Launch Your CRM Software Faster with HubSpot Implementation
From fragmented sales tracking to a connected CRM framework built for consistent and scalable growth
About the Client
A growing professional service firm was using spreadsheets, email and manual follow-ups to track business development activities. The company's sales pipeline grew, and they required a tried and tested CRM framework that could be rapidly put in place.
As the business grew, tracking service opportunities and client conversations became increasingly difficult. Disconnected tools complicated visibility of pipelines, the standardization of follow-ups and sales activity management on a consistent basis.
The company also used manually sourced data for forecasting and reporting. There was a lack of a repeatable sales process for new members, and creating a CRM from the ground up could add to the sales implementation time and price.
The organization required a scalable HubSpot solution that could be utilized to its service-based sales process. The aim was to enhance sales consistency, to centralise client data and to offer greater visibility into pipeline performance.
Customer Feedback
“The HubSpot framework gave our team a much clearer sales process and helped us get the CRM running without starting from scratch.”
Director of Business Development
HubSpot CRM provides a scalable base for Business Development
The Unboxx team used a tried and tested HubSpot CRM structure that was built specifically for a service-based business development team. The framework was customized for the client's sales process, sales terminology and reporting needs.
Standardized deal stages and pipeline processes to ensure a consistent way of tracking opportunities. This enabled the business development team to have a better understanding of the stage each opportunity was at.
Follow-up workflows have also been set up to automatically remind and cut down on missed activities. Client interactions and sales processes can be centralized rather than distributed over multiple tools.
HubSpot dashboards were set up to give leadership a better view of pipeline performance and sales activity. This considerably cut down on the information that has to be gathered manually for reporting and forecasting purposes.
The solution provided the company with an extensible CRM platform without having to build their own platform. It reduced set up time, enhanced sales uniformity and provided a platform for future expansion.
The Difference
The company moved away from a disconnected sales process that was spreadsheets and email-based to a more structured sales process within HubSpot CRM. A consistent process may now be used to manage business development activities.
The team had a deeper understanding of opportunities and customer conversations due to standardized deal stages and centralized client records. Follow-up workflows are also effective in ensuring day to day consistency of sales activities.
Leadership had access to pipeline activity through HubSpot dashboards & real-time reporting. This saved a lot of manual work for providing information for forecasting or sales reviews.
The new CRM framework also provided an opportunity to continue the process to the next team members. The company can grow its business development without having to duplicate the CRM system.
Results
Reduction in CRM Setup Time
Improvement in Follow-Up Completion Rates
Increase in Pipeline Visibility
Reduction in Manual Sales Tracking
Improvement in Forecasting Accuracy
Increase in Team Adoption
Key Takeaways
The company went from having no unified way to track sales to an effective HubSpot CRM system for Service based businesses. The new structure offered a more uniform opportunity management and client engagement for teams.
Standardized pipelines, Automated follow-ups, centralized client records and dashboards improved the way sales were done and gave a more comprehensive picture of the pipeline. The framework also provides a process for recruiting future team members.
The outcome was a faster CRM deployment, increased team adoption, and a scalable business development platform, which minimized manual efforts and enabled ongoing business expansion.