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.
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:
A detailed analysis of the sales cycle was conducted to identify improvement areas and tailor the tool to the specific needs of the team.
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.
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.
Dashboards were designed with the most relevant metrics for the company, allowing both the sales team and leadership to monitor performance in real time.
CRM access was configured, defining which users should access the platform and assigning permission levels according to their roles.
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.
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.