Our Work
The Challenge
No CRM System
They relied on manual spreadsheets to track sales, which were prone to errors.
Disjointed Sales Processes
No documented sales process to streamline day-to-day operations and gain a clear understanding of the customer journey.
Lack of Cross-Team Collaboration
Communication was lacking, preventing the company from sharing insights, tracking activities, and consolidating efforts toward goals.
Hubspot Tools We Used
Marketing Hub
Sales Hub
HubSpot CRM
The Solution
90-Day Action Plan:
We implemented a 90-day plan to address their needs and lay the foundation for long-term success.
Streamlined Processes and Tools
Custom sales pipelines, automated repetitive tasks, integrated third-party tools, and documenting workflows for improved efficiency.
Communication and Data Accessibility
Enabled seamless collaboration and real-time data access through HubSpot’s centralized CRM system.
The Results
Improved Sales and Performance Tracking
The company closed and tracked 138 deals worth $8 million in 2023, supported by over 15,000 recorded sales activities.
Time Savings Through Automation
Automated workflows and reduced manual effort, so teams can focus on driving business growth.
Ongoing, Sustainable Growth
Documented sales processes and a scalable CRM system position the business for continued growth. Our ongoing support refines their HubSpot as needs evolve.
