Inspired Marketing Case Study about Combined Finance

Finance house consolidates its customer communication using one marketing platform

As a non-bank lender, this company provides innovative, swift financial solutions to businesses and individuals in immediate need of cash flow – to fund further growth, or to invest in new opportunities. Rather than competing with traditional banks, this finance house fills a gap in South Africa’s lending market by serving clients who often are overlooked or under-serviced by banks.

The Situation

The company wanted to consolidate their various contact lists in one CRM database and create campaigns to build stronger relationships with their B2B clients.

Search for a Solution

Inspired Marketing was approached to provide marketing automation software, sales CRM software, and develop a series of automated marketing campaigns.


Fully utilise the functionalities of marketing automation technology to increase the the lenders subscriber database and streamline their marketing and communication processes.

Desired outcome:

Develop a reliable system that:


  • captures respondent information from the company website and other online platforms,
  • identifies target market preferences and business opportunities,
  • delivers follow-up communications.

Processes qualified online enquiries.

Sends enquiry notifications to relevant parties

What we did

Inspired Marketing delivered the following:

  1. Set up marketing automation with a built-in sales CRM software platform.
  2. Set up relevant market segments: bond originators, estate agents and property buyers and sellers.
  3. Mapped out the market segment process – from first contact to qualified enquiry.
  4. Created email sequences, campaign web pages with sign-up forms, information web pages, notifications, smart emails and dynamic content.
  5. Set up the marketing workflow automations, tested the processes and activated the campaigns.
  6. Enabled performance analytics for real-time feedback.

The Result

From an initial web enquiry to the delivery of qualified leads, the company can now rely on a system that works automatically and reliably at all times. In addition, automated relationship-building (nurturing) campaigns ensure a steady stream of new business.

Finance house consolidates its customer communication using one marketing platform
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