The Customer
The customer is a prominent player in the cask trading sector, serving both B2B and B2C customers. They specialize in sales, leasing, and white-labeling services, meticulously tracking each cask from acquisition to bottling to ensure quality and authenticity.
The Challenge
The customer was using HubSpot as their CRM platform and faced challenges with their manual sales process. They were relying on disparate tools such as Google Sheets, DocuSign, and an ERP system for managing purchase orders, invoicing, and receipt generation. The lack of integration led to inconsistencies, delays, and inefficiencies in their backend processes. They wanted to automate the sales process-from order creation to invoicing-by integrating HubSpot, Google Sheets, DocuSign, and the ERP system; reduce human intervention, enhance accuracy, and optimize resource utilization to drive operational efficiency and improve customer satisfaction.
The Solution
- Started by thoroughly examining the client’s existing sales processes to identify inefficiencies.
- Leveraged Google Sheets as a master stock list for efficient inventory management.
- Created a customized sales docket within HubSpot to centralize customer details and order tracking.
- Integrated HubSpot with Google Sheets and DocuSign to automate data exchange and ensure consistency.
- Automated order signing by integrating DocuSign into the workflow to reduce manual errors and speed up transactions.
- Automated the transfer of sales orders from HubSpot to the ERP system to generate invoices automatically, streamlining the end-to-end sales process.
The Impact
- 100% accuracy in order processing.
- 50% reduction in order processing time.
- Improved resource utilization due to streamlined workflows.