Case: AutoConcept is customer-centered with HubSpot CRM

About AutoConcept

AutoConcept is an exciting company and a multiple Gazelle award winner from Kungsbacka that sells warranties and vehicle insurance. This company creates a safer car ownership experience in Sweden, Denmark, Norway and Finland.

The Challenge

The company’s in-house developed business system is strong on insurance but at the same time limiting. Information was hard to log and find, which hindered daily operations. Without consolidated information, collaboration between various departments like sales, marketing, customer service, claims handling, and management was made difficult.

As a result, modern tools couldn’t be used. The problem needed to be solved, the question was just how...

The Goal

• Understand and optimize work processes based on new conditions
• Adapt HubSpot CRM to AutoConcept’s operations
• Customize contact and company cards for multiple functions
• Set up multiple sales pipelines to track operations
• Create an overview of sales and sales activities
• Integrate data from the insurance system

The Solution

The solution needed to support the needs of multiple functions, such as marketing, sales, and customer support. A good CRM was needed to tie the operations together.

After careful evaluation, HubSpot was chosen - thanks to:

• "Everything" in one system with CRM, marketing, sales, service, and website
• Powerful marketing and sales tools
• Fast value creation – ready-made tool that’s easy to customize
• Integratable with the in-house developed system
• Low total cost – the organization can quickly start working with the tool

The implementation was challenging. In a company that had grown quickly, TeQflo began by creating an understanding of the current situation. 12 key work processes were identified and defined together with the company. This created an understanding of how the information should be adapted, displayed, and integrated into the CRM—everything to make the data easy to log, find, and use.

Today, the information about contacts, companies, deals, and customer cases is easily accessible to anyone who needs it—on the computer, phone, or tablet.

The Result

In less than 3 months, TeQflo changed the conditions for AutoConcept’s operations. Initially, all work was based on an in-house developed insurance system. Now, HubSpot CRM complements the company’s business system and enables entirely new ways of working!

The next step involved mapping 12 workflows and work processes to optimize according to the new conditions. Sales work can now be tracked, and digital marketing complements the corresponding analog effort. Additionally, customer service is now based on the customer’s needs.

All information and customer contact are stored and available in one place - in HubSpot CRM. And the best part? Your company can benefit from it too...

AutoConcept’s operations are based on their in-house developed business system. Therefore, the information is critical for enabling good customer service. TeQflo connected over 50 data fields to give the organization the right conditions!

“TeQflo took us at AutoConcept by the hand and guided us through this work in a really great way. Now we can grow our company with really good tools tailored to us.”
– Anna-Karin Bröms
COO, AutoConcept