HubSpot setup and automation
Client
Industry
Location
Hubs
Timeline
Before
After
Before
After
Before
After
Before
After
Before
After
Dominius AS designs and supplies custom steel and glass doors, glass walls and sliding doors for customers in Norway. Every door is made to order, so each sale needs measurements, a price offer and a production order. The team ran all of it from shared spreadsheets, email and files.
Contacts, companies, deals and past emails and meetings moved from spreadsheets and inboxes into HubSpot, with properties for products and project details.
Every inquiry becomes a lead with an owner. When the price offer is sent, it becomes a deal that runs through order signing, production and delivery. Each stage asks for the details the next step needs.
When a deal goes to production, one form collects the final order details. HubSpot passes them on to production and delivery, so nobody types them up again.
Every open lead and deal has a task. Email sequences keep each conversation in one thread, tags flag leads with no task or no recent activity, and leads that never reply are closed automatically.
Chats from the website create leads in HubSpot. An AI drafts replies to new inquiries, and a salesperson checks each draft before it goes out. SMS messages go out from HubSpot after a price offer and when an order is ready to sign.
Dashboards for the pipeline, sales activity and time to first contact. Leads from social media ad forms go straight into HubSpot, and customer lists from HubSpot are used to choose who sees the ads.
5.0
★★★★★
The review
The reviewer
Andrius
CEO, Dominius AS
Clutch is an independent B2B review platform. It checks every reviewer before a review is published.
Book a 30-minute intro call. We look at your setup and tell you what we would change first.
