Pricebook Achieves
30% YTD Growth with Multi-Hub Solution

Pricebook faced operational hurdles in digital sales and service, impacting growth and efficiency. These included extended handoffs, outdated reporting, and fragmented platform use. Resolving these bottlenecks was crucial to maintain industry standing and provide a seamless customer experience.

Onboarding and Sales-to-Service Handoff

Pricebook faced the challenge of handling a high volume of sales, especially during busy seasons, resulting in inefficiencies in the onboarding and service process. This led to frustratingly long wait times for customers and highlighted the need for a smoother and more responsive transition process to the service delivery teams.

Sales Reporting Bottlenecks

Pricebook faced considerable challenges as they relied on spreadsheets to document and analyze their sales data. This approach had its limitations, including a lack of real-time data accessibility and challenges in strategic decision-making. As a result, they risked missing out on sales opportunities and inefficiently allocating resources.

Platform Discrepancies

The team faced internal challenges due to the reliance on multiple platforms for different teams, including Zendesk and Calendly. This lack of a unified system not only made integration and data flow difficult but also intensified operational challenges during peak sales periods when seamless coordination between departments was crucial.

SOLUTION

Leveraging multiple Hubs to streamline cross-functional processes.

In order to align Pricebook's tech stack with their unique process, New Breed harnessed the power of multiple Hubs to create a seamless and efficient system that improved sales-to-service handoff and the onboarding experience for new customers.

Sales Process Enhancement with Sales Hub

To improve lead management and drive sales results, New Breed used HubSpot's Sales Hub to refine categorization, automate lifecycle stages, and provide real-time insights. This overhaul aimed to nurture every lead effectively and equip decision-makers with up-to-date sales performance data.

• Lead Management Refinement: A sophisticated lead status system was introduced to categorize leads based on their origin– form submissions, referrals, direct traffic, and other sources.
• Lifecycle Stage Automation: Custom enrollment lists were designed to activate specific workflows. These updated the lifecycle stages based on user activity and the progression of leads, ensuring that no leads were overlooked.
• Dashboard Innovation: Real-time dashboards were developed, offering a comprehensive view of sales performance. Additionally, monthly reports were created for top executives, providing them with the right level of information to understand sales performance.

Unified Platform Transition & Integration

For operational efficiency and data accuracy, New Breed consolidated Pricebook's tech stack by migrating from multiple tools and integrating key data models. This streamlined operations, enhanced data accessibility, and fostered better coordination between departments, particularly during high-demand sales periods.

• Zendesk to Service Hub Migration: Transitioning from Zendesk to Service Hub, while eliminating the need for tools like Calendly, consolidated Pricebook's tech stack which streamlined operations and access to data.
• Data Models Integration: We seamlessly integrated sales and service pipelines to ensure information was easily accessible across both pipelines and minimize discrepancies.

Holistic Onboarding & Streamlined Service Handoff

New Breed revamped Pricebook's onboarding system by integrating automation and enhancing cross-departmental communication to improve customer satisfaction and retention. The goal was to provide a seamless and efficient journey for every customer, from their initial purchase to the full realization of the services they acquired.

• Automation Overdrive: By automating multiple processes, New Breed transitioned Pricebook away from labor-intensive methods. Workflows were designed to send notifications at different stages of the customer onboarding process, drastically improving responsiveness and efficiency.
• Sales-to-Service Communication Enhancement: The integration between Sales Hub and Service Hub created a bridge for cross-departmental collaboration, ensuring that customers experience a frictionless journey from acquisition to onboarding, and on to successful service delivery.

Empowering with Training and RevOps Excellence

To ensure successful digital transformation, New Breed empowered Pricebook through training and dedicated RevOps support, strengthening their operational competencies and maximizing the potential of their new systems.

• In-depth Client Engagement: The collaboration kicked off with detailed workbooks and recurring meetings. Guided by New Breed's RevOps team, these sessions were meticulously orchestrated to deeply understand Pricebook's operational challenges and align them with optimal HubSpot functionalities.
• Comprehensive HubSpot Training: Every detail was addressed to ensure Pricebook was fully prepared. The team received comprehensive training modules that encompassed all aspects, from sales pipelines to the complexities of automation and reporting, empowering them to maximize their digital toolkit.