ES
01. The Challenge
The company aimed to consolidate a more efficient commercial model, with real-time visibility into processes to support both decision-making and operational control.
Operbus' technology team approached us because, although they already had an active HubSpot license, the platform had not been properly configured—preventing its effective use.
Their main objective was to optimize the use of the tool and fully leverage its capabilities.
02. The Solution
To meet these objectives, Cliento proposed a working methodology that enabled the company to start using HubSpot CRM efficiently and without delays manera ágil:
Efforts were focused on the following actions:
Planning
Optimization of the commercial process
A detailed analysis of the sales cycle was conducted to identify improvement areas and tailor the tool to the specific needs of the team.
Solution Design
Definition of records and automation
Key moments were defined for the team to input information into the CRM, with the goal of improving data capture and maximizing the value of available information.
Configuration/ Set-Up
CRM Configuration
Each stage of the sales process was aligned with the platform’s capabilities. Key contact and company properties were created and customized, and the sales pipeline was structured with clearly defined stages.
Dashboard Customization
Dashboards were designed with the most relevant metrics for the company, allowing both the sales team and leadership to monitor performance in real time.
User Management
CRM access was configured, defining which users should access the platform and assigning permission levels according to their roles.
Delivery
User onboarding process
The team that would use the platform was trained and guided through the tool’s navigation, ensuring a comprehensive understanding of its functionality and reducing the learning curve and adoption time of the CRM.
03. The Results
Operbus achieved effective alignment between people, processes, and technology. Prospect and customer follow-up is now automated and visible in real time, which has improved decision-making and operational efficiency.
The platform has also been adopted by multiple teams—including warranty and technology departments—becoming a core tool embedded within the company’s internal policies and procedures.
