Case study

How A Global SaaS Company Turned Its Cumbersome Sales Process Into A Lead-Qualifier On Steroids

The challenge

Josh Gosliner, the Head of Marketing and Communications of Boku, was frustrated with the amount of manual labor his digital-age transaction company required. Each time a potential lead submitted a form, an employee had to review the information, forward it to the right person who would then manually add it to the CRM and follow up.

Boku was losing time, money, and sales. The “mobile-first” company needed to get rid of their Stone Age processes—and fast.

The solution

Josh reached out to a few automation companies before hiring Flow Digital. After talking to Flow Digital, he knew that their team would take ownership of the project and had the calm confidence and expertise to see it through.

Flow Digital automated the entire prospect inquiry process, saving Boku’s team the stress and cost of manual follow-up.

While they were at it, Flow Digital also automated Boku’s registration process for events, streamlining the entire operation.

The results

Now that they no longer have to manually follow up with every prospective lead, Boku’s team can utilize their time and energy for better work. Flow Digital integrated software like Pipedrive, Zapier, Gravity Forms, AutoPilot Journeys, Prospect.io, Outlook, Slack, and Unbounce to help Boku build a fantastic database. The systemized process ensures that no potential leads fall through the cracks.

Boku is able to meet the needs of their clients, fulfilling their mission of growing, monetizing, and securing transactions in a mobile-first world. Now their own business can join the “mobile-first” club, leaving the frustration and error of manual labor far behind.

“Nathan’s incredibly clear and organized. He’s a magic wand for marketing automation. I can wave my wand, say, “I need this,” and he makes it happen. He’s become part of my team.”

Josh Gosliner,

Head of Marketing & Communications, Boku

“Our leads were being handled manually, via email. We were creating extra work for our salespeople and the workload wasn’t functional. Worse, our marketing budget was wasted because we couldn’t follow up properly with prospects.”

Josh Gosliner,

Head of Marketing & Communications, Boku