ITL Gabelstapler is one of only seventeen official Toyota selling-partners based in Germany. With approximately thirty employees, ITL distributes Toyota forklifts of all kinds. In addition to selling and renting new and used ones, ITL also offers maintenance and repair services, as well as theoretical and practical forklift driver tests.

The challenge

Despite an existing HubSpot portal and an extensive contact database, lead nurturing, relationship management, and most incoming inquiries were being handled manually; this approach was time-consuming, inefficient, and presented a high risk of data and information loss. In particular, the coordination of the complex forklift driver's tests put a significant burden on the team.

The solution

To increase efficiency within this central process and to focus on tasks that cannot be automated, ITL opted for comprehensive process automation within HubSpot using workflows and sequences. Together with our expert, a thorough account check was initially carried out to exploit the full potential of the portal, bring it up to date, and close any security gaps.

Within the organization of forklift driver tests, ITL offers various options, from online tests and tests at ITL to tests at the customer's site. To automate this process, we developed customized workflows in HubSpot. From the initial inquiry to the offer phase and order confirmation, we digitized and automated all steps.

This enables faster processing, reduces errors, and ensures that all employees can access the same information at all times.

In the event of missing feedback from the customer, tasks are automatically created for the employees to seek personal contact and ensure that there are no open questions.

However, the automation of the driver's test process was just the beginning. In the next step, we want to refine the lead scoring introduced at the beginning and set up automated nurturing to specifically address potential customers in any sales cycle phase.

ITL is an excellent example of how a company can optimize its business processes and strengthen its competitiveness through the targeted use of HubSpot.

The conclusion

• Increased efficiency: Automation of routine tasks gives employees more time for strategic tasks.
• Improved customer service: Faster processing of inquiries and a consistent customer experience. Involvement of employees in complex constellations.
• Better data quality: Cleaning, centralized storage, and management of all data.
• Flexibility: Adaptation to individual business requirements through flexible workflows.

ITL has shown that HubSpot is much more than just a simple CRM solution. Through intelligent use of the platform, companies can optimize their business processes and grow sustainably.