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How Evenbound Transformed Hammer & Steel's CPQ Process & Realigned Their Sales Process

Hammer & Steel Logo

Overview

Hammer & Steel is a leading pile driving and drilling equipment provider for major construction and infrastructure projects across North America. With six regional offices and a fast-moving sales team, they needed a system to help them quote faster, forecast more accurately, and streamline communication across all regions.

  • Location: St. Louis, MO
  • Industry: Construction Equipment Sales & Rental
  • Service Area: North America
  • Employees: 51–200 
  • HubSpot Users: 20-25

+30

Custom Sales Reports Created

+20

Sales Reps Onboarded

5

Smart Automations Built

The Challenge

No Centralized CRM

The sales team operated without a CRM—each rep managed sales processes and deals differently.

Inconsistent Quoting Processes

With multiple quoting templates, the quoting experience varied wildly across reps and regions. There was no easy way to track or differentiate between rentals and purchases.

Lack of Visibility & Follow-Up

Without a defined process, forecasting and deal follow-up were inconsistent. Sales leadership had limited visibility into performance.

Change Management

Getting everyone aligned and comfortable with using HubSpot required internal buy-in and expert-led training.

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HubSpot Tools We Used

Sales Hub

Sales Hub Professional

operations hub

Operations Hub

The Solution

HubSpot Sales Hub Implementation and Custom CPQ Buildout

We implemented a robust Sales Hub instance and built a tailored Configure-Price-Quote (CPQ) process for rentals and sales.

Standardized Sales Process and Quoting Templates

Consolidated disparate quoting formats into one consistent structure, improving efficiency and client experience.

Automation and Follow-Up Workflows

Built 5 smart automations to ensure timely outreach and deal progression.

Reporting and Forecasting

Created 30+ custom reports to give the sales team visibility into performance, pipeline health, and forecasting.

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The Results

Sales Enablement at Scale

20 sales reps successfully onboarded in just 3 months, with a trained internal champion leading adoption across teams.

Process Alignment Across Regions

Unified quoting process implemented across the sales team—standardized for both sales and rentals to improve speed and consistency.

Operational Efficiency Gains

30 custom sales reports and 5 key automations deployed to enhance visibility, streamline follow-ups, and support forecasting.

Stronger Foundation for Future Growth

Consolidated product library structure and CPQ buildout set the stage for continued HubSpot expansion and long-term sales team success.

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From The Client

“We achieved each milestone on time thanks to the implementation partners at Evenbound. Their organization and guidance were instrumental in our success in launching the CRM platform 3 months ahead of schedule, with full team enablement for team members across the Midwest, South, and both coasts. Beginning the process with a decentralized method for sales development, the Evenbound team tailored the implementation to ensure we leveraged the simple UI and some very helpful productivity solutions within Hubspot. From our initial selection of a CRM partner to the enablement of our team, we were provided excellent transparency, orchestration, and support throughout the process with the Evenbound team.” ⭐⭐⭐⭐⭐

John W

VP of Sales

Ready to Modernize Your Sales Process?

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