Challenge
Shari Levitin is a public speaker and sales coach. For three years, they have been using HubSpot with a team of people to sell their coaching services; however, there was a lack of synergy between the team and the software. No Bounds Digital helped revamp their internal structure, using the tools they had access to in a better way to streamline their processes.
Shari Levitin and her team struggled to properly integrate HubSpot functions into their sales process and website. They knew that there was more power to the HubSpot CRM platform than what they were using.
This disconnect created inefficient processes and an inability to measure success. Potential customers fell through the cracks; information was sent to HubSpot through forms, but team members did not always know about new contacts and could not follow up.
Solution
No Bounds Digital worked with Shari Levitin and her team to better educate them on HubSpot features and tools. No Bounds Digital streamlined their sales process end to end in order to ensure all information entered into HubSpot through HubSpot forms and automated lead routing to the right team members to ensure contacts were properly followed up on. Multiple workflows were created to segment contacts and automatically notify team members so that the potential leads received prompt follow up.
Results
The HubSpot Sales Hub re-onboarding streamlined Shari Levitin and her team’s ability to handle inbound leads while also being able to fully track all of their internal functions through the created workflows and the proper implementation of forms into their website.
Impact
The work done for Shari Levitin and her team will allow for a higher conversion rate of leads into customers due to the efficiencies that No Bounds Digital built and also the accountability system that was put in place. Leads are no longer falling through the cracks and the sales process has been standardized.
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