Automated Sales Workflows by Integrating HubSpot, Google Sheets, DocuSign, and ERP System

How a leading cask trading firm transformed sales operations, achieving a 50% reduction in order processing time through streamlined software integration.

Business Growth
Geeta Dutt

May 9, 2024

The Customer

The customer is a prominent player in the cask trading sector, serving both B2B and B2C customers. They specialize in sales, leasing, and white-labeling services, meticulously tracking each cask from acquisition to bottling to ensure quality and authenticity.

The Challenge

The customer was using HubSpot as their CRM platform and faced challenges with their manual sales process. They were relying on disparate tools such as Google Sheets, DocuSign, and an ERP system for managing purchase orders, invoicing, and receipt generation. The lack of integration led to inconsistencies, delays, and inefficiencies in their backend processes. They wanted to:

  • Automate the sales process, from order creation to invoicing by integrating HubSpot, Google Sheets, DocuSign, and the ERP system.
  • Reduce human intervention, enhance accuracy, and optimize resource utilization to drive operational efficiency and improve customer satisfaction.

To achieve this, they wanted to partner with an organization with extensive experience in HubSpot and integrate various software systems to optimize sales processes.

Get your free consultations to uncover boundless opportunities for growth. And rewire your organization to outcompete.

The Solution

  • We started by thoroughly examining the client’s existing sales processes. This step helped us pinpoint inefficiencies in their workflow.
  • Leveraging Google Sheets as a master stock list, we established a centralized platform for managing inventory efficiently.
  • We created a customized sales docket within HubSpot, providing a centralized hub for managing customer details and order tracking.
  • To create a seamless workflow, we integrated HubSpot with Google Sheets and DocuSign. This integration allowed for automated data exchange between platforms, ensuring consistency and efficiency throughout the sales process.
  • Additionally, we integrated DocuSign into the workflow for automated order signing, reducing manual errors and expediting transactions.
  • Finally, we automated the transfer of sales orders from Hubspot to the ERP system by integrating them for automatic invoice generation, streamlining processes, and reducing manual effort.

The Impact

The integration of the tools and automation of workflows resulted in streamlined sales processes and reduced manual errors. Also, the customer was able to easily manage inventory, process orders, sign documents, and generate invoices. They  achieved: 

  • 100% Accuracy in Order Processing
  • 50% Reduction in Order Processing Time
  • Improved Resource Utilization with Due to Streamlined Workflows

Maximize Your Operational Efficiency Today!

Our skilled professionals are poised to boost your business operations with custom optimizations to propel your business toward success.