1. Expert type selection
The sales rep selects four Expert types
from the list of available in a multi-select
property.
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Ardigen uses artificial intelligence and data science to advance precision medicine development. Their platforms translate complex biological data into actionable insights, revolutionizing personalized medicine and targeted therapies.
The company partners with biotech and pharma companies, offering advanced solutions to assist researchers in gaining insights from multiple data sources and accelerating therapies discovery.
To assists companies in harnessing the power of AI, Ardigen’s sales teams conduct an in-depth analysis assessing challenges and opportunities for each individual project.
Due to the increasing number of custom projects, the company needed a simplified data management and resource allocation solution to free up the sales team’s time from administrative tasks.
"The dynamic expansion of Ardigen’s global sales team required a modern, scalable, and customizable CRM system that would accommodate growth, help align sales and marketing operations, and easily adapt to a rapidly growing organization’s changing requirements,” says Łukasz Nowak, chief operating officer of Ardigen.
Łukasz Nowak, MBA
COO
Each custom services project requires a diverse team of specialists to create the best solutions to unique challenges.
Leveraging our HubSpot CRM expertise and client insights,
we developed a system that provides clear insights into available experts, their rates, availabilities, and alignment with the project requirements.
"After considering various options for tracking resource allocation, including line items, we ultimately settled on creating a custom Resources object. This enabled the client to track the engagement of different types of experts in specific projects, which streamlined data input and improved reporting capabilities,” says Stanisław Bartczak, Senior Solutions Architect at 6Minded.
RESULT
The sales rep selects four Expert types
from the list of available in a multi-select
property.
For each Expert type, a Resource type is
created accordingly through HubSpot
workflows.
The sales rep enters the number of
person-days for each Resource type and
month. Then, through a series of
calculated properties, they are added
up and multiplied by the rate in multiple
currencies.
Calculated roll-up properties are used to
sum up the total values of all associated
Resources. The correct total is transferred
to the deal amount, considering the deal’s
currency.
After implementing automated resource calculations and data recording, sales teams can focus on more complex and rewarding tasks instead of spending time navigating the system and entering data manually.
Łukasz Nowak, MBA
COO
Scandlearn is one of the top European providers of interactive online training for aviation professionals. The company was going through a complete redesign of its website and learning management platform and needed a comprehensive marketing plan to support this process.
Scandlearn is one of the top European providers of interactive online training for aviation professionals. The company was going through a complete redesign of its website and learning management platform and needed a comprehensive marketing plan to support this process.
Scandlearn is one of the top European providers of interactive online training for aviation professionals. The company was going through a complete redesign of its website and learning management platform and needed a comprehensive marketing plan to support this process.
Scandlearn is one of the top European providers of interactive online training for aviation professionals. The company was going through a complete redesign of its website and learning management platform and needed a comprehensive marketing plan to support this process.
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