to gain deeper insights into client behaviors and campaign effectiveness. The transition was supported by targeted training sessions to ensure all team members could fully leverage the platform’s capabilities.

Outcome | Quadrupled Sales and Enhanced Client Engagement

The impact of adopting HubSpot was profound. Within just 16 months, Solomon IP observed a fourfold increase in sales outcomes, significantly improved by the platform’s ability to provide real-time data insights and automate key marketing and sales processes. The comprehensive data integration also led to improved email marketing health, with a marked 18% increase in engagement due to more targeted and educational content delivery.

Conclusion | A New Benchmark in Financial Client Management

Solomon IP’s adoption of HubSpot has set a new benchmark for client relationship management within the financial services industry. The platform’s ability to integrate and simplify complex processes has accelerated Solomon IP’s business growth and enhanced its overall client engagement strategy. Moving forward, Solomon IP continues to invest in HubSpot, expanding its capabilities and further integrating its operations to drive future growth and success.

“HubSpot enabled us to work faster and find ways to grow our business.”
- Tom Crossley, Revenue Operations Manager, Solomon IP
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