Global total solution for a specific industry.

Easyflex makes software for temporary employment agencies that must pay hours for flex workers. Easyflex approached us asking them to provide more insight into their marketing and sales efforts. Sales wanted more data about leads, customers and upsell opportunities. Who are their customers? What was the first touchpoint? Marketing mainly wanted more hard numbers about their activities. How many customers can be traced back to the campaigns in concrete terms? What value is attached to specific marketing activities? In addition, both teams were looking for a solution to work optimally together from one environment.

Upon arrival, Easyflex's sales department worked with PerfectViewCRM, while marketing had not yet set up an online environment. In addition, salespeople worked from a shared mail inbox, while potential customers would much rather see who they're dealing with. We brought both departments together in one central online environment within HubSpot, with carefully migrated historical data from PerfectViewCRM. In addition, we have clearly mapped out the current marketing and sales process so that this method can be implemented in HubSpot.

Within HubSpot, both teams coordinate which campaigns, socials and ads are set up, and everyone has insight into which marketing efforts have led to concrete sales. Marketing has insight into which campaigns work based on reach, clicks, leads and ROI and which campaigns need attention.

In cooperation with SOUTH Creatives online campaigns have been devised and set up and we have set up lead nurturing in HubSpot. The shared inbox has been replaced by so-called deal cards, where each team member has insight into what activities took place within the customer journey and what was taken up by which colleague at an earlier stage. With customer lists, customer communication from both teams is now synchronized, so that marketing and sales expressions towards the customer reinforce each other.

Finally, the deal process has been optimized by making it possible to sign quotes online (via Panda Doc) and setting mandatory fields at each stage, collecting all necessary information at the end of the sales process. This keeps the HubSpot CRM clean and up to date. This onboarding process resulted in a follow-up assignment where new lead nurturing campaigns are set up and existing workflows are evaluated from an advisory role and improved where possible.