The Customer
The customer stands as a leading player in the roofing industry, renowned for its top-tier solutions catering to both residential and commercial properties. With an A+ accreditation from the Better Business Bureau, they are recognized for their commitment to trust and reliability.
The Challenge
The customer faced challenges in effectively tracking and managing closed-won deals within their CRM platform, HubSpot. Without a standardized system for organizing deals, they encountered difficulties in accessing and referencing important information. It hindered their ability to streamline operations and deliver optimal service to clients. They wanted to:
- Track and manage closed-won deals within their HubSpot instance.
- Accurately monitor and organize their closed-won deals to increase efficiency across their sales operations.
- Streamline deal tracking to eliminate the risk of missed opportunities for customer engagement and follow-up
To address these challenges, the customer sought a partnership with an organization possessing extensive expertise in HubSpot CRM customization and data management.
The Solution
- We seamlessly integrated Google Sheets with their HubSpot account to facilitate data transfer and synchronization between the two platforms.
- Utilizing custom scripts, we automated the retrieval of all deals at the “ClosedWon” stage from HubSpot, ensuring real-time access to pertinent deal information.
- Next, we used custom code to assign unique Job IDs to “ClosedWon” deals and moved them to HubSpot Deals, which made our data more accurate and organized.
- We meticulously managed and stored the generated Job IDs in a separate tab within Google Sheets for historical reference and tracking purposes to ensure data integrity and accessibility.
- Finally, to ensure the uniqueness and continuity of each deal, we automatically assigned a Job ID based on the last generated number when a deal reached the “ClosedWon” stage.
The Impact
After the implementation of custom Job IDs, the customer is now able to swiftly locate and reference specific deals within their HubSpot instance. This improvement has streamlined their workflow while ensuring seamless communication and service delivery to their clients. They achieved:
- Accuracy and reliability in their deal tracking efforts
- Seamless organization and retrieval of closed-won deals
- Enhanced client communication
