Away from scattered tools: information and tasks in one place in HubSpot, with a step change in sales productivity | Signas Trust Inc.

About the client
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HP：https://www.cygnus-trust.com/
Cygnus Trust Inc.
Industry: staffing and other
Employees: 500

Products: Sales Hub, Marketing Hub
Cygnus Trust Inc. (founded 2011, Meguro-ku, Tokyo) is a diversified trading company working across restaurant support, telecommunications, real estate alliances and energy, and also runs an HR business.
In HR, centred on the Cygnus Agent brand, it supports graduates and experienced candidates in finding work.

Drawing on know-how and trust built over many years, it connects the people companies need with each candidate’s career plan, contributing to both corporate value and individual growth.

The problem: scattered information and inefficient sales work Cygnus Trust had been using several tools together –Matchingood, spreadsheets and Notion

– to manage candidate information and records of sales activity.
At first glance the information looked complete, but there was significant inefficiency underneath.

The specific problems were as follows.
Information scattered, and slow to find

With some information in Matchingood, some in spreadsheets and progress in Notion, salespeople lost a great deal of time every time they needed something.
No way to re-engage dormant users

There was no system for keeping in touch with people who registered and then went quiet, so potential opportunities were missed.
Hard to decide on data

When sales managers judged which deals to focus on or which activity to strengthen, there was no objective data, and they had to rely on impressions.

These problems were a significant drag on sales productivity.

HubSpot implementation: bringing scattered information together, automating and making sales visible HubSpot」To solve this, the company chose

To make the migration smooth and make it stick, we supported the following.

To make the migration smooth and make it stick, we supported the following.
1. Information in one place

First we brought candidate information that had been scattered into HubSpot’s contacts. That gave every salesperson the latest information from the same screen and removed the hunt for it.
2. Automating work with workflows

Using HubSpot workflows, we automated work that had been manual.
Simpler data entry

Workflows simplified data entry and reduced missing records.
Automatic tasks and alerts

We built alerts that reach the owner automatically as important deals progress, preventing opportunities lost to things slipping.
3. Making sales visible through reports

To show the numbers in real time, we set up reports and dashboards. Sales managers can now decide quickly on data rather than impressions.

Results: sales work has genuinely changed
After adopting HubSpot, sales work improved dramatically.

Specifically, in the following ways.
Better efficiency With no need to move between tools, salespeople can focus on the work that matters: customers and strategy

.
Sales strategy on data With reports, discussion in meetings, which used to be abstract, is now based on concrete numbers. What to do now is clear

.
Fewer things slipping

Automatic alerts make clear which deals need attention, greatly reducing opportunities lost to things slipping.

This did not simply make work more efficient; it changed the business at its root, into sales that are productive and strategic, built on data rather than instinct. Cygnus A comment

Trust Inc.

Cygnus Trust Inc. said the following about the results.

“Adopting HubSpot changed our sales work considerably. Information used to be scattered, and simply working out how to approach something took time.
Now we find what we need straight away and make sales decisions on data.
NowVillage’s support was a real help. They did not simply teach us how to use it; they understood our business deeply and proposed how best to use it, which stood out.

They taught us how to use it carefully too, and we can now add and customise properties ourselves. Migrating let us build the efficient way of working we had wanted.”

Thanks to their kind, careful and practical support, we felt the effect soon after going live.”

This project was supported by NowVillage Inc., a HubSpot Platinum Partner.

We care about understanding the whole of a client’s business, not simply migrating a system. On that basis we made the most of HubSpot and built something that keeps being used in practice.

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