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Case Study

Transformation from software service provider to SaaS provider - on the road to success thanks to HubSpot integration

SCHUMANN GmbH is a Göttingen-based software manufacturer specializing in the development of credit management software. With around 200 employees and a dedicated 20-strong marketing and sales team, the company sells SaaS software and software projects to large insurance companies, retailers and banks.

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CHALLENGE

The challenge

By using the outdated CRM software Suite CRM, SCHUMANN was faced with the challenge of a lack of transparency in customer communication and sales work, difficulties in data maintenance and a lack of sales controlling options. Many different isolated solutions were used in marketing, many processes were controlled manually and there was a lack of automation options.

solution

Solution approach

To overcome these challenges, SCHUMANN introduced HubSpot CRM with the Marketing Hub Professional and the Sales Hub Enterprise, thereby not only replacing all existing marketing island solutions, but also completely reorganizing its sales department. All customer data was migrated from the old CRM system. Numerous marketing processes were automated and sales staff were given extensive training to enable them to use the software to its full potential.

benefits

Benefits

Reduced workload
Automation in marketing has significantly reduced the workload.

Improved lead management
Leads can now be automatically transferred from marketing to sales, which increases efficiency and makes controlling easier.

Improved reporting
Improved reporting has provided a better overview for sales management and senior management. This improves the performance and productivity of the sales team with regard to the long sales cycles of customer relationships.

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