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Company Overview Colorful Concrete Solutions is a concrete coatings provider, serving commercial and residential environments.
Industry SaaS
Headquartered Ahmedabad, India
JUMP TO SECTION
1. situation 2. action 3. results
Results
60%
time saved by the sales team
SITUATION

Unoptimized Sales Processes

They had a manual and complex sales process which led to a lot of time being consumed with lesser output.

Sales Quotation Templates Missing

They were looking for optimized sales quotation building and optimization process.

Centralized Sales Management System Missing

A centralized process and system where quotes, invoices, payments, and other information can be tracked, needed to be implemented.

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ACTION

Automated sales process

An automated sales process was developed.

HTML-coded quotation template

A customized HTML-coded quotation template was built on HubSpot. Customization tokens included themes, tokens, and discounting, among others.

Integrated HubSpot and Quickbooks

We set up a custom and optimized integration between HubSpot and Quickbooks to track invoice data in CRM.

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RESULTS

Optimized Sales Processes

A streamlined sales process was built which helped the sales team save more than 60% of their time.

Customized Sales Quotation Template

The sales quotation templates helped them send quotes in one go from HubSpot.

Smooth Sales Process

A centralized system for deals, quotes, and invoicing was developed which helped build a smooth sales process. They were now getting alerts and tasks for the next steps to take in the sales process for their deals, through custom workflows.

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SNAPSHOT

Workflows to optimize sales next steps