A point-of-sale software company for craft breweries, taprooms, wineries, distilleries and other food and drink venues.
Rapid expansion, and no clear view of how the business was tracking
The company was growing fast and the CRM hadn't kept up. There was no clear view of customer journeys, sales conversations, where leads came from or how workflows were set up.
Reports didn't match from one month to the next.
Audit first, then the fixes that matter
Audited the portal
Found the gaps between how things were set up and what the business needed to grow.
HubSpot auditAutomated lead routing
Leads go to the right person across a complex territory split.
WorkflowsMapped the customer lifecycle
Clear stages and metrics, so marketing gets credit for the leads it brings in.
Lifecycle stagesBuilt dashboards and agreed response times
Lead source, acceptance and rejection, ownership, and measurable response times between sales and marketing.
DashboardsBefore and after
Before
- No visibility into customer journeys
- Leads without clear owners
- Reports that didn't match
- Response times not measured
After
- Healthy lead routing across territories
- Clear lifecycle stages
- One set of dashboards everyone trusts
- Measurable response times
Growth without the growing pains
Leads reach the right owner, reporting is consistent, and sales and marketing work together instead of arguing over numbers. Deal creation is partly automated around how the team actually works, so the business can focus on new markets.
Sounds like your setup?
Tell us what's going on. We'll show you where the quick wins are on the first call.