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Industry

Education

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Audience

B2B

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Country

Switzerland

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Services

Clickup training and adoption, Sales digitalization

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Challenges

The agency had ClickUp, but no one was using it.

Also, its sales processes were manual, with no CRM or electronic signature system.

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Solutions

For ClickUp, we ran collaborative training sessions to simplify its use and improve user efficiency for optimal adoption.

For sales, we implemented and trained on Hubspot and DocuSign.

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Results

Clickup: We've turned ClickUp detractors into supporters, reduced the le temps needed to initiate projects by 80%, and strengthened communication.

Sales: 50% reduction in contact management time.
20% increase in time available for active selling.
90% reduction in processing errors, minimizing the need for corrections and the associated costs.




Software with impact and adoption

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Software implementation, training and adoption

For Eskillsthe adoption of ClickUp began with a general kickoff, aimed at identifying any preconceived ideas, sticking points and challenges to be overcome. 

We then trained the team in best practices, while co-constructing an efficient structure adapted to their needs. Duties were assigned to make them autonomous and responsible in their use of the tool.


Following a thorough review, the results were clear: key features such as templates, automatic date remapping and clear Gantt charts were fully exploited. 


The tool's initial detractors have become fervent users and ambassadors. Project managers, now armed with templates for rapid project initiation, save precious time. Customized views per user have improved customer communication and enabled better management of learning resource delivery times.


For their sales, we implemented a complete digital transformation of their sales process, integrating modern tools to optimize every stage of the sales cycle.


Sales digitization

  1. Recommendations: We recommended HubSpot for contact and account management, and DocuSign for electronic signature management.

  2. Training: In-depth training in the use of HubSpot and DocuSign, with a focus on best practices and tool customization.

  3. Customization: Customize HubSpot for efficient contact and account management, adjusting functionality to the specific needs of your sales team.

  4. Pipeline configuration: set up prospecting and opportunity pipelines to follow each stage of the sales cycle in a structured way.

  5. DocuSign Template Creation: Create document templates in DocuSign to simplify the signing process and speed up transactions.


Results :

  • Salesforce empowerment: Salespeople are now equipped to manage their sales more effectively with integrated tools.

  • Email integration: Emails are automatically integrated into the CRM, creating real-time contacts and facilitating follow-up.

  • Website tracking: Integration of a CRM pixel to track website interactions and collect valuable data.

  • Triangle methodology: Implementation of the Triangle methodology (account, contact, opportunity) for consistent, efficient sales management.

  • Sales digitalization: Digitization shortens the sales cycle and improves customer satisfaction.

  • Clear steps: Definition of the next steps for automation in the new sales ecosystem.

Eskills benefits from an optimized digital sales ecosystem, with improved opportunity management, seamless integration of tools, and simplified electronic signature management, leading to an overall improvement in efficiency and customer satisfaction.

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