Discover how Colorful Concrete Solutions saved more than 60% of their time through sales process automation with fractional CMO.
Colorful Concrete Solutions provide decorative concrete flooring for residential and commercial properties.
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Unoptimized Sales Processes: They had a manual and complex sales process which led to a lot of time being consumed with lesser output.
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Sales Quotation Templates Missing: They were looking for optimized sales quotation building and optimization process.
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Centralized Sales Management System Missing: A centralized process and system where quotes, invoices, payments, and other information can be tracked, needed to be implemented.
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An automated sales process was developed.
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A customized HTML-coded quotation template was built in HubSpot. Customization tokens included themes, tokens, discounting, among others.
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We set up a custom and optimized integration between HubSpot and Quickbooks to track invoice data in CRM.
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Optimized Sales Processes: A streamlined sales process was built which helped the sales team save more than 60% of their time.
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Customized Sales Quotation Template: The sales quotation templates helped them send quotes in one go from HubSpot.
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Centralized Sales Management System: A centralized system for deals, quotes, and invoicing was developed which helped build a smooth sales process. They were now getting alerts and tasks for the next steps to take in the sales process for their deals, through custom workflows.
Workflows to optimize sales next steps
