A software company whose guest apps help hotels and holiday rentals give guests a personal digital experience.
Busy sales, and the details getting lost between teams
Deals were coming in fast. Notes, insights and to-dos were scattered across emails and other tools, so sales and implementation didn't always have the same information.
Upsells, upgrades and downgrades were hard to track.
One record from first demo to go-live
Migrated into HubSpot
Recovered lost data and rebuilt the structure around how the business reports its numbers.
HubSpot migrationSet up deals properly
Pipelines for new sales, upsells, upgrades and downgrades, with duplicate prevention.
Sales HubAutomated the team updates
Notes, insights, to-dos and reminders go straight to the right person.
WorkflowsGave implementation the full picture
Website activity, sales notes, calls, meetings and demos on every record.
CRMBefore and after
Before
- Information lost in email threads
- Upsells tracked loosely
- Duplicates in the CRM
- Implementation starting blind
After
- One central record per customer
- Every upsell and upgrade tracked
- Clean, accurate data
- Implementation sees the whole sales history
A team that talks, and numbers they trust
Sales and implementation work from the same accurate record. The business tracks every upsell and upgrade, and can put its energy into building a better guest experience for its customers.
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