Case Study
ABOUT
Financial Aid Services (FAS) provides specialized support and solutions for higher education institutions, helping them navigate financial aid processes and optimize operations.
CHALLENGE
FAS faced the need to modernize its legacy systems and team functions to align with a more scalable and efficient go-to-market strategy. FAS sought to implement platforms like Gong and HubSpot to enhance collaboration, streamline operations, and support their outbound sales and inbound marketing efforts.
SOLUTION
Outbound Funnel (OBF) collaborated closely with Gong, HubSpot, and FAS to design and implement a comprehensive transformation plan in just 2 month time:
Tech Stack Selection
- OBF Guided FAS in selecting Gong and HubSpot as their core platforms, ensuring the solutions were tailored to meet their unique needs and GTM objectives.
- Outbound Funnel worked closely with Gong and HubSpot sales teams to finalize the best product packages and implementation plan.
Phased Rollout & Training
- Delivered a customized rollout strategy for both platforms, including phased onboarding to ensure seamless adoption across teams.
Ongoing Optimization & Support
- Continued to support FAS post-onboarding by streamlining sales processes, automating workflows, and providing insights to improve reporting and marketing initiatives.
Brandon, Helene, and Nikki were incredibly thoughtful and detailed during our discovery process, ensuring that our needs for Gong and HubSpot implementation were fully addressed. The way they transformed our initial ideas into fully operational applications used by our sales team within weeks was nothing short of brilliant.
Jason Langdon
CRO
OUTCOMES
Productivity
Enabled FAS sales and marketing teams to scale outbound sales motions and inbound marketing efforts efficiently.
Predictability
Developed and implemented robust reporting frameworks, giving FAS better visibility into sales and marketing performance.
Growth
Empowered FAS to accelerate their GTM strategy by leveraging modernized tools and processes.
Improved team collaboration and efficiency, enabling them to focus on revenue-generating activities and scalable growth.
Platforms:
- Gong (Conversation Intelligence & Engage)
- HubSpot (SalesHub & MarketingHub Pro)
Strategy :
- Deploy integrated Gong and HubSpot applications
Professional Services:
- Cross-Platform Implementation
- KM / Documentation Build
- Team Training and Support
- Ongoing Managed Services