The Challenge
Sales data spread across spreadsheet tabs.
LiquorSplit previously managed all sales-related data, activities, and reporting through a spreadsheet, spanning contact details, prospecting notes, and company information spread across various tabs. This system proved inefficient, prompting the recognition of a pressing need for a more organized and streamlined approach.
The Approach
A full HubSpot implementation, from migration to training.
To address the challenges of the existing system, FullFunnel undertook a comprehensive HubSpot implementation.
Layer 1
Data migration
Seamless migration of LiquorSplit's contact and company data into HubSpot.
Layer 2
Pipeline structure
Established a structured sales pipeline to efficiently track ongoing deals, facilitating smoother workflow management.
Layer 3
Email organization
Organized email templates into categorized folders to ensure systematic opportunity follow-up.
Layer 4
Reporting & training
Configured robust reporting functionality to visualize data and activity, then conducted thorough training sessions to equip the team to maximize the new system.