Komaspec, a full service contract manufacturer for metal and plastic fabrication in China, were onboarded on Infusionsoft but were unable to use the Infusionsoft deal flow fully because of the technological bottlenecks in the Infusionsoft (Infusionsoft only accepts certain file types in their CRM). Komaspec also needed to utilize the deal flow and follow up sequences to avoid losing out on dormant leads.
Komaspec ran into problems in integrating Infusionsoft and a wordpress setup. The deal flow was incomplete because of the technological bottlenecks of Infusionsoft because of which -
1) There were no active sales stages.
2) The customer database and interactions were not getting recorded in complete.
3) Automation sequences could not be built due to compatibility issues.
4) Follow up sequences were not built because of complexity in the GUI of Infusionsoft as compared to Hubspot.
Komaspec contacted Ziel with the objective to automate the RFQ to Sales process, Automate follow-ups with the deals and also to use the CRM to store and process all customer interaction points and data.
Our Approach -
After analyzing different CRM tools, Hubspot was the winner as Hubspot supports all file types to be stored in the CRM and due to available automation sequences and tools within Hubspot, it was a no-brainer.
Our Solution -
As soon as the new CRM got into use, there was more clarity in the processes for the executives and this generated more intelligence for the company to optimize the processes.
Deal conversion rate improved significantly because of regular follow ups.
The CRM database recorded overall processes of the sales, marketing and service side of the business which decreased the amount of time spent by sales professionals to gather data about their daily activities. It also brought email templates increasing productivity significantly.
Setting up the CRM, email marketing templates, design and SOP enabled Komaspec to capitalize on their already existing customer and subscriber database and using Content to generate upsell and cross-sell opportunities.