TECHNOLOGY
Sales Teams on 3 Continents Aligned With HubSpot CRM
Filewave replaced their disjointed systems from their American, Asian-Pacific, and European branches all into one CRM to gain visibility and reporting capabilities across their enterprise.
Then
Client Overview
FileWave’s sales team was facing significant challenges in scaling efficiently due to limitations in their existing CRM. The need for a more robust solution became evident to enhance workflow and eliminate inefficiencies.
Pain Points and Challenges
- User Workflow Issues: The existing CRM created bottlenecks in user workflow, preventing the team from operating at maximum efficiency.
- Pipeline Tracking Deficiencies: Tracking activities throughout the sales pipeline was cumbersome and inconsistent, leading to potential lost opportunities.
- Manual Processes and Data-Entry Duplication: The team was burdened with repetitive manual processes and duplicate data entry, which slowed down operations and introduced errors.
- Automation Needs: There was a clear need to increase automation in sales and marketing to support growth and reduce manual workload.
- CRM Adoption: The existing CRM struggled with user adoption, prompting the need for a more user-friendly and integrated platform.
Processes & Technology
- Legacy CRM Limitations: The previous CRM lacked essential functionality and ease of use, hindering the sales team's ability to scale.
- Disjointed Systems: The lack of integration between systems resulted in siloed data and inefficient execution strategies.
- Incomplete Customer Insights: The CRM did not provide a comprehensive view of customer data, limiting the team's ability to make informed decisions.
Partnering with Denamico
Solutions Implemented
Marketing Hub Professional
Sales Hub Enterprise
Service Hub Professional
Operations Hub Professional
CMS Hub Professional
Process & Adoption Work Done
Salesforce
Pardot
Engagement Overview
- Denamico partnered with the client in a multi-phased project that laid the foundation for a long-term retainer relationship. Throughout the engagement, Denamico's Proven Process ensured seamless communication and provided the necessary support to address complex challenges.
- From initial discovery to ongoing optimization, Denamico’s team was integral in driving project success and setting the stage for future growth.
Now
The migration to HubSpot CRM, along with a custom integration with KeyCloak for subscription management and access control, provided FileWave with a unified platform. This enabled their sales, marketing, and customer success teams to have real-time insights across the entire customer journey, improving decision-making and response times.
With 18 additional native integrations and the implementation of sales enablement and automation tools, FileWave significantly streamlined their sales processes. These tools provided accurate forecasting and improved sales insights, allowing the teams to focus on strategic growth and increasing overall efficiency.
Denamico provided ongoing user onboarding, training, and change management consulting, ensuring high adoption of the new systems. This allowed FileWave to fully leverage the capabilities of HubSpot and its integrations, resulting in scalable operations and long-term growth across global markets.
"
Working with the entire Denamico team has been a great experience for our CRM migration. Their professional process, engagement and project management is second to none.
Caroline Crawford
Vice President of Sales North America
Let's talk CRM!
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Whether you're new to HubSpot or looking to consolidate your systems, let's start with a complimentary consultation to pinpoint some areas where HubSpot can do more for you and your business.
