The customer's challenge
The customer's challenge
The company, which is active in the consulting industry, was growing rapidly and had started to lose control of all customer dialogues. Simple things such as knowing when the last contact was made, what was said and what the next step should be were recorded in different places and entirely dependent on the preferences of the different account managers.
System before/after
System before/after
Excel, Outlook and Onenote were the primary tools at the outset. The customer had circled several suitable CRM options, but the flexibility and affordability of Hubspot was considered and chosen. Especially the marketing automation part had a flexibility that appealed.
Solution
Solution
By first detailing their own marketing and sales process and agreeing it between the account managers, we set the foundation. Then, using Hubspot's customisation features, we configured the system to support the desired process.
Result
Result
The customer has now been using the system for a couple of years and is very happy with it. It is used several times a week as customer dialogues take place. A valuable addition made along the way is the pipeline function that today forms the basis for their sales week meeting.
Conclusions
Conclusions
By starting from the process and agreeing internally on your own needs before selecting a system, a good foundation is in place for everyone in the team to use the system as intended.
We carry out at least 20 different assignments in parallel, which means that our experience bank is developing at a rapid pace. To give you inspiration for projects that can be similar to your current challenges, we share here what we have learnt from others that will benefit you in a future assignment.
What we have done
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Customer case3 min reading timeThe charity that benefited from its investment in NetSuite ERP and was able to streamline and improve its budget process
The client, a large non-profit charitable organisation, had an inefficient and rigid budgeting process that was preventing them from achieving their efficiency goals. By implementing NetSuite ERP and NetSuite Planning and Budgeting (NSPB),... -
Customer case2 min reading timeA market leader in a global petrol and retail group that needed to streamline its supply chain.
During the course of the project, a number of challenges were identified that prevented them from achieving the change desired by the category managers in the Swedish organisation. Their culture, team spirit... -
Customer case1 min reading timeThe electric boat company that wanted to switch to serial production
The company was still a venture capital-funded development company where each new product delivered to the customer had its own technical specification, which discouraged planning, standardisation of components and planning of purchases. It... -
Customer case2 min reading timeThe global engineering consultant who wanted to increase project profitability
The company has had an acquisition-driven strategy for many years and is adept at integrating staff functions and business systems, but along the way had failed to harmonise the delivery process to the customer.... -
Customer case2 min reading timeOperationalising project management in a Nordic construction company to support all project managers through a process-oriented approach.
Their existing business/management system, which is currently on SharePoint, is characterised by thousands of documents containing long routines, policies, large amounts of text and outdated information for those who will be running the projects. This leads... -
Customer case2 min reading timeGuiding two different companies within the same group towards a joint decision on a new business system.
When we started the system procurement with our customer, they had two different business systems, one of which would cease to be supported at the end of next year and the other would need to be upgraded and lifted.... -
Customer case2 min reading timeThe retailer who wanted to implement a deviation management system underpinned by a harmonised approach across all countries in the business.
The customer's business in the workwear, tools and personal protection industry was characterised by decentralised processes, with different countries having different levels of progress in terms of whether a system support was in place to manage and monitor... -
Customer case1 min reading timeCustomer needed to streamline e-commerce with new warehouse management systems
For retailers, as for many other industries, e-commerce has been a clearly growing business in recent years and is becoming increasingly important for the major players in the market. But e-commerce... -
Customer case1 min reading timeThe industrial company that needed to create standardised HR processes
A major customer of Rededge in the manufacturing industry wanted to harmonise their HR processes across borders. With factories on several continents, there were major challenges in finding a "unifying" system support that...