Case Study: Agicap Boosts Efficiency and Deal Velocity Using Breeze AI

Scaling up operations while maintaining efficiency can be a challenge, particularly when transitioning from servicing small and medium-sized enterprises (SMEs) to mid-market clients. Agicap, a leader in cash flow management, faced this dilemma head-on. The company sought an innovative solution to streamline its operations, improve productivity, and accelerate its sales process. The adoption of Breeze AI, integrated into HubSpot’s Marketing Hub and Sales Hub, provided the much-needed efficiency boost, enabling Agicap to save 750 hours weekly and increase deal velocity by 20%. Here’s how they did it.

Covered in this article

The Challenge: Scaling to Serve Mid-Market Clients
The Solution: Leveraging AI to Automate and Personalise
The Results: 750 Hours Saved Weekly and a 20% Increase in Deal Velocity
Key Takeaways for Businesses
Conclusion
FAQs

The Challenge: Scaling to Serve Mid-Market Clients

As a financial technology (FinTech) company, Agicap specialises in providing robust tools for cash flow management and forecasting, helping businesses stay on top of their financial health. The complexity of handling larger clients—compounded by the need to manage intricate financial relationships—challenged Agicap’s operational capabilities. As they expanded into the mid-market sector, their sales and marketing teams were stretched thin, particularly in delivering personalised customer service and managing time-intensive manual tasks.

The complexity of handling larger client bases, managing stakeholder interactions, and tailoring customer communications further strained their internal teams. With their manual processes hampering growth, Agicap needed a solution to save time, optimise sales activities, and improve customer relationships. In response to these challenges, they turned to artificial intelligence (AI) to revolutionise their workflows.

The Solution: Leveraging AI to Automate and Personalise

Agicap implemented Breeze AI, a solution embedded in HubSpot’s Marketing Hub and Sales Hub, to automate routine tasks and enhance customer engagement. This shift allowed the company’s sales and marketing teams to focus on high-value activities while the AI managed the time-consuming tasks. Some of the key AI-driven features that Agicap utilised included:

1. AI Assistant: This feature jump-started content creation, generating ideas and crafting email subject lines, body content, and workflows. The assistant enabled teams to manage multiple client interactions simultaneously without sacrificing quality.

2. ChatSpot for Research: Agicap’s sales teams used ChatSpot to streamline research, gathering critical client data and insights that would otherwise have taken hours to collect. This feature empowered sales representatives to approach every conversation fully equipped, enhancing client relationships.

3. Call Summaries: AI-driven call summaries reduced the time spent on manual meeting notes. By automatically summarising client interactions, sales teams could quickly send personalised follow-ups that resonated with the clients' specific needs and pain points.

By automating these essential tasks, Agicap could deliver highly tailored customer experiences, even at scale. With Breeze AI, the company could shift from spending time on manual, repetitive processes to focusing on building deeper relationships with clients.

The Results: 750 Hours Saved Weekly and a 20% Increase in Deal Velocity

The implementation of Breeze AI yielded impressive results for Agicap. The FinTech company saw a 20% increase in deal velocity, which directly translated into faster revenue generation and business growth. Additionally, over 150 sales representatives across six countries saved significant time, with each rep saving approximately one hour per day. This added up to a collective 750 hours saved weekly—time that was reinvested into high-impact activities such as customer engagement and sales strategy refinement.

Other notable results include:

• 100% CRM adoption by Agicap’s sales team, streamlining operations and ensuring that all client data was captured and utilised effectively.
• Enhanced customer interactions, with personalised communication enabled by AI-driven tools.

The transformation at Agicap highlights how AI can be a game-changer for companies looking to scale their operations without compromising on the quality of customer service. By automating repetitive tasks, Agicap’s teams could redirect their focus toward building lasting customer relationships and closing deals faster.

Key Takeaways for Businesses

Agicap’s journey with Breeze AI offers valuable insights for businesses facing similar scaling challenges. Here are a few key takeaways:

• Adopt AI for Routine Tasks: Automating repetitive tasks, such as content creation, email follow-ups, and call summaries, frees up time for your team to focus on high-value activities.

• Improve Personalisation with AI: Tools like ChatSpot can significantly enhance the personalisation of client interactions by providing relevant, data-driven insights quickly. This builds trust and positions your team as a valued advisor.

• Increase Efficiency with AI: The time saved through automation can be reinvested into strategic activities, such as refining sales processes and improving customer relationships. For Agicap, the 750 hours saved weekly allowed the company to focus on what matters most: their customers.

• Ensure Full CRM Adoption: AI can also support the successful adoption of CRM systems. With 100% CRM adoption, Agicap ensured that all client interactions were captured, leading to more informed decision-making and consistent follow-ups.

Conclusion: AI as a Competitive Advantage

Agicap’s partnership with HubSpot and adoption of Breeze AI showcases the power of AI in scaling business operations. By automating key sales and marketing functions, Agicap was able to save significant time, increase deal velocity, and improve customer satisfaction. Businesses looking to replicate this success should consider integrating AI solutions, like those offered by HubSpot, to streamline operations, enhance personalisation, and ultimately, drive growth.

At Velocity, we specialise in helping businesses leverage the latest AI and CRM solutions to improve efficiency and scale operations seamlessly. Contact us today to learn more about how we can help you transform your business with the power of AI.

Source: Agicap Saves 750 Hours a Week and Increases Deal Velocity by 20% with Breeze AI

FAQs

1. What challenges did Agicap face before implementing Breeze AI?

Agicap struggled with scaling its operations as it transitioned from serving small and medium-sized businesses to mid-market clients. The complexity of managing larger customer relationships and time-consuming manual processes slowed down deal velocity and hampered operational efficiency.

2. What is Breeze AI and how did it help Agicap?

Breeze AI is an AI-driven solution embedded within HubSpot’s Marketing Hub and Sales Hub. It helped Agicap automate routine tasks such as content creation, research, and call summaries, enabling the sales team to focus on building stronger customer relationships and improving deal velocity.

3. How much time did Agicap save by using Breeze AI?

Agicap saved an impressive 750 hours per week by automating repetitive tasks across its sales and marketing teams. This time was reinvested into high-impact activities that directly contributed to business growth.

4. What impact did Breeze AI have on Agicap's deal velocity?

Agicap experienced a 20% increase in deal velocity after implementing Breeze AI. This allowed sales teams to close deals faster, accelerating revenue growth.

5. Did Agicap’s sales team fully adopt the CRM after implementing Breeze AI?

Yes, Agicap achieved 100% CRM adoption by over 150 sales reps across six countries, streamlining communication and ensuring consistent client engagement.

6. How did Breeze AI improve personalisation for Agicap’s customers?

Breeze AI’s tools, such as AI-generated content and ChatSpot research, enabled Agicap to personalise customer interactions more effectively. Sales teams could deliver tailored follow-ups and relevant insights, fostering deeper relationships with clients.

7. What are the key benefits of using Breeze AI for businesses like Agicap?

Key benefits include significant time savings, increased deal velocity, enhanced personalisation in customer communication, and seamless CRM adoption across teams. This positions companies as trusted advisors and helps them scale operations efficiently.

8. How can other businesses benefit from Breeze AI?

Businesses looking to automate routine tasks, enhance personalisation, and improve operational efficiency can leverage Breeze AI to scale operations, just as Agicap did. Breeze AI frees up time for sales and marketing teams to focus on high-impact activities that drive growth.

9. How can Velocity help with AI integration for businesses?

Velocity specialises in helping businesses implement AI-driven solutions like Breeze AI to improve efficiency and scale operations. Contact us to learn more about how we can support your business transformation.