Our Work
The Challenge
Outdated Sales Process
An ineffective, spreadsheet-reliant sales process made it difficult to track leads and manage sales effectively.Lack of Visibility
Without transparency, leads were falling through the cracks, and the team struggled to maintain accountability.
Missed Event Opportunities
The absence of structured tools and processes hindered the team's ability to maximize conference and tradeshow success.
Hubspot Tools We Used
Marketing Hub
Sales Hub
HubSpot CRM
The Solution
Streamlined Pipelines
Implemented HubSpot deal stages to create a transparent and consistent sales process, ensuring leads were visible and properly managed.
Performance Insights
Introduced sales leaderboards to track performance, foster competition, and share effective strategies across the team.
Automated Lead Engagement
Created email sequences with meeting links to simplify event scheduling and improve pre- and post-conference engagement.
The Results
New Contacts, New Opportunities
Increased visibility and accountability led to better lead management, resulting in 921 new contacts added in one quarter.
Customers and Revenue Skyrocket
Improved team performance and process efficiency contributed to 96 new customers and $2.8 million in closed-won deals in Q1.
Event Success Reimagined
Streamlined event engagement and follow-up processes allowed Vanguard to capitalize on conference opportunities, further accelerating their sales cycle and overall flywheel momentum.
