Creating an Automated and Optimised Sales Process on HubSpot for DSMN8

DSMN8 Case Study

Outcome

DSMN8 mockup-min

We created a fit-for-purpose pipeline for DSMN8 to start using. We also created a sales report dashboard that the team could use from the opening day of the automated pipeline and created a data hygiene dashboard for DSMN8 to identify gaps within their existing data with clear ways to fix and enrich this data quickly.

"If you're looking for a trusty HubSpot partner, please don't hesitate to get in touch with BIAS."

We recommend the team at BIAS highly. After deciding that our HubSpot instance and pipeline were no longer fit for purpose, they helped us to completely revolutionise our approach. Rob took the time to listen to our specific requirements and helped create a bespoke setup that included automated repeat tasks, task workflows for our Account Execs and reporting dashboards for easier analysis and optimisation.

We now have a scalable solution, ready for our next phase of growth and enabling our SDRs and AEs to focus on what really matters: driving and converting the pipeline.

- Jody Leon, VP of Marketing DSMN8

Company Profile

DSMN8 helps companies amplify their company message by developing employee influencer programs that empower and reward their internal brand advocates.

They help businesses of all sizes maximize the ROI of their marketing and branding efforts through their employees. In order to achieve their mission, we work at a granular level and continuously develop our platform.

The Objectives

Bradley Keenan, CEO, and Jody Leon, Head of Marketing, wanted a solution that captured all the information the sales team needed to qualify a deal while ensuring the process remained as streamlined as possible.

They wanted to ensure their team could focus on driving pipeline growth instead of being bogged down in administrative tasks. This led to the developing of a completely automated sales pipeline using HubSpot’s sales automation suite.

Furthermore, Bradley and Jody wanted a more comprehensive reporting dashboard for the pipeline, detailing more precise reports on deal velocity, progression and individual rep performance.

The Challenges

DSMN8 came to BIAS to help them reinforce their developing sales process as their HubSpot instance was no longer fit for purpose. Having outgrown their existing HubSpot setup, they required a completely automated solution to their growing pipeline.

The Approach

We implemented an automated, task-based workflow that enabled the 300 Brains team to work through different sales tasks to move deals across the pipeline. As they were task-based, this enabled 300 Brains to work out of HubSpot's new prospecting dashboard and accurately measure sales output throughout the days, weeks and months.

Following this and ensuring the account defaults and ‘hubs’ were set up correctly, we began working on the landing page. This was to act as a UK alternative to the existing 300 Brains website. Using HubSpot’s native landing page builder tools, we worked with James to craft a landing page optimised for conversions, encouraging the audience to book a video call with the sales leader (James). The landing page is viewed as a ‘moving project’, using key GDD methodologies to continually develop this page and ensure it’s optimised for conversions.

Finally, we prepared various assets, including an eBook, Sales One-pager and ads. The eBook targeted the Fintech industry, explaining how that vertical can counteract key challenges in outsourcing technology development. We leaned into James’ extensive contact base and global 300 Brains team members to craft an expert insight into scaling your product more sustainably and successfully. We created LinkedIn Ads to go alongside this eBook for lead generation.

dsmn8 hubspot workflow-png

Once we put an MVP together, we stress-tested the performance to ensure there were no leaks or inefficiencies within the automation. After a couple of tweaks throughout the duration of the workshop, we were able to create a fit-for-purpose pipeline for DSMN8 to start using.

As for the revamped reporting, we worked with Bradley to decipher reports we could create quickly and scale as new team members got onboarded. After compiling a list of reports that Bradley wanted within the portal, BIAS created a sales report dashboard that the team could use from the opening day of the automated pipeline.

Lastly, we created a data hygiene dashboard for DSMN8 to identify gaps within their existing data with clear ways to fix and enrich this data quickly.

dsmn8 hubspot sales reporting

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