A parts, service, and towing company’s mission to coordinate their tech stack.
Blaine Brothers faced a situation many B2B companies face — they could provide a variety of services but lacked an organized and efficient method for doing it. Their tech stack featured seven different platforms used to interact with customers and store information:
Utilizing seven different platforms was tedious and cumbersome, often straining their team’s capacity and leaving many sales and service opportunities to fall through the cracks. They needed a single CRM platform or “source of truth” to help them align their marketing, sales, service, and operations efforts with their unique ability to provide high-demand trucking services.
After conducting a tech stack audit of all the systems used, the need for a single, consolidated hub for customer relationship management was clear. The Vye team took meticulous measures to audit and document how existing data would be transferred and/or mapped to HubSpot and used to achieve sales and marketing goals while enhancing the overall end-user experience.
We developed an integration plan for data transfer and wrote a custom API script to assist with the transfer on a bi-hourly basis. The custom API script allows Blaine’s data to flow automatically from their Karmak system into HubSpot without the need to reformat or manually sort duplicate entries. The script can also help remedy bad data files through self-healing by replacing incorrect data files with good ones.
From there, we set up infrastructure in HubSpot to improve their sales and marketing processes with functionalities, such as:
Blaine Brothers and its sibling organizations now have a streamlined system to analyze data efficiently, allowing them to market to new customers and segment and nurture leads. To dig into the details a little more…
With the help of HubSpot, we intend to leverage the power of Blaine Brothers’ Marketing and Sales Hubs to implement more robust reporting, continue to streamline internal processes, and make data-driven decisions around when and how to market to incoming and existing leads. The advantage of organized data is a game changer for Blaine Brothers and will help them better serve their customers for years to come.
Going from a siloed management system with multiple platforms to an integrated, all-in-one platform allowed Blaine Brothers to refresh their sales processes. Their previous infrastructure was tedious, messy, and unmotivating. But now, Blaine and its sibling organizations’ sales teams are logging calls, tracking leads, and working toward specific touch point goals instead of shooting in the dark.
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