Introduction
LiquorSplit previously managed all sales-related data, activities, and reporting through a spreadsheet, encompassing a wide array of information such as contact details, prospecting notes, and company information spread across various tabs. However, this system proved to be inefficient, prompting the recognition of a pressing need for a more organized and streamlined approach.
What we did
To address the challenges faced with the existing system, we undertook a comprehensive HubSpot implementation. This involved the seamless migration of LiquorSplit's contact and company data into HubSpot. Additionally, we established a structured sales pipeline to efficiently track ongoing deals, facilitating smoother workflow management. To enhance communication and follow-up processes, we organized their email templates into categorized folders, ensuring systematic opportunity follow-up. Furthermore, we configured robust reporting functionalities, empowering the LiquorSplit team to visualize their data and activities effectively. Finally, we conducted thorough training sessions to equip their team with the necessary skills and knowledge to maximize the benefits of their new system.
Outcome
Following the successful implementation of HubSpot, the LiquorSplit team now enjoys the benefits of an easily navigable CRM system. This enhanced platform has significantly increased visibility into BDR activities, allowing for a detailed analysis of call outcomes segmented by state, as well as a comprehensive examination of disqualified contacts and the number of unique contacts reached. By diligently tracking activities and deals within HubSpot, the LiquorSplit team has gained invaluable insights into key performance indicators such as pipeline velocity and deal stage conversion rates. This newfound visibility not only streamlines operations but also empowers the team to make informed decisions and optimize their sales strategies effectively.