A SaaS platform
A complete sales automation ecosystem that reduced administrative overhead and shortened enterprise sales cycles for a major SaaS provider.
What it delivered
A SaaS platform had a disjointed sales process using a mix of spreadsheets and three different software tools. They partnered with InventoApps to implement and fully customize HubSpot to create a single source of truth for their global sales team.
Sales reps were spending hours manually logging calls and chasing down contract statuses. Leadership had zero visibility into the actual pipeline, making accurate revenue forecasting impossible.
We executed a complex data migration from their legacy systems into HubSpot. We built custom API integrations with their proprietary billing software and set up advanced automation workflows that trigger targeted nurturing sequences based on prospect behavior.
Start with a free audit. We look at what you have, tell you what we would change, and you decide from there — NDA first, no obligation.