Who are Modal Forms?
Traditionally, it’s always been the role of developers or designers to make edits or add content to a website, which isn’t ideal when so much of the content is driven by marketing. Tools like Modal Forms allow anyone to set up a range of pop-up forms, make edits and track their performance, simply by inserting one small, simple line of code.
Once set up with Modal Forms, you have the ability to select from 24 different types of interactive pop-up forms, including discount codes, feedback forms, email captures and more. Each of their forms are fully customisable, so you can edit them to fully match your brand. Even better, Modal Forms integrates with all major website builders such as Shopify, Squarespace and Wordpress, making it even easier to add your pop-ups.
Modal Forms have a global customer base as well as a growing team based in different locations around the world. With their business expanding, it was becoming harder to manage their team and ensure everyone was on track with their targets.
Visibility Over a Global Team
Modal Forms currently operate in over 33 countries and have teams working across the globe to manage its growing customer base. They are strong advocates for flexible working, allowing employees to work in a way that meets their individual needs.
Although this has its benefits, enabling Modal Forms to access the best talent and keep staff happy, it was difficult to have complete visibility over all their teams and their performance. It was time-consuming to try to stay on top of different departments, know what they were working on and understand whether they were meeting their weekly/monthly and quarterly targets.
This lack of visibility was becoming frustrating for Modal Forms, creating more problems as they scaled. The company was constantly searching for new ways to keep teams motivated and inspired. “We noticed that some of our fully remote teams were struggling." Their motivation was low as they couldn’t see the impact of their work or feel as involved in the company culture.
Having Confidence in Their Reports
Modal Forms have many moving parts between their marketing activities, sales sprints, external agents and more. Pop-up forms aren’t a new concept, however, how Modal Forms deliver them and their ease of use is what makes their platform so innovative.
“The biggest challenge our sales and marketing team face is translating our USP, trying to highlight what makes us different to the traditional pop-up forms businesses are used to.” Their team are constantly thinking of creative ways to highlight exactly what they do and how to appeal to their market.
They mentioned that this results in a lot of “experiments, A/B testing and new techniques”, trying to find the perfect messaging and marketing mix that works for them. “With our marketing, we were struggling to track what was working and what wasn’t. Reporting on simple marketing experiments was time-consuming, complicated and struggled to highlight any real insight.”
Their team were trying to be innovative but their lack of reporting and visibility was a major hindrance to progress.
Recognise Trends in Their Marketing
As mentioned, Modal Forms are constantly experimenting with its marketing - trying to find what works best for them. Hurree has allowed them to see exactly what works and importantly what doesn’t. In the past, their team were often left in the dark when it came to the success of marketing campaigns. Although they could access analytics - these were often limited and scattered across different tools and websites making it difficult to get a clear overview.
Now with Hurree, they’ve built custom dashboards that showcase their most valuable metrics from across all their different tools. In a matter of minutes, they could connect their Facebook, Instagram, Google accounts and more to easily pull in all the data they wanted to see. They now have a clear picture of specific campaigns, how they’re performing, and can share this instantly with teams across the globe.
Particularly with Google Ads, Hurree has been key in ensuring their team doesn’t overspend and that campaigns are optimised to drive the best results. In one shared space their ads team can closely track, clicks, conversions and spend, allowing them to be agile and quickly make smart changes to improve performance.
“Now with Hurree, we can instantly assess our performance. It’s shown us exactly what works for us and how to best engage our audience. This has been transformative, allowing us to market strategically and make decisions based on data”.
Motivating Sales
Although their teams work closely and towards a common goal, Modal Forms have always liked to encourage lighthearted competition within their sales department as a fun way to keep them motivated. This is often in the form of a small token for the top monthly performer however, they feel it helps “boost productivity and has actually improved performance”.
“Hurree has made it so simple for us to push our sales department. We have set up ranking boards that connect with HubSpot, so everyone can see where they sit against others within various performance metrics.” Using numbered lists, their team can track, on a rolling basis, who has been the most productive, who has secured the most deals and who is going above and beyond to meet targets. “We love that our sales team can easily monitor daily updates but also that we can easily share the leaderboard company-wide at the end of the month to announce the winner”. Modal Forms sales dashboards have been the perfect way to keep their remote sales team motivated and their morale high.
With their teams scattered across the globe, Modal Forms were searching for a way to collaborate with teams and ensure everyone is on target. “We have tools for project management and tools for feedback but, Hurree has become vital in ensuring everyone was on target and tracking team progress”.
Although the platform is used across various teams, Craig mentioned that Hurree is especially vital to their management team who use the platform to guide their monthly feedback sessions. Managers have set core KPIs for each department which means, at a glance, they can see where teams are performing well and where improvement is needed. This ensures things don’t “slip through the cracks” and that these don’t become bigger issues when they could’ve been easily avoided.
“Everyone in our company uses Hurree whether at an everyday operational level or for end-of-month reporting. Particularly with a global team, it has been crucial in staying on top of all areas of our business”.
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