Cut quote turnaround from 3 days to 4 hours
A 40-person sales team running on spreadsheets. We rebuilt their HubSpot instance and connected it to their billing platform.
The Challenge
The client had grown their sales team from 10 to 40 reps in under a year. Their internal systems had become a web of disconnected spreadsheets, legacy CRM instances, and manual data entry.
Generating a custom quote took an average of three days because it required approvals across three different systems. Reps were spending 40% of their time on administrative work rather than selling.
The Solution
We started by mapping the ideal quoting process and removing two redundant approval layers that had been carried over from when the company was much smaller.
We then architected a new HubSpot instance, connected it to the billing system, and implemented the quoting workflow directly in HubSpot so reps could stay in their CRM.
Key Results
- 01Quote turnaround reduced from 72 hours to 4 hours
- 02Sales rep admin time reduced by 60%
- 03100% adoption of the new quoting process within 2 weeks