A disconnected and largely manual system often keeps away companies from closing deals and providing an excellent customer experience, halting revenue generation efforts for a business. In order to overcome this, ClickRay adapted Mindgram's entire sales process to HubSpot Sales Hub, thanks to which the sales and customer success teams are able to maximize their efforts on a common goal of generating revenue.
COMPANY DESCRIPTION
Mindgram is an up-and-coming B2B startup in the healthcare industry, dedicated to providing holistic online mental support with an inventive SaaS solution.
PROJECT OVERVIEW
The project scope involved setting-up Sales Hub and migrating the entire sales plus customer success processes to HubSpot. As an up-and-coming start-up, it was the first CRM the client used. Our client's goal was to gain more insight into the revenue generation processes.
After the Sales Hub implementation came the onboarding for sales and customer success teams located in Poland and Spain. Thanks to ClickRay's User Adoption and Education Plan customized towards Mindgram's needs, the team is now able to swiftly navigate their revenue growth process in HubSpot.
PROJECT GOALS
Migrate the manual sales and customer success process that was based on spreadsheets to HubSpot's Sales Hub.
Improve the flow of information between the sales and customer success team to better customer experience.
Empower the revenue generation process by automating repetitive data-entry tasks.
Achieve greater insight through in-depth reporting and holistic analysis of revenue generation and team productivity.
Project results
Reconstructed and adapted the sales and customer success processes in Sales Hub for greater autonomy and flexibility in the cloud environment.
Achieved efficiency, effectiveness, and accuracy of information by maintaining HubSpot as a single source of truth in the sales process.
Removed blockages in communication by aligning the sales and customer success teams through developing seamless data flow between pipelines with automated workflows.
Developed custom reports that drive team accountability and forecast revenue growth.
.webp)
