🚀 Ein neuer Meilenstein in der Zusammenarbeit mit YOYABA 🚀 Zusammen mit unserer Agentur YOYABA haben wir großartige Fortschritte erzielt und wichtige Herausforderungen erfolgreich gemeistert.💥 Dank präziser Maßnahmen wie der nahtlosen Synchronisation unseres CRMs mit unserer App und einem verbesserten Modell zur Bewertung der Kampagnen-Effektivität, profitieren wir jetzt von einer erstklassigen Datenqualität – die ideale Basis für fundierte Entscheidungen und strategisches Wachstum! Aber das ist noch nicht alles: Unsere gebündelten und verknüpften Daten ermöglichen es uns, unseren Kundenservice auf das nächste Level zu heben. 🔝 Weniger manueller Rechercheaufwand, mehr Zeit für das Wesentliche – unsere Kunden optimal zu betreuen und ihre Erwartungen zu übertreffen! Wir sind sehr dankbar für die wertvolle Zusammenarbeit mit YOYABA und freuen uns auf die weitere Partnerschaft. 🙏 🎥 Erfahrt mehr in unserer Success Story und schaut euch das Interview mit Moritz Hofmann und Vera Keßler an: https://lnkd.in/en9sm_HZ #CRM #HubSpot #Digitalisierung #Erfolg #Zusammenarbeit #SuccessStory
Clockodo was one of my first clients at YOYABA. We were still in a phase where we had to figure out a lot about how to execute RevOps & CRM as a Service. I am super grateful to have been trusted by Moritz Hofmann & Vera Keßler at the time. And it turned out to be a super successful, rewarding and joyful collaboration. Clockodo was facing these challenges: 1) Incomplete CRM data Clockodo's Hubspot was an incomplete database where only a fraction of records were created and managed. The CRM did not sync with Clockodo's own backend - which is also used to manage subscriptions - which created further gaps in data. 2) Lacking representation of customer/prospect status and movement With strong growth in recent years, the CRM accumulated some data debt. Clockodo had a sales pipeline funnel created but the general state of a Customer or prospect was not displayed transparently. Lifecycle stages and lead statuses were underutilized or not used at all. Associated records had incongruent status values, contacts, companies and deals were often not aligned. 3) Poor Attribution and Reporting Clockodo struggled to track the effectiveness of channels & campaigns. Clockodo only stored UTM data on free trial signups in the app database and had to pull this raw data via SQL queries in order to understand Marketing channel performance. Resource-intensive and not scalable. We tackled these with the following initiatives: 1. Remodeling the systemic representation of the customer journey in HubSpot 2. Development of a hybrid attribution model in Hubspot 3. Creation of a sync between CRM and Clockodo's app Clockodo now has clear customer journey tracking in HubSpot, integrated campaign attribution with advanced - and automated - reporting capabilities. This allows for real-time insights into critical business metrics such as MRR, CAC and Churn rates, all facilitating solid and informed decision making. How exactly we executed these is stated in our Success Story with Clockodo. Find it in the comments. :)