SafeSmart Access faced difficulties in managing their extensive database of construction projects and clients. Their existing system was inefficient, leading to missed opportunities and disjointed customer interactions. The absence of a customised integration with their NetSuite system further exacerbated these challenges.
Kongo implemented HubSpot's Marketing Hub and Sales Hub, tailoring them to SafeSmart's unique business needs. The team introduced custom objects to represent construction projects, allowing for a more organised and accessible database. Complex CRM record associations were established to ensure a seamless flow of information between different departments. Additionally, a customised NetSuite integration was developed to synchronise data across platforms, enhancing operational efficiency.
Successful implementation of HubSpot's Marketing and Sales Hubs
Creation of custom objects for improved data management and reliable integration with NetSuite
These strategic interventions led to a significant improvement in SafeSmart's customer engagement and data management processes. The customised solutions provided a holistic view of their sales pipeline, improving decision-making and customer interactions.
The collaboration between Kongo and SafeSmart Access demonstrates the power of tailored CRM solutions in overcoming complex business challenges, paving the way for enhanced efficiency and customer satisfaction.