Digitalization of the customer journey
AI-driven. Automated. Data-based
Marketing, sales and service access the same data. They work in end-to-end processes that create clear priorities and enable sustainable growth.
Why customer journey digitalization is critical
Many companies use powerful tools, yet marketing, sales and service often operate in disconnected systems.
Leads are handed over manually, customer data is fragmented, reporting lacks completeness, and valuable potential across the entire customer journey remains untapped.
This is exactly where digitalization comes into play
All processes, tools and data that influence the entire customer journey, from first interaction to long-term customer loyalty, are managed and optimized as one.
The goal is a seamless process in which marketing, sales and service work with the same objectives, KPIs and data foundation.
The result: an AI-driven customer journey that turns companies into a sales powerhouse, enabling intelligent customer development and a measurably lower churn rate.
This creates a customer experience that is intelligently connected, personally relevant and measurably successful across the entire customer lifecycle.
Discuss your project idea –
no obligation, friendly and straightforward
What is meant by the digitalization of the customer journey
The digitalization of the customer journey is not a single project, but a continuous development of customer-related processes. With an AI-driven approach based on HubSpot, the entire journey, from lead acquisition to customer retention, is automated and data-driven.
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1. data & CRM architecture
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2. process design & automation
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3 AI-Driven insights & reporting
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4. system integrations & governance
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5. enablement & change support
Data & CRM architecture
Establishing a consistent, reliable database in HubSpot – across all hubs.
From properties and pipelines to lifecycle phases and individual data models.
→ Transparent, clean data as the basis for precise decisions.
Process design & automation
Networking marketing, sales and service processes to create an intelligent, automated flow. From initial contact to after-sales support – AI-supported, efficient and traceable.
→ Less manual work. More impact along the entire customer journey.
AI-Driven insights & reporting
Development of dashboards that make all relevant data streams visible – in real time and across all teams. Insights into where the customer journey excites, where friction arises and where there is potential for growth.
→ Data-based learning and control along the entire customer life cycle.
System integrations & governance
Linking HubSpot with ERP, e-commerce, accounting or service systems. Seamless data flows, stable processes and a shared level of knowledge across all departments.
→ One system, one data flow, one truth – for all teams and touchpoints.
Enablement & change support
Enabling teams to understand, use and further develop the system.
Through practical training, playbooks and continuous support.
→ Sustainable change instead of short-term implementation.
The business4you approach
AI-Driven Digitalization:
Use of AI to automate processes, link data and accelerate decisions.
HubSpot expertise at enterprise level:
Holistic systems instead of individual solutions.
From silos to systems:
A common thread across marketing, sales and service – structured, scalable and customer-centric.
The path to a digitalized customer journey – from alignment to execution
Getting started with customer journey digitalization begins with a shared alignment and a clear understanding of the current situation. Alignment lays the foundation for transparency, efficiency and measurable progress.
Schedule an initial, no-obligation introductory meeting
1.
Step
Alignment
Analysis of the existing customer journey, systems and processes and development of a common understanding of goals, structures and priorities.
2.
Step
Roadmap & quick wins
Definition of concrete measures, responsibilities and implementation steps – combined with immediately effective quick wins.
3.
Step
Continuous support
Ongoing optimization, data-based fine-tuning and empowerment of the teams for independent further development.
Who customer journey digitalization is for
Customer journey digitalization forms the foundation for turning HubSpot into an AI-driven growth system that enhances customer experiences and strengthens long-term relationships.
What our customers say
New website with HubSpot.
Our foundation Passion Schneesport has experienced a remarkable collaboration with business4you AG in the area of web design and website development. Thanks to the work of business4you AG, we were able to achieve a fresh, new and above all clear website that fully meets our needs and requirements. What is particularly noteworthy is the uncomplicated, open and transparent nature of the collaboration. We are happy to recommend business4you AG because they really are professionals in what they do. business4you AG is definitely a trustworthy and valued partner for us.
- Karin Lanz, Passion Schneesport
A strong result thanks to the expertise of business4you
As the Biel-Seeland Chamber of Commerce, we have taken a big step towards the digital future together with business4you. Our previous annual report was completely digitized. This has significantly simplified the entire production process, made processes clearer and noticeably reduced our costs. With the introduction of HubSpot's Smart CRM, we were able to take our member management to a new level. Recurring processes are now efficiently automated, newsletter marketing runs directly in HubSpot and all data is finally managed centrally in one place. This has made handling for our office noticeably easier and faster. We were particularly impressed by the professional, personal and consistently competent support provided by business4you. The team thinks along with us, understands our needs immediately and delivers solutions that really work. The implementation was remarkably short, clearly structured and precisely tailored to our requirements. We are delighted and can recommend business4you as a HubSpot partner to anyone who wants to make their organization more digital, efficient and customer-oriented.
- Noah Caradonna, Biel-Seeland Chamber of Commerce
New website and CRM
At Affinitas AG, we had the positive experience that business4you AG provided us with excellent support in the implementation of a new CRM and the creation of a completely new website including web design and CMS on HubSpot. Thanks to their support, our website now has an intuitive layout, our CI/CD has improved considerably and we benefit from greater findability through the effective use of SEO and keywords. In addition, they have actively supported us in setting up Google and LinkedIn ads and in creating a new blog with a corresponding roadmap for content implementation. We would particularly like to praise the expertise and strong team spirit of all the experts at business4you. Our collaboration was efficient, professional and always on an equal footing. We would not hesitate to call on their expertise again for future projects.
- Roger Weber, Affinitas
Successful replacement of the event management software & CRM
We were able to work together excellently with business4you AG on a challenging event management project. Under their guidance, we were able to successfully replace the old system and make processes more efficient and less error-prone. Important aspects such as the interface design to the event management tool, the migration of customer and company data and the implementation of various business use cases were handled carefully and competently by business4you. Particularly noteworthy are the availability, empathy and expertise in CRM and work processes, which give this company unique qualities.
- Thomas Gürlet, NZZ Connect
Top website development by business4you
The collaboration with business4you AG in the area of website development and web design, including the use of HubDB, has proven to be extremely valuable in many ways. The remarkable results we saw following the project spoke volumes. This was particularly visible in the form of our new website, which is not only well structured, but also offers comprehensible and appealing content for our target groups. The compelling design underlines the quality of our products and reflects our corporate values. The unique strength and quality that characterizes business4you is the collaborative partnership and open communication we experienced throughout the process. Despite the complexity of the project, the dedicated and professional team guided us smoothly through the various phases and delivered an excellent result. This positive experience makes business4you AG a highly recommended partner for future projects. And it's not over yet: We look forward to continuing our adventure in digitizing our marketing and sales processes with business4you. Now it's just getting started!
- Marco Reber, Gasser Ceramic
Success story from a picture book
The redesign of our website was completely blocked and stuck and we didn't know what to do next. The business4you team got us out of the impasse and implemented the new HubSpot website in record time. We were quickly equipped for the full range of responsive marketing. The blog, newsletter and some of the content are ready. Now the ball is back in our court and we have to procure content. But here, too, business4you is committed to helping and offers interesting collaboration models. The only disadvantage: business4you is addictive! We are already working on various new projects. Customer portal, implementation of the complete sales pipeline in the repair department, connection to SAP, etc. We can recommend business4you as a partner without reservation!
- Daniel Steiger, EMCH Aufzüge AG
Leaves nothing to be desired
After business4you set up our website and blog with the HubSpot CMS, they support and advise us from A to Z, from marketing automation to newsletter templates. Absolutely reliable, we don't have to worry about anything anymore. We recommend business4you with a clear conscience.
Moni Süss, GLB
Very satisfied with business4you AG and HubSpot
We have been working successfully with HubSpot for our website and our various newsletters for over a year now and are very satisfied with the agency and the solution. We are in regular contact and always feel well advised :)
- (Häusler), M.
They do everything to make us successful
From onboarding to continuous improvement, business4you helps us to get the best out of HubSpot. Many new features are explained and put into production. The focus is on growing our customer base and improving our conversion rate. They are doing a great job, thank you. We can highly recommend them.
- Renato Stalder, ePost Service AG
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