OKLIMA

Introduction

OKLIMA, an EDF subsidiary specializing in carbon offsetting, helps companies reduce and sequester CO₂ emissions through certified projects. With rapidly growing operations and highly detailed customer segmentation, OKLIMA needed to optimize its sales processes and improve data visualization to run its business effectively.

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Challenges

• Limited visibility into sales performance: the lack of clear dashboards and automated exports forced the team to recreate reports manually in Excel.
• Manual lead enrichment: detailed segmentation required substantial time and slowed qualification.
• Complex pipeline management: two separate pipelines were needed to track deals and prioritize opportunities effectively.
• Insufficient training: the team needed support to make full use of HubSpot’s tools.

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Solutions

• Product catalog creation: standardized product data simplified deal management.
• Sales pipeline optimization: stages were restructured, automated workflows added, and a verification system integrated for rigorous deal tracking.
• Custom reports: clear, personalized dashboards enabled fast exports tailored to OKLIMA’s needs.
• Automated qualification: workflows enriched company data and segmented leads automatically.
• Team training: two dedicated sessions covered HubSpot best practices, workflow creation, and report analysis.

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Impact

• Time savings: automated dashboards, exportable in one click, significantly reduced the time spent on manual reporting.
• Greater efficiency: automated qualification allowed the sales team to focus on the most promising prospects.
• Structured monitoring: improved pipeline visibility enabled more accurate opportunity tracking and task prioritization.
• Stronger skills: a trained, operational team makes full use of HubSpot’s advanced features.

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