The Story
PPS, a field sales company, wanted to track and log door-to-door sales meetings with retailers, and capture key details like brands discussed, outcomes, and inventory. Chesamel helped the client improve brand awareness tracking, streamline data entry for the sales team, and gain insights through monthly dashboard reports. PPS also recieved personalised onboarding and CRM setup for a more efficient and tailored experience.
Impact
PPS reduced manual work by 70% with automation and created 10 custom performance dashboards. The Chesamel team offered over nine hours of training sessions, leading to the successful tracking of 150 sales meetings in the first month. Together, we improved reporting accuracy and grew the team’s understanding of HubSpot’s CRM capabilities.
Methodology
We implemented the HubSpot CRM with custom onboarding, building a clean database from unorganised spreadsheets. We also developed a ticketing system to track sales meetings, key details, and set up custom properties for brands and retailer insights. Plus, we delivered training sessions for HubSpot mastery, provided ongoing support, and created monthly dashboard reports for brand performance analysis.
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