One of India’s leading SaaS platforms, ClearTax is the country’s largest tax and financial services software platform. Their technology has reportedly touched 10% of Indian MSMEs, second only to the Government of India.
As the only Advanced Implementation Certified partner in APAC, ClearTax believed TransFunnel could resolve their pain points and provide them with a roadmap to achieve their wants.
"TransFunnel has been a dependable HubSpot partner. We engaged with TransFunnel for our HubSpot implementation. While they enabled several channels and reports smoothly, their real strength lies in integration. They did multiple integrations for us to make our complex operations and processes more efficient. For a few phases, they went out of their way to help us meet the strict deadlines."
Milind Gehlot,Senior product marketing manager, ClearTax
TransFunnel imported the existing client data from Salesforce into HubSpot, verified it, then customized the lead status properties.
TransFunnel built workflows to allow ClearTax's marketing teams to pass on leads to MQL and SQL based on specific actions. These leads were then deployed to the apt team for interaction and engagement.
The handover process from marketing to sales became smoother, both the marketing and sales teams were in sync as communication grew stronger between them.
HubSpot’s ads integration tool was used to focus better on optimizing the ads to earn promising leads.
This helped ClearTax gauge which ad channel gets the most footfall based on which the user journey is customized to be able to produce high performing ads.
TransFunnel helped ClearTax create custom reports and management dashboards for data analysis and optimization based on attributions and data points unique to their business.
ClearTax could measure their team performance by creating custom reports
Detailed information about customers (GST, PAN numbers) to personalize customer experience could be collected to run personalized campaigns.
They could easily keep a count of contacts generated from different paid platforms owing to custom reports on marketing process analysis.
TransFunnel integrated third-party API Kaleyra with HubSpot paving the way for holistic WhatsApp and SMS communication with ClearTax’s customers from within HubSpot.
TransFunnel integrated Ozonetel with HubSpot allowing a smooth sync of voice calls data from Ozonetel to HubSpot.
TransFunnel integrated Demio with HubSpot allowing free flow of events’ data from Demio to HubSpot.