Challenge
Hardwoods4Less offers an exceptional selection of hardwood flooring at unbeatable prices, leveraging their industry knowledge and extensive supply chain connections. The company partners with small, family-owned mills, ensuring fair practices and direct market access for these vital businesses. Despite their success, Hardwoods4Less faced significant challenges in their sales process, which hindered their growth and efficiency.
Hardwoods4Less approached us with several critical issues in their sales operations:
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Inefficient Sales Process: The existing sales workflow was slow and cumbersome.
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Lost Deals: Deals were frequently slipping through the cracks due to poor tracking and management.
Lack of Accountability: There was insufficient accountability within the sales team, leading to missed opportunities and inconsistent performance.
Solution
To address these challenges, we implemented a series of strategic solutions within Hardwoods4Less's HubSpot instance:
- Consolidating Deals into One Pipeline: We designed a workflow that consolidated individual deals into a unified deal pipeline. Each deal was linked to the original SquareSpace deal, allowing for the creation of line items and contact associations. This streamlined process provided a clearer overview of the sales pipeline.
- Creating More Intelligible Deal Names: We standardized the naming conventions for deals, which improved clarity and organization. This change made it easier for the sales team to track and manage deals effectively.
- Optimizing Deal Creation from Activity: We disabled automatic deal creation from activities such as calls, which had been generating non-deals and cluttering the pipeline. This optimization ensured that only genuine deals were tracked.
- Differentiating Sample and Actual Orders: We established a clear distinction between sample orders (tracked through SquareSpace deals) and actual orders. This differentiation allowed for better tracking and management of the sales process.
Results
The implementation of these solutions led to significant improvements in Hardwoods4Less's sales operations:
- Time Savings: The new workflow saved considerable time by efficiently creating order deals from sample deals.
- Prevention of Lost Deals: By consolidating deals and improving organization, we significantly reduced the number of deals slipping through the cracks.
- Enhanced Accountability: Built-in accountability measures ensured that each deal was properly tracked and managed, improving overall sales team performance.
Conclusion
Our partnership with Hardwoods4Less has been a resounding success. By leveraging HubSpot’s capabilities, we transformed their sales process, ensuring efficiency, accountability, and seamless deal tracking. This case study exemplifies No Bounds Digital's commitment to delivering tailored digital solutions that drive tangible results. Together, we’ve helped Hardwoods4Less continue their mission of supporting small, family-owned mills while offering high-quality hardwood flooring to their customers.
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