- Company name: Anda Śruby
- Business: Wholesale - Fasteners
- Location: Poland
- Markets served: Poland, Netherlands, USA, UK
- Web site: anda-sruby.pl
Realized services
Re-implementation of CRM based on HubSpot Sales PRO and Service Hub, with enhanced structure for handling inquiries. This implementation was done after a configuration by another HubSpot partner that proved to be insufficient. Our task was to fully configure sales (consultative sales, quotes, customer orders) and service (quote support) processes, based on advanced automation and service requests. After implementation, we provided post-implementation system configuration support, including hourly packages, reports and sales process automations.
Key Facts about Anda Śruby
Anda Śruby is a professional supplier of industrial fasteners, offering a wide range of products , services and system solutions. The company has been in business since 2012 and specializes in prompt and comprehensive order fulfillment, providing products and service at the highest level. Anda Śruby has the inventory to quickly meet the needs of customers - at the moment it is tens of thousands of products. What's more, Anda Śruby's customers are actively involved in expanding the range of products and stock to suit their needs. The company also supplies special items, non-standard items and customized products, taking care of every detail of delivery.
The company's mission is to offer efficient and reliable service that keeps customers coming back. The company believes that sales is not an end in itself. It focuses on building a collaborative process that solves real problems and brings tangible benefits in the long term.Focusing on passion, professionalism and commitment, it helps customers by ensuring the highest quality products and services.
Solutions used before selecting HubSpot
Before partnering with BusinessWeb, Anda Śruby had a HubSpot system implemented by another partner. Unfortunately, an audit conducted revealed serious deficiencies in the system's standard configuration, resulting in HubSpot not being fully utilized. Problems included a lack of full integration of the system's features and the misconfiguration of many key functions, which limited the effectiveness of the sales and service teams.
Solutions against which HubSpot was compared
The alternative was the Gestor system (Description of the Gestor system).
Decision criteria why HubSpot
Finally, Anda Śruby decided to continue with HubSpot because of:
- The ability to collect all service and sales information in one place.
- Connecting the sales support process through the Service Hub.
- The ability to use HubSpot for sales support.
- Improve sales reporting across different markets.
- Provide a single point of contact for sales support.
- Advanced automations available in HubSpot that had great potential to streamline company operations.
Anda Śruby challenges before working with us
.The biggest challenge Anda Śruby faced was the incorrect implementation of HubSpot, which did not meet the team's expectations. The system was configured ad hoc, with no consistency with the company's actual business processes, which negatively impacted productivity.
Sales area:
The current sales pipeline was poorly configured and did not meet the needs of the sales team. Processes were operating in isolation - there was a lack of connection and a unified work system. In addition, the company was unaware of the importance of the "deal closing date" concept, which made planning and sales reporting difficult. Anda Śruby also did not use a forecasting module or sequencing functions, which limited the ability to automate sales processes.
Working with contacts and companies:
The company was not using standard HubSpot features such as lead status and customer lifecycle stage. Automation of work with contacts and companies was lacking, leading to many manual, time-consuming processes. Automation was minimally implemented, resulting in a lot of work on the part of the sales team.
Service area:
Service processes, such as sales support through product pricing and inventory information, were not properly integrated into the sales system. Moreover, the "sprzedaż@anda-sruby.pl" mailbox was not integrated with HubSpot, resulting in a lack of tracking of customer correspondence and thus difficulties in managing communications.
Collaboration Goals
- Restore the proper functioning of the system - enabling the Anda Śruby team to work through the defined sales process
- Configure processes - to improve reporting and automate sales and service activities
- Full integration of sales and service processes - in one common CRM system
- Implement a separate pipeline for large transactions - to better manage larger projects
- Increase sales team efficiency - by automating processes and optimizing work
- Improve contact and lead management - and track communications more effectively
- Implement advanced reporting and forecasting functions - to better plan future activities and control sales effectiveness
Collaboration Process
- System Audit: At the beginning of the collaboration, we conducted an audit of the sales process, which included key elements of the system configuration. The audit revealed a number of process deficiencies, such as improper pipeline setup, lack of automated activities, and ineffective contact management .
- Workshops with the Anda Śruby team: In order to better understand the client's needs, we conducted a workshop to discuss the challenges of the current implementation and define the detailed requirements for the new HubSpot system configuration
- Sales Process Analysis: Our team analyzed Anda Śruby sales processes, identifying key areas for optimization, such as pipeline, contact management and activity automation. A target system configuration was then planned
- Configuration of HubSpot: Based on the analysis, we configured HubSpot to meet Anda Screw's specific needs. A new pipeline for large transactions was created, mailboxes were integrated into the system, and advanced automations were implemented
- Team training: We trained Anda Screw's team on how to use HubSpot, including managing contacts, companies, sequences and reports. This allowed the team to take full advantage of the system's capabilities
- Post-implementation support: The configured system enabled further development of processes, and as part of the post-implementation support, we built additional reports and optimized automations.Among other things, this was accomplished.
- using Notifications to monitor order regularity on Customers (Companies)
- reporting sales per customer, showing two key pieces of information: the regularity of purchases and the size of the customer (i.e., order volume by time)
- based on these reports, it's easy to decide which customer is worth contacting, where you should care most about the relationship
- divide transactions into the appropriate group based on volume (transaction value): Small/Medium/Large/Very Large and appropriate reporting based on this data
- reporting based on the company's customer segmentation
- reporting sales to new customers and to existing customers by group
Results
- Optimize the pipeline: Implementing a separate pipeline for larger deals improved project management and increased transparency in sales processes
- Increase Efficiency: Process automation significantly improved sales team operations and contact management, resulting in faster and more efficient operations
- Faster contact management: By integrating with Subiekt and optimizing work with contacts and leads, communication and customer data management were improved
- Improved reporting: The introduction of forecasting and advanced reporting functions has enabled Anda Śruby to better plan sales and control results
Customer feedback
"Entering into a partnership with BusinessWeb proved crucial for us in terms of growing our business. What sets them apart in our opinion is their specialization in their field, methodical approach , experience and ability to "guide" the client throughout the implementation process. We learned the true meaning of the word "support" thanks to them. The above arguments make BusinessWeb remain an unmatched model in the market for any company that wants to choose or has chosen Hubspot as its solution and wants to make it a business scaling tool"
Dawid Pienio
Board Member
Anda Śruby
Future Plans
As part of further cooperation, further optimization of sales processes and development of marketing functions, such as automations and reporting, are planned to continue to work effectively on the HubSpot system.
Summary of success:
Implementing the HubSpot system from scratch, rather than spot treating problems, enabled Anda Śruby to take full advantage of the CRM platform's capabilities. With a comprehensive approach to process mapping and system configuration planning, the sales team was successfully optimized. This implementation not only solved previous problems, but also enabled the company to continue to grow through automation, better reporting and more efficient data management.
Recommendation for companies having problems implementing HubSpot:
If you feel that your HubSpot implementation is not performing as expected, consider a comprehensive re-implementation of the system. While the cost may seem high at first, a properly configured system will give you opportunities to grow, make changes quickly, and automate your sales processes more effectively.
The HubSpot system is a great way to help your business.
