A+ SELECTS HUBSPOT CRM TO MAKE DAY-TO-DAY WORK EASIER FOR MARKETING AND SALES TEAMS
Centralize customer data for a better in-house user experience
- Have an efficient CRM platform to centralize data
- Streamline work between internal teams by reducing the number of tools
- Make systems and work processes more accessible and easier for employees
A+
UNIQUE EXPERTISE IN REAL ESTATE DESIGN
A+ experts offer innovative, high-performance support services for office, commercial, and industrial spaces.
The A+ approach is unique. It offers a turnkey solution based on "Integrated Collaborative Project Management" (ICPM).
A+ experts accompany a space development project from management, through design, to construction.
Their service begins with the analysis of the spaces visited prior to the real estate transaction, through to the design and delivery of the project. A complete service that saves time, money, and stress.
The A+ offer is very complete to help two types of customers.
1. Property owners to reposition their assets in order to:
- Increase the value of their real estate investment,
- Lease premises quickly,
- Expand their real estate portfolio.
- Attract top talent and a select clientele,
- Provide an environment that inspires performance,
- Support growth strategy.
"AUXILIO HAS BEEN A KEY PARTNER FOR OUR TEAM FROM THE OUTSET. THEY GUIDED US IN THE CHOICE OF THE HUBSPOT CRM, IN THE ANALYSIS OF OUR MARKETING AND SALES PROCESSES AND SYSTEMS, IN THE MAPPING AND COMPLETE RECOMMENDATION OF THE PROCESSES TO BE INTEGRATED, AND IN THE WHOLE IMPLEMENTATION OF HUBSPOT."
Isabelle Landry, Sales & Marketing Director
Federate around a simple platform
Centralize and make CRM easier to use
For small and medium-sized organizations, the customer database is often in the heads of the company's managers. Project tracking is on an Excel or Google Sheet. Marketing and sales processes are scattered between different tools.
For A+, which was aware of this reality, the aim was to centralize as much customer information as possible on an efficient, easy-to-use CRM platform. After being supported by Auxilio experts during a marketing and sales analysis phase, the A+ management team definitively chose the HubSpot platform to help them in their day-to-day work.
The choice of HubSpot CRM and tools was supported by the platform's ease of use, and its ability to be connected to other technological solutions.
Following the mapping of internal processes and the choice of the right Hubs (Marketing, Operations, and Sales), Auxilio experts supported the A+ teams in the full implementation of the HubSpot platform, the setting up of marketing and sales processes, and training.
Challenge #1
An efficient CRM platform to centralize data
Managing customer data is always a huge challenge for companies.
Having information everywhere, in different tools, and in different heads (because sometimes the information is held by just a few people), is a real challenge on a daily basis.
This often results in wasted time, confused information, misaligned teams, and therefore a lack of long-term productivity.
Therefore Auxilio's experts brought together the data used by marketing and sales in the all-in-one HubSpot platform. The goal was to centralize all data from lead acquisition to the end-of-service projects.
This is where Auxilio's RevOps (Marketing Ops and Sales Ops) expertise came into its own. Auxilio's experts helped to :
- Recommend a relevant data structure,
- Understand the differences and relationships between data,
- Establish hierarchies and correlations between data,
- Make data easier to use and understand for everyone.
Challenge #2
Streamline work between internal teams
A+, like many companies, uses numerous digital tools such as Outlook, Microsoft Teams, LinkedIn, WordPress, Acumatica, specialized tools for their sector, etc.
One of the major objectives was to reduce the Technology Stack so that everyone in Marketing and Sales (business developers, sales reps, project managers, account managers, analysts, etc.) could concentrate on their day-to-day missions and thus gain efficiency.
The Auxilio experts' job was, firstly, to identify duplicate tools, recommend the right tools to implement (HubSpot and other necessary integrations) but also, above all, to ensure that everything was connected to HubSpot as far as possible, to ensure business continuity.
Challenge #3
Making work systems and processes more accessible and easier for employees
The aim is twofold:
- To make daily tasks less arduous, less time-consuming, and less tedious for employees,
Make it easier for everyone to understand and adhere to the processes implemented in everyday tools. - To avoid silos between teams and lack of alignment, Auxilio's experts have fully integrated work processes into HubSpot in a simple and effective way.
For example: when a lead arrives, it automatically enters HubSpot, and all its management is carried out in a follow-up pipeline.
From lead maturity to the declaration of opportunity, when it becomes a "deal" in the sales pipeline.
Several workflows have been built to automate recurring elements, create reminder tasks for project managers, and manage the sales pipeline.
Auxilio's RevOps expertise, combined with the power of HubSpot's tools, enabled us to help our Marketing and Sales teams in their day-to-day work and to automate as many actions as possible in order to improve performance and focus on value creation and revenue generation.
A+ Key figures
73
workflows created to implement new data, operations, marketing, and sales processes within the A+ organization.
3
Customized hubs to integrate all marketing and sales processes.
≈3000
data elements reviewed, optimized and imported (revised properties, custom object created, association labels implemented, etc.).
"AUXILIO EXPERTS ARE PASSIONATE, COMMITTED AND AVAILABLE.
THEY ARE COMMITTED TO UNDERSTANDING OUR BUSINESS PROCESSES AND DELIVERING THE MOST PERSONALIZED, CUSTOMIZED SOLUTION POSSIBLE."
Isabelle Landry, Sales & Marketing Director