"Since 2019 Temera has been on a path of internal restructuring and reorganization.
The dynamics of change," explains Valentino Fattori Head of Sales in Temera, "have mainly affected the commercial area: we have moved from direct management by the corporate board (since 2009 he has also been personally involved in this activity) to a dedicated team.
I was entrusted with sales management and the creation of a sales network to carry on activities in new markets and geographic areas.
Temera lacked a tool to manage bids and customers, assign tasks and priorities.
The repository of all business contacts was entrusted to the tool that all medium-small companies approach, an Excel file. But this made the organization of all information still too disorganized and manual.
From a growing startup Temera became a company with a more structured organization. We needed a new dynamic and high-performance tool for managing our contacts.
We were looking for something that would allow us to organize work, define business goals and tasks, and provide real-time sales and performance informationto the corporate board as well.
The assessment was given directly to the sales management. I started conducting a market analysis to evaluate some solutions."
The solution
"The move to HubSpot was momentous. Today colleagues have an organized platform with which they can prioritize their tasks daily or prospectively.
It was also a great achievement for the corporate board, which can now monitor all activities through dashboards and indicators in a simple and immediate way. Compared to a cold tool like Excel, HubSpot allows us to take long-term actions in an informed way and correct less effective ones in a short time.
The migration of data from Excel to HubSpot happened in a month. There was a big sponsorship from the corporate board for the adoption of the platform, which I thank. Beyond the commitment and ownership of the project, there was some reticence in the beginning from teams who were not yet familiar with the tool.
Temera is not an imposing company. We were able to find the right fit to involve all colleagues in a short period of time, and that makes us even more satisfied. The key to success perhaps was precisely the healthy competition urged by HubSpot.
On the platform for the sales team, I built dashboards to track sales progress, and this pushed everyone to do their best. Today the sales team uses HubSpot, uploads offers, enters and uses information, and optimizes it, partly because they have recognized the benefits.
Thanks to HubSpot, we can think prospectively (monthly, quarterly, semi-annually or for the next year). We segment prospects, know which business unit they belong to, prioritize and categorize communications, taking targeted and effective actions with a rather relevant retention rate.
The native connector with Google Workspace helps us on a daily basis to quickly register new contacts in our CRM: when we send an email, we can update the form directly in the Gmail window. Of course, we are continuing to work on optimizing all contacts, including adding custom flags that will be useful for the marketing team to distinguish, for example, CEOs to invite to the Temera event.
There is more or less important information, but it is essential to rely on a tool that concentrates all of it to always find the information you need, safely and from any device."
"The move to HubSpot has been momentous for us. Today we have an organized platform with which to prioritize tasks daily or prospectively,as well as to do decision making and business strategy organically and effectively.
It was a great achievement for the company, also aimed at providing a quick and effective tool for the corporate board, which can finally monitor dashboards and indicators with simplicity and immediacy. "
"The goal for the second half of the year with Marketing Director Marco Ruffa is to adopt HubSpot for his team as well, which will perhaps benefit most from a CRM like this.
We will start this transition soon to bring all Temera's information and initiatives to HubSpot and generate our campaigns there.
With colleagues we will centralize the collection and management of all information (even the forms on our site are integrated with this tool), while continuing to automate many actions that we now follow with multiple applications, such as Mailchimp.
Compared to other competitors' solutions I feel I give positive feedback to HubSpot and power2Cloud as a system integrator. The team understood that Temera is a growing company, but with the lean and dynamic mindset of a startup.
Everyone who approached us thought they were going to find a rigid, "pyramidal, compartmentalized" multinational company, but that does not reflect us at all.
'When I chose power2Cloud as a partner and HubSpot as a tool by presenting them to the corporate board,' Valentino concludes, 'I got off the hook, and I'm glad I did, because my and our expectations were repaid!
We really appreciated the consultative approach of power2cloud and we are happy to have chosen them as our system integrator. The team that supported us in our work, helped us configure HubSpot by adapting it as we went along to all our needs. We hope to continue this optimization also thanks to new integrations, such as the one between HubSpot and Aircall."