CRM for service companies: Ingo Group

To achieve the defined objectives, we made all the tools of HubSpot Sales Hub Professional, through our HubSpot consulting, implementation and onboarding services available to the customer.

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.

In discussions with the client, we set up a three-month implementation and onboarding plan. Through our system set up services we have enabled the platform, preparing it to follow the customer's instructions and customizing both the standard HubSpot tools (management of contact profiling, creation of lists, integration with third-party systems...) and the advanced tools (sequences, workflows and predictions).

We've lent 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 goals efficiently

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. 

Finally, we introduced the platform to the sales team and trained the representatives in the effective use of the platform.

HubSpot Sales Professional

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 advantages that HubSpot Sales Professional brought to Ingo's operations were many:

1. They have implemented tools that are intuitive and easy to use, so you never miss an opportunity to connect with potential customers.
2. 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.