Agicap Saves 750 Hours a Week and Increases Deal Velocity by 20% with Breeze
Agicap, a leader in cash management solutions, is on a mission to empower businesses to manage their finances with confidence. As they scaled from serving small and medium-sized business (SMB) customers to mid-market customers, Agicap faced the challenge of maintaining operational efficiency due to reliance on manual processes and disconnected tools. By adopting HubSpot’s AI, Breeze, they streamlined sales processes to help their sales team save 750 hours of manual work a week and boost deal velocity by 20%.
750
Hours saved weekly using AI
20%
Increase in deal velocity
100%
CRM adoption by sales reps
About Agicap
Agicap is a financial technology (FinTech) company based in France. Agicap specializes in cash flow management solutions for businesses. Their mission is to help companies gain control over their finances and make informed decisions through real-time cash flow insights.
Industry: Software & Technology
Company Size: Enterprise (200+ employees)
Location: France
Use Case:
Create Content
Manage Content
Boost Sales
Products
Marketing Hub
Sales Hub
The Challenge
Scaling to Serve Mid-Market Customers
Managing cash flow is a significant challenge for businesses, especially in the FinTech industry, where balancing revenue and expenses across various systems can lead to risks of disruption and stifled growth.
Agicap addresses these issues with robust tools for cash flow forecasting, reconciliation, and money tracking across bank accounts. As Agicap expanded from small businesses to mid-market clients, they faced new challenges in managing complex customer relationships and delivering personalized interactions, straining their sales and marketing teams.
To improve efficiency, they sought a way to allow their teams to focus on high-impact activities without sacrificing operational effectiveness.
“One of the challenges our sales teams faced was handling numerous activities and understanding how to support our larger customers effectively. We needed to train our AI to save time and help us scale,” says Pierrick Vignon, Head of CRM at Agicap.
The Solution
Using AI to Increase Personalization and Maximize Effort
Agicap adopted Breeze within HubSpot’s Marketing and Sales Hubs to streamline processes and enhance customer experiences. HubSpot’s AI features automated routine tasks, enabling the team to focus on building stronger customer relationships and delivering impactful results.
The AI Assistant helped the marketing and sales teams generate content ideas, craft subject lines, and write efficiently. AI-generated workflow descriptions streamlined CRM processes and improved communication across teams. ChatSpot enabled faster research and insights for sales teams, boosting confidence in customer interactions. Call summaries automated call summarization, allowing for quick, personalized follow-up emails that address specific customer pain points.
These AI tools shifted Agicap’s focus from low-impact tasks to high-impact activities that drive growth. “Breeze has transformed our sales team’s follow-up approach,” Pierrick says. “They can quickly create personalized emails using just 10% of the transcript, resonating more with our customers.
Transformation
Driving 20% Faster Deal Velocity and Saving 750 Hours Weekly
Before adopting Breeze, Agicap’s sales reps spent countless hours each week manually summarizing meetings, drafting emails, and organizing customer data. This administrative burden hindered their ability to connect meaningfully with customers and slowed deal flow.
With over 150 sales reps across six countries achieving 100% CRM adoption, Breeze has transformed Agicap’s operations. Each rep now saves at least an hour daily on manual tasks, resulting in 750 hours saved weekly—time that can be reinvested in high-value activities like engaging customers and refining sales strategies.
Agicap’s AI implementation has led to a 20% increase in deal velocity, allowing sellers to close deals faster and accelerate revenue growth. The streamlined communication ensures consistent customer engagement, and the saved hours enable the team to focus on delivering tailored, high-quality customer experiences.
By automating routine tasks and providing real-time insights, Agicap has strengthened customer relationships and seamlessly scaled into six markets while maintaining personalized interactions. As Pierrick Vignon, Agicap’s Head of CRM, notes, Breeze allows the team to spend more time understanding customer needs and closing deals, reducing time spent on mundane tasks.
Start Growing With Dynamix Solutions and HubSpot Today
With tools to make every part of your process more human and a support team excited to help you, growing your business with HubSpot has never been easier.