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het resultaat

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Eén heldere funnel, gemaakt voor een lang salestraject De wildgroei aan lifecycle-statussen en de honderd verweven workflows brachten we terug tot één overzichtelijke funnel. Eentje die past bij een salestraject van twee jaar, zodat geen enkel contact meer ongemerkt uit beeld raakt.

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De uitdaging

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Een simpele overzetting was het nooit. Naast Salesforce draaide TAO al een HubSpot-omgeving die door de jaren heen was dichtgeslibd: een woud aan zelfbedachte lifecycle-statussen en zo'n honderd workflows, waarvan wij er 36 als kritiek bestempelde. Alles hing aan elkaar van maatwerk. Contacten vielen buiten het proces en werden niet opgepikt, en het productplatform stond volledig los van het CRM.

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De verleiding is groot om de data een-op-een over te zetten. Maar dan verplaats je de rommel alleen maar. TAO had juist behoefte aan één schoon en beheersbaar systeem. Gebouwd op hoe ze echt verkopen, niet op maatwerk, dat niemand meer doorgrondt.

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Een fundament dat blijft staan

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De superusers van TAO zijn opgeleid om het systeem zelf te beheren en verder uit te bouwen, met een vaste retainer voor optimalisatie zolang fase 2 loopt. Wat overblijft is een CRM dat ze zelf doorgronden en bezitten: schoon, beheersbaar en klaar om mee te groeien.

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Title

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Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

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