Brixtech Streamlines Sales Process with AutomateNow and HubSpot Integration

The Challenge

Brixtech had built a substantial database of customers and prospects over the years. Although this provided a wealth of potential sales opportunities, the lack of segmentation and categorisation made it difficult to manage. Prospects were scattered across multiple stages of various pipelines, complicating the organisation of efficient recurring sales. This inefficiency became a significant obstacle, hindering their ability to capitalise on their extensive database.

The Solution

Brixtech turned to AutomateNow to streamline their sales process. AutomateNow began by reducing the number of sales pipelines, allowing for a clearer view of the customer journey. They created custom properties at each stage to trigger sales automation, eliminating the need for manual searches and reducing the chances of missing prospects. Over 200 deals were migrated to a single, new pipeline with appropriate properties matched to it. AutomateNow implemented Sequences in HubSpot, enabling Brixtech to send targeted, timed, templated emails to nurture sales automatically. This automation allowed the team to focus on sales and business growth rather than administrative tasks. Additionally, AutomateNow introduced data-cleaning workflows to identify engaged contacts and created a product library and HubSpot Quotes to maintain a cohesive customer experience. Shan Chaudri, the company founder, remarked, 'Bart and his team at AutomateNow helped us to organise our sales better. He showed us how to use HubSpot properly. Thanks to training and ongoing engagement with AutomateNow, we have identified a number of gaps in our sales process. From now on we are more confident about how we will manage the massive growth of our business. We plan to work with Bart and his team in the future.'

The Results

Following three months of implementation, Brixtech's sales team reported a significant boost in confidence regarding the sales prospecting journey and the use of HubSpot sales tools. The integration allowed them to close deals faster and reuse captured properties across other pipelines efficiently. Metrics indicated the successful migration of over 200 deals and the streamlined management of their sales process. AutomateNow continues to provide ongoing support to ensure Brixtech's sustained growth and success. This collaboration between Brixtech and AutomateNow has laid a robust foundation for handling the massive growth anticipated by the company.