Background

As a growing enterprise in the tech sector, our client was struggling with their current CRM system. Despite investing resources into the tool, they found that it was underutilized and lacked several key functionalities essential for their sales team and executive leadership. The overarching problems were:

  1. The CRM's inability to effectively map to their sales process.
  2. Cumbersome integrations made pipeline reporting a challenge.

  3. Absence of essential user tracking data, like source information, tied to contacts or company data.

The Challenge

This client needed a new CRM that was not only more intuitive but also powerful enough to tackle their specific challenges. The goal was to find a system that could enhance the user experience, improve adoption rates and give clearer insight into the sales pipeline. FitzMartin was asked to analyze the situation and provide a holistic solution.

Key Actions

The FitzMartin team identified the critical path and took these key actions:

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  • Database Migration: Transitioned all static fields from the existing CRM to HubSpot, ensuring data integrity and continuity.
  • Pipeline Restructuring: Revamped the pipeline for a clearer view of the sales cycle stages. This gave both the sales team and executive leadership more visibility, aiding in strategic decision-making.

  • Future Development Planning: Identified the need for handling dynamic data and transactional data extracted from IRIS. Steps were taken to ensure seamless integration for upcoming developments.

The Outcome & Benefits

The shift to the HubSpot Growth Suite revolutionized the client's sales process. The improved user experience led to increased adoption rates. Sales representatives were now equipped with a tool that not only simplified their tasks but also offered critical insights into their leads and prospects. Executive leadership enjoyed a more transparent view of the sales pipeline, allowing for more informed strategic decisions.

"Our previous CRM system felt like a hindrance rather than an aid. With FitzMartin's guidance and the transition to HubSpot, our sales process has become more streamlined, and the overall experience has drastically improved. We are optimistic about the future and how HubSpot will further enhance our sales operations."    

– Client Feedback

Conclusion:

In today's dynamic business landscape, having the right tools can be the difference between success and stagnation. FitzMartin's bespoke solution, rooted in a deep understanding of our client's challenges, ensured the best CRM system was in place. This client is now on a path for greater success, efficiency and growth.

Want to learn how a new CRM system can give you critical insight into your pipeline?

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