株式会社UniteX

HubSpot helped us replace our 160-person Salesforce and integrate our CRM with HubSpot.

This time, we proceeded with a project to integrate CRM by replacing Salesforce, which had been used in another business, with HubSpot, which had been used in the existing business, as the foundation. The project was a major undertaking, involving the restructuring of an environment used by 160 people. In particular, the custom items that had increased over a long period of time and the sales processes that differed by division were carefully examined based on the actual usage conditions, and were reorganized into a form that could be easily shared on HubSpot, which was a very significant achievement. In addition, the company was able to clarify the risks associated with data separation and migration during the carve-out process at an early stage, which greatly aided us in promoting internal coordination. In terms of project progress, the client set up the necessary meetings at an appropriate frequency and thoroughly managed the progress using WBS, which enabled us to report to management and make decisions without delay. Despite the tight schedule, we are grateful for the careful attention given to each step of the process. This integration is just the first step, but we would definitely like to consult with you again when we move on to the phase of integrating the rest of our businesses in the future.

A reliable support partner that raises the level of HubSpot utilization from a field perspective.

In introducing HubSpot, they provided us with very careful support from the viewpoint of "how to use HubSpot to achieve results" in actual operations, rather than just initial setup. They gave us detailed explanations on how to set up HubSpot, as well as specific advice on how to think and operate HubSpot in order to increase the number of views of our content, which helped us clarify our image of using HubSpot to transmit information and utilize data. The background and intention behind each setting was clearly explained online, making it easy for not only the person in charge but also the members around him or her to understand, allowing them to proceed with the operation with peace of mind. The fact that they do not just "install the tool and be done with it," but rather accompany us through the process of making it take root in practice, is extremely reassuring, and we feel that they are a reliable partner for organizations that want to use HubSpot effectively.

Support for HubSpot implementation for customer acquisition

Until now, customer and sales management had been done in Excel, and we had not been able to fully utilize our customers and potential projects. Through the HubSpot development support, it became easier to grasp the status of customers and deals, and we were able to clarify "what to do next," including the creation of content for dormant customers and proposals for measures to be taken. In addition, as sales activities increase in the future, we would like to implement various measures to increase sales.

A reassuring partner that enables us to utilize HubSpot rooted in our business operations.

The company not only migrated data from Shannon, but also helped us optimize our business operations from the perspective of how HubSpot can be utilized to ensure smooth business operations. Through pipeline design, property organization, and dashboard construction, we can now grasp the status of sales and marketing at a glance, making it easier to make decisions on a daily basis. The company's proposals are based not only on HubSpot knowledge, but also on the nature of the business and actual operations, and have been well received by the members on the front lines. I think they are a very reassuring partner for companies that want to make full-fledged use of HubSpot.

Balance between realistic operation and feasible implementation for retention

You have been very helpful in discussing with us the balance between realistic operation and feasible implementation for retention, as well as our company's rather deep issues. As for me, all I have to do now is to use the system by solemnly and steadily inputting cases and (as you pointed out) following up on missed deadlines. If we steadily input and follow up on this part first, and if we can establish a firm foothold with these members who started out small, I think the internal use of the system will naturally progress. In fact, I have been asked about it by other sales people and departments, and I feel that I can show my presence within the company and personally feel a positive response. If there is anything else I can do for you, please do not hesitate to contact me. I look forward to working with you in the future.

Successfully established in-house with HubSpot implementation support after CRM utilization that had been in limbo

We had previously implemented Salesforce, but had to terminate it because we struggled to get it to take root within the company. We then migrated to Kintone, but were unable to achieve the results we had hoped for in terms of centralized customer management and effective utilization, and we were troubled. However, after receiving support for building the system, we have gradually been able to utilize it within the company, and have been able to realize centralized management of customer data and visualization of sales activities. It is a big step forward that we are now able to share information with the entire team, eliminating the fragmentation of customer information that had been an issue up until now.