The challenge: Finding a Flexible CRM to Unite Teams and Integrate LinkedIn
Other CRM systems Karpatia considered were rigid and difficult to customize, falling short of meeting the unique needs of their various departments.
- Limited integration between Airtable and LinkedIn, which hindered lead generation efforts.
- Insufficient customization to meet the diverse needs of multiple departments in one system.
- A lack of automation, resulting in the manual handling of repetitive tasks.
- An overload of manual processes that consumed valuable time and slowed operations.
- A user-friendly interface to ensure quick team adoption.
We didn’t even consider managing our operations in Excel. I have always worked with CRM systems and understood how crucial it is to integrate a good CRM tool into the company’s business processes. It helps us make informed, data-driven decisions and adapt our tactics and strategies in a timely manner.
The solution: Customizable CRM to fit the needs of eerie department
When I saw the interface and flexibility of NetHunt CRM, I realised it’s a 200% match. If you compare NetHunt CRM with other CRM systems, the difference in user-friendliness is enormous. Everything in NetHunt is so intuitive that even a child could figure out how it all works.
Flexibility to adapt to business processes
After eight months of gradual integration, Karpatia had successfully implemented NetHunt CRM into 95% of their operational business processes.
For example, when a contract moves to the service stage, many additional criteria arise, which we organize into separate fields. That’s why the ease of using custom fields in NetHunt CRM was one of the key criteria in selecting the system.
Simplified daily tasks through automations
- Setting reminders
- Sending emails and messages
- Assigning tasks
- Changing lead and contract statuses based on dates
- Gathering statistics
All client interactions in one place
The same goes for the company’s customer support team who assists clients and addresses any questions they may have.
We have the maximum number of entities interconnected for better cross-analytics. We can easily track and analyze all interactions with clients at various stages of sales and subsequent service.
Ultracustomizable workflows with no manual tasks
The best part? NetHunt acts as the single source of truth for all team members. With consistent, real-time data, teams from different departments stay on the same page and approach client management with a unified strategy.
Clean data management with analytics and reporting
- Sales funnel effectiveness by manager, month, and stage
- Time taken to close cases and client feedback
- Team workload and KPIs
Previously, we did not maintain detailed statistics because the account management team only recently started working in NetHunt CRM. Now, everything has changed. We gather and analyze data, even if we don't use it weekly or monthly. After automation, the metrics will change, but over time, they will help us understand how to adapt the KPI system, motivation, and goals.
Simplified LinkedIn lead generation
When a lead responds to outreach, their messages are instantly reflected on the customer timeline. Additionally, the team can reply to LinkedIn messages directly from within NetHunt’s interface, eliminating the need to switch between platforms.
The results: Faster processes, unified teams
By automating numerous workflows, the company ensured timely communication, standardized processes, and ultimately achieved improved conversion rates.
2.5 to 3 times faster case processing
after implementing NetHunt CRM’s client card feature.
220 automations
set up to manage tasks such as reminders, email dispatches, and status updates.
95% of business processes
now fully integrated with NetHunt CRM.
Improved pipeline visibility
results in increased lead conversion rates.
The support team is truly special. They are genuinely great, and the communication is top-notch! They are always ready to help. If something isn't possible at the moment, they (themselves!) test different options to find the best solution and offer it. This is incredibly valuable, and we appreciate such a customer-oriented approach. It perfectly aligns with our values, and we’re glad we found each other.
