Moxie’s VP of Sales was amazed by HubSpot’s simplicity to streamline sales stages, automate key processes, and positioned Moxie for scalable growth—all without the complexity previously experienced with Salesforce.
CHALLENGE
Overly Complicated Sales Pipeline Hindered Growth
When Sebastian took on his role as VP of Sales at Moxie, he quickly identified that he had a vision for Moxie’s sales process, but didn’t have the HubSpot expertise to execute it, only having dealt with Salesforce in his prior roles. He noted Moxie’s pipeline had an excessive number of stages, which had made conversion tracking, lead management, and scaling the team challenging. He had believed that in order to grow, they’d needed a simpler, more efficient system that could support its sales team as it scaled and provide better tracking and automation. Upon stepping into his role at Moxie, he discovered their HubSpot CRM had the capability to enable these things, but he needed Empty Cup Digital’s help to optimize their Sales Hub operations.
KEY PAIN POINTS
Overly complex sales pipeline with too many stages.
Difficulty in managing leads and tracking conversions.
The need for more automation to support scaling and streamline sales processes.
SOLUTION
Custom Pipeline Redesign and Automation Setup in HubSpot
After initially being set on hiring a previously-used vendor, Sebastian chose to hire Empty Cup Digital due to Logan’s comprehensive and cost-effective plan.
Their approach focused on simplifying Moxie’s sales pipeline and implementing automation tools that would help the sales team focus on high-value tasks.
Sales Pipeline Redesign: Simplified the sales pipeline by reducing the number of stages, making it easier to manage leads and track conversions.
Enhanced Automation: Automated key tasks and processes, allowing the sales team to focus on qualified leads and scale more effectively.
Custom Solutions: Used custom objects within HubSpot to address Moxie’s unique business needs, optimizing property management and lead tracking.
RESULT
Improved Sales Process and Scalable Growth
With the help of Empty Cup Digital, Moxie saw significant improvements in their sales operations.
Simplified Sales Pipeline: The reduced number of pipeline stages allowed sales reps to focus on critical tasks, improving conversion rates and lead management.
Increased Scalability: The new system made it easier for the sales team to scale and handle more leads efficiently.
Better Automation and Tracking: HubSpot’s automation and custom objects provided better tracking, ensuring more qualified meetings and streamlined processes.
“Logan made tremendous use of custom objects in HubSpot to solve our unique business cases.” — Sebastian
Simplified Sales Operations with HubSpot
By optimizing HubSpot and working with Empty Cup Digital, Moxie was able to streamline its sales process, automate key tasks, and set the stage for future growth. The simplified pipeline design and custom solutions provided a scalable system that supported the sales team’s ongoing success.
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