Sales Playbook has been incredibly patient and helpful in setting up our HubSpot CRM. The hands-on training made all the difference, and now we have a system that truly works for us.
Situation
Platformatic, an early-stage startup (around 1.5 years old), was using HubSpot but lacked a structured approach to managing their sales processes, data, and reporting. As their customer engagement and onboarding efforts scaled, they realized that their existing CRM setup was inefficient and needed optimization.
Pain
- Unstructured HubSpot Usage:
- HubSpot was in place but not effectively utilized.
- No clear lead management process or deal lifecycle.
- Data Quality Issues:
- Messy, unorganized data collected over 1.5 years.
- Lack of clear segmentation and qualification criteria for leads.
- Lack of Sales Tracking & Reporting:
- No custom reports to track sales activities.
- Difficulty in monitoring pipeline progression.
- Inefficient Quoting Process:
- No structured way to generate custom quotes within HubSpot.
Impact
- Operational inefficiencies in the sales team.
- Wasted time on CRM-related admin work instead of closing deals.
- Inability to accurately forecast sales due to lack of data insights.
- Risk of lost opportunities due to unclear deal tracking.
Critical Event
With Platformatic aggressively increasing outreach and onboarding, it became urgent to optimize HubSpot before inefficiencies scaled with the business. They engaged Sales Playbook to address these challenges.
Decision
Platformatic partnered with Sales Playbook to:
✅ Streamline HubSpot setup based on their sales process.
✅ Implement structured lead qualification (MQL → SQL).
✅ Clean and organize historical data for better segmentation.
✅ Develop custom sales reports for tracking key activities.
✅ Build a quoting system within HubSpot for faster deal closures.
Execution & Learnings
🔹 Guided, Hands-On Training:
- Sales Playbook provided one-on-one training for every new feature implemented.
- Platformatic’s team was encouraged to interactively learn by doing.
🔹 CRM Structuring with Future Growth in Mind:
- The team was advised to define their internal processes first before making HubSpot changes.
- They focused on long-term scalability to avoid constant rework.
🔹 Collaboration & Support:
- Sales Playbook was patient and responsive, answering all questions - even the most basic ones.
- The structured approach helped Platformatic gain confidence in their CRM usage.
Results
✅ Improved Sales Efficiency - Less time spent fixing CRM issues, more time selling.
✅ Clean & Usable Data - Better lead qualification and segmentation.
✅ Accurate Sales Reporting - Insights into pipeline health and team performance.
✅ Faster Deal Closures - A structured quoting process streamlined sales workflows.
Advice for Others
💡 Define your internal sales processes upfront before structuring a CRM.
💡 Ensure all CRM users are aligned on requirements and future goals.
💡 Don’t hesitate to ask basic questions - better to learn early than struggle later.
💡 Think long-term - Build a CRM setup that can scale with your business.
Final Thoughts
The collaboration between Platformatic and Sales Playbook resulted in a structured, scalable, and effective CRM system that supports sales growth. With ongoing support and training, Platformatic is now in a strong position to scale their sales efforts without CRM bottlenecks.
This might also be interesting for you
Scale sales quickly, starting now?
Avoid 6-figure mistakes and scale sales within months instead of years (if ever).
