MBO Case Study

Name

Metal Building Outlet Corp.

Metal Building Industry Leader

Metal Building Outlet (MBO) is a prominent player in the metal building industry.

Impacted Sales Efficiency and Productivity

The dysfunctional CRM system diverted the sales team's focus from their primary goal of selling, as they spent significant time troubleshooting issues and logging support tickets.

Dysfunctional HubSpot CRM Implementation

MBO was facing challenges with a poorly implemented HubSpot CRM system that hindered their sales team's efficiency and productivity.

The Challenge

Poor HubSpot Implementation

Previous agency's implementation led to significant challenges

Inability to Progress Deals

Sales reps struggled to move deals through the pipeline

Convoluted Workflows

Overly complex and broken workflows hindered sales team

Support Ticket Overload

Sales team spent time troubleshooting issues instead of selling

Set 2 Close transformed our sales operations, making our HubSpot system functional and efficient.

DANNY WIRTH

OWNER/CEO AT MBO

The Results

Support Tickets Reduced

Daily support ticket volume plummeted from 20-30 to virtually zero within the first two weeks

Sales Cycle Time Decreased

Average sales cycle time dropped dramatically from over 100 days to just 30 days

Increase in Sales Velocity

Sum Sales Velocity were increased by 349%

Key Actions Taken

Simplified and Optimized HubSpot Workflows

Reconfigured HubSpot workflows to align seamlessly with MBO's sales processes, eliminating unnecessary complexities and enabling the sales team to navigate the system with ease.

Eliminated Unnecessary Complexities

Streamlined the HubSpot system by removing redundant and confusing features, ensuring the sales team could focus on managing deals more effectively.

Provided Extensive Training Sessions

Conducted in-depth training sessions to equip the sales team with the knowledge and confidence to utilize the revamped HubSpot system to its full potential.

The Set 2 Close Approach

Evaluated Existing HubSpot Setup

Conducted an in-depth review of Metal Building Outlet's HubSpot implementation to understand the current state of the system.

Identified Critical Pain Points

Pinpointed the key issues and challenges hindering the sales team's productivity and efficiency within the CRM.

Recognized Areas for Improvement

Determined the specific areas and workflows that needed to be optimized to enhance the overall sales operations.

Developed a Targeted Action Plan

Crafted a strategic plan to address the identified pain points and implement the necessary improvements.

Empowered Internal Team

The internal team at Metal Building Outlet (MBO) gained the ability to independently manage and optimize their HubSpot CRM instance, ensuring sustainable long-term success for the organization. This empowerment allows the team to adapt the system to their evolving needs, driving continuous improvements and maximizing the value of the CRM platform.