MarTech Support

Alderman & Company | Aviation Banking | USA

Web presence + CRM + MarTech Support

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Transforming digital presence & lead gen with MarTech to maximise reach & deliver enhanced customer experience.

  • Integrate tools and processes and collaborate across teams
  • Integrate tools and processes and collaborate across teams
  • Securely share and protect your data
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Background
Alderman & Company, a leading M&A banker for the Aerospace Industry, was operating with an outdated website with poor user experience, ready-made theme-based design that lacked a Content Management System (CMS), limiting their ability to update the design or content to engage the traffic coming from their emails, or organic and pad campaigns.

The company also did not have an integrated platform like a CRM that capture the entire customer journey and provide data from different digital customer touchpoints. This broken system and poor experience were a roadblock in company’s ability to manage their marketing process, automation, collaboration, and campaign management effectively.
Key Challenges
  • The primary challenge was the absence of a CMS and CRM, which are crucial for capturing leads and managing the entire marketing process and automation.
  • The old website and systems were not equipped to manage growing needs of the company and created inefficiencies in the system leading to missed opportunities and poor customer experience.
Approach
  • UIConnect executed a comprehensive approach, beginning with the deployment of HubSpot as the CRM system. This implementation enabled Alderman & Company to not only capture new leads but also engage in future marketing endeavours.
  • By integrating the CRM system, UIConnect successfully mapped the entire process of lead enrolment across the stages of a marketing funnel and providing valuable insights. After establishing, evaluating, and ensuring the smooth operation of the website, CRM, and marketing automation systems, UIConnect initiated the database cleansing, list creations, segmentation, and campaign setup for email and PPC ads.
  • Over the two years, UIConnect's all MarTech support activities, covering email marketing, lead funnel automation & workflow setup, Pay-Per-Click (PPC) advertising (specifically LinkedIn Ads), SEO optimization, and creatives helped to strenghten the underlying CRM system and workflow.
Our Solution
UIConnect was engaged to provide marketing technology consulting and development services.
  • As a priority, UIConnect developed a modern website integrated with a WordPress CMS and Elementor page builder tool for ease of content management and design customisation without depending on any themes.
  • UIConnect also integrated the website with the HubSpot CRM & Marketing Automation system to streamline the lead generation and campaign management.
Alderman & Company - Website Homepage
Alderman & Company's revamped website that's reflective of its thought leadership and +23 years of industry experience
+100 Deal Notes
+100 Deal Notes published so far...
Deal NotesTM
An insightful commentary each Tuesday about lessons learned by Alderman & Company team of industry experts over the past 23 years, selling middle market aerospace and defense companies
Success
This case study demonstrates the power of effective MarTech implementation in enhancing a company’s digital presence and marketing efficiency. The comprehensive MarTech support provided by UIConnect over two years significantly improved the company’s marketing processes, from lead generation to conversion. It underlines the importance of understanding user needs and preferences in creating a digital platform that is not only functional but also user-friendly and engaging. The success of this project serves as a testament to UIConnect’s expertise in MarTech consulting, strategy implementation and management.
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Disclaimer: UIConnect’s case studies cover information available until the time period of our engagement with our clients. Subsequent changes to the ideas / final product that are beyond the scope of our engagement may not be included in the case study. Clients may choose to make changes to their model in subsequent time periods.