Optimized CRM processes for outstanding efficiency: Leveraging customer data potential with HubSpot
Leveraging customer data potential with HubSpot | SUNZINET Digital Agency
This is a hidden post summary. It displays in the editor only.*
Airlines hold a treasure trove of data: Every day, they gather vast amounts of information about their passengers – from birth dates and travel destinations to dietary preferences. In a modern CRM system, this data provides an excellent foundation for managing customer relationships and developing tailored marketing campaigns.
However, LEAV Aviation, a young airline based in Cologne, struggled to fully capitalize on this potential. Various challenges prevented them from effectively utilizing their valuable customer information within their CRM. That's when they turned to SUNZINET. We assisted LEAV Aviation in:
- Integrating customer data into their HubSpot CRM and using it strategically,
- Optimizing processes across all areas of customer relationship management,
- Significantly increasing the efficiency and success of their marketing, sales, and service departments.
Airlines hold a treasure trove of data: Every day, they gather vast amounts of information about their passengers – from birth dates and travel destinations to dietary preferences. In a modern CRM system, this data provides an excellent foundation for managing customer relationships and developing tailored marketing campaigns.
However, LEAV Aviation, a young airline based in Cologne, struggled to fully capitalize on this potential. Various challenges prevented them from effectively utilizing their valuable customer information within their CRM. That's when they turned to SUNZINET. We assisted LEAV Aviation in:
- Integrating customer data into their HubSpot CRM and using it strategically,
- Optimizing processes across all areas of customer relationship management,
- Significantly increasing the efficiency and success of their marketing, sales, and service departments.
-
Benefits
Higher customer satisfaction
More efficiency
Increased closing rate
-
Project completed in
2024
The Initial Situation
Untapped Customer Data Potential in CRM Systems
LEAV Aviation offers ACMI, charter, and scheduled flights on international routes. They store customer data in GO7 (formerly AeroCRS), a specialized CRM system for the aviation industry. For managing customer relationships and campaigns, the company uses HubSpot Marketing Hub Starter and Sales Hub Enterprise.
The Problem:
- Valuable data from GO7 was not yet available in LEAV Aviation's HubSpot CRM, leaving numerous opportunities untapped.
- Additionally, the airline lacked the necessary HubSpot expertise to model and optimize their processes on the platform.
Challenges
Inefficient and Uncoordinated CRM Processes
The limitations in utilizing customer data and HubSpot presented several challenges for LEAV Aviation:
- Uncoordinated Marketing and Sales: Without a unified database, marketing and sales activities were not optimally aligned, complicating customer retention and acquisition.
- Labor-Intensive Manual Data Management: Transferring customer data was done manually, which was time-consuming and prone to errors.
- Inefficient Customer Relationship Management: Due to the lack of customer data, many CRM functions were underutilized, leading to inefficiencies and missed opportunities.
- Insufficient Marketing Automation: Marketing processes were only minimally automated, negatively impacting the reach and conversion rates of campaigns.
The Solution
Seamless Data Integration and Customized CRM Optimization
Integration with Apache NiFi Ensures Smooth Data Transfer
For the integration of customer data from GO7 into HubSpot, we utilized Apache NiFi as middleware. This solution ensures smooth real-time data transfer, creating a comprehensive customer database in HubSpot. Thanks to Apache NiFi's flexibility, LEAV Aviation can easily integrate additional data sources in the future, making the solution scalable and future-proof.
The Solution
Comprehensive Use of HubSpot Enhances Customer Relationship Management and Marketing Campaigns
For optimal support of marketing, sales, and service processes, we tailored HubSpot according to the client's needs:
- Precise Customer Segmentation: The extensive and up-to-date data from GO7 allowed us to create initial customer segments based on demographics, behaviors, and preferences. LEAV Aviation can now supply these segments with personalized information, maximizing success of any campaign.
- Automated Marketing Campaigns: We also designed email templates and set up workflows for LEAV Aviation to send newsletters to its target groups automatically. Not only does it increase campaign efficiency, but also ensures that potential customers are updated accordingly.
- Special Feature – Automated Contract Creation: We enabled LEAV Aviation to assemble contracts in HubSpot with just a few clicks. We created appropriate contract templates and ensured the transfer of relevant customer information from Outlook. Automated contract creation saves a significant amount of time for the sales team and reduces errors associated with manual processes.
- Improved Lead Management: We established a comprehensive sales pipeline, allowing LEAV Aviation to efficiently guide leads from initial contact to closure. This pipeline provides a clear overview of each lead's progress and prioritizes the most critical sales opportunities. Follow-ups, reminders, and sales actions are partially automated, increasing the likelihood of a successful deal closing.
- Automated Service Emails: Our team set up workflows for customers to receive reminders about seat reservations, check-ins, and other to-dos at regular intervals. After the flight, they receive a customer satisfaction survey to further optimize service processes. This keeps passengers well-informed, contributing to their satisfaction and loyalty.
The Solution
Training expands employees' HubSpot expertise
To ensure that LEAV Aviation's team can fully take advantage of the new features of HubSpot, we conducted training on the platform's essential functions. We also created comprehensive documentation that serves as a reference guide and reinforces the learned knowledge. This prepares the airline to use the platform independently and effectively.
Benefits
Potential for increased customer satisfaction, efficient processes, and higher revenues
The effective use of its customer data in HubSpot supports LEAV Aviation's customer relationship management across all areas. The solution is designed as a minimum viable product and can be expanded as needed.
The benefits include:
- Better Customer Understanding: Comprehensive access to customer data allows for targeted communication and deep insights into customer behavior.
- Higher Customer Satisfaction: Automated, customer-focused communication contributes to a positive customer experience.
- Increased Efficiency: Automations, such as contract creation, reduce manual workload for employees and minimize human errors.
- Higher Revenues: Guiding customers through the sales funnel in HubSpot increases the closing rate.
With the integration of GO7 and HubSpot, LEAV Aviation can now fully capitalize on wealth of data they collect and sustainably optimize customer relationships.