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How Huble joined forces with AirPlus International to transform regional efforts into a cohesive, well-trained global marketing operation
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How Huble transformed operations through innovative HubSpot & DealHub CPQ solutions
Atlas HXM, a leading global entity in process management, sought to overcome substantial challenges that were hindering the efficiency of their operations and limiting their global reach.
The Huble team helped Atlas transform their sales process, pricing models, and approval systems through the implementation of state-of-the-art automation and integration solutions.
This case study delves into the journey of Atlas in overcoming complex hurdles and reinventing their operations, resulting in improved performance and sustainable business growth.
The challenge:
Atlas was grappling with a disjointed sales process, primarily due to the absence of a coherent system to handle multiple lead sourcing activities. The organisation was inundated with leads from different sources, offline lead qualification, opportunity qualification activities, and multiple configured pipelines. This resulted in an inefficient process that lacked a unified data capture and activity framework, posing significant risks to the company's performance.
With a variety of lead sourcing activities coming from different directions, Atlas needed a systematic approach to channel all leads into one cohesive sales process and pipeline. Offline (Excel) lead scoring and qualification activities compounded the problem, resulting in a matrix of chaotic pre-sales funnels that further complicated the situation.
The Solution:
Our team recognised that a seamless solution was needed to navigate this labyrinth. The solution came in the form of HubSpot, which offered powerful automation capabilities to address the core challenges. We successfully automated four lead funnels (Marketing, SDR, BDM, and Partner) coming into the sales department. This meant that all leads, irrespective of their source, converged to a single point, simplifying the sales process and enhancing efficiency.
Atlas didn't stop there. They used HubSpot to consolidate their multiple pipelines into a singular, fit-for-purpose pipeline. By creating custom properties and deal view sections in HubSpot, Atlas ensured uniform data capture and outlined activities for the sales process. This ensured a well-structured, efficient, and transparent sales process, significantly improving the sales team's productivity.
“The Huble team were a pleasure to work with. Taryn, Odette, Dan, Anrika, Laura and Michael are great people and have done a very good job for us in standardizing our processes and getting the HubSpot foundations right.”
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