building a sales process and proving HubSpot ROI for NextUp Solutions

NextUp Solutions is an agile transformation service provider. They offer a broad range of courses and services conducted by certified trainers and agile experts with backgrounds from a wide cross-section of industry sectors, non-profits, and government organizations.

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The Challenge

without a dedicated sales team or formal sales process, it was essential for NextUp to have a seamless and easy to use system to manage inbound leads while also leveraging outbound account based marketing. They wanted to track better lead sources in HubSpot, streamline their RFP process and build reports in order to focus their sales and marketing efforts.

horseshoe & co.'s strategy and solution

we learned that NextUp had been passively using HubSpot for a few months so they didn't need a full HubSpot onboarding service. We listened to their needs and built a custom project which incorporated some setup, onboarding, and training.

services horseshoe & co. provided:

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CONTACT MIGRATION

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SALES PROCESS DISCOVERY

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DEAL PIPELINES SETUP

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WORKFLOWS

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EMAIL SEQUENCES

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CUSTOM PROPERTIES

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REPORTS AND DASHBOARD SETUP

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HUBSPOT TRAINING

CUSTOM ATTRIBUTION REPORTS

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an organic approach to sales outreach

NextUp was following traditional sales methods that were ready for an upgrade. Sequences to the rescue! We worked with NextUp to craft genuine and helpful email content and set up Sequences to automatically send the emails over the course of a few weeks. Using personalization tokens and meeting links as CTAs, they have been able to set up discovery calls with cold leads and increase their open, response and click-through rates.

creating a repeatable sales process

investing in HubSpot helped NextUp Solutions recognize that they needed to follow a streamlined and scalable sales process. By partnering with Horseshoe & Co., we conducted a deep dive with their sales team to understand the steps they were going through in order to develop a process their team could commit to and see results from. We listened for opportunities to leverage HubSpot's tools to automate some of the manual steps in their sales process.

PERSONALIZED EMAIL SEQUENCES

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horseshoe & co's HubSpot implementation service enabled a huge increase in revenue

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INCREASE TO MONTHLY
RECURRING REVENUE (MRR)
AFTER IMPLEMENTING HUBSPOT

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INCREASE TO EMAIL OPEN RATE
WITH 2% RESPONSE RATE

what nextup solutions has to say

ABOUT PARTNERING WITH HORSESHOE & CO.

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HUNTER HORTON - VICE PRESIDENT OF MARKETING

A defined sales pipeline has been the most impactful change. A visual pipeline has increased the buy-in. It's a seamless and easy to use system to do outreach and revenue projecting.

I definitely recommend Horseshoe for onboarding and training, they always respond promptly to requests over email and find viable solutions.

want to experience these results in your business?