Introduction of Gire Mobility

Gire Mobility is a Norwegian startup developing Scandinavia's most efficient platform for transporting cars. Their goal is to optimize logistics in the car industry while delivering a best in class digital customer experience.

Gire Mobility offers a simple and seamless solution to transport cars for a reasonable fee, so you can prioritize your time elsewhere.

Integrating data from Gire Mobility to HubSpot

Purpose

We wanted to integrate the two systems in order to ensure updated and consistent customer data in both platforms. By sending usage data from Gire to HubSpot, we were able to use HubSpot's reporting tools for dynamic, up to date reporting, and customer facing teams always have the newest information about customer status in their CRM.

Process

1. Coordinate and identify -  We defined what data points to be sent and received by which platform at what time. We started by understanding what data we had available, and what we wanted to use it for. Then we could structure incoming data in a way that was optimal for both overview and reports.
2. Divide and conquer - After aligning on how the integration should work, Hubex implemented the appropriate data structure to receive and use information in HubSpot, while the Gire Mobility team set up the integration from their platform to send data.
3. Testing and quality assurance - Before sending a lot of data straight into the CRM, we set up isolated test environments to test, and adjust initial issues before activating the integration to the main CRM.
4. Go live - When we saw that everything worked well without any major issues, we were ready to go live with the integration, and send continuous updates to HubSpot.

Outcome

The result of creating this integration was a new data structure in HubSpot to support actively updated user and customer data. Both companies and contacts are automatically created, updated, and associated to the appropriate accounts. 

Each transaction were set up as deals, and associated to both users and customers, to allow revenue and usage trends to be reported, for the company, for each marked in the relevant currencies, for each customer, or even down to a specific user level.

This enables Gire's team to not only have updated information, but also to proactively engage with clients when they need support, or their satisfaction with the product changes.

Streamline a shared sales process

Purpose

Consolidating teams in different markets into a shared process and CRM system made it easier for everyone to work together and share notes and learnings. From a company perspective, this made it possible to standardize reporting and performance tracking. A shared process also made it easier to uncover trends and friction.

The team members can spend less time updating spreadsheets, and more time doing what they each do best.

Process

1. Understanding needs - We started this project by meeting with the relevant leaders and team members, and gaining a good understanding of what would be needed in a great solution for this team. We discussed current activities and routines, ideal outcomes, and what is working or not working based on what has been tried before.
2. Solution draft - After gaining a proper understanding of the needs we needed to accommodate, we designed a first draft of how the process and systems could be configured. This allowed us to discuss specifics about the solution in further detail, and sort out issues before implementation.
3. System set up - Based on our draft, we set up all the required assets in HubSpot to prepare for the team. Automations and tracking were set up, and the initial reports were created.
   The timing aligned with our integration project, so that all the relevant data could be synced to HubSpot before the team started working in the new system.
4. Process onboarding - The team started working in the new setup, and also started making experiences and taking notes to what was working great, and what did not work as expected.
5. Adjustments - Like all projects with CRM implementation and a new working process for a team, we knew that we would not get everything perfect by the first version. After some weeks of usage, we gathered the team to hear their feedback and make necessary adjustments to best facilitate for their work.
6. Reporting - Initial reports were created in the first set-up, and after implementation we continued to build out and improve more detailed reports based on the company's needs.
   This was planned as the last step of implementation because the value and quality of reports are often significantly better when we already have some real data to base them on.

Continue to adapt and improve

Purpose

Being a rapidly growing organization in the center of an evolving industry, we know that even the greatest implementation of technology and processes will not realistically be "completed". As the team, the product, the industry, and the market situation changes, we will need to iterate and adapt the tools and the framework in order to stay ahead.

By consistently maintaining the customer journey and the tools related to it over time, we can also avoid the need for major investments and a drastic changes in a few years when the situation would have left the initial setup behind.

Process

1. Evaluate -  We evaluate the current situation with feedback from stakeholders across the team, and identify the most important areas to expand or improve.
2. Align on objective -  We agree on one or a few main priorities and desired outcome, and plan activities to address them.
3. Lock-in tasks -  Tasks are locked in and get's a defined scope, assigned person, and deadline.
4. Execution -  Tasks are completed as planned, and we proceed to a new evaluation of the outcome, as well as review the most important areas to expand or improve.