Our Work
Overview
mdi (Manufacturers Distributor, Inc.) is a national distributor of high-quality industrial equipment, including air compressors, vacuum pumps, hose reels, cranes, and firefighting equipment. As they looked to modernize sales operations, they partnered with Evenbound to streamline processes and align teams. With manual, offline workflows slowing sales and creating inconsistent data, mdi needed support automating lead creation, digitizing approvals, and gaining real-time pipeline visibility.
- Industry: Industrial Equipment Distribution
- Location: Tampa, FL
- Service Area: Nationwide
15+
employees trained in HubSpot
10
automated sales workflows built
15
custom reports created
100%
of calls logged
The Challenge
Despite being a leading distributor, MDI’s sales processes were slowed by inefficiencies, such as:
Leads were manually qualified and entered into HubSpot.
Spam inquiries overwhelmed the system.
Manager approvals for large deals were still handled offline via paper.
Inconsistent deal movement between pipelines made reporting unreliable.
Tracking follow-ups and customer interactions lacked visibility.
HubSpot Tools We Used
Marketing Hub Pro
Sales Hub Pro
The Solution
Evenbound partnered with MDI to modernize their sales process with a RevOps-driven HubSpot implementation. Key initiatives included:
Aircall Integration: Connected phones to HubSpot, ensuring all inbound/outbound calls are logged, tagged, and visible to the team.
Automated Lead Creation: Eliminated manual entry by converting tagged calls, forms, and emails into HubSpot leads.
Pipeline Automation: Built 10 workflows to auto-assign priorities, send follow-up notifications, and improve pipeline accuracy.
Approval Workflows: Integrated manager approvals for high-value deals directly into HubSpot, replacing paper-based approvals.
The Results
MDI now operates with speed, clarity, and confidence within their HubSpot portal:
15+ employees trained on HubSpot best practices and daily workflows.
10 automated sales workflows built to handle lead creation, follow-ups, and pipeline automation.
15 custom reports created to monitor sales activity, lead qualification, and deal progression.
2 sales dashboards implemented for real-time visibility into pipeline health and rep performance.
100% of inbound and outbound calls are auto-logged in HubSpot with Aircall, giving the team complete visibility into communication history.
16 HubSpot sales seats are actively used, ensuring adoption across the team.
