How Our HubSpot Sales Hub Implementation Helped a Healthcare Client Boost Sales Efficiency and Scale Operations

About The Company: 

Our client is a healthcare technology company.  It provides AI-based and preliminary diagnosis tools. The company serves more than 6 million users worldwide.  The client is USA based and its platform is available in 17 languages.

Customer Challenges:

The client  was growing fast, but its sales processes were slow. Sales teams were spending too much time on repetitive tasks. In just one year, the company expanded to a team of over 100 people.  This rapid growth created pressure on their CRM and sales systems.

• Manual Lead Processing: The company was receiving hundreds of leads each month.  But every lead had to be reviewed and processed by hand.  This took up hours and slowed down the team’s performance.
• Outbound Sales Logging Issues: Sales reps had to log outbound calls manually.  They also took notes by hand, which was time-consuming. This reduced their ability to focus on selling.
• Poor Reporting and Limited Visibility: Managers lacked proper insight into team performance.  There was no streamlined system for global reporting.  It was difficult to align inbound and outbound sales activities.

Solutions:

To solve these issues, The client partnered with CloudCache Consulting and we suggested HubSpot Sales Hub implementation as the CRM platform. This helped build efficient workflows and simplified lead management.

• Automation for Daily Tasks: HubSpot automated routine tasks like lead assignment and follow-ups.  This saved time and reduced manual errors.  Leads were now managed faster and more effectively.
• Integrated Calling and Tracking: Sales reps were using HubSpot to place calls directly from the system.  Each call was logged automatically, along with recordings.  This eliminated the need for manual notes and boosted accountability.
• Personalized Dashboards and Reports: We built custom dashboards for sales leaders.  They could now track daily operations and campaign results.  Real-time visibility was leveraged into revenue growth and team performance.

 Results:

The changes brought quick and measurable benefits, including.  

• More Leads, Less Time: The client went from handling hundreds of leads to thousands.  Automation enabled the Sales reps to handle this growth with ease.  Lead nurturing became faster and more targeted.
• Improved Campaign Performance: With better workflows, email click-through rates doubled.  They increased from 10% to 20%, showing better engagement.
• Operational Time Savings: The compliance team saved around 80 hours monthly.  Credential checks were automated, reducing manual work.  HubSpot and DocuSign integration also happened to streamline onboarding.

Technology and Tools Used:

HubSpot Sales Hub, DocuSign

Final Words:

HubSpot Sales Hub made a big impact on the client’s business.  It improved sales efficiency, automated key workflows, and saved time.  The sales reps could now shift their focus on cultivating storing relationships and deals closure. With the help of CloudCache Consulting’s Hubspot Implementation Services, The client continues to scale.  Now, the company is better prepared to grow globally and improve healthcare with AI. Read our other clients' reviews about us on Fiverr.