Case | Obton

HubSpot became the core of automation for Obton

Obton, which offers long-term investments in solar energy, optimized and streamlined a wide range of processes with HubSpot. Automation in several different departments has saved the company time and made onboarding new investors more seamless. Itch Marketing was responsible for implementing HubSpot, training employees, and setting up a number of automated workflows.

Projektområder

HubSpot, Sales

Ydelser

HubSpot implementation, integrations, onboarding, automation

Resultat

Automated workflows and one common data system

"Itch spends a lot of time getting to know the internal work processes, and they help adapt the system so that it supports the business in the best possible way."

Anne Gram-Skjoldager

IT Project Manager, Obton

Udfordringen

Long sales processes and heavy administrative tasks

Obton offers long-term investments in solar energy. Because the minimum investment is DKK 750,000, the path from the first consideration to a realized investment is long. This places great demands on patience and administration, and here the existing workflows hampered efficiency.

Everyday life was characterized by a number of repetitive, manual tasks in connection with confirmations and documentation. This stole valuable time from employees, and it quickly became clear that both the screening and the actual onboarding of new investors were feeling the pressure. A single, unified system was missing that could tie the data together and eliminate the heavy routine tasks.

Heavy routines and wasted time

An administrative bottleneck in onboarding

Screening and onboarding new investors requires precise documentation and sharp follow-ups. At Obton, these repetitive processes took up an unnecessary amount of time in everyday life. Employees spent energy on manual keystrokes rather than focusing on direct dialogue, creating a clear need to streamline the entire investor journey.

Dispersed, disconnected platforms

Difficult to share knowledge across the house

Obton was already using several different platforms to handle their data. The systems didn't talk to each other, which made workflows unnecessarily complicated and information isolated in individual departments. In order to scale the business, it was crucial to integrate the platforms so that everyone was looking at the same updated data.

Integration and transparency that tie the data together

Løsningen

Automation directly in HubSpot

We helped Obton on their journey to become HubSpot super users. This involved onboarding 50 employees from different departments and, not least, setting up automated workflows in HubSpot.

It started with workflows for handling and onboarding investors. But subsequently, HubSpot's many possibilities have branched out into the rest of the company, for example, automated email flows in communication and marketing as well as customer management at Obton's customer service.

Obton was already using several different platforms for handling data. We ensured that the platforms were integrated, so that the upgrade to HubSpot was a good and painless investment.

"There is always a quick response when challenges arise – and a good mood! Both are very much appreciated."

Let us onboard your company into HubSpot

"Itch is an excellent partner for implementing and operating HubSpot."

Anne Gram-Skjoldager

IT Project Manager, Obton

Resultater

A more efficient everyday life

Onboarding and implementing HubSpot resulted in a more efficient everyday life for a number of employees. With training and education, Obton's employees were able to use HubSpot themselves and benefit from it.

Automatic workflows created fewer repetitive tasks in several different departments. HubSpot became the automation engine at the center, bringing together Obton's ecosystem of digital systems. A real sunshine story.

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Automatic flows have eliminated manual and time-consuming routines in several departments

Through targeted training and education, Obtons now has 50 super users in-house

HubSpot now functions as one unified ecosystem

The nose in the groove

A close partner who keeps the business in focus

For HubSpot to truly create value, it requires that the system adapts to reality – even when the internal processes can be complex to understand. The collaboration with Obton has shown the value of diving deep into existing workflows and creating a solution that truly makes everyday work easier.

HubSpot became the core of automation for Obton

Projektområder

Ydelser

Resultat

Long sales processes and heavy administrative tasks

An administrative bottleneck in onboarding

Difficult to share knowledge across the house

Integration and transparency that tie the data together

Automation directly in HubSpot

A more efficient everyday life

A close partner who keeps the business in focus

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HubSpot became the core of automation for Obton

Projektområder

Ydelser

Resultat

Long sales processes and heavy administrative tasks

An administrative bottleneck in onboarding

Difficult to share knowledge across the house

Integration and transparency that tie the data together

Automation directly in HubSpot

A more efficient everyday life

A close partner who keeps the business in focus

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