Client Success Stories & Case Studies | AED Solution

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HubSpot Implementation

Challenge: The client lacked a centralized CRM, creating inefficiencies in sales tracking and reporting.
Our Approach: Implement and customized HubSpot, designed dashboards, automated reporting, and trained the sales team to adopt best practices.
Results: Reduced manual reporting by 80% and significantly improved pipeline visibility with in 60 days.

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Payment Solution Optimization

Challenge: Outdated processing caused delayed and rejected payments.
Approach: Partnered with a leading payment provider, negotiated better pricing, built a profitability model, and integrated the system into the client’s website and accounting tools.
Results: Reduced processing time by 40%, decreased rejections, and increased annual revenue by 10%.

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Digital Marketing Optimization

Challenge: Over 600 Facebook ads were running with inconsistent targeting and poor performance.
Approach: Conducted a marketing audit, redefined target audiences, standardized messaging, and built a repeatable campaign model.
Results: Improved engagement, stabilized performance, and built a scalable marketing framework for ongoing success.

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Read the full LinkedIn case study featuring Michal Basha

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LiveVox Implementation

Challenge: The client’s outreach system was too limited to reach all customers weekly while remaining compliant.
Approach: Implemented LiveVox, structured an outbound campaign calendar, and ensured compliance at scale.
Results: Increased call volume from 20,000 to 320,000 per month without adding headcount - a 2.5x increase in collections.

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Zendesk Support Optimization

Challenge: Support operations suffered from a 54% abandonment rate and poor customer experience.
Approach: Redesigned workflows and optimized Zendesk ticket handling processes without additional staff.
Results: Abandonment dropped to 5%, achieving five consecutive record months in loan volume.

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Compliance & Accounting Modernization

Challenge: Legacy systems couldn’t handle growth or reporting demands.
Approach: Selected a modern platform, led vendor negotiations, and managed the implementation end-to-end.
Results: Improved reporting accuracy, streamlined workflows, and reduced manual tasks - all under budget.