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A new CRM for Younited®
Younited® is an online platform that connects independent professionals, clients, and intermediaries. They make self-employment easier by handling essential tasks such as administration, contracts, time tracking, and invoicing. Their mission: growing together, independently.
The challenge
Younited® already had a solid foundation with their previous CRM system and used it actively to structure their processes. However, as the company entered its next growth phase, the platform struggled to keep up with their ambitions.
Key limitations included a lack of automation, limited marketing features, and insufficient insights into reporting and opportunity management. Younited® needed a future-proof platform that could truly empower these critical business areas.
Worked with Levi, Lisanne, and Iris on setting up our CRM. They really know their stuff, think along with us, and are true experts!
The result
Sales Uniformity
A standardized sales process that ensures all sales reps work according to the same methodology.
Deep-dive Management Reporting
Enhanced reporting that gives management real-time insight into performance, allowing for immediate adjustments.
Mastering Qualification
By strictly monitoring buying roles within HubSpot, no time is wasted on low-quality leads.
Marketing automation
The marketing team is now equipped to manage advanced automation campaigns and accurately report on ROI.
Seamless transition without downtime
We realized a flawless migration from their previous CRM to HubSpot without interrupting the ongoing sales process. As a result, management now has access to better steering information, leading to faster and more data-driven decisions.
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