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How To Improve Sales, Marketing, and Service Operations with HubSpot Enterprise

How to improve sales
how to improve sales
Client Success Story

Industry: Medical Device Company

Business Model: lasers & therapies

Location: NY, USA

Tools

HubSpot Marketing Hub, HubSpot Service Hub, HubSpot Sales Hub, HubSpot Operations Hub

Timeline

20 Months

Outcome: We design reliable medical devices that improve patient care and support healthcare professionals in delivering accurate and effective treatments.

Client Overview

A leading global medical device company based in NY, USA committed to providing the best lasers & therapies sought help from Wrinom Solutions to address such issues. The client had different brands and the tasks were scattered hence the need to consolidate the how to improve sales, marketing and customer service management system.


Key Challenges Faced By Medical Device Company How To Improve Sales, Marketing, and Service Operations

1. Disconnected systems for sales and marketing

Using Constant Contact, Zoho CRM, and other individual databases produce isolated data that created problem.

2. No central source of truth

Having a system that can track inventory, manage different work flows, and accommodate two distinct brands was needed.

3. Inefficient manual processes

Lack of automation was a major concern that hampered team work and operation.

4. Inadequate reporting tools

Sometimes data was fragmented and hence not timely which made decision making a challenge.


Solutions

To address these issues, we implemented a custom HubSpot Enterprise solution tailored to their unique needs.

1. HubSpot Enterprise Implementation Across Departments

Consolidated the client’s sales, marketing, and service teams on HubSpot.

Data from various platforms such as Zoho and Constant Contact to a single hub spot.

2. Custom Objects and Workflows

Developed a new “Items” object to track the device service records and its movement in the store.

Implemented automatic workflows to make a smooth handover between all the teams in terms of tasks, tickets, and deals’ stages.

3. Shopify Integration with HubSpot

Implemented middleware between Shopify and HubSpot, for effective e-commerce data handling.

Additional planned integrations with Fishbowl for additional greater inventory management.

4. Enhanced Automation and Reporting

A wide variety of repetitive tasks, especially those that could be performed faster by a machine than by employees.

Supplied actual-time and interactive display of efficiency indicators included departments.

5. Team Training and Adoption

Provided extensive On-board training for all the departments so as to use HubSpot efficiently.


Tools and Technologies Used

1. HubSpot Marketing Hub

2. HubSpot Service Hub

3. HubSpot Sales Hub

4. HubSpot Operations Hub


Results Achieved

1. Centralized Operations

Unified tech stack created a single source of truth, improving data visibility and collaboration.

2. Improved Efficiency Through Automation

Efforts through manual methods were cut by 40% by utilizing the automated work flows to boost team efficiency.

3. Enhanced Decision-Making

Real-time data made the tracking of the sales pipeline and marketing returns even more efficient.

4. Seamless Brand Management

It made it easy to manage two different brands but with a similar workflow.


Talk to our experts today. Book your free consultation now!

You may also connect with us by mail at info@wrinom.com

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