To reduce the time spent on admin tasks by instating automations
Greater visibility on the progress of deals in their sales pipeline
A holistic view of their sales team's monthly progress and tracking toward KPI's
A HubSpot partner that understood their needs inside and out to be able to go above and beyond the initial scope
An automated order fulfilment process that delivered the right message to the right customer, at the right time
Custom calculated properties to help track their sales team's KPIs
Identifying the problem
In our initial audit, we quickly identified a disparity between what was being sold, vs. the tools the team were selling with. In other words, the poor set-up of HubSpot didn’t reflect the high calibre of the product or the talented people who sold it. James agreed and knew that in order to scale effectively, an overhaul of their internal infrastructure was their best bet.
In beginning our rebuild, we found that on the off-chance people were being sent emails, those who were receiving them, were doing so at the wrong stage of their user journey. Also adding to the team's frustrations, we learnt that they were setting manual reminders to follow up on deposits and balances, had little to no project management to keep on top of their daily to-do list and important tasks were falling through the cracks. Their lack of confidence in the system meant that as much as they’d have liked to nurture new customers, set up automatic reminders and manage their deal pipeline, they didn’t feel that they had the capacity.
This cross-road Plungie found themselves on was their chance to sink or swim… (Spoilers! James and Geordie found their floaties n’ flippers.)
Increase in Opportunity Conversion Rate
Increase in Lead to Customer Rate
Plungie now have a streamlined sales process and automated juggernaut that works with the sales team, rather than against them. The seamless flow between the marketing, sales and customer service stages - created with intuitive automation and logical deal staging - has improved the lead-to-customer conversion rate by 400%.
The Plungie team no longer need to worry about missed sales opportunities or lost deposits. The rigidity of the sales pipeline now provides customers with a more consistent, exciting experience, while empowering the Plungie team with more chances to convert - proven by a 49% increase of the Opportunity Conversion Rate.
"We engaged Neighbourhood to help us with a significant renovation and continued custom build out of our HubSpot Professional Growth suite, including solutions across CRM, Sales, Marketing, Service and CMS Hubs and the thousands of features these enable! As a rapidly growing start-up -to scale-up evolving business, with teams and operations in Australia and USA, having effective and scaleable systems that enable the business and its people to thrive in these conditions has been integral to our success here at Plungie."
In James' words, Plungie measures its success with Neighbourhood and HubSpot through how many 'Wow' moments are produced - there are quite a few and counting. An ever-evolving project that now ensues the development of Plungie scaling to the U.S., our partnership has been a rewarding one and we look forward to see our Neighbours at Plungie expand YOY.