Optimizing Sales Process for RobotLAB with HubSpot Automation
CLIENT:
RobotLAB
INDUSTRY:
Technology Solutions (AI/Robotics)
SERVICES PROVIDER:
HubSpot CRM Customization, Workflow Automation, API Integration
Objective:
RobotLAB needed to automate its sales processes to reduce the manual effort involved in managing leads and customer communications. Their sales team required better visibility into deal stages, lead routing, and real-time data syncing from their product inventory system.
Challenges:
- Manual data entry was error-prone and time-consuming.
- Lead routing and follow-up were inconsistent due to the lack of automation.
- Sales reps lacked real-time access to inventory data, which affected deal negotiations.
Key Actions:
- Automated lead assignment by designing 10 custom workflow rules.
- Integrated Salesforce with RobotLAB’s product inventory system via API, syncing data for 150+ products.
- Created 8 new dashboards for sales performance tracking, including pipeline reports and closed-won deals.
- Implemented automatic email reminders for lead follow-up at 3-day, 7-day, and 14-day intervals.
Solution:
Mpire Solutions customized HubSpot to automate lead assignment and set up custom workflows that automatically routed leads to the appropriate sales representatives. Additionally, we integrated RobotLAB’s product inventory system via API to ensure real-time synchronization of product availability data for the sales team.
Results:
- Reduced manual data entry by 200 hours per month, enabling the sales team to focus on selling.
- Closed 420 additional deals in the first six months, contributing an additional $2.8 million in revenue.
- Synced over 1,500 inventory updates in real time, leading to more accurate sales negotiations and a 20% increase in order value.
- Automated lead routing improved lead response time, resulting in a 15% increase in lead-to-sale conversions within the first month.
