HubSpot connects data, teams and systems at Special Cargo

Special Cargo is a specialist in the safe and responsible transport of high-value and regulated goods. From pharmaceutical products and medical equipment to high-tech equipment and ADR transport, the company manages logistics routes where quality, safety and precision are central. Under the umbrella of Special Cargo Services, Special Cargo College and Isologic, the organisation combines three pillars that reinforce each other. With Special Cargo Services, the company offers advanced logistics solutions, including warehousing and distribution under GDP and ISO standards. Through Special Cargo College, drivers and logistics professionals are trained to the highest quality standards, so that knowledge and expertise within the sector are preserved. And with Isologic, the company supports clients with audits, validations and process improvement, aimed at full regulatory compliance.

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HubSpot connects data, teams and systems at Special Cargo

Migration from SuperOffice to HubSpot

Integration with Exact Globe via APICenter

Connection between people, data and process

From separate systems to one powerful platform

One customer view as the starting point for growth

Together with Special Cargo, we kicked off with a Strategy Mapping. We then refined and tested this blueprint of processes with our HubSpot expertise. After that, we focused on the switch from SuperOffice to HubSpot. We began with a thorough inventory of the existing SuperOffice structure. All fields, relationships and workflows were mapped and translated to HubSpot. The data was then cleaned and deduplicated, so that only current and reliable information was migrated. This resulted in a clean, future-proof CRM that was ready for immediate use. An important part of the project was the integration with Exact Globe via APICenter. This integration ensures automatic synchronisation of customer and company information between HubSpot and the finance package. As a result, marketing, sales and administration work with the same information, without manual entry or export files.

From automation to activation

Marketing and sales in one seamless workflow

After the migration, we set up HubSpot with the three Hubs: Marketing, Content and Sales. Within the Sales Hub, we developed bespoke deal pipelines, fully aligned with the commercial structure of Special Cargo. In addition, custom quotes were designed in the house style, among other things, so that quotes can be sent directly and professionally from HubSpot. Smart workflows ensure automatic follow-up of leads, task assignment and reminders, so that no opportunity goes unused. All website forms have also been replaced with HubSpot forms, so new leads are immediately linked to the right pipeline and responsible salesperson. Within the Marketing and Content Hub, structure has been introduced in email marketing and content. This allows marketing to communicate in a more targeted way, and sales can see exactly which contacts are showing interest. Through this close collaboration, both teams have one up-to-date customer view and can jointly steer towards results.

Approach

A strategically structured onboarding

With a strategic approach, we ensure that the onboarding of the HubSpot platform runs smoothly and successfully, focusing on first impact. Within a maximum of 90 days, you and your team can get started with HubSpot to make the first impact with the resources you have available. How do we do that? We explain it in 5 clear steps.

We start by understanding your business and processes. We don’t opt for a plug-and-play approach, but a tailored strategy combined with best practices regarding the use and setup of HubSpot. We translate this entire story into an overall blueprint, choosing an ideal setup across the full scope of marketing, sales and service. This gives us a solid discussion piece with a clear direction, while you also get a defined project plan per component.

Data is valuable, but only if it is clear and usable. As part of, and following on from, the Strategy Mapping, we work together to create an overview of the fields and any Custom Objects that are valuable for your business. In doing so, we also ensure that we make them as ‘dummy proof’ as possible. This means we more often opt for data fields with dropdown select, multiple checkbox or other fixed options, rather than open text fields.

HubSpot offers many possibilities, but only when it is set up correctly does the platform start working for you instead of against you. We ensure the right pipelines, set up smart marketing tools and workflows, and take manual tasks off your hands. We also add dashboards and reports for real-time insight. But we go further than the basics: we connect HubSpot to existing systems, so everything works together smoothly. The result? A powerful and efficient platform.

Before we go live, we test everything down to the last detail. From data transfer to the functioning of automations, forms and reports, everything is carefully checked. We do this in collaboration with you, so that feedback can be processed immediately. This also ensures that HubSpot fits the practice perfectly. It is, of course, detrimental to adoption if many changes still need to be made at go-live.

A good system is only truly valuable if everyone can work with it. That’s why we provide practical, hands-on training in which users learn how to use HubSpot effectively right away. We provide clear explanations, concrete examples and practical tips, so the transition runs smoothly and the system is used to its full potential. We remain available for questions and actively think along about improvements. Of course, it really only starts once the onboarding is complete. This way, we get the most out of HubSpot, both today and in the future.

“Thanks to HubSpot, we finally have one central platform where data, processes and teams come together. It gives us control, overview and confidence to serve our customers even better.”

Saskia Rijkaart Special Cargo

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