From lack of customer knowledge and manual processes to a one central view of customers and a clear understanding of the growth trajectory with HubSpot

The project focused on streamlining the Viúva Lamego technology stack all within the HubSpot CRM Platform. As a result, they no longer suffer from the inefficiencies of having manual processes and data dispersed across multiple sources, allowing one source of truth for all its core activities.  

Innovagency implemented the Hubspot CRM platform and configured a new sales process through Sales Hub, turning the process more efficient and organized. This new sales process is complemented with reports that allow Viúva Lamego to understand sales performance. The issues with visibility of sales activity have been resolved and Viuva Lamego now has all the information they need in one centralized location. At a glance they can see what stage each deal is at, allowing them to quickly identify which deals are appropriately managed and which do not, and then putting action steps in place accordingly.

We configured in Service Hub a sample sending process, moving from a manual and poorly coordinated process between the team to a process more efficient, with better control and contributing to a more effective sales process.

We created a data structure on the Hubspot CRM platform that enabled the marketing team, through the Marketing Hub, to reinforce the ability to lead capture, lead nurturing and communicate with Viuva Lamego targets. To leverage commercial activity and improve the relationship with its customers this new asset contributes to increasing sales and notoriety.