From Fragmented to Flourishing: How HubSpot Streamlined Advertising Operations
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In the fast-paced world of advertising, effectively managing inventory, contracts, and customer interactions is crucial for success. Our client, a company specializing in managing and selling advertising spaces across retail locations, faced significant operational hurdles due to fragmented legacy systems.

Manual processes, disconnected databases, and limited automation resulted in inefficiencies, data inaccuracies, and hindered their ability to scale effectively. This case study explores how integrating their disparate systems into a unified CRM solution revolutionized their operations, unlocking new levels of efficiency and customer satisfaction.

What they wanted:

  1. Centralise and streamline fragmented systems into one integrated platform.
  2. Automate sales, inventory management, and billing processes for greater efficiency.
  3. Enhance customer experience with real-time tracking and improved transparency.

What they needed:

  1. Custom-built CRM workflows and automated processes to streamline sales, marketing, and billing.

  2. Integrated inventory management with real-time tracking and custom reporting for better visibility.

  3. Automated customer service tools, including proof-of-delivery tracking and enhanced client communication.

The problem

Prior to the CRM integration, the company faced significant operational inefficiencies driven by manual processes and disconnected legacy systems. These underlying challenges severely limited their ability to scale, impacting customer satisfaction, sales performance, and overall business productivity.

Disjointed Systems and Data Silos:
The reliance on multiple disconnected tools led to fragmented data, duplication issues, and poor data accuracy. This caused operational inefficiencies, increased administrative overhead, and difficulty making informed decisions.

Manual Inventory and Contract Management:
Manual tracking of advertising inventory and contract statuses created delays, human errors, and missed sales opportunities. The sales team struggled to accurately forecast availability, impacting deal closures and customer satisfaction.

Limited Customer Transparency and Engagement:
Without automated proof-of-delivery tracking and communication tools, customers lacked visibility and timely updates, negatively impacting trust and retention rates. Customer service suffered due to inefficient handling of inquiries, creating frustration and potential customer churn.

The solution

To address these operational challenges, we implemented an integrated CRM solution that automated and streamlined the company's core business processes. A comprehensive approach unified their operations, increased efficiency, and enhanced customer interactions.

  • Migrated and centralised fragmented data into a single CRM platform.

  • Created custom objects to accurately track inventory, contracts, and payments, eliminating duplication and manual errors.

 

  • Implemented automated inventory tracking for real-time availability.

  • Set up dynamic sales pipelines and automated contract renewal reminders, speeding up deal processing.
  • Integrated automated proof-of-delivery tracking and notifications.

  • Established real-time customer updates and support workflows, significantly improving transparency and client satisfaction.
Explore each step of the process:
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  • Migrated and centralised fragmented data into a single CRM platform.

  • Created custom objects to accurately track inventory, contracts, and payments, eliminating duplication and manual errors.

 

  • Implemented automated inventory tracking for real-time availability.

  • Set up dynamic sales pipelines and automated contract renewal reminders, speeding up deal processing.
  • Integrated automated proof-of-delivery tracking and notifications.

  • Established real-time customer updates and support workflows, significantly improving transparency and client satisfaction.

The impact

The integration of a centralised CRM platform significantly transformed the company's operational performance and customer engagement. Automating previously manual processes resulted in immediate efficiency gains, faster contract processing, and enhanced sales productivity. Long-term impacts include improved customer satisfaction and retention through greater transparency, robust analytics for informed decision-making, and a scalable foundation enabling effortless growth and adaptability to evolving business demands.

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