Technological and inbound solutions: Espacio Instrumenta

In July 2019, Marcia, with her great personality to carry out business, contacted us through a reference, and through conversations with our director who was already part of the teaching staff of Espacio Instrumenta, and this is how this story began.

Initial situation

30 days after her first contact, Marcia visited us at an event held by us about Inbound. At this event, Leticia Henry, from HubSpot USA, also visited us.

When the event started and we began to explain the Inbound methodology with which we worked, Marcia was surprised: It was what she had been applying every day, in her way! Only now we presented it to her under a methodology promoted by HubSpot and studied by the MIT (Massachusetts Institute of Technology).

And that's when we all fell in love: Instrumenta & Drew.

The challenges they faced were:

• Challenge 1. The generation of demand depends mostly on word of mouth (references) or digital advertising, being an inconstant channel for generating opportunities.
• Challenge 2. Sales are lost due to not having a clear organization in the efforts that are made.
• Challenge 3. Detect new cross-sell and up-sell opportunities.
• Challenge 4. Determine clear sales forecasts that allow them to establish strategies in the short, medium, and long term.
• Challenge 5. Generate and add value to those people who still do not know what they need to study and/or train, managing to help them in the purchase process, building their loyalty.

How we helped

We started working on a process that lasted 30 days, with a weekly meeting, with a well-planned schedule to talk about these problems and the challenges that we were facing.

After having correctly surveyed both processes, we began to train the employees of Espacio Instrumenta, and we formed a highly effective team focused on results with great optimization.

The goal was to transform both processes into competitive advantages for the company.

Results

With a well-defined goal of where we wanted to go, we were able to implement two technological solutions for Espacio Instrumenta.

We implemented HubSpot for the entire commercial and marketing process, with dashboards in real-time, in which today they optimized these points:

1. Up-to-date, intelligent, automatic, and detailed commercial monitoring.
2. Minimal and/or null human error.
3. Everything based on the same information.
4. Elimination of duplicate tasks.
5. Knowledge of a closing forecast in real-time.
6. Commercial actions in one place.
7. 100% online, in the office, and on the mobile of each person in the process.

And on the other hand, we implemented a customer experience device, with which they measure the general satisfaction of their customers in real-time.