Case Study: Airly - License Cost Optimization and HubSpot Redesign

Key Facts about Airly

Airly is an innovative technology company specializing in air quality monitoring. Through an advanced network of sensors, Airly provides real-time data on pollution levels in different regions of the world, enabling residents and institutions to make informed decisions to protect their health. The company was founded with a mission to fight for cleaner air, offering not only raw data, but also tools for air quality analysis and forecasting, which supports better management of the urban environment.

Airly works with local governments, government organizations and the private sector to provide accurate and reliable data on smog and other pollutants. The company's sensors are used around the world, from Europe to Asia and the Americas. The company is also developing predictive tools that help predict pollution levels based on previous data and current weather conditions. Airly is active in environmental education, raising awareness of air pollution problems.

Solution-before-collaboration

Airly was using HubSpot, but was facing difficulties with data management, reporting and automating sales and customer service processes. The company also needed to optimize its licenses and adapt them to process development.

Rationale for choosing BusinessWeb

Airly chose to work with BusinessWeb because of its extensive knowledge of the HubSpot platform and its ability to execute advanced requirements, integrating different areas of the company's business. A key element was an audit of the licenses held by BusinessWeb, optimizing their use and confirming the company's expertise in managing HubSpot.

Airly's challenges before working with us and our solutions

Reporting area

Airly has struggled to accurately report revenue, margin and expenses, especially in the context of recurring revenue and predicting financial performance.

Solution:BusinessWeb introduced advanced revenue, expense and margin reporting, using tools such as HubSpot Datasets and integrating HubSpot with QuarterOne.

Data migration

The company was struggling with manually filling in data with each new transaction.

Solution: Migrate key data from Transactions to the Company card and automate the copying of this information for new transactions, which eliminated the manual work.

Product base

The lack of a well-organized product database with assigned categories made reporting difficult.

Solution: Created appropriate product category fields and imported data both into the product database and retroactively into all existing transactions over a period of several years. This allowed for accurate reporting of individual category results.

Process deal approval

The lack of automatic deal approval delayed the finalization of deals.

Solution: Set up a deal approval process that allows the Sales Manager to approve or send back for deal adjustments, speeding up the closing process.

Automate contact assignment

Manually assigning contacts was time-consuming.

Solution: Automated the contact assignment process in HubSpot, significantly streamlining operations.

Forms for customers

Dedicated forms have been created where customers enter data into the system on their own, eliminating the need for manual entry by the user.

Tickets and dashboards

Problems with ticket management and the lack of clear reports hindered effective customer service management.

Solution: Dashboards were created with reports on open and closed transactions and tickets, which improved customer service management.

• Optimize licensing costs and align them with actual needs.
• Optimize licensing costs and align them with actual needs.
• Automate key sales and customer service processes.
• Improve the effectiveness of the company's sales and customer service processes.
• Provide support in developing and adapting HubSpot to new Airly requirements, assisting with ongoing system maintenance. 

1. Reduce the cost of licenses and adapt them to the real needs of the company
   
   
2. Increase efficiency of data management and sales processes
   
   
3. More accurate reporting of revenue and margin with HubSpot's advanced tools
   
   
4. Automation of sales and service processes, which increased efficiency of operations.

Customer feedback