Skip to content

CRM Chronicles: The Construction Company Uncovers the Secrets of Sales Automation

It was a dark and stormy night in the city, and The Company was feeling the weight of its growth. They had started as a small commercial construction company over 30 years ago, but now they had expanded into multiple states and were offering new construction methods to their clients. They had a problem, though. Their sales process was highly manual and based on spreadsheets, and they were running out of hours in the day to keep up with their expansion plans.

That's when they decided to engage The Consultancy, a group of experts in sales automation who used the HubSpot Sales Hub Professional platform. The Consultancy promised to provide pipeline management, deal management, elegant quoting with a product catalog, digital signatures, and integrated payments. The Company was intrigued.

They started with an agile methodology, discovering and documenting their current operations and creating a minimum viableDALL·E 2023-03-25 15.42.42 - draw me a charcoal line drawing of a construction worker reading a dime store novel in a dimly lit office talking to a consultant in noir style in 300 product so the end-users could provide immediate feedback. The Consultancy used its expertise to tailor the solution to meet The Company's actual needs, and the results were nothing short of miraculous.

With pipeline management, The Company was able to ensure that no leads were lost or forgotten. Lead scoring helped them identify and prioritize leads ready to buy today while nurturing campaigns kept other leads warm. The templated quotes and standard product catalog made compiling quotes a breeze, and the custom link allowed clients to view and share the quote quickly.

But the real magic came with the digital signature and integrated payments. The Company could now remove barriers to purchase and make it easy for the customer to commit and pay. It was like the heavens had opened up and rained down blessings on them.

The team at The Company was ecstatic. They were able to reallocate the hours they previously spent on repetitive manual work to more important things, like working directly with their clients to ensure they had that personal connection that The Company was known for.

One of the employees, a man named Frank, was particularly pleased. He had always been the one tasked with manually compiling quotes, and it was a thankless job. But now, with the HubSpot Sales Hub, he was able to sit back and relax a bit. He even had time to start reading mystery novels on the job, which he always found helped him come up with new ideas for The Company.

One day, as Frank was reading a particularly gripping mystery novel, he had an idea. Why not add a little humor to their sales process? They could create a "mystery" package that included all the bells and whistles their clients could ever want. They could even create a "murder mystery" package, where the client had to solve a puzzle to get a special discount.

The team loved the idea, and they quickly implemented it. The response was amazing. Clients loved the creativity and humor, and they couldn't get enough of the "mystery" packages.

As the weeks went by, The Company saw their sales numbers skyrocket. They had never been this successful, and they knew they owed it all to The Consultancy and the HubSpot platform.

In the end, The Company was able to continue expanding, all while maintaining the personal touch they had always been known for. And Frank? Well, he was still reading mystery novels on the job, but now he was doing it with a big smile on his face.

Disclaimer: "The Construction Company Uncovers the Secrets of Sales Automation" is a work of fiction created to demonstrate the benefits of a CRM system in a creative and entertaining manner. Any resemblance to actual persons, living or dead, or actual events is purely coincidental.

Dynamic Specialties Group is a boutique CRM consulting firm. We support small and medium-sized businesses, nonprofit associations, and the federal government by integrating, automating, and scaling their marketing and sales process using Salesforce, HubSpot, and other cloud-based platforms. We offer Advisory, New Installation, Org Revitalization, and Monthly Support Services.