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Increasing Cross-Company Visibility Into User Behavior
Loop & Tie is nothing if not intentional. The company helps their customers make deeper, more meaningful connections with their employees, customers, and prospects. This best-in-class gifting experience means obsessing over the entire user journey—and finding ways to continually improve it.
Loop & Tie’s product team had long used Twilio Segment to track key user behavior events. And while the company had extensive data and knowledge about its customers, the data wasn’t surfaced effectively to their sales and marketing teams.
“We didn’t understand exactly what key customer lifecycle events and behaviors needed our intervention,” says Loop & Tie Chief Marketing Officer MK Getler-Porizkova. “One example is that we didn’t know how long it took users to send their first gift after signing up.”
Understanding those key moments throughout a customer’s lifecycle was vital to drive marketing and sales efforts as well as continued product development to deliver top-tier customer experience.
The Untapped Potential of Data
Realizing their data had a wealth of opportunity, their Director of Go-to-Market Operations and Getler-Porizkova suggested integrating Twilio Segment with their HubSpot Smart CRM. “The Twilio Segment App for HubSpot offered visibility into the key behaviors that mattered most to our internal teams,” says Getler-Porizkova.
Loop & Tie were long-time HubSpot users, using Marketing Hub, Sales Hub, Services Hub, and Operations Hub. The Loop & Tie team have loved using HubSpot for its ease of use and cutting-edge product innovations. Getler-Porizkova knew that the Twilio Segment App for HubSpot could help bring the right data to marketing, sales, and product teams—all while ensuring customer data is secure.
For the marketing and sales teams, gaps in understanding user behavior meant missed opportunities. Using the Twilio Segment App for HubSpot, Loop & Tie started to fill the customer data gaps that hindered their marketing and sales efforts. “That level of detail empowered our teams to imagine strategic ways to enhance the user journey,” says Getler-Porizkova.
With greater insights came greater opportunities to improve every aspect of the customer journey.
Enhanced Visibility Powers Personalized Experiences
Using the Twilio Segment App for HubSpot enabled Loop & Tie to orchestrate a seamless user experience from onboarding through the first gift purchase and recurring orders.
When a new user signs up for Loop & Tie, the team can now provide them with better onboarding materials. If a user creates an account but hasn’t been active in a few weeks, the sales and customer success teams are prompted to reach out and help find new ways to integrate gifting into their employee and or customer life cycles. “All of the data we’re illuminated with helps us mitigate churn risks,” says Getler-Porizkova.
The Twilio Segment App for HubSpot has also helped to simplify and expedite the team's operational efficiency. Loop & Tie’s Director of Go-To-Market Operations now works closely with the product team to surface intelligence. Understanding key moments within the user journey allows Loop & Tie to provide additional services or support during their gifting experience. They also use insights to build additional features to promote better usage and usability.
Driving Cross-Company Collaboration
This transformation has catalyzed change across marketing, sales, and product teams, creating alignment in how Loop & Tie serves its customers.
“Our marketing team has the visibility needed to understand what inefficiencies or opportunities exist to help our sales team,” says Getler-Porizkova. “Our sales team has direct line of sight into how marketing is spending their time and energy for upcoming campaigns and initiatives. And our product team has key insights into the user behaviors that are motivating us to build a more comprehensive lifecycle experience for our customers.”
Since integrating the Twilio Segment App for HubSpot, Loop & Tie has acquired 51% more users. The marketing team is also acquiring users more cost-effectively, with a 600% average annual return on ad spend (ROAS) for new-user acquisition. Requests for demos are up 21% year over year, and add-on self-serviced features, like custom packaging, saw a 42% uptick.
“The Twilio Segment App for HubSpot has been a game-changer for Loop & Tie,” says Getler-Porizkova. “Not only has the data helped increase the efficiency of servicing our customers, it's also led to this internal alignment and this guiding principle of using data to inform the ways we sell and build product for all of our users.”
As Loop & Tie continues to help organizations create deeper, more meaningful connections through thoughtful gifting, the insights gained through the Twilio Segment App for HubSpot remain crucial to their success. "Without this data, our teams wouldn't be nearly as aligned as they are currently, and our strategic initiatives would not be anywhere near as impactful," concludes Getler-Porizkova.