background
- No adoption of NetSuite CRM by salespeople
- Lack of visibility on sales performance and KPIs
- Exploded tracking in Excel and Outlook
- Arrival of new Sales and launch of new verticals.
Solutions provided
- Complete audit of practices and the sales cycle on each vertical (hotels, businesses, etc.)
- HubSpot implementation (configuration, stack integration, workshops and training)
- Data migration & cleaning from Excel, NetSuite, Outlook
- HubSpot dashboards to manage pipeline and sales performance
- Change management and support for commercial adoption
- Centralized knowledge base (videos, processes, diagrams)
Results
- HubSpot CRM operational in 3 months, adopted at 100%. 30 licenses and 3 custom objects.
- Successful integration with NetSuite ERP
- Productivity gains greater than 30%
- Reliable reporting and strengthened pipeline management
- Project extension: migration of customer support (ticketing) to HubSpot in 6 weeks