Global Chemical Company Tracks $8M in Closed Deals
**Key Findings**
**Challenge**
Our client, who operates two primary business units, needed a unified CRM solution. Both units had been managing sales data independently using manual, spreadsheet-driven methods, resulting in an inefficient system for documenting and overseeing their sales workflows. To enhance their operations, they sought a CRM that could cater to their specific requirements, integrate data, and facilitate collaboration.
**Solution**
We devised a 90-day phased plan for HubSpot, incorporating regular check-ins with the client to ensure alignment on deliverables, track progress, and offer assistance. The primary goals of this engagement were to centralize data, optimize sales and marketing processes, enhance collaboration between teams, and enable effective reporting.
**Step 1: Audit and Interview**
Through discovery workshops, we gained insights into each unit's sales and service workflows, customer journeys, and technological frameworks. This understanding served as the basis for our customized HubSpot implementation strategy.
**Step 2: Document and Align**
We outlined the client's sales process, developed custom workflows, and created tailored HubSpot properties, templates, and sales pipelines.
**Step 3: Build and Implement**
Focusing on the most critical components, we established sales pipelines, scoring systems, templates, and workflows. We conducted third-party integrations and training sessions, followed by a beta rollout to gather initial feedback.
**Step 4: Optimize**
Using input from the beta teams, we refined the HubSpot configuration, resolved issues, and addressed any inquiries. After optimization, we expanded the rollout to all 50 employees, providing specialized training sessions for each department.
**Results**
HubSpot equipped sales teams with centralized data, leading to more efficient reporting and substantial time savings. With well-documented processes and collaborative tools, each business unit is positioned for future growth. The Evenbound team is available for ongoing support to help the client maximize their HubSpot investment as they continue to develop.