0+
sales actions automated
0
months to complete onboarding
0%
User adoption rate of HubSpot

Client Profile

Advantage Components Inc. (ACI) is a wire harness and custom cable assembly manufacturer providing engineered solutions for the industry’s toughest electrical harness and cable requirements.

Case Study Highlights

ACI identified HubSpot as the best solution to help their sales and marketing teams grow the business. Along with organizing and segmenting their data, ACI was looking for a centralized platform to deliver actionable insights and enable scalable prospecting efforts.

Simple Machines provided the technical setup, objectives-based onboarding and training the teams needed to begin realizing HubSpot’s value within 90 days of kicking off.

Key deliverables included:

  • HubSpot onboarding and implementation

  • HubSpot training

  • Development of custom reporting and dashboard

The Challenge

  • ACI was introduced to Simple Machines through the Illinois Manufacturing Excellence Center (IMEC) as they considered software solutions for their marketing and sales operations.

  • ACI not only needed to centralize, organize and segment their data, but they also needed a way to manage the added complexity of tracking manufacturers’ reps’ activity along with internal sales resources.

  • To grow the business, ACI also needed to refine and streamline its sales processes as well as automate and personalize its marketing campaigns to maximize impact with its existing workforce.

The Solution

  • Simple Machines developed an onboarding project plan to achieve its key objectives with Marketing Hub Pro and Sales Hub Pro over three months. The objectives included:

    • Import and organize data
    • Report on team performance
    • Automate sales process
    • Automate and personalize marketing

  • Our approach to ACI’s onboarding was driven by an overall goal to minimize the time needed before they could see value from their investment. This entailed tightly run weekly huddles, executing on overlapping priorities and embedding training throughout the process.

  • Together with ACI, we helped establish the associations between the deals, contacts and manufacturers reps in HubSpot to allow for a complete line of sight to sales across channels.

  • Because the sales process needed to be documented before it could be automated, we worked hand-in-hand with the sales team to develop an optimized set of rules and actions for each stage in the deal pipeline, followed by careful testing and validation.

“The whole team listened to our needs and customized the CRM program to suit our specific goals and challenges. They also provided us with training and support to ensure a smooth transition and a successful adoption of the new system.”

  • Becky Wheeler, Customer Service Manager, ACI

The Results

Optimized Sales Process and Automation

By going through the exercise of building out and automating their ideal sales process in HubSpot, ACI now has the foundation for highly efficient and scalable growth.

Precise Sales Intelligence for All Key Stakeholders

In building comprehensive dashboards and custom reports for the executive team, sales management and sales reps, ACI can rely on a dependable, real-time, 360-degree view of business performance that helps each level of the business to be truly data-driven.

More Effective and Personalized Marketing

With active lists, workflows, campaigns and the full suite of marketing features at their fingertips, the ACI marketing team can now execute with the volume and sophistication of a company many times its size.

“Outstanding group to work with. Thorough, knowledgeable and able to use technology to deliver actionable sales business goals.”

  • Gary Cirone, General Manager and CFO, ACI

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