Meeko automates more than 3,000 actions per month using workflows

Improving customer relations through task automation with Hub Marketing Pro

By opting for automation with HubSpot, Meeko saves the team time in carrying out daily tasks so that they can focus on their customers and maintain close relationships.

Charter of good conduct CRM and workflows: how to deploy automation on sound foundations

Meeko is a comprehensive, easy-to-use SaaS daycare management software. It enables facilities to manage their records, manage their teams and record children's highlights, such as naps or meals. Valuable information that is then shared with parents.

After migrating from CRM to HubSpot, the Meeko team had to quickly get to grips with the tool in order to exploit its potential. The team was manually carrying out many off-putting tasks and wanted to implement an automated process so they could focus on customer support.

Meeko's 3 major challenges

1. Synchronize data to maintain a clean CRM optimized for RGPD compliance.
2. Create automated scenarios dedicated to prospect follow-up
3. Enable the support team to devote more time to customer relations
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Defining the Meeko CRM charter of good conduct

Before embarking on task automation, it's important to start on a sound footing. The Make the Grade team carried out a CRM audit, enabling Meeko to define a tool charter of good conduct. An essential step in creating a clean, usable database.

For example, this charter includes:

• The definition of nomenclatures
• Deleting duplicates
• The attachment of each contact to an owner
• Optimization of follow-up tunnel steps
• Mandatory properties to be filled in to move the prospect forward in setting up the Meeko subscription

This work may seem trivial, but proves to be of great importance for synchronizing data and automating sales tasks.

Implementing workflows to automate customer and prospect follow-up for SaaS B2B software

Meeko was able to exploit the functionality of HubSpot CRM by including two types of workflows in its daily routine:

• Data synchronization workflows: These enable contact, company and transaction properties to be synchronized with each other, without team intervention. The more complete the records, the more possible and efficient the automation of actions.
• Workflows for updating the customer and prospect journey: Meeko has fully automated its actions. Transactions progress from one phase to the next, in total autonomy. Prospects receive all the information they need to move forward. At the same time, the support team can concentrate on other strategic tasks dedicated to building user loyalty.

Results

After configuring its CRM, workflows represent a considerable time-saver for the Meeko team. No fewer than 10,600 actions were carried out in the CRM in 3 months, all without any intervention on the part of the account managers.

Would you like to take the plunge into sales automation? To spend less time on administrative tasks and more time on closing, our consultants have the right keys.