An award winning circular design and industrial company were seeking to improve sales via implementation of a CRM, moving away from a non-scalable spreadsheet based sales system.
Deranged were hired to advise on the platform, and implement the system, train the sales lead and implement automations within the sales pipeline to ensure the companies ability to scale their sales department.
We advised the client about CRM system possibilities, evaluating their use case, desire for future scaling, features required etc. and presented best in class options - Pipedrive and HubSpot.
Following HubSpot CRM pipeline and automation setup we followed up with workshops to train the client in how to use the system, add new leads, deals and how to create email templates, and how to act as a platform advocate within their organisation for future onboarding of additional sales resources.
Result
deranged helped implement HubSpot sales hub for the client
We evaluated and captured existing workflows within the sales pipeline
Created automations in the sales pipeline to speed up workflows and free up sales department time to focus on lead generation and customer success
Trained a platform advocate in order to allow for scaling of the company's use of the system in the future