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TransferGo | Modernising Sales with HubSpot Automation

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Industry

Payments & Transactions

Challenge

Undefined sales process; virtually all processes were manual; leads were tracked in Google Forms and Excel; lack of closed-loop reporting.

Results

Cultural shift in the Sales team; digitised and consolidated deal pipelines; increased efficiency and accountability; closed-loop reporting implemented.

Key Service

HubSpot Onboarding, Sales Enablement

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About your Customer

TransferGo is a leading digital money transfer service provider and a growing name in the remittance space. They enable consumers, SMEs, and Enterprise customers to send money internationally online, via mobile, or API integration quickly and securely.

The Challenge

Before partnering with IFT, TransferGo operated with an undefined sales process where virtually all lead management was manual. Marketing leads were captured via Google Forms and tracked in Excel sheets, which required the Business Development team to manually evaluate, qualify, and assign them to salespeople. This lack of automation led to a total absence of closed-loop sales reporting, making it difficult to track lead quality, progress, or the source of valuable deals.

 

Solution

IFT executed a smooth and effective onboarding to HubSpot Sales Hub Pro, transforming the company's lead capture and conversion process.

  1. Data Consolidation: Migrated all sales data from disparate Excel and offline sources into one unified HubSpot platform to reduce errors and lost deals.

  2. Sales Process Mapping: Defined and mapped new sales processes and pipelines for each focus business department.

  3. Automation Implementation: Introduced automated workflows to notify the Business Development team of new leads and auto-assign them based on specific triggers and assignment rules.

  4. Lead Scoring & Intelligence: Developed lead scoring within HubSpot to inform the Sales team of MQLs, SQLs, and Opportunities, ensuring immediate follow-up.

  5. Reporting & Dashboards: Delivered a reporting structure and clear dashboards that provided the senior management team with a full business overview at a glance.

  6. Enablement Training: Conducted extensive training sessions for the Sales teams to ensure full adoption of tools like Sequences, Snippets, and Task automation.

 

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The Results

The transition from manual Excel tracking to an automated HubSpot Sales Hub Pro environment delivered immediate gains in operational sophistication and team performance. By modernising and consolidating lead management, TransferGo achieved a more efficient sales funnel where human error was drastically reduced. The implementation delivered the following key results:

  • Digitised and Consolidated Deal Pipelines replacing manual Excel and Google Form tracking.

  • Automated Lead Qualification and Assignment ensuring MQLs and SQLs are immediately directed to the right owner.

  • Closed-Loop Sales Reporting providing a holistic view of lead sources, closed deals, and lost opportunities.

  • Increased Process Efficiency allowing the Sales team to spend less time on manual admin and more time on consulting.

  • Full Pipeline Visibility for senior management, enabling data-driven strategic decisions based on key metrics.

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