Bringing one organization out of combination of spreadsheets + Pipedrive into HubSpot

The Problem.

NO INSIGHT INTO SALES DATA

We’ve seen it time and time again: company executives are frustrated by slow growth — but they have no idea what’s going on with sales.

This time was no different. When a manufacturer of harvesting machines came to us, they had a problem: They had Pipedrive, but their distributed sales team hadn’t been using it consistently, which meant data was spotty.

What’s worse, many of them had resorted to spreadsheets because the tool was so hard to use.

The Solution.

DATABASE MIGRATION & SALES TRAINING

We had two challenges to solve: 1) Migrating all the existing data and context from Pipedrive to HubSpot and 2) establishing a sales process that the team would actually be able to use.

To accomplish this we:

Utilized an API between Pipedrive and HubSpot to migrate all existing data
Worked with executives to streamline their sales process, from contract records to information captured within deals
Conducted 10+ hours of training with the sales team to teach new processes and reinforce best practices for tracking prospects

The Results.

SOFTWARE ADOPTION

The sales team actually adopted the new system! Executives had a better insight into the pipeline and could help with keeping deals moving. This resulted in overall growth in sales just 6-months after implementation, paying for the migration 3x over.

The Strategy.

API MIGRATION FROM PIPEDRIVE TO HUBSPOT

The sales team had been using Pipedrive for a few years, so they were very concerned about losing valuable contact and sales data.

Because sales agents had been using the CRM in different ways, we needed to move and map data in pieces to make sure that we weren’t losing data. The process took about 4-weeks, but we were able to move all of the previous data into HubSpot.

REDEFINE THE SALES STAGES

HubSpot sales pipelines are built by defining each stage of the customer’s buyer journey. The company hadn’t really used stages before, so we explored their process by interviewing top sales reps.

In the end, we determined that 5 stages were enough to capture the different touchpoints and decisions needed to be made by new customers to convert. This streamlined the process a lot.

ONBOARD & REINFORCE WITH TRAINING

After we defined the pipelines, we also streamlined the data requirements for sales. We also developed and taught sales different tools in HubSpot to work leads faster.

Our pieces of training consisted of: