Hamacher Resource Group
Achieves Record Sales
with Creatio No-Code Platform

Hamacher Resource Group (HRG), a multifaceted retail solutions provider with nearly 45 years of experience, serves various industry sectors. From independent pharmacies to major brands, the company offers services such as planogram creation, data analysis, and product information management while also exploring and executing actionable strategies for brands, retailers, and distributors.

For years, HRG relied on a homegrown CRM system that primarily functioned as an electronic Rolodex. The organization recognized its limitations, particularly in providing clear visibility into current sales states, forecasts, marketing outcomes, and operational efficiency. The lack of insight into the sales pipeline and ineffective tracking of customer interactions hindered HRG's growth potential. With a complex business model, they required a system capable of managing multiple intricate processes.

The decision to implement Creatio was initially driven by HRG's transition to a new accounting system, which necessitated a solution that could easily integrate with new software. Creatio's composable architecture and robust CRM functionalities made it an attractive choice.

TechoSystems, Creatio's integration partner, played a crucial role in bringing the system to life. Their expertise guided the company through the process of customizing the platform to fit HRG's unique business needs.

When HRG incorporated the new accounting system, Creatio's seamless integration capabilities emerged as a key advantage. Yet, the platform's benefits went far beyond the integration.

The no-code platform's composable architecture proved transformative, allowing the system to be tailored precisely to HRG's needs. Unlike many solutions that impose a one-size-fits-all approach, Creatio's customer-centric design enabled HRG to select and adjust out-of-the-box solutions to fit their unique processes. This flexibility enhanced the company's responsiveness and adaptability in serving their clients.

With Creatio and TechoSystem, HRG fine-tuned their processes for maximum efficiency. From customizing sales pipelines to developing bespoke marketing workflows, they aligned the platform with their ideal processes, optimizing operations to better meet company's goals.

Before HRG adopted Creatio's no-code platform, their sales representatives operated in isolation, with crucial conversations and data often scattered across emails and personal notebooks. This situation created a significant risk of data loss and made it impossible to assess sales forecasts throughout the month.

The new system brought immediate and transformative changes to their operations. By centralizing information and streamlining end-to-end sales processes, Creatio provided a comprehensive view of the entire sales pipeline and addressed the critical need for visibility. The platform's real-time insights broke down existing information silos, not only improving tracking but also fueling growth. Since implementing Creatio, HRG achieved significant sales growth.

TechoSystems customized Creatio's forecasting capabilities to explore three layers deep into product categories, enabling precise annual predictions and providing unparalleled insights into business trajectories. With enhanced sales performance analysis, dynamic dashboards, and detailed reporting, HRG gained a real-time overview of sales activities and forecasts. This empowered them to make data-driven decisions that significantly improved their sales performance and strategic planning.

Although HRG had previously used a CRM system, it needed significant updating for effective managing customer relationships. Creatio, on the other hand, allowed them to track every customer interaction meticulously. Its automatic email integration linked communications directly to contact records, creating a comprehensive history of interactions. This capability strengthened relationships and played a crucial role in an in-depth analysis of their top 10 customers. HRG established a ranking system to identify key roles and determine the most effective individuals for achieving specific outcomes.

The company plans to further enhance the platform's capabilities by integrating additional customer data for more detailed category analysis. It will allow them to track manufacturer categories, monitor recent touchpoints, and review monthly interactions. The new integration will introduce a vital customer service component to Creatio, further expanding its functionality.

Creatio has become a powerful asset for HRG's marketing team, replacing their previous email marketing tool and offering end-to-end tracking from initial contact to closed sales. This enhanced visibility highlights the tangible impact of their campaigns and facilitates a data-driven evaluation of marketing ROI.

Moreover, Creatio has significantly improved campaign planning and execution. The company is structured around five key pillars, each with distinct marketing needs. Creatio enables the team to strategically plan and coordinate marketing efforts across all pillars, ensuring a more balanced and effective campaign strategy.

Custom dashboards were created for each salesperson to maximize the data management capabilities of the new platform. These dashboards offer detailed views of individual pipelines, recent activities, and progress toward quotas. They also provide a comprehensive overview of team performance, win rates, and revenue by product category. As a result, these dashboards have become central to weekly sales meetings, boosting productivity and accountability.

The benefits of these data-driven insights extend beyond the sales team. Reports generated by Creatio have bridged gaps between departments. For instance, project managers now receive timely updates on upcoming invoices, significantly enhancing financial planning and operational efficiency.

The adoption of Creatio has been transformative for HRG. From sales and marketing to customer relationship management and inter-departmental coordination, the platform has revolutionized every facet of their business. With TechoSystems as their implementation partner and Creatio's no-code platform as their foundation, HRG is well-positioned for continued growth and innovation in the retail sector.