Ingo Group is a technology services company that supports businesses in digital transformation processes, offering consultancy, services, and technologies dedicated to innovative and omnichannel relationship management.
Needs
Ingo needed to digitize the customer acquisition process, in order to streamline processes, increase the number of contacts and therefore the company's revenues.
Solutions
We have implemented HubSpot Sales Hub Professional tools, providing all the necessary tools to manage the acquisition of new customers and build lasting relationships with existing ones. We have trained Ingo's staff to be self-sufficient in management.
Results
The customer is autonomous in managing HubSpot's tools and customer relationships through the CRM. We have also automated repetitive tasks, so as to optimize work.
The brief
The INGO Group needs:
Digitize one's customer acquisition process, integrating marketing and sales processes, in order to increase the number of customers and company revenues.
Train one's sales team (10+ sales representatives) on the new workflow, which was to include the use of a CRM tool.
The solution: a CRM for service companies
To achieve the defined objectives, we suggested to the client the implementation of HubSpot CRM with the Sales Professional, Marketing Starter, and Service Starter modules. Our task was to analyze their workflow processes and configure the HubSpot platform to best suit their needs, making it easier for the sales team to work and enabling management to have a dashboard with all the information needed to make informed decisions more quickly.
In fact, HubSpot provides all the communication tools for the sales team in a single platform (email, telephone, online meeting tools) and allows you to assign a role with specific activities to each user, organize leads, prospects and customers according to properties customized and create sales pipelines based on the processes in use.
Furthermore, to make salespeople independent in using the platform, we have planned two distinct training sessions, one session aimed at presenting the platform and its sales tools and one session aimed at showing how the daily activities of sales representatives can be digitized via HubSpot.
The goal was to guide the client through setting up HubSpot so that they quickly recognize the value of the platform and start working faster and more effectively on their goals.
The result
After an initial phase of discussion and consulting on CRM best practices, we organized a three-month configuration and onboarding plan. Through the HubSpot Implementation, we enabled the platform, preparing it according to the client's requirements and customizing both HubSpot's standard tools (contact profiling management, list creation, integration with third-party systems, etc.) and advanced features (sequences, workflows, and forecasting).
We provided our support to maximize the power of HubSpot.
We have accompanied Ingo throughout the process, aligning our product, technical and strategic expertise with his goals so that the most can be got out of HubSpot.
Thanks to the training activity we have helped Ingo to:
Train your entire team quickly and effectively
Improve business performance with new software
Integrate HubSpot with existing technology
Achieve business goalsefficiently
The customer is now able to automate emails, follow-ups and time consuming tasks and create personalized email flows. We've also automated repetitive tasks, allowing them to send data to other team members in real time.
We have implemented the tool that provides detailed and personalized forecasts on the sellers' activities based on the data in the contact database.
Based on the needs of the company's sales team, we also created customized reports.
Custom reports have been created using contact, company, and deal data from the contact database along with sales activity data to bring all the information together in one platform.
Ingo recognized HubSpot as a very effective tool for sales analysis.
We have provided the company with a collection of fully customizable and ready-to-use reports that they can edit and save directly to their dashboards, integrating HubSpot with the platform they already used for dashboards.
The sales analytics reports gave Ingo insight into the overall health of the sales pipeline, so he can continuously improve the results of the sales team.
Another support provided was that of identifying registered visitors. The platform identifies registered website visitors when they send a message in live chat or fill out a form. This makes it easy for your team to send personalized responses.
HubSpot Sales Professional is a powerful software that allows you to optimize your entire sales process and is also a native tool of the HubSpot platform.
Thanks to this tool, the customer was able to:
Create custom objects to track information specific to your business. Easily sort, automate, and report data associated with your customers directly into HubSpot.
Answer the most important questions about sales performance, bringing all your data together in one place, gaining full visibility into the entire process.
With all sales data integrated within HubSpot, the client was able to make accurate predictions about the sales of their account managers.
Connect with prospects using templates, sequences, tasks, email scheduling, and maximize sales team efficiency.
Manage permissions of teams working on the platform. They have in fact granted or restricted access to certain information based on the individual, the user's role, or the team.
The benefits of a CRM for service companies
The advantages that HubSpot Sales Professional brought to Ingo's operations were many:
They have implemented tools that are intuitive and easy to use, so you never miss an opportunity to connect with potential customers.
Building trust and maintaining relationships with the clients.
3. They have automated administrative tasks and gained full visibility into the progress of their deals.
4. They effectively managed different pipelines within a single platform.
5. They integrated Marketing, Sales, and Customer Service processes into a single platform.
6. They provided management with a data analysis tool that enables them to make informed decisions quickly.
If you want to know more about how we can help you promote your company and give it the right visibility on the web, contact us for a free consultation.
