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Overview
Our client is a CRO whose sales team was spending over a week onboarding new customers and it had the team so busy that they weren’t able to even manage the overall lead volume we were achieving through their marketing initiatives.
Location
Canada
Client
National Technology Company
The Opportunity
We saw an opportunity to digitize their onboarding process making the sales team faster and more agile. It was previously thought that users wouldn’t register online.
The Plan
We digitized the sales process with a complete integration into the HubSpot CRM including storage of electronic signatures and creation of ticket to start the registration process internally.
The Results
- New customer registrations doubled in the first week.
- Sales did not have to be involved in the registration of a 3rd of the new customers.
- Sales was able to better serve all prospects eliminating the issue of prospects not being followed up.
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