Berufsbildner Gains Clarity and Structure for Its New B2B Sales Organization
"Your questions quickly brought out what really matters to us—that was enormously helpful."
Valentina Keller
Situation
Berufsbildner.ch AG is a nationwide Swiss provider of continuing education in vocational training. With a new B2B business unit, the company aims to advise training companies directly and serve them with tailored courses. Valentina is responsible for the market function and led the project to introduce a structured sales approach, including a CRM system.
Pain
The new B2B unit required completely different sales processes from the company’s long-established core business. Clear structures, a suitable CRM system, and internal expertise for a focused implementation were missing.
Impact
Working with SalesPlaybook enabled the team to systematically examine and sharpen its processes, quickly identify the relevant HubSpot capabilities, and avoid common implementation mistakes. This created significantly greater efficiency and clarity in setting up the new sales organization.
Critical Event
The decision to introduce HubSpot Sales Hub made the need for professional implementation support concrete—both technically and at the process level.
Decision
SalesPlaybook stood out through deep experience, focused questions, and active collaboration as an equal partner, noticeably accelerating the project.