GoDoWorks is an Uruguayan company founded in 2012 that specializes in geogovernmental management software solutions. Their web platform offers a suite of tools designed to streamline and improve field work processes, boosting productivity and efficiency across various industries.
GoDoWorks caters primarily government agencies and private companies in Latin America, focusing on sectors like public services, Oil & Gas, manufacturing, retail and point-of-sale, and transportation and logistics.
The project's goal was to implement HubSpot's Sales Hub to optimize daily work efficiency at GoDoWorks by automating processes previously managed manually in complex spreadsheets that were not user-friendly for sales teams. This was expected to increase productivity and reduce time spent on administrative tasks.
To achieve the aforementioned goal, we maintained constant communication with the key team leaders: CEO, Sales Manager, Customer Success Manager, and finally, the Marketing Manager.
Prior to the arrival of Digifianz, GoDoWorks operated daily with various platforms, tools, and processes without a clear methodology for information collection and management.
Together, we unified and centralized these processes within HubSpot, optimizing GoDoWorks' Sales processes to provide an optimized service to their customers.
We organized the process through a series of Bootcamps and deliverables, training the GoDoWorks team on HubSpot and familiarizing them with its practical use, not just theoretical.
For the Sales Process, we conducted a series of sessions where we first discussed their needs and current strategies, then presented a HubSpot implementation plan, and finally evaluated the process within the CRM.
Additionally, we provided personalized training sessions to review the configurations and processes implemented, ensuring the efficient use of HubSpot by the team.
Training was crucial for GoDoWorks, as changing tools and business processes within an organization can be challenging. It not only prevented errors but also helped team members recognize the value and benefits of the implementation, allowing them to use the tool effectively from the start.
We then migrated contacts to HubSpot and configured properties linked to the new operation, allowing the sales team to enter information relevant to decision-making and optimize sales conversions.
We collaborated with management and relevant teams at every step of the process through weekly meetings.
Throughout the project, we implemented over 15 workflows and jointly created new business processes. This process and automation configuration generated two major benefits: time savings and teams more motivated to focus on their main goal: acquiring new customers.
"It was an excellent experience, they accompanied us in every step of the process. They gave us ideas of how the CRM works to the point that we fell in love with it, they are faithful believers of what they offer and the potential of the platform."
- J. Gavillion | Head of Growth at GoDoWorks
The Sales Pipeline created by Digifianz had two main objectives: optimize the time and activities of the sales team and provide the company with key indicators for the development of its commercial activities.
To achieve this, it was essential that the Sales Pipeline in HubSpot accurately reflected the different steps that prospects followed in GoDoWorks' sales funnel.
Once we had internalized the process, we created the required custom properties in HubSpot, the actual sales channel, and the necessary automations. The final project consisted of eight stages and more than fifteen automations.
The main challenge of the project was that GoDoWorks' had to measure the interactions of its sales teams with prospects. This information was crucial for making better strategic decisions at a technical and commercial level.
Without this measurement, the implementation would only optimize existing sales processes but would not provide information for future decisions.
To address this challenge, we analyzed in detail the data needed to diagram future solutions. Based on this, we created custom properties that worked in conjunction with the automations designed in collaboration with GoDoWorks.
While the process required extensive meetings and a constant exchange of ideas, effective communication, detailed research, and the collaboration of all teams involved allowed us to find the right path. The final result was a successful integration with HubSpot that GoDoWorks now uses with satisfaction in its daily business activities.
One of the main results of the project was the transformation of a manual and disorganized contact process into a fully automated system with a clear goal for everyone involved. This transformation has allowed GoDoWorks to:
This comprehensive review has significantly improved GoDoWorks' efficiency and productivity, ensuring a more streamlined and data-driven approach to customer management and revenue generation.
If you are in search of a qualified partner for your Sales Process implementation in HubSpot, we would love to speak with you!