Hermes

Hermes Logistik GmbH

Hermes Logistik zählt zu den führenden Paketdienstleistern in Österreich und bietet zuverlässige Versand- und Logistiklösungen für Privat- und Geschäftskunden. Mit einem flächendeckenden Netzwerk und langjähriger Erfahrung unterstützt das Unternehmen seine Kunden entlang der gesamten Versandkette.

Als wichtiger Partner für den nationalen und internationalen Paketversand setzt Hermes auf effiziente Prozesse, hohe Servicequalität und eine konsequente Ausrichtung auf die Bedürfnisse seiner Kunden. Um den steigenden Anforderungen an Digitalisierung, Transparenz und Kundenmanagement gerecht zu werden, investiert das Unternehmen kontinuierlich in moderne Technologien und die Weiterentwicklung seiner internen Prozesse.

Hermes Logistik handles a large number of customer enquiries, sales activities and business enquiries every day. In order to manage these processes efficiently, there was a need for a central platform that would bring together customer data, communication histories and sales-related information in one place.

A standardised database for sales

The challenge was to create a transparent database for all teams involved and to map customer relationships fully within the CRM system. Information had to be readily available, collaboration had to be simplified, and sales opportunities had to be tracked in a structured manner.

Greater efficiency through digital processes

In addition, the aim was to reduce manual tasks and streamline recurring sales activities. At the same time, there was no centralised record of customer communications, which meant that interactions and activities could only be traced to a limited extent. A solution was therefore sought that would create greater transparency and optimise sales processes in the long term.

Our services

Implementation of the HubSpot Sales Hub
CRM design and data structuring
Centralised management of customer and company data
Mapping customer communications in the CRM
Automation of sales processes and workflows
Setting up sales pipelines and reporting
Training, support and continuous improvement

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CENTRALISED CRM FOR A LEADING PARCEL DELIVERY SERVICE PROVIDER

Our approach: HubSpot Sales Hub as the central sales platform

As part of the project, HubSpot Sales Hub was implemented as the central CRM and sales platform. This enables customer data, company information and sales activities to be managed centrally in one place. The new system provides transparency across all customer relationships and forms the basis for efficient, scalable sales processes.

The introduction of HubSpot has enabled existing processes to be mapped out in a structured manner and has led to a lasting improvement in collaboration within the sales team. In addition, automated workflows, centralised communication histories and clearly defined sales pipelines ensure more efficient lead management, greater transparency in day-to-day operations and better tracking of sales opportunities.

Centralise customer data in the CRM

The HubSpot Sales Hub provides a centralised platform where all customer, contact and company data is consolidated. This gives sales staff a complete overview of customer relationships, activities and sales opportunities at all times.

The centralised database reduces data disjointness, improves data quality and lays the foundations for efficient collaboration between all the teams involved.

Transparent customer communication in CRM

All customer interactions are documented directly in the CRM and stored centrally in a way that allows them to be traced. Emails, notes, appointments and other activities are available to staff at all times, providing a complete overview of the entire customer history.

This prevents information from being lost, simplifies coordination and ensures consistent customer support throughout all stages of the customer journey.

Automated sales processes with HubSpot

Recurring sales tasks were efficiently managed through automated workflows. These include, amongst other things, notifications, lead assignments, pipeline processes and standardised follow-up activities.

Automation reduces the need for manual work, standardises sales processes and ensures greater transparency throughout the entire sales process. This frees up more time for the team to focus on personalised customer service and developing new business opportunities.

CENTRALISED CRM FOR EFFICIENT SALES PROCESSES

Results & Added Value

The introduction of the HubSpot Sales Hub has created a centralised platform for customer data, communication and sales. Automated processes and transparent customer histories make day-to-day operations more efficient and improve the tracking of sales activities.

The result is a scalable CRM solution offering greater transparency and optimised sales processes.

Centralized CRM & Transparent Sales Processes with HubSpot Sales Hub

Task

Solution

Result