Digital Transformation for Large Engineering Company using HubSpot

  • August 20, 2024
  • Girikon
Background

The Client’s number of employees: 3000+

The Client is a B2B seller in the technical engineering manufacturing industry with headquarter in Taiwan. The company makes and distributes motion control products throughout America.

The Company also provides linear bearings, linear motor systems, linear actuators, positioning measurement systems, and other linear motion products as part of its business offering.

Challenges

  • They were looking for a CRM for their digital transformation initiative
  • They were looking for automation of their marketing efforts
  • They required automated lead assignments as their complex business logic
  • Data synch between from HubSpot to Epicor 9 ERP
  • Creation of Chat flow for their Sales and Service team
  • Reporting and Dashboards for better Analysis across different departments and senior management-level decision-making

Products Used

  • HubSpot Marketing Hub Enterprise
  • HubSpot Sales Hub Enterprise
  • HubSpot Service Hub Enterprise
  • HubSpot Operation Hub Enterprise

Approach and Key Features

Lead generated from Web Sources is integrated within HubSpot to get all leads logged into CRM.

Workflow and Custom code are used to assign leads to respective sales engineers based on business logic for City, State, Zip Code, Area code, and Country.

Redesigned the sales process to easily hand off customers from sales to business service.

Designed and developed Chat flow to generate leads and help customers raise any concerns and after-sales service.

The Result

Onboarding of Sales Engineer on the CRM platform helped them to accurately manage their Leads, which are assigned as per their territory.

Leads from all Sources have been integrated in a way that none is left Unassigned.

All the emails, phone calls, and meetings can be tracked down by visiting a particular Lead.

Automation of communication between different departments, i.e. Sales, Engineering Services, Quotations, etc.

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