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Industry

Education

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Audience

B2B

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Country

Switzerland

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Services

Training and adoption of Clickup, Digitalization of sales

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Challenges

The agency had ClickUp but no one was using it.

Also, its sales processes were manual without a CRM or electronic signature system.

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Solutions

For ClickUp, we led collaborative training sessions to simplify its use and improve user efficiency for optimal adoption.

For sales, we implemented and trained on Hubspot and DocuSign.

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Results

Clickup: We turned ClickUp detractors into supporters, reduced project initiation time by 80%, and strengthened communication.

Sales: 50% reduction in contact management time.
20% increase in time available for active selling.
90% reduction in processing errors, minimizing necessary corrections and associated costs.




Impactful and adopted software

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Implementation, training and adoption of your software

For Eskills, the adoption of ClickUp began with a general kickoff, aimed at identifying all the preconceived ideas, sticking points and challenges to overcome.

 We then trained the team on best practices , while co-building an efficient structure adapted to their needs. Homework was assigned to make them autonomous and responsible in their use of the tool.


 Following a thorough review, the results were clear: key features, such as templates , automatic date remapping and clear Gantt charts, were fully exploited.


 The tool's initial detractors have become enthusiastic users and advocates . Project managers, now armed with a quick introduction to projects thanks to templates, save valuable time . Customized views per user have improved client communication and enabled better management of delivery times for educational resources.


 For their sales , we implemented a complete digital transformation of their sales process, integrating modern tools to optimize each stage of the sales cycle.


 Digitalization of Sales

  1.  Recommendations : We recommended HubSpot for contact and account management, and DocuSign for electronic signature management.
  2.  Training : In-depth training on using HubSpot and DocuSign, with a focus on best practices and tool customization.
  3.  Customization : Customize HubSpot for efficient contact and account management, adjusting features to the specific needs of the sales team.
  4.  Pipeline Configuration : Setting up prospecting and opportunity pipelines to track each stage of the sales cycle in a structured manner.
  5.  DocuSign Template Creation : Create document templates in DocuSign to simplify the signing process and speed up transactions.

 Results :

  •  Sales Empowerment : Salespeople are now equipped to manage their sales more efficiently with integrated tools.
  •  Email Integration : Emails are automatically integrated into the CRM, creating real-time contacts and facilitating follow-up.
  •  Website Tracking : CRM pixel integration to track website interactions and collect valuable data.
  •  Triangle Methodology : Implementation of the Triangle methodology (account, contact, opportunity) for consistent and efficient sales management.
  •  Digitalization of Sales : Shortened sales cycle thanks to digitalization, with improved customer satisfaction.
  •  Clear Steps : Defining the next steps for automation in the new sales ecosystem being implemented.

 Eskills thus benefits from an optimized digital sales ecosystem, with better opportunity management, seamless integration of tools, and simplified electronic signature management, leading to an overall improvement in efficiency and customer satisfaction.

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