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Case Study

HubSpot integration for complex sales processes at lightning speed

Crealogix is a listed, international software company with around 500 employees. Crealogix software helps banks to offer their customers an improved online experience and drives digitalization in the industry. Marketing and sales activities take place worldwide and are focused on Europe and the Middle East.

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CHALLENGE

The challenge

Crealogix was faced with the challenge that the existing Microsoft Dynamics CRM could not meet the requirements for usability and customizability. In addition, it was difficult to transfer leads generated in HubSpot to the CRM and track the customer journey. This meant that the sales process could not be fully displayed and checked by the 30-strong sales team. In addition, the HubSpot Marketing Hub was hosted on a North American server, which led to questions about data protection regulations if the CRM were to be placed on the same basis. There was also a strong focus on European data protection regulations with regard to marketing activities.

solution

Solution

To overcome these challenges, the Microsoft Dynamics CRM was replaced by HubSpot within just two months and all data was completely migrated. The sales processes were optimized and integrated into the new system. Comprehensive reporting was set up for business, sales and finance management to record sales activities and target achievement. To prepare the sales team for the new processes and tools, extensive online training sessions were held in several languages. Finally, the HubSpot Marketing Hub was migrated to a new account with German servers to ensure data protection compliance in the new integrated form with the CRM and finally linked to the sales activities.

benefits

Benefits

Rapid introduction
Intensive sprints ensured that Microsoft Dynamics could be rolled out within two months and that notice periods were adhered to.

Data protection compliance
By migrating the HubSpot Marketing Hub to German servers, we were able to ensure data protection compliance for the new sales usage.

System consolidation
By merging into a central HubSpot instance, the system landscape was simplified and marketing and sales processes were standardized.

Improved collaboration
The marketing-sales alignment improved collaboration between the teams.

Time-saving reporting
The new reporting enables a faster and better overview of sales success.

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