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 mental care industry, dedicated to providing holistic online mental support with an inventive SaaS solution. As a fast-growing business, Mindgram was focusing on scalability in their search for a CRM platform - and they chose HubSpot!
PROJECT OVERVIEW
The project scope focused on three pillars: scalability, automation, and reporting.
ClickRay implemented HubSpot's Sales Hub in Mindgram's tech stack to create a scalable, automated process to achieve reliable and detailed data for in-depth reporting. Our client's goal was to gain more insight into the revenue generation processes.
After the Sales Hub implementation came the onboarding of the teams. Thanks to ClickRay's User Adoption and Education Plan customized towards Mindgram's needs, the sales and customer reps alike are now able to swiftly navigate their revenue growth in HubSpot.
TEAM PRODUCTIVITY
+47%
WON DEALS
+236%
DEAL VALUE
+145%
PROJECT GOALS
Migrate from a manual data entry process into a scalable, automated, and detailed platform.
Improve the flow of information between the sales and customer success teams to better the customer experience and gain more customer data.
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
Defined the entire buyer's journey, from a lead to a customer, and replicated it in HubSpot through connected pipelines and shared properties.
Aligned the sales and customer success teams by developing seamless data flow between their pipelines with automation.
Achieved efficiency, effectiveness, and accuracy of information by maintaining HubSpot as a single source of truth in the sales and customer success processes.
Developed custom reports that drive team performance and forecast revenue growth.
