How we supported DOCKPRO through their CRM Migration and Implementation
Increase in Closed Sales
Reduction in Time Per Quote
Increase in Quotes Created
DOCKPRO had a number of systems that were not linked nor talking to each other and the business was looking to reduce to amount the manual work that was involved in their sales process, as this was impacting heavily on the teams productivity.
We were asked to audit the cost and the usability of DOCKPRO’s existing CRM system, SalesForce. A main pain point of the concern for the DOCKPRO team was that it was taking upwards of 45 minutes more time to produce a quote than it should have.
We initially worked with DOCKPRO to understand the scope of their requirements and outline the challenges with their existing CRM system. After our initial discussions, we undertook an investigation and audit of the existing CRM and put together a proposed solution through HubSpot, which included all the technical integrations that were required to achieve their goals.
We presented a tech matrix to outline the pros and cons of each feature, and how they will impact on DOCKPRO’s processes. We also created a clear timeline for the entire implementation project. Once this was finalised and approved, we delivered the execution and implementation of the HubSpot CRM for DOCKPRO, focusing on the Sales and Marketing Hubs, with a full integration between HubSpot and their external service software ServiceM8.
With our help, DOCKPRO has been able to centralise their systems and now manage their entire sales process within their CRM system, which integrates seamlessly with their service software to reduce friction in their sales process.
Using Automation tools to ensure greater efficiency, DOCKPRO has seen an increase of 64% in closed sales value within 9 months.
Increase in Closed Sales
Reduction in Time Per Quote
Increase in Quotes Created
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