The Challenge
Scaling to Serve Mid-Market Customers
Managing cash flow is one of the most challenging aspects of running any business. Maintaining the delicate balance between revenue streams and operating expenses, often distributed across various systems, is one of the biggest obstacles in the Financial Technology (FinTech) industry. Without proper oversight, businesses risk shortfalls that can disrupt operations, stifle growth, and even threaten their survival.
Agicap tackles these challenges by offering their customers robust tools for cash flow forecasting, reconciliation, and money tracking across various bank accounts or subsidiaries, ensuring businesses maintain a clear financial picture. As Agicap grew, their shift from serving small businesses to targeting mid-market clients presented new barriers. The complexity of managing larger customer relationships, connecting with key stakeholders, and delivering personalized customer interactions put a strain on their sales and marketing teams. Agicap needed an efficient way to give their teams more time to focus on high-impact activities, without sacrificing operational efficiency.
“One of the challenges our sales teams were facing was handling the abundance of sales activities and understanding how we can best support our new customers at a larger scale. We needed to train our AI in order to save time and let the machine do the job of helping us scale with our customers.” — Pierrick Vignon, Head of CRM, Agicap
The Solution
Using AI to Increase Personalization and Maximize Effort
Agicap turned to HubSpot's AI embedded in Marketing Hub and Sales Hub to streamline their internal processes and deliver more personalized customer experiences. HubSpot's AI features helped Agicap automate routine tasks, allowing their team to focus on building stronger relationships with customers and delivering greater value through more impactful results.
By leveraging HubSpot’s AI in Marketing Hub and Sales Hub, Agicap transformed their workflows and improved the efficiency of both their marketing and sales teams.
The following AI features were key to their success:
- AI assistant enabled Agicap marketing and sales teams to scale their content creation effortlessly by jumpstarting the writing process, generating ideas, crafting subject lines, and writing body copy efficiently.
- AI-generated workflow descriptions streamline processes for the CRM team, improving internal operations and facilitating better communication across teams.
- ChatSpot empowers sales teams to conduct faster, more effective research and to uncover insights that would have previously taken hours to gather. Equipped with detailed, relevant information, sales reps approach every customer interaction with greater confidence that fosters deeper, more meaningful engagements.
- Call summaries automate the summarization of sales calls, enabling teams to send personalized follow-up emails that address specific pain points quickly. These detailed, thoughtful follow-ups enhance customer interactions at every stage of the sales cycle.
With these AI features, Agicap’s teams shifted their focus from low-impact, time-consuming tasks to high-impact activities that drive business growth. By leveraging HubSpot’s AI, they not only saved time but also created deeper, more personalized connections with customers, positioning themselves as trusted advisors in the FinTech space.
"HubSpot's AI has transformed our sales team's approach to follow-up emails," Pierrick says. "They can quickly share call summaries while reducing manual effort, using less than 10% of the transcript to create highly personalized emails that resonate with our customers."
The Transformation
Driving 20% Faster Deal Velocity and Saving 750 Hours Weekly
Before adopting HubSpot’s AI, Agicap’s sales reps spent countless hours each week manually summarizing meetings, drafting emails, and organizing customer data. This administrative burden slowed their ability to connect meaningfully with customers and hampered their deal flow.
"We have over 150 sales reps across 6 countries who have adopted the HubSpot CRM system, achieving 100% CRM adoption," says Pierrick.
With HubSpot’s AI, Agicap has completely transformed its operations. Over 150 Agicap sales reps now save at least an hour per day on manual tasks, resulting in 750 hours saved weekly—time reinvested in high-value activities such as engaging customers, improving forecasting, and refining their sales strategies.
Agicap’s AI implementation has enabled the company to achieve:
- 20% increase in deal velocity, enabling sellers to close deals faster and accelerate revenue growth.
- 100% CRM adoption by their sales team across six countries, streamlining communication and ensuring consistent customer engagement.
- 750 hours saved weekly, freeing up valuable time to focus on delivering tailored, high-quality customer experiences.
By automating routine tasks and ensuring that every sales rep is equipped with real-time insights, Agicap has strengthened relationships with their customers. This operational efficiency has allowed them to scale seamlessly into six markets while maintaining their commitment to providing personalized, meaningful interactions with every client. According to Agicap's Head of CRM, Pierrick Vignon, HubSpot's AI enables the team to spend more time understanding customer needs and closing more deals and less time on mundane tasks.
.png)
.png)
