Maxi-Therm
industry
HubSpot Sales Hub
Maxi-Therm, a manufacturer of steam-based energy solutions, sought to optimize the management of its sales and bidding process.
The company did not have a CRM. Implementing HubSpot CRM allowed for structuring the sales process, automating quote follow-ups, and providing better visibility into the performance, forecasts, and efficiency of the estimation team, while supporting more rigorous management of sales opportunities.
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A large volume of historical data that is difficult to use as is
Maxi-Therm was facing unactionable data, which hindered forecasting and analysis. Poorly structured sales pipelines limited report reliability and the sales team's effectiveness.
Project Objectives
Structure the sales pipeline for better visibility
Automate reminders and follow-up tasks
Improve sales forecast accuracy
SOLUTION
Deploying a Structured and Automated CRM Solution
To meet Maxi-Therm's needs, we overhauled their entire process Lead-to-Cash to propose a structured CRM project plan based on specific recommendations. We configured the HubSpot CRM, automated follow-ups, and ensured data reliability. Custom dashboards improved visibility into sales and performance, and the team gained autonomy in evolving their CRM.
Testimonial
« The Lakhos team's patience, availability, and flexibility were the key ingredients for the successful implementation of our CRM solution! »
Implementing HubSpot CRM enabled Maxi-Therm to save significant time, both in managing submissions and in producing reports and forecasts. Thanks to automations and an optimized pipeline configuration:
- the follow-up list was reduced from over 1,000 requests to approximately 200 truly prioritized ones
- real-time dashboards now provide clear and reliable visibility into sales, performance, and annual trends
- forecasts are more accurate, and representatives have a better tracking tool
- the team is now autonomous in evolving its CRM
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Key Figures
+80%
-25%
-80%
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