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Hi, my name is Tim McMinn.

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I'm the Director of Growth and Operations at Hay Marvin.

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We use reform for all of our demo form submissions,

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routing, and advanced logic.

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This form services help us greatly in regards to making sure

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that our forms route accordingly to our sales motion.

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We're set up in a two-team approach where we have

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enterprise sales reps as well as SMV sales reps.

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That's split based upon different company sizes.

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So you think about it, 1,000 employees plus,

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maybe we devote to enterprise,

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under 1,000 we devote to SMV.

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In addition to that, we're very much so organized

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on a target account and account ownership basis

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too for other sales initiatives.

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This all leads to the requirement of when inbound demand

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is generated or people coming to our website

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to fill out demo submissions.

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We wanna make sure that they get routed to the correct person.

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And that's again, based upon ownership is based upon

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different types of rule logic like company sizes.

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We're currently on a HubSpot marketing pro plan,

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which ultimately did not allow us to use any of their

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advanced form, logic, and routing.

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Because of this, and because of the advanced

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these of our business and the stage that we're at,

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we made the decision to go with reform

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for our demo form submissions.

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And this has really helped us again,

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make sure that we streamline our process

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on handing off leads from marketing to sales.

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Creates not only a great internal process,

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but also creates a wonderful, great buying experience

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for our customers too as well.

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And the fact that they can immediately get to the right person

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that they need to book that meeting,

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all doing that, all within one routing flow

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of filling out your information,

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seeing the appropriate calendar from HubSpot to show,

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and then actually booking that meeting too as well.

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For us, the outcome for this was obviously a major improvement

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on our internal processes, but as I said,

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we're able to also then use reform for other types

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of activities like two-step forms.

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These two-step forms help increase conversions.

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So then conversion rate of somebody coming to our website,

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again, being in a two-step process of form to meeting

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to actually completed booking,

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breaking that process down has allowed us to capture data

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throughout that journey with reform,

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pass that back in the HubSpot,

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and actually improve our conversion rate over time.

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So now where we now stabilize our forms

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from our website to have always two steps.

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In some cases, now we've done three,

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where we just insert the email address,

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then we push them to a larger form

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to the meeting calendar link, et cetera.

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Again, all capturing that data throughout that journey

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is we can act on any type of churn out

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throughout that process, which we then do

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by notifying our SDR team, we then reaches out to it,

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books that meeting and is also able to then use

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those routing logic tools to accommodate that too as well.
