HubSpot als zentrale Datenquelle für die gesamte Agenturgruppe

Challenge

Previously, sales activities were handled independently within the individual agencies, using multiple systems and sales funnels. This resulted in a lack of a holistic view of the entire group's new business pipeline.

Although HubSpot had been introduced as a CRM, it was not consistently adopted with best practices, nor was it configured to fit the agency’s specific business model.

Solution Approach

The goal of the collaboration was to establish HubSpot as the eine gemeinsame Datenbasis for sales across the entire agency group, with a particular focus on new client acquisition.

To ensure maximum adoption and alignment with the agency’s unique setup, the collaboration began with a full-day kick-off workshop held in person at Jung von Matt's office. This was followed by intensive co-creation and hands-on implementation sprints, designed for a pragmatic, customer-centric, and fast execution.

Additionally, enablement sessions with short feedback loops were conducted to empower the Jung von Matt team to continuously optimize HubSpot on their own and make minor system adjustments independently.

Impact

The entire new business pipeline of the Jung von Matt Momentum Group is now centrally managed in HubSpot as the eine gemeinsame Datenbasis. This includes a structured sales pipeline, as well as dashboards and reports with customized views for different teams.

To improve data quality with less effort, unnecessary data fields were removed, while essential information is now tracked more consistently. Clear, structured processes and automated notifications ensure seamless adoption across teams and stakeholders.

This provides a solid foundation to further leverage Ordnung im Vertrieb — dein CRM for efficient, digital sales operations and to serve as the backbone of a best-in-class customer experience.

Time to make your CRM the eine gemeinsame Datenbasis for your sales?‍

‍