When the team at The Brooks Group, and award-winning sales consulting firm, was looking for ways to increase their own sales velocity, they realized it was time to leave Salesforce behind and migrate to a far more agile and nimble platform:
HubSpot CRM.
Selection
The Brooks Group specializes in sales consulting and training of highly complex industries such as manufacturing, distribution, construction, transportation, medical devices, pharmaceuticals and energy. As an award-winning firm with an enviable track record of success, The Brooks Group itself was eager to leverage these accomplishments to increase the velocity of its own client acquisition and revenue growth. Recognizing that Salesforce CRM was hindering rather than enabling their go-forward strategy, the firm’s leadership elected to migrate to HubSpot Sales Hub and HubSpot Marketing Hub for a unified approach.
Implementation
Wendt Partners recognized that The Brooks Group needed very specific processes inside HubSpot to reflect the firm’s wide range of practice areas and services, as well as their focus on industry-specific solutions. Modeling that inside HubSpot set the stage for a truly integrated view of clients and prospects alike across the customer journey, and made the firm’s own sales process flow more smoothly. The Wendt Partners team also brought extensive knowledge of Salesforce CRM that made mapping and executing the migration smooth.
Success
As a result of this journey, The Brooks Group is now a true believer in the power of HubSpot and is unified on a single CRM platform – something they also strongly recommend to their clients. This process has directly enhanced their sales velocity and growth, making new account acquisition as well as up-sell and
cross-sell
