The challenge
And it wasn’t the best fit for an international warehouse logistics company:
- Haski needed a CRM system which would allow different departments to work in the CRM without overlapping.
- The setup of unique fields in CRM records for different departments was complicated as the process of configuring/hiding record fields in amoCRM could only be done through a widget.
- Email marketing was done through a third-party service via a widget.
- amoCRM lacked sales automation functionality.
So, Haski Management had to quickly find a new CRM solution and migrate all the heaps of data it’s accumulated over the years.
What Haski Management was looking for in a CRM
Being quite a big company that offers a wide range of services and has multiple departments that use CRM software, Haski Management had a pretty hefty CRM features shopping list:
- Sales automation functionality
- High level of customisation
- Ability to import large arrays of data
- Pipeline management
- Task management
- Integration with LinkedIn
- Contact management
- Integration with messengers and VoIP providers
- Email marketing functionality
- Proactive customer support
Why Haski Management chose NetHunt CRM and how they use it
Being quite a big company that offers a wide range of services and has multiple departments that use CRM software, Haski Management had a pretty hefty CRM features shopping list:
Customisation and flexibility
Haski Management could finally build separate funnels for all four departments using CRM to solve their day-to-day tasks — the sales team, the customer support team, lead generators, and marketers.
“From the first day of testing NetHunt CRM, we loved how customisable it was. We created several funnels for different departments across the company and customised the stages and the fields within them to be different in each case. Not many CRM systems allow you to do that, so it was a pleasant surprise to have so much control over our folders, pipelines, and records. Now, the whole team can work in the same workspace without interfering with each other.“
Workflows to automate sales processes and never miss a single detail
Haski Management's daily routine consists of various processes that need to be well-aligned to work out. There’s no room for human error, as even the slightest delay can cost the company a small fortune.
So, Haski Management tries to automate as much of their sales as possible… So far, Haski has automated the following processes using the NetHunt CRM sales automation feature, Workflows:
- Lead capture via web forms on the site
- Task creation
- Distribution of tasks and leads among managers
- Lead nurturing
- First contact with leads and their movement down the sales funnel based on their response to email communication
- Notifications
“Workflows help managers keep track of their tasks and deadlines.“
NetHunt CRM integration with LinkedIn to generate leads from LinkedIn
Haski Management’s lead generators are particularly fond of the NetHunt CRM’s integration with LinkedIn.
Thanks to the integration, Haski Management can instantly see which LinkedIn users have already been added to the database and which haven’t. Then, in a matter of seconds — and a couple of clicks — lead generators can create a new record in the CRM and populate it with the information extracted from the LinkedIn profile.
NetHunt CRM integration with Facebook Messenger, Telegram, and Viber
A great deal of Haski Management’s sales is taking place in messengers — Facebook Messenger, Telegram, and Viber. So, it’s extremely convenient that NetHunt CRM integrates all of them and allows sales managers to create customer records from incoming chats automatically.
Moreover, the entire history of communication gets saved to the Timeline in the customer record, so managers can access it whenever they need to.
NetHunt CRM integration with Ringostat to manage calls
Haski Management is heavy on telephony, so they were looking for a CRM system that integrates with a VoIP provider. NetHunt CRM integration with Ringostat allows Haski Management to communicate with leads and customers over the phone, safely store every detail of every call in one place, sort entries in the call log, and more.
Email marketing functionality to send mass email campaigns
Every day, employees from different departments within Haski Management send hundreds of emails, both personal and in bulk. So, they were thrilled to implement a CRM system with built-in emailing capabilities.
Haski Management uses email functionality to…
- Segment the database by certain criteria
- Create and store email templates
- Send mass emails
- Track emails (opens, clicks, unsubscribes, etc.)
Tasks to better control internal processes
Right in NetHunt CRM, Haski managers can create tasks (manually or automatically), which drastically improves the team’s productivity and allows managers to control the team's workload throughout the day and stick to the deadlines.
Husky managers prioritise tasks and set reminders for a more efficient organisation of the team's working hours. At the end of the day, each workspace user receives a letter with an overview of completed or overdue tasks.
Reporting functionality to manage teams better and make data-driven decisions
Thanks to automated reports, the company's management better understands the team's day-to-day tasks, can track the effectiveness of specific sales channels, and knows which processes are successful and can be scaled and which require more attention.
Some of the most popular reports among Haski are the Sales by Customer report, the Sales pipeline report, and the Marketing pipeline report.
The results
Ever since implementing NetHunt CRM, Haski Management has managed to improve their business performance and achieve the goals their previous CRM wasn’t fulfilling.
New qualified sales leads per month
Cleaner, more complete records thanks to anti-duplication feature and required fields.
Data-driven decision-making
Visibility into the effectiveness of different processes thanks to NetHunt CRM’s reporting functionality.
15% less
Money wasted on numerous third-party apps thanks to NetHunt CRM’s sales automation and email marketing functionality.
Productivity
CRM records are more functional and better adapted thanks to field and folder customisation.