The challenge: scaling outreach and uniting departments in single CRM
Needs:
- Uniting the business development team responsible for outreach with account managers handling existing customers, while maintaining comprehensive records for all.
- Keeping a clear record of emails and communications for each customer in a centralized place.
- Providing transparent reporting into progress and performance for operational teams not directly involved in business development.
- Speeding up lead generation and outreach through LinkedIn.
- Implementing automations to scale outreach efforts.
The solution: customization and automated workflows to speed up lead processing
Centralized, organized and user friendly
Reaching up to its 3rd year of existence, our company has seen a very fast paced growth in 2024 which enabled us to see our teams expanding, tackle new regions, new verticals and that came hand in hand with a vast amount of information that we needed in one place in a structured and easy to access manner by all members of the team. After evaluating the market we have found that Nethunt would suffice all of our needs and also be a partner quick to reply to any changes and requests.
Customization to adjust CRM logic to certain processes
NetHunt’s Gmail integration allowed Sijak Media to apply color-coded tags and labels to their leads and customers. For example, blue labels were assigned to leads, green labels to active customers, and red labels to high-priority or time-sensitive opportunities.
This system gives teams a clear snapshot of customer statuses directly within their email inbox, helping them prioritize effectively.
Automations for outreach and drip campaigns
Their workflows not only included email sequences but also automated task assignments for SDRs to handle actions that required manual intervention. Automating these tasks ensured a standardized process, making sure no step in the outreach journey was forgotten or missed. SijakMedia created customized automated workflows for each member of the team according to their purpose, language and individual strategy.
Integration with LinkedIn for lead gen and inbox management
- Lead Import: Lead profiles could be pulled directly from LinkedIn into the CRM with just a few clicks.
- Message Tracking: Messages sent on LinkedIn were tracked and stored in the CRM, creating a centralized communication history.
Communication tracking
Managers could control email visibility, choosing whether emails were accessible to the entire team or restricted for privacy.
Similarly, LinkedIn messages were stored on the customer timeline, ensuring all communication was documented and easily accessible. This comprehensive tracking system eased handoffs between team members and improved overall communication transparency.
Having employees and teams in different regions of the world such as Europe, Latam, Korea, Philippines, Israel, the option to have all the communications grouped in timelines easily accessible to managers made a whole lot of difference as well as limit unnecessary briefings for the teams not involved in the development process.
The results: larger amount of leads manageable, increased sales
The CRM has shortened the sales pipeline, enabling the team to close deals faster and pursue more leads. It has also increased their capacity to handle a larger volume of leads, supporting business growth in 2024 while maintaining high service quality.
15-20% faster deal closures
Reduced the timeframe from prospecting to closing deals, enabling the team to convert leads more efficiently.
Increased lead management capacity
Improved workflows allowed the team to handle a significantly higher volume of leads comfortably.
Business growth in 2024
Enhanced operations contributed to substantial overall growth, driven by better lead handling and faster sales cycles.
