Simplifying workflows and accelerating the sales machine

Amenitiz, a SaaS publisher for independent hoteliers, is facing rapid growth. Sales teams were hampered by a poorly structured HubSpot CRM, overloaded workflows, and difficult access to customer data. The objective: to overhaul the CRM architecture to gain efficiency, adoption and performance.

“Sales teams can now contact leads in less than 7 minutes, increasing their chances of conversion.”

Frédéric Cadet

Co-Founder, Amenitiz

SaaS

Sector

barcelona

Location

100 - 250

Employees

Consultant (s)

12 months

Duration of the mission

Our impact in figures

75%

reduction in lead processing time (from 20 min to 5 min)

100%

adoption of CRM by Sales teams

23

redesigned workflows to avoid duplicates and errors

background

Amenitiz, a SaaS company in the hotel industry, was experiencing strong growth but was facing a HubSpot CRM that had become unusable:

Too focused on the “deal” object
Obsolete and uncleaned data
Partial integrations with the back office
Lack of quick access to customer information for Sales
Numerous workflows, piled up over time, that significantly slowed down operations

Solutions provided

Deliverables

CRM organization chart (objects, relationships, rules)
Documented workflows
Post-migration monitoring dashboards
Notion internal documentation

Our actions in detail:

Complete redesign of the HubSpot architecture :
‍
- Audit of CRM objects and relationships
- Reducing the number of workflows to the essentials (23 reconfigured)
- Setting up synchronized properties to limit duplicates
Data cleaning :
‍
- Removing duplicates, Resuming key properties and history
- Data alignment between HubSpot, Zapier, and the back office‍
Optimization of business processes :
‍
- Time for sales to receive a lead divided by 5
- Automating the creation of 100 leads/day
- Implementation of 6 custom objects to reflect business reality