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Case Study
How We Transformed Carfin's Tech Stack & Sales Process
Client: Carfin
Industry: Automotive Finance
Challenge: High tech costs, underutilized systems, and lack of sales funnel transparency
Solution: Full migration to Connected Impact’s streamlined system, enhanced support, and integrated reporting
The Challenge
Carfin was spending approximately R9,600 per month on an impressive but overly complex tech stack, including platforms like SharpSpring, ClickFunnels, and Zapier. Despite their investment, they were only using about 30% of the system’s functionality. Reporting and dashboard capabilities were virtually nonexistent, as their sales funnel was never set up correctly. Without agent support, Carfin struggled to utilize the full potential of their tools and were unable to make data-driven decisions.
The Solution
Connected Impact stepped in to overhaul Carfin’s system, migrating them to our whitelabeled platform, which not only replaced SharpSpring, ClickFunnels, and Zapier but also introduced SMS functionality. At a monthly fee of R7,500, Carfin saw an immediate monthly savings of R2,152.36, with an upfront setup fee of R15,000. This setup meant Carfin would see a full return on their investment within just 7 months.
The Results
Full Sales Funnel Visibility & Reporting
With the new system designed with reporting in mind, Carfin now has a clear view of their sales pipeline. They can see how many opportunities are in the funnel, the potential value of those deals, conversion rates, and full transparency into won and lost opportunities. This level of insight allows Carfin to make data-backed decisions with ease.
Flexibility & Dedicated Support
Thanks to their new system and dedicated support team, Carfin can now quickly adapt their sales funnel to match changing business needs. Regular check-ins and a responsive support team ensure that any updates or tweaks to the system are implemented efficiently.
Seamless Integration with Google Ads
With their Google Ads account now fully integrated into the system, Carfin can monitor lead sources and campaign attributions with precision. This integration gives the Ads team access to better data, allowing them to optimize campaigns based on real-time performance.
Re-Engaging Old Leads
Connected Impact also built monthly email sequences, leveraging Carfin’s in-house copywriting talent, to warm up old leads and reintroduce them into the sales funnel. This strategy has enhanced their ability to re-engage past prospects and drive new business.
Conclusion
Carfin not only achieved significant cost savings but also gained the reporting transparency and operational flexibility they lacked by migrating to our streamlined systems.
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