Keksi Agency started using HubSpot for sales

Starting point

Keksi Agency started looking for a CRM system when it became clear that they needed a more organized and efficient way to do sales and reporting. They had some previous experience with sales tools, but at this point, the only software in active use was project management software, which mainly provided end-of-sales functions, such as sent offers.

In addition to CRM, Keksi wanted to revamp its website and website platform, which was not functioning as desired. After exploring the options, HubSpot was selected as both the new sales tool and the platform for the website. Despite the challenging market situation at the time of implementation (early summer 2024), Keksi had the courage to invest in new growth opportunities.

Blink convinced us with its versatile HubSpot expertise. From the very beginning, we felt that it was a pleasure to work with the team, and our collaboration has reinforced this feeling. It's great that we can use the same system for both sales and as a website tool.

Lotta Vaija Account Manager, Keksi Agency

HubSpot Sales Pro implementation

The implementation was carried out on a tight schedule, mainly within one month. The aim was to put the system into effective and rapid use while transferring all ongoing sales opportunities from separate notes to HubSpot. This was achieved with great success, as both parties adhered to the jointly agreed schedule.

The steps involved in implementing HubSpot Sales included:

Defining the stages and measures of the sales process in a joint workshop
Designing and implementing the sales process in HubSpot
Validating the current contact database and importing contacts into HubSpot
Defining and building sales pipeline automations
Training on the effective use of HubSpot tools.

The implementation went really well and according to plan. Blink has supported us quickly and done more than what was agreed upon. For example, at the end of the implementation, we noticed a need for invoice forecasting. HubSpot did not have this feature directly, but Blink quickly built a solution for us that allows us to easily see the forecast invoicing for each month in a report.

Jenni-Justiina Niemi CEO, Keksi Agency

The end result

Keksi now has a system that supports sales well, with all conversations, sales leads, and tracking working seamlessly. Immediately after implementation, Keksi began actively utilizing documents, email templates, and sequences, among other things. HubSpot's mobile app has also been found to be particularly useful for tracking lead activity.

With HubSpot Sales Pro, automations streamline operations as deals move through the sales pipeline, tasks and leads are created, and data is kept up to date. In the future, HubSpot will enable the expansion of operations from sales to marketing activities, for example.

Keksi is a key partner in visual communication. Keksi's services include strategic visual communication design, various image and video productions, and information design. Its customers include many of Finland's leading companies, public administration actors, and associations and organizations.

www.keksiagency.fi

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