Case Study

Realizing SaaS growth with sales processes in HubSpot

VESTR is a Swiss SaaS company whose platform enables asset managers and issuers to manage their complex banking products more efficiently. With around 40 employees, VESTR counts both specialized boutique banks and large banks among its clientele worldwide.

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CHALLENGE

The challenge

Due to the long sales cycles and the complexity of VESTR's sales process, the company faced the challenges of maximizing transparency and control over sales activities, optimizing sales reporting for managing directors and investors and automating repetitive manual tasks. At the time, data was often transferred manually from LinkedIn and customer data was maintained in various Excel spreadsheets.

solution

Solution approach

By introducing HubSpot in the Professional version, customer data was consolidated and sales processes were fully visualized. Reporting with HubSpot enables the sales team and management to maximize the overview of their sales process. The forecasting developed for VESTR also enables investors to gain an overview of the likely sales development. In addition, many manual processes have been automated, including through integration with LinkedIn.

benefits

Benefits

Optimized workflows
The introduction of HubSpot led to a significantly improved overview and also to increased efficiency in work processes.

Greater transparency
The presentation of customer-centric processes ensures optimum transparency between departments.

Better sales control
The new processes and tools enabled an improved overview of the SaaS start-up's past and expected sales successes.

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