CRM That Synchronizes Ekol’s Marketing and Sales

Originally published by Cloudfresh

To support international growth, we at Ekol Logistics needed a CRM that would unite sales, marketing, and analytics on a single platform.
Our goal was to reduce manual operations, increase conversion rates, and build a predictable system for managing leads and customers.

Individual Approach

Business Challenges

As we expanded internationally, Ekol Logistics faced two major challenges.

Challenges for the Sales Team

Before implementing HubSpot, our sales team at Ekol Logistics used a CRM that allowed deal tracking but didn’t provide full process management. As the company grew, these limitations became more evident.

Key limitations:

• No integrations with email, calendars, LinkedIn, Fireflies, or VoIP telephony.
• No way to consolidate and maintain clean data
• Not easy to set up automated workflows.
• No visibility into sales representatives’ activities
• No custom reports about individual KPIs and pipeline health, and fulfillment to track and forecast

Challenges in Marketing

Our previous CRM system lacked the necessary integration with our website, advertising campaigns, and other digital tools. As a result, leads and tasks had to be created manually, which slowed down the workflow and increased the risk of losing potential customers.

The absence of automation and AI-powered features — such as automatic note-taking, lead assignment, and qualification — made it difficult to synchronize marketing and sales activities.To overcome these limitations, Ekol Logistics partnered with Cloudfresh for HubSpot Professional Services. This collaboration allowed us to unify our teams, automate routine processes, and reach a new level of cross-department efficiency.

Individual Approach

CloudFresh’s HubSpot Solution

In collaboration with Cloudfresh, we implemented HubSpot Customer Platform Professional, integrating Sales, Marketing, Service, Data, Content, and Commerce Hubs into one CRM ecosystem for Ekol Logistics.
This enabled us to work within a unified environment and streamline processes across teams.Enhanced Integrations

Email, calendars, telephony, LinkedIn, website, and marketing tools now operate seamlessly within HubSpot.
This gave our team centralized data, full visibility of customer interactions, and accurate deal forecasts.
HubSpot’s AI features help the sales team automate routine tasks, freeing up time for client interactions.

Advanced Automation

With the implementation of HubSpot Sales Hub and smart automation, the Cloudfresh team helped us transform the sales process — saving time, reducing manual work, and increasing efficiency.

Leads are now automatically routed to the right sales representative based on customer requests, ensuring fast response times and eliminating delays. A connected third-party application automatically generates meeting notes and insights, keeping our team informed without additional effort.

The transition from MQL to Opportunity to Customer has become simple and transparent. Customized required fields help sales managers focus only on the essential information, minimizing unnecessary steps and accelerating deal closure.

Additionally, Cloudfresh experts redesigned the CRM interface — tailoring contact, company, and deal cards for a more intuitive experience. This made the transition from our previous CRM system quick and seamless.

As a result, our sales team spends less time on administrative tasks and more time building relationships, identifying opportunities, and driving growth.

Custom Reporting

Tailored dashboards now give all the stakeholders, from Sales Executives and managers to C-level management, real-time and clear visibility into sales performance, pipeline health, and team productivity. 

HubSpot’s Data Hub custom dashboards turn complex data into actionable insights.

Website and Marketing Integration

After connecting the website to HubSpot Content Hub, all inbound leads are automatically recorded in the CRM.
Manual lead entry disappeared, response time shortened, and conversion rates increased.
Now, instead of manual lead distribution by the Head of Sales, the system does it automatically.
Marketing Hub enables AI-based segmentation, personalized campaigns, and multi-step funnels — from the first click to a closed deal.

Website & Marketing Connection

By connecting HubSpot directly to the website through Сontent Hub,  all incoming leads are now captured and processed automatically. Manual entry is gone, response times are faster, and conversion rates are stronger. 

The Cloudfresh team eliminated the bottleneck when all leads were routed to the Head of Sales, and only then did he split them between Sales Executives, which critically affected the response time.

With Marketing Hub, our team can now attract, nurture, and convert leads through automated campaigns and AI-driven segmentation. Every interaction is now data-driven and personalized, improving marketing performance and enhancing the customer experience.

Consulting & Process Optimization

It wasn’t just about setting up the platform. Cloudfresh worked closely with our team, sharing best practices, guiding process improvements, and ensuring that HubSpot was tailored to their specific needs. 

The result? Long-term gains in sales efficiency and stronger customer engagement.

Successful Cooperation

Result

After implementing HubSpot Customer Platform Professional, we at Ekol achieved clear, measurable improvements:

• Conversion rate growth: from 16% to 20%.
• Faster deals: decreased average time to close by 60%.
• Automation gains: reduced manual workload and saved team hours by 22%.
• Improved forecasting: more accurate planning and visualization of goals. Now each Sales Executive has their own goal and commitments for every month which gives a clear picture and helps successfully close deals by 16%. As well as it gave the Head of Sales better understanding who from his team needs additional support and training to succeed.
• Enhanced customer experience: reduced response times from 1 day to 1 hour and more transparent interactions.
  

“Working with Cloudfresh has been an extremely valuable experience for us. We felt the team’s true flexibility—they responded openly even to non-standard requests, offered creative solutions, and always maintained a genuine partnership atmosphere in communication. Our sales process was already mature, but thanks to their advice and practical expertise we were able to make it even more structured and result-driven, which allowed us to reach a new level of efficiency.”

— Oleksii Severyn, Commercial Director, Ekol Logistics

Future Plans

At Ekol Logistics, we plan to continue expanding our use of HubSpot.
The next step is integrating Service Hub to build a full customer portal and improve service quality at every stage of collaboration.
We’re also looking to bring more AI (such as AI Prospecting Agent, Conversation Intelligence, Breeze Copilot) into sales and customer success so that virtual agents can overtake manual work and deliver faster support to the customers. 

Together with Cloudfresh, these plans are already becoming a reality.

Why Choose Cloudfresh for HubSpot Solutions

As a HubSpot Diamond Partner with HubSpot Onboarding Accredited, Cloudfresh brings the expertise to set up HubSpot not just as a CRM, but as a true growth engine.

By choosing Cloudfresh, you get a partner who:

• Has proven experience with complex, international implementations in various industries, from SaaS to iGaming
• Tailors HubSpot to unique business processes through a consultative approachк and implements these processes together with you, so you can better understand how to utilize HubSpot
• Ensures smooth adoption with training, mentoring, and ongoing support for admins and teams
• Focuses on measurable business outcomes, not just technical setup
  

With Cloudfresh, HubSpot becomes not just a CRM but a platform for scaling, analytics, and AI-driven innovation.

The joint implementation allowed us to synchronize team operations, make processes transparent, and shorten client response time.
This stage became the foundation for further digital transformation: we are already expanding the use of the HubSpot ecosystem and continuing to strengthen the tools that make Ekol Logistics more efficient, predictable, and customer-focused.