How Socially Powerful Optimized Its Pipeline Structure to Drive Better Results
How Socially Powerful Optimized Its Pipeline Structure to Drive Better Results
Client sector
Marketing agency
Goal
The SP sales team faced challenges in effectively organizing and updating HubSpot data for potential, new, and existing clients in the appropriate pipeline stages. Additionally, there was a need to automate reminders and communications throughout the sales pipeline.
Transformation
Vestal Hub’s guidance streamlined the sales pipeline, improved data management by removing duplicates, created segmented contact lists for targeted communication, and enhanced training for the sales team with user-friendly videos and documentation to maximize HubSpot usage.
Use case
Sales
Top results
Client's background
Socially Powerful is a global marketing agency with a presence in the USA, Asia, and Europe. The company specializes in influencer marketing, social media management, and creative campaigns for brands worldwide. To support their sales team’s growing needs, Socially Powerful needed to optimize its CRM processes and improve pipeline management.
The challange
The SP sales team faced challenges in effectively organizing and updating HubSpot data for potential, new, and existing clients in the appropriate pipeline stages. SP needed support in:
- New property structure and pipeline management
- Reducing duplicate and misleading information
- Automating reminders and communications throughout the sales pipeline
The solution
- Verified and cleaned existing data to eliminate duplicates and inaccuracies, ensuring a reliable database for sales activities.
-
Pipeline Development & Customization:
Merged existing pipelines into a single, unified pipeline and implemented a new property structure tailored to specific sales needs with customized fields for each stage to capture relevant information accurately. -
Sales Optimization:
→ Workflow Automations: Set up of automated reminders for critical tasks in different pipeline stages to ensure timely follow-ups.
→ Designed and configured a seamless HubSpot-Reply.io integration through Make to exploit Reply's features and flexibility for lead nurturing. -
Reporting & Training:
→ Developed reporting dashboards for real-time performance tracking.
→ Personalized training videos and a comprehensive CRM professional guide to empower the portal management.
The results
Key impact
-
Improved Sales Efficiency
A smooth HubSpot experience enabled the team to focus on high-priority tasks. -
Better Data Organization
Clean, accurate data and segmented lists empowered the sales team to make informed decisions. -
Seamless Integration
The HubSpot-Reply.io integration through Make ensured a smooth data flow and customized communications for effective lead nurturing. -
Proper lead nurturing structure
After a closed lost deal, to avoid losing leads that weren't ready at that time but may become viable in the future.
The results
-
Improved Sales Efficiency
A smooth HubSpot experience enabled the team to focus on high-priority tasks. -
Better Data Organization
Clean, accurate data and segmented lists empowered the sales team to make informed decisions. -
Seamless Integration
The HubSpot-Reply.io integration through Make ensured a smooth data flow and customized communications for effective lead nurturing. -
Proper lead nurturing structure
After a closed lost deal, to avoid losing leads that weren't ready at that time but may become viable in the future.
Key impact
“Our experience with Vestal Hub was absolutely excellent. The guys are very knowledgeable and can address queries quickly and efficiently. They helped us with a variety of HubSpot related queries, involving automations, HubSpot training content creation, creating custom dashboards etc. Would highly recommend this team!”
Djotov, K.
Lead Gen Team @Socially Powerful
Tools we used
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