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Financial Aid Services (FAS)

CASE STUDY
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Gong and Hubspot Implementation

Challenge

Financial Aid Services (FAS) provides specialized support and solutions for higher education institutions, helping them navigate financial aid processes and optimize operations.

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.

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Our Solution

Outbound Funnel (OBF) collaborated closely with Gong, HubSpot, and FAS to design and implement a comprehensive transformation plan in just 2 month time
1
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. We worked closely with Gong and HubSpot to finalize the best packages and implementations.
2
Phased Rollout & Training
Delivered a customized rollout strategy for both platforms, including phased onboarding to ensure seamless adoption across teams.
3
Ongoing Optimization & Support
Continued to support FAS post-onboarding by streamlining sales processes, automating workflows, and providing insights to improve reporting and marketing initiatives.
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Outcomes

Productivity

Enabled FAS sales and marketing teams to scale outbound sales motions and inbound marketing efforts efficiently.

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.

Predictability

Developed and implemented robust reporting frameworks, giving FAS better visibility into sales and marketing performance.

Powerful
Technology Stack

  • Gong.io
    Conversation Intelligence & Engage
  • HubSpot
    SalesHub & MarketingHub Pro

Comprehensive
Support & Enablement

  • Seamless Onboarding
  • Custom Knowledge Base
  • Empowering Your Team
  • Proactive System Management

Strategic
Integration & Optimization

Maximize ROI by expertly integrating and deploying your Gong and HubSpot platforms to create a unified revenue engine.

What Our Clients Say

  • 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

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