Improved processes for collecting, managing and reporting on customer data
Marketing & Sales teams empowered to collaborate on lead management
To eliminate the need for repetitive manual tasks
Workshops to initially define and continuously refine the sales process
Expanded use of HubSpot to get the most out of Sales Hub and Marketing Hub
Training and support to enable the team to get the most out of the new tools and processes
Identifying the problem
Siera Group knew their current manual marketing and sales processes needed a more automated and data-driven approach, though implementing such a change would require a massive effort.
At Neighbourhood, we understand a one-size-fits-all approach doesn't work. While we would need to plan and workshop their new processes before implementation, the real test would be once it was in effect. From initial scoping to implementation and beyond, we had to gather feedback and optimise their sales pipeline.
Scope of works
Sales & CRM
Migrate Data From MailChimp to HubSpot
Set Marketing & Sales Automation Within HubSpot
Development of Dashboards & Reports
Website & Integrations
Landing Page & Form Creation
Revenue Generated in First Four Months
Increase in Monthly Deals Created
Using HubSpot to align Siera Group's sales and marketing process has paid off in spades. By completely overhauling their data entry process, we were able to eliminate manual data entry tasks. Customer data entered on third-party sources, like domain, is now seamlessly integrated with HubSpot, and new landing pages on their website resulted in 844 form submissions in the first four months alone.
The biggest win is in the number of deals created - it soared from 95 in the first month to 184 just three months later. This translates to over $20,000,000 in revenue generated since implementing the new sales pipeline.
The automated sales and marketing process has given Siera Group complete confidence in their visibility over their sales and marketing teams. They can now monitor key metrics and gain actionable insights into the performance of the sales and marketing process through reports and dashboards.
When Siera Group approached us, they were bogged down by manual processes and lacked visibility over their sales pipeline. It was clear they needed to completely overhaul of their sales pipeline.
By integrating third-party data sources and taking full advantage of HubSpot's sales and marketing features, Siera Group has eliminated manual processes and increased efficiency and productivity. And most importantly, they now have a birds-eye view of customers throughout the entire buyer's journey.