<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=2354469448132396&amp;ev=PageView&amp;noscript=1">

 

paktech logo white

PakTech's RevOps Revolution: Streamlining Sales Processes and Maximizing Efficiency with HubSpot

 

Screenshots of paktech marketing assets

An overview of how we helped:

Funnel

Rebuilt PakTech's sales processes and pipelines in record time, empowering their team with efficient workflows and automation through HubSpot

SelectionBackground

Leveraged HubSpot Commerce Hub to create dynamic quote templates, resulting in a streamlined and efficient quoting process

MoneyWavy-1

Implemented an effective lead flow strategy to boost sales targeting and conversion rates

Paktech products

Introduction

PakTech, a leading provider of packaging handle solutions crafted from recycled materials, prides itself on offering highly customizable products to meet diverse client needs.

However, despite their innovative offerings, PakTech faced significant challenges in effectively managing their marketing and sales operations. The lack of visibility into marketing and sales activities, coupled with poor reporting capabilities, hindered their ability to make informed decisions and optimize processes.

Additionally, PakTech struggled with quoting, deal tracking, and sales management, leading to inefficiencies and manual work for internal team members. Recognizing the critical need for better insight, streamlined workflows, and enhanced reporting, PakTech sought to overhaul its operations to drive growth and success in the competitive packaging industry.

C H A L L E N G E  #1

Fragmented Sales Pipelines

PakTech faced a significant challenge with their sales pipelines, which were disjointed and lacked visibility and transparency. Several pain points contributed to this challenge:

X

Lack of Visibility: PakTech struggled to understand what was happening within each sales pipeline clearly. The fragmented nature of their sales processes made it difficult to track the progress of deals and identify potential bottlenecks or opportunities for improvement.

X

Incomplete Data: Another challenge was the lack of comprehensive data on each deal within the sales pipelines. PakTech often found themselves with incomplete information, making it challenging to make informed decisions or accurately forecast sales performance.

X

Limited Reporting: The absence of a robust reporting system further compounded the challenge. PakTech lacked the tools and resources to generate meaningful insights into their sales performance, hindering their ability to assess the effectiveness of their sales efforts and identify areas for optimization.

X

Inefficient Processes: Additionally, PakTech's sales processes were inefficient, inconsistent, and time-consuming. Manual tasks and redundant workflows bogged down the sales team, leading to delays in deal closure and impacting overall productivity. 

X

Inconsistent Communication: Communication gaps between team members exacerbated the disjointed sales pipeline challenge. Without a centralized collaboration and information-sharing system, important details often fell through the cracks, leading to missed opportunities and misunderstandings.

PakTech's disjointed sales pipelines significantly hindered their sales effectiveness and overall business growth. The lack of visibility, incomplete data, limited reporting capabilities, inefficient processes, and inconsistent communication all contributed to a suboptimal sales environment that needed to be addressed for PakTech to achieve its goals.

S O L U T I O N  #1

Aligning Sales Operations with RevOps Principles

We implemented a comprehensive solution rooted in the principles of Revenue Operations (RevOps). This solution involved the following key steps:

Strategy

Thorough Discovery and Mapping: We began by conducting a thorough discovery phase to gain a deep understanding of PakTech's existing sales processes. This involved mapping out their workflows and visualizing their sales pipelines using flowcharts. This process helped us identify inefficiencies, bottlenecks, and areas for improvement.

Network

Implementation of Custom Pipelines: Drawing on insights gained from the discovery phase, we implemented custom pipelines tailored to PakTech's specific needs and internal processes. Each pipeline was meticulously designed to mimic PakTech's internal sales processes, with distinct stages representing different sales funnel stages.

ArrowsClockwise

Automation Integration: We integrated automated processes into each pipeline to streamline and optimize the sales process. These automated processes prompted users to add relevant data to each deal as it progressed through the sales funnel, ensuring completeness and accuracy of information. This automation not only saved time but also improved data quality and consistency across the organization.

Funnel

Lead Flow Strategy: By implementing lead flow and scoring mechanisms within their portal, we enabled PakTech to prioritize and focus on high-value leads, ensuring that their sales efforts were directed towards the most promising opportunities. This strategic alignment not only optimized their sales processes but also maximized their return on investment, driving greater efficiency and effectiveness across the board.

SelectionBackground

Ease of Use and Transparency: The new pipelines were designed with ease of use and transparency in mind. User-friendly interfaces and intuitive workflows made navigating and updating deals easy for sales team members. At the same time, built-in reporting capabilities provided transparency into the status of each deal and overall sales performance. This transparency fostered collaboration and alignment across the organization, enabling PakTech to work cohesively towards its sales objectives.

C H A L L E N G E  #2

Challenges in Paktech's Quoting Process

PakTech encountered a significant challenge with their outdated quoting system, which posed obstacles to efficiently generating quotes for clients. Their existing templates, once functional, had become obsolete, making it challenging to manage and scale to accommodate the diverse range of offerings PakTech provided.

This limitation hampered their ability to adapt to changing client needs and resulted in inefficiencies in the quoting process. With heavy reliance on manual work, the quoting process was prone to errors and delays, leading to frustration for PakTech and their clients. These inefficiencies impacted the speed of delivering quotes and hindered PakTech's ability to respond promptly to client inquiries and secure new business opportunities. Thus, addressing these challenges became imperative for PakTech to improve its operational efficiency and maintain its competitive edge in the market.

Group 1000007252

S O L U T I O N  #2

Modernizing the Quoting Process in HubSpot

To address the challenges faced by PakTech with their outdated quoting system, we implemented a comprehensive solution aimed at modernizing their quoting process. This solution involved several key steps:

Table

Assessment and Analysis: We began by thoroughly assessing PakTech's existing quoting system identifying pain points and areas for improvement. This assessment was done with multiple individuals across the process and then reviewed internally. This analysis allowed us to understand their specific requirements and tailor the solution accordingly.

Browsers-1

Template Revamp: One of the primary steps in the solution was to revamp PakTech's quoting templates. We designed new, dynamic templates that were easy to manage and could be scaled to accommodate different offerings effectively. These templates were customized to align with PakTech's unique business needs and provided greater flexibility in generating client quotes.

Faders

Automation Integration: To reduce reliance on manual work and streamline the quoting process, we integrated automation tools into PakTech's quoting system. This automation enabled seamless generation and delivery of quotes, significantly reducing the time and effort required to complete the process. We could ramp up the turnaround time for quote requests through automation while immediately informing all parties of progress. 

HandTap

Training and Adoption: We provided comprehensive training to PakTech's team members on how to effectively use the new quoting system. This training ensured all team members were proficient in navigating the system and leveraging its features to their fullest potential.

FlagBannerFold

Continuous Improvement: Finally, we implemented mechanisms for continuous improvement and optimization of the quoting process. Regular reviews and feedback sessions allowed us to identify further refinement and enhancement areas, ensuring that PakTech's quoting system remained efficient and effective over time.

T H E  R E S U L T S

This solution enabled PakTech to modernize and streamline their quoting process, enhancing overall efficiency.

By implementing this comprehensive solution, PakTech was able to modernize their quoting process, streamline operations, and improve overall efficiency. The new quoting system enabled PakTech to respond more quickly to client inquiries. This gave PakTech greater flexibility and scalability to accommodate their evolving business needs. 

 

Custom Pipelines Meet Sales Process:

By customizing pipelines to align with our client's unique sales process, we provided them with unparalleled visibility and access to real-time data insights. This strategic approach empowered informed decision-making, driving measurable improvements in their sales performance and overall business outcomes.

In addition, we fine-tuned the client's user experience within HubSpot by implementing conditional stage properties and refining deal records to match their evolving needs throughout each stage of the pipeline, ensuring seamless adaptability and optimal efficiency.

Screenshot 2024-03-22 at 11-14-11 Deals All deals
Screenshot 2024-03-22 at 11-10-10 Deal Pipeline Settings
Paktech client profile

Real Data and Valuable Reporting:

With the implementation of comprehensive reporting features in HubSpot spanning across sales, marketing, and attribution, our client gained invaluable insights into their business operations. This newfound visibility enables data-driven decision-making, enhances performance tracking, and ultimately drives strategic growth initiatives for the company.

Screenshot 2024-03-22 at 11-17-26 Reports dashboard

Transforming Quoting Processes for Success

Screenshot 2024-03-22 at 11-01-27 Settings

 

By implementing new custom quotes tailored to our client's specific needs, we revolutionized their quoting process, making it easy to use, manage, and scale. The result? A significant boost in efficiency and effectiveness, driving tangible improvements in their bottom line and overall business performance.

George Graham headshot 2

"The Team at Web Canopy is impressive! Prior to working with them, our HubSpot was not used to its full potential. They understood our sales cycle and helped us build a sales pipeline specific to our process and sales cycle. Highly recommend Web Canopy Studio to set your sales team up for success!"

George Graham
Sales Manager, PakTech

 

Do you also need help maximizing HubSpot's value?

If you find yourself grappling with your sales process and seeking ways to optimize RevOps strategies while maximizing the value of your HubSpot tools, rest assured that we're here to provide assistance, answer any inquiries, and guide you through the journey to streamline your sales operations and enhance overall efficiency.