A leading manufacturer's representative, serving industries from medical devices and aerospace components to automotive and consumer products, aimed to optimize its sales process. Though not directly manufacturing products, the firm was at the forefront of supplying a wide range of resistance and arc welding equipment, electron beam welding equipment, and more.
This firm realized that they struggled with organizing contacts and ensuring no sales opportunities slipped away. While they had adopted the free HubSpot CRM and set up basic features, they faced difficulties with:
- Ensuring consistent lead follow-up
- Streamlining their sales process, which varied based on the product or service offered
- Manually entering contact details from website forms into HubSpot
- The absence of a comprehensive, automated system for tracking contacts and deals
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