Astute Business Solutions


Industry: CFO Advisory
Size: SMB, Women-Owned

Astute Tripled Their B2B Leads With Marketing Automation.

Success By Numbers

3x

Branch reach

70%

Increase in website traffic in past six months

Business Value Realized

  1. Amplified LinkedIn presence and brand recall
  2. Realigned brand positioning as a leading expert in their Industry
  3. Unified customer database on ZOHO CRM

About The Client

Astute is a tax accounting and business advisory firm in Pleasanton, CA. Offering a unique set of services like Revenue Recognition, R&D Tax Credit, and Royalty Audit, the client wanted to establish a distinct brand positioning and a leads funnel to grow their B2B client base.

Challenges

1. No Clear Differentiator:
The client was running into the danger of being labeled as “another accounting firm” with no clear differentiation from its competitors. They needed realignment of the core messaging and a new digital marketing strategy to achieve consistency across channels.

2. Lack of Lead Management:
Without a responsive website and a CRM tool, there were no past records of leads and no system to track “leads to conversion.” The data was stored in an Excel sheet and not updated regularly, making it old and outdated.

Solution

1. A Single CRM:
We brought in Zoho One, a marketing automation platform. We set up the process to collect leads from different website forms, assign tags, and segment them based on their lead cycle. We nurtured the lead data and built marketing campaigns based on the insights collected.

2. Unified Brand Messaging:
We worked with the client to redesign Astute’s company brochure, capability statement and pitch decks. The goal was to unify the brand message across multiple touch-points.

3. Built Thought Leadership:
We developed a content marketing strategy, dispersed through blogs, white papers, and social media posts that have established their thought leadership in the industry. We continue to organize virtual events and town hall sessions to provide a platform for Astute to help businesses with financial advice during the pandemic.

Features Leaveraged

  1. Zoho One
  2. Constant Contact for Email Marketing

When we started working with PDS, our goal was to have a single agency that could handle Astute’s digital activities and help us grow the brand’s presence online. Suchi and her team have been aligned with our vision from day one. They have helped us set up the marketing CRM, consolidated the brand message across channels, and launched digital campaigns that are now creating leads for the business. I completely enjoy their hands-on approach.

Ashwini Vasudeva,
Co-Founder ASTUTE

LET’S GET STARTED