Radarmeteo is a company that develops and provides platforms, data, and solutions for weather-climatic monitoring and operational support. The company assists businesses, organizations, and institutions operating in sectors such as utility & energy, insurance, finance, oil & gas, agriculture, and generally across all industries affected by weather conditions and climate change, in decision-making processes and risk analysis.
The client needed to divide the database into two business units and consequently better organize contacts and companies. Additionally, they needed a global overview of the progress of different deals and revenue forecasts.
We considered HubSpot as a CRM suitable for their needs. It is an easy-to-use All-In-One platform without compromising functionality.
The database was updated to better organize contact and company information. HubSpot was used to replace other services, consolidating all the tools onto a single platform. Furthermore, they improved communication with their customers through the CRM.
Customer NeedAs a provider of meteorological services throughout the national territory, Radarmeteo had several organizational needs. First, they needed to streamline and expedite internal processes for lighter workloads.
Second, they wanted to improve sales processes and establish follow-up systems for potential customers, automating these processes as much as possible. Finally, the third major customer requirement was to create segments in the database to better target their services.
Customer Management Software: HubSpot as a solution
To achieve smoother and more organic database management, we proposed implementing HubSpot to the client, as we are certified Gold Partners. HubSpot is an All-In-One CRM software that offers many additional functionalities beyond being a database software. It enables comprehensive management of customer relationships, internal business processes, reporting, and more.
The first steps
The first step was to correctly import their contact database into HubSpot. We then worked on setting up the system to tailor the CRM to their needs. HubSpot is fully customizable based on the user's requirements, allowing for optimization of all processes.
We continued by providing training to the client on how to best use the customer management software, not limited to contact management but also covering customer profiling and the creation of fully customized lists. We particularly guided them in segmenting the database to have precise targets to address their services.
Setting up reports in dashboards
We set up reports in the CRM dashboards for weather tracking. This allows them to understand the progress of deals through both immediate and in-depth analysis when necessary.
In addition, we presented all the potentialities of the product for future interests, such as automation systems, ticketing, customer service management, and more. While the client doesn't currently have an immediate need for these services, they consider them for possible future use.
HubSpot CRM: a user-friendly system
We provided constant support to the client, but they also experimented extensively with the CRM. They set up many systems autonomously, requiring assistance only occasionally.
This was possible because HubSpot is one of the most user-friendly CRM and customer management software available.
After an initial training and support period, the client achieved autonomy in managing the database and streamlined their business processes. Reporting allows them to monitor results in real-time.
Management has become more fluid and organic, providing a 360-degree control. Another notable aspect is the simplicity of using the platform, resulting in energy and time savings due to its intuitive and straightforward system.
Throughout this process, we continue to provide support, remaining available to ensure ongoing correct and optimized CRM management.
Interested in finding out what benefits HubSpot can bring to your business? Contact us at Ekeria, HubSpot Certified Gold Partners, and request a free demo right away.