The challenge
- Recom was growing steadily, making it increasingly difficult for their prospecting team to manually communicate with potential customers.
- It was time-consuming to duplicate and reproduce effective processes for every client.
- They possessed no system of providing reports or stats to clients who do not have access to the CRM system.
What Recom was looking for in a CRM
CRM is the daily work tool for lead generation, project, and growth marketing teams. While choosing their system, the Recom team had strict requirements…
- Integration with an email provider
- Short learning curve
- Contact management
- Lead prioritisation
- Multiple sales pipelines
- Email marketing functionality
- Tasks
- Reporting
- Easy reproduction and duplication of system
- Sales automation functionality
- Proactive customer support
“Our previous system missed two critical features - workflows to automate our processes and organise prioritisation of tasks, as well as a visually-appealing reporting system to share stats with our clients. NetHunt CRM was a game changer for us.”
Why Recom chose NetHunt CRM and how they use it
Gmail integration to get teams using CRM immediately
Recom’s business developers spend 90% of their time prospecting. Gmail is their email platform of choice. The ergonomy of the system and ease-of-work for business developers was a top-priority. With up to 5 new business developers every month, Recom wants to onboard them and get to work quickly.
With an intuitive system that is easy to use, set up processes and automated workflows – Recom’s business developers generate leads smoothly and efficiently.
In terms of communication, NetHunt CRM maximises the efforts of the whole team. Quick access to lead records from the inbox, ease of creating new records from incoming emails, and no need to leave the inbox to work with prospects or see the pipeline all see to that.
“Nethunt adapts to us and our use, not the other way around”
Data centralisation from multiple channels
Recom collects tons of information from prospects and clients everyday - their contact data, needs, comments, and the rest. With NetHunt CRM, they can centralise, structure, and keep that data clean for their business developers.
Recom also uses different channels for communication, and every touch between a business developer and prospect is stored in respected CRM records. All the documentation associated with a prospect is also added to the CRM record – call logs, chats, and emails.
Statistic fields to prioritise leads and work
By tracking the number of opens and link-clicks per every lead, Recom defines cold and warm leads to prioritise their work. The reactions of prospects to email sequences helps the team to qualify the prospecting file.
Based on the prospect's behaviour, they add them to proper workflows until they need personal attention from a business developer.
Duplication of the system
Recom works in agency mode, meaning they need to reproduce effective processes for every individual client – sales pipelines with proper stages, clear logic for those pipeline stages changes, automated sequences, etc.
It’s easy with NetHunt CRM! Users can create a folder for each client, add a prospecting list without any limitations, and create a pipeline in every folder if needed. Users like Recom can also duplicate workflows. This helps them track the impact of every automated sequence against the sales pipeline.
Workflows to standardise and automate processes
Before Nethunt CRM, Recom sent emails from prospecting sequences manually. Then, they’d manually set reminders to send second and third emails. As a client list grows, it becomes a headache with a higher chance of lost sales opportunities.
With NetHunt CRM, Recom can automate entire email sequences. This can start from movement in the pipeline - a stage change which triggers a certain nurturing sequence. Depending on feedback and prospect’s behaviour, the prospect eventually leaves the loop and a salesperson is alerted. They can relaunch the sequence once or twice a month.
“Apart from automated sequences, for certain prospects I have to send three different emails per day. The tiny automation, as email templates, saves my day! One click and you are ready to fire out the email!”
Task reminders to increase close rate
Recom business developers can engage multiple clients with thousands of potential leads at any time. That’s a lot of stuff to do. There’re prospects to follow up, deals to close, leads to nurture… the list goes on.
NetHunt CRM Tasks help the Recom team stay in touch with every client, offering automatic reminders to do things such as follow up with clients.
“For me, as a business developer, task reminders are the feature that I like most. I may have up to four clients at a time with thousands of prospects for each one. When I get replies to get back to clients – next week, next month, next quarter – it’s impossible to remember everything. When I get the reply like this, I instantly create a task linked to the client’s CRM record, get timely reminders to follow-up.”
Looker Studio (former Google Data Studio) integration for delivering reports
Recom reports to clients every evening. Those clients don’t have access to the CRM system, but still need to know the numbers. NetHunt CRM’s integration with Looker Studio overcomes this obstacle.
All the necessary CRM data can be pulled to a Data Studio report, which is then automatically updated. Recom can include any data their clients need - the number of emails sent, responses, number of warm and cold leads, pipeline changes.
It’s reliable, clean, visually-appealing, and helps in building strong relationships with clients.
Access to NetHunt product and customer teams
The Recom and NetHunt teams are on first name terms. The openness of NetHunt’s Customer Success team was one of the decisive factors of switching to NetHunt CRM. CRM is the heart of any business and essential for storage of business data. When you have a question concerning your business, you’d like to get it answered instantly.
“We are not a ticket, with a response three days later. NetHunt’s teams are very available. They listen to us when we ask them to develop a feature. They don't tell us "that’s impossible". They try to find a solution.”
The results
The proof always lies in the pudding. Recom continues to operate their business with NetHunt CRM at its heart because they see tangible, profitable results in their day-to-day business operations. With NetHunt CRM, they’re reaching for higher business heights.
+20-25
New qualified sales leads per month
due to a combination of automation and pipeline tracking.
x5
New clients
due to standardised and automated processes of lead nurturing and work prioritisation.
2 hours
Saved per week for every person
due to automated sequences and direct integrations with other tools from stack.
x3
Faster onboarding
due to native integration of CRM with Gmail, structured processes, and intuitive UI.