CASE STUDY

Lease-deal.com: Deal Automation using HubSpot

For who

Lease-deal.com

Expertise

HubSpot Development, HubSpot Integrations, HubSpot Consultancy.

About our client

Lease-deal.com is an independent leasing platform for suppliers and SME entrepreneurs. Lease-deal.com enlisted Bright Digital's support to automate the entire application process using the HubSpot platform.

With its state-of-the-art lease platform, Lease-deal.com offers an online environment (Lease As A Service) in which suppliers can easily arrange the lease application of SME entrepreneurs themselves.

The Lease-deal.com project

The case

Lease-deal.com came to Bright Digital with a specific request: “Help us automate the entire lease application process”. HubSpot is the most suitable tool to realise their request for deal automation, because of the possibilities it offers for linking software and the fact it supports a multi-funding model.

HubSpot onboarding

We set up HubSpot CMS for Lease-deal.com, gave HubSpot training courses to Lease-deal employees, and provided ongoing onboarding support as we built in new features for the lease process.

HubSpot CRM & Service

The HubSpot CRM is used for securing contact information. With HubSpot Conversations, all internal and external communication is logged. Moreover, the HubSpot Service Hub uses the Knowledge Base to share knowledge internally and (possibly) externally in the future.

HubSpot Sales & Marketing Hub

On the one hand we created an automated deal process in HubSpot Sales Hub. This was necessary because automatic actions take place at every stage of the deal process; Deal Automation at its best. On the other hand, we used HubSpot Marketing Hub to activate automatic email flows during the deal process.

Highlights

API Integration

Lease-deal's HubSpot account was then integrated with other software tools. For example, an integration with PandaDoc linked the external lease calculator with the vendor portal and the lessee portal. We also realized a link for a financial credit check.

A special HubSpot project

For Bright Digital, the Lease-deal case is a very special project because Lease-deal.com aims to get the most out of HubSpot and therefore demands the utmost from Bright Digital. There are no standard solutions for Lease-deal. Nevertheless, we welcome the challenge and look at every other possible solution to make the most out of HubSpot.

In the long-run, the Deal Automation solution supplied by Bright Digital has saved Lease-deal.com a lot of time and money. Ultimately, Lease-deal wants to achieve full automation of the entire lease application process. Every day and step-by-step, we are working towards that goal.

“The great cooperation, transparent planning, proactive employees, and deep knowledge of HubSpot from marketing to reporting makes Bright Digital the ideal HubSpot partner. In a very short time (approx. 8 weeks), HubSpot was set up according to our wishes, including API links. My advice: put Bright Digital on your shortlist.”

Wouter Pollman | Managing Director

Lease-deal.com

What Lease-deal.com says Bright: