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    Transforming Manufacturing Sales: F2A's HubSpot Journey

    When Europe's leader in airflow solutions struggled to give their sales team the right customer insights, we stepped in. Here's how we transformed F2A's scattered data into a powerful sales engine through HubSpot integration and smart automation.

     

     

     

     

     

     

     

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      Enhance Sales Team Efficiency 

      Build Complete Customer Visibility

      Enable Data-Driven Sales Visits

    • When Excellence Meets Digital Friction

      For F2A's industrial and infrastructure sector clients, they were the go-to experts in airflow management. But internally, their sales team faced daily hurdles:

      • Customer information scattered across systems
      • Dependence on external agencies for marketing insights
      • Sales representatives walking into meetings without complete customer context
      • Manual processes slowing down their sales cycle
       
       

      Beyond Basic CRM

      F2A needed more than just another tool - they needed a complete sales ecosystem that would:

      • Give sales teams instant access to customer insights
      • Reduce reliance on external agencies
      • Create a single source of truth for customer relationships
      • Enable mobile-first access to critical data
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    OBJEctives

    Improved Collaboration Between Marketing and Sales
    Centralized Data Management
    Optimized Customer Engagement
    Data-Driven Decision-Making
    Scherm­afbeelding 2024-02-14 om 18.23.20

    the vision

    "Every successful transformation starts with understanding the unique challenges of each business. For F2A, we knew that connecting their deep industry expertise with the right digital tools would unlock tremendous value for their sales team."

    - Anthony Fellous, Managing Director Elixir France
    Anthony_fellous

    How we made it happen

    1. Deep Discovery Phase

    • Stakeholder interviews across sales, marketing, and IT teams
    • Process mapping workshops to identify critical workflows
    • Custom roadmap development aligned with F2A's business cycles

    2. HubSpot Sales Hub Implementations 

    1. Custom sales pipeline setup reflecting F2A's unique sales process
    2. Automated workflow creation for prospect and customer management
    3. Mobile access configuration for field sales teams

    3. Microsoft Navision Integration 

    • Seamless data connection between systems
    • Custom field mapping for accurate data translation
    • Real-time synchronization setup
    4. Team Empowerment
    • Hands-on training sessions for all user levels
    • Custom documentation creation
    • Ongoing support 
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    Results

    In summary, the strategic setup of data migration, phased approach, integration with Salesforce, and focus on personalized experiences contributed to the transformative results achieved by ION in collaboration with Elixir.
    Closing the loop between Marketing & Sales:

    Our Solution of migrating from Salesforce/Pardot to HubSpot, unified ION's marketing and sales operations, ensuring a cohesive and efficient workflow.

    • Initially, a temporary integration was established between HubSpot and Salesforce during Phase 1, allowing leads generated in HubSpot to synchronize with Salesforce for continuous sales operations.
    • In Phase 2, as the sales department fully transitioned to HubSpot, a refined workflow was implemented. This workflow triggered automatic emails to Salesforce when a lead reached the "close reservation" stage, maintaining a synchronized and real-time data exchange.
    The result is a closed-loop system where marketing and sales collaborate, enabling personalized lead management, aligned objectives, and improved operational efficiency all within the HubSpot environment.
    Personalized Customer Experiences:

    In summary, Elixir's multifaceted solution approach optimizes engagement and satisfaction by strategically managing leads, introducing a responsive rotation system, enhancing data quality, synchronizing data between systems, and automating communication based on prospect behavior: 

    • Strategic Lead Management Workflow:

      • Assigns leads to sales representatives based on relevant projects.
      • Tailors prospect journeys to align with individual interests and preferences.

    • Responsive Rotation System:

      • Ensures fair and balanced lead distribution among sales representatives.
      • Guarantees each prospect receives individualized attention, contributing to a tailored experience.
    Ensuring Back Office Continuity:

    The solution achieves cost-effective operations for ION through strategic implementations:

    • Streamlined Processes:

      • HubSpot's integration streamlines day-to-day processes, reducing operational complexities.
      • Teams operate more cohesively, optimizing resource utilization and minimizing operational redundancies.

    • Unified Sales and Marketing:

      • This alignment optimizes the use of CRM systems and eliminates redundancies, contributing to cost reduction.
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    • Strategic Resource Allocation:

      • With improved operational efficiency and collaboration, ION can strategically allocate resources. >This ensures that resources are directed towards high-impact activities, enhancing overall cost-effectiveness.
    Cost-Effective Operations:

    client review

    ION (2)

    Une implémentation réussie

     
    Elixir nous a accompagné dans l'implémentation d'HubSpot et dans l'intégration avec notre ERP Navision. Anthony et son équipe ont été à notre écoute, réactifs et efficaces dans la conduite du projet. La formation et l'onboarding ont également parfaits. Nous ferons appel encore à l'équipe pour intégrer encore plus HubSpot dans nos process commerciaux et marketing.
     

    Musset, J.

    Marketing Director
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    Game-Changing Results

    Sales Efficiency Revolution

    Before: Hours spent searching for customer information

    After: One-click access to complete customer profiles and history

    Customer Relationship Mastery

    Before: Fragmented view of customer interactions

    After: Real-time access to complete relationship timelines

    Mobile-First Sales Enablement

    Before: Limited pre-meeting preparation capabilities

    After: Comprehensive customer insights available anywhere

    Better Marketing Foundations

    The solution also delivered unexpected benefits:

    • Smart customer segmentation for targeted campaigns
    • Streamlined product launch capabilities
    • Enhanced market penetration through data-driven insights

    Why Elixir Made the Difference


    Deep Manufacturing Sector Understanding:

    Our experience with industrial clients means we understand the unique complexities of B2B sales cycles and customer relationships in manufacturing.

    Technical Integration Expertise:

    Our team specializes in connecting HubSpot with existing business systems like Microsoft Navision, ensuring seamless data flow without disrupting operations.

    Hands-On Implementation Approach:

    We don't just configure tools - we work alongside your team, ensuring the solution fits your specific workflows and processes.

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