CRM improvement for Manufacturing Company

From filling the CRM to working with a sales accelerator

The LovePack sales team was using the CRM to manage their different pipeline opportunities, but they were missing out on several features due to a lack of training. As a result, they weren’t taking full advantage of a very powerful CRM.
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Their team faced:

• Manual data entries in the CRM
• Difficulties using the system by lack of training
• Lack of reporting by the actual data structure
• Manual work to create tasks to manage theirs deals

We completely redesigned LovePack’s sales process to clearly differentiate the stages of the sales pipeline along with the activities required to successfully close a deal. Once this was mapped out, we created workflows in the CRM to automate task creation and strengthen process tracking for everyone.

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We also added actionable features to the CRM by integrating external sources, such as automatically searching for contact mobile phone numbers and running automated company research whenever a new request was entered into the CRM.

We build new dashboards to ensure easy reporting for the team.

Finally, we fully documented the setup and provided multi-session training for the team to ensure optimal adoption and usage by everyone.

• Map their entire sale process
• Build from scratch the Hubspot CRM (fields, pipeline, reports)
• Automate data enrichment to support the sales team
• Train team on the new system