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How can we automate our sales process to save time and improve efficiency?
Our company is a large-scale enterprise in the technology sector, providing innovative solutions to global clients. As we continue to expand, the complexity of our sales processes has increased, leading to inefficiencies and a prolonged sales cycle. Our sales team spends a significant amount of time on manual data entry and offer generation, which detracts from their ability to focus on strategic client engagement. We are seeking a solution to streamline and automate our sales operations, reduce manual workload, and accelerate our sales cycle to support sustained growth.
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1 Solution
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Streamlining Your Sales Process for Enhanced Efficiency and Growth
Automating your sales process to improve efficiency and reduce time spent on manual tasks is a critical step in scaling your business. Ardigen, a biotech and pharma company, faced similar challenges and successfully transformed their sales operations by leveraging HubSpot’s Sales Hub.
Strategic Insights from Ardigen:
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Data Management Automation:
- Challenge: Ardigen’s sales team was spending too much time on manual data entry and offer generation.
- Solution: By implementing a customized data management strategy in HubSpot, Ardigen automated 15% of their data recording processes. This shift not only saved each salesperson 10 hours per month but also improved the accuracy and reliability of their data.
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Sales Process Optimization:
- Challenge: A complex, multi-step sales process was hindering efficiency.
- Solution: Ardigen reduced their sales process from 11 steps to 7 by centralizing tasks within HubSpot. This not only shortened the sales cycle but also allowed their team to focus on higher-value activities.
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Sales and Marketing Integration:
- Challenge: Disparate tools for sales and marketing led to misalignment and inefficiencies.
- Solution: Ardigen integrated their sales and marketing data using HubSpot, which improved collaboration between teams and streamlined the lead generation process.
Recommendations for Your Business:
Given your current challenges, here’s how you can apply these insights to your own operations:
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Automate Repetitive Tasks: Use a CRM platform to automate manual tasks such as data entry and offer generation. This will free up your sales team to focus on customer engagement and strategic selling.
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Simplify Your Sales Process: Evaluate your current sales process and identify opportunities to reduce steps and automate tasks. A leaner, more efficient process can significantly shorten your sales cycle.
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Align Sales and Marketing: Ensure that your sales and marketing teams are working with the same data by integrating their tools. This alignment can improve lead quality and enhance overall sales performance.
Broader Perspective:
For organizations seeking to scale efficiently, automation is key. Ardigen’s experience demonstrates the value of a centralized CRM platform in automating processes and driving better business outcomes. By reducing manual tasks and simplifying the sales process, companies can unlock significant time savings and improve their ability to close deals.
If you’re considering solutions to automate and streamline your sales operations, HubSpot’s CRM offers a comprehensive and customizable platform that can support your growth objectives.
The dynamic expansion of Ardigen’s global sales team required a modern, scalable, and customizable CRM system to accommodate growth, help align sales and marketing operations, and easily adapt to a rapidly growing organization’s changing requirements. With help from 6Minded, we found Hubspot to be a good fit for us and are now happy to use it to grow our business.
Hubspot has a rich and intuitive out-of-the-box functionality, but each business has specific requirements. Thanks to 6Minded, we get the best out of Hubspot and tailor it to Ardigen’s needs to streamline the marketing and sales and integrate it with financial and operational planning, which is critical for a services company.”
Łukasz Nowak, Chief Operating Officer, Ardigenhttps://www.hubspot.com/case-studies/ardigen
hubspot.com
See how Ardigen utilizes HubSpot Sales Hub to automate their sales process with a new data management strategy, saving 10 hours/month per salesperson on offer generation.
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