Streamlining sales and marketing with Upsales

United Spaces

United Spaces offers co-working and creative office solutions for businesses of all sizes. The company strives to create innovative and flexible work environments that foster collaboration and creativity.

Challenges

Although United Spaces was already using Upsales as their CRM system, their data and processes were not sufficiently structured or communicated between the sales and marketing departments. This led to inefficient follow-up and difficulties in measuring and reporting on activities and results. The lack of a clear and common work process also made it difficult for teams to collaborate effectively and use the full potential of the system.

How did we do it?

Process

Leadfront began by defining and structuring United Spaces' sales and marketing processes. By implementing a unified framework for sales and marketing, clear goals and SLAs (Service Level Agreements) were created. This enabled both departments to collaborate better and measure their efforts effectively. Furthermore, a shared pipeline for leads and business opportunities was defined, which made it easier to follow up with potential customers.

Technology

To streamline the processes and ensure that all data was accurate and easily accessible, we activated features in Upsales that supported lead management, customer journey, and event management. We structured the data in a way that made it possible to send relevant and personalized communication to customers based on their position in the buyer's journey. We also set up processes to ensure data quality, GDPR compliance, and customer retention.

Human

A key part of the work was to train and support the United Spaces team to use Upsales in the best way. We conducted training sessions to ensure that arena managers and salespeople could use the system effectively. We also created templates and communication processes that were adapted to United Spaces' values and design, which helped the team maintain consistent and professional communication with their customers.

Results

Structured and efficient sales and marketing processes

through clear process definition and shared goals.

User-friendly platform

(Upsales) that supports both sales and marketing in their daily work.

More effective lead management

with a shared pipeline for business opportunities and better follow-up.

Better data quality

through structured data management and processes for GDPR compliance and retention.

Improved collaboration between sales and marketing

thanks to shared processes, clear SLAs, and a common framework for communication and follow-up.

 

 "Leadfront has helped us streamline our processes and maximize the value of our system, Upsales. We now have a clearer structure and a better handle on our leads, which allows us to focus more on creating value for our members and customers."

 

– Malin Midhed CMO, United Spaces