Industry: B2B SaaS
Project: Custom Proposal PPT Creation with HubSpot Integration
The Challenge
Innergy was managing its pricing proposals using a fragmented set of tools, including JotForm, Excel, and PowerPoint. While functional in the short term, this patchwork setup resulted in inefficiencies, manual errors, and a lack of centralized data.
The company needed a more scalable, automated solution that would eliminate redundant tasks, unify its proposal workflow, and enhance visibility across its sales process.
The Solution
We implemented a fully integrated, HubSpot-centric system that unified the entire proposal process into a single, automated workflow. Key components included:
- HubSpot Form Integration: Replaced JotForm with a custom HubSpot form tailored to Innergy’s needs.
- Data Centralization: Captured and stored all input directly within the HubSpot deal record.
- Automated Pricing Calculations: Built custom workflows to compute pricing dynamically based on user inputs and currency type.
- Slide Deck Generation: Developed a feature to auto-generate a custom PowerPoint proposal directly from the deal, using a pre-designed slide template.
- Workflow Automation: Automatically logged computed pricing into the deal record for quick reference and reuse.
- Optimization & Testing: Rigorously tested all workflows and automation logic to ensure reliability.
- Client Enablement: Provided hands-on training to ensure the client’s team could confidently use the new system.
Results & Impact
- Reduced Manual Effort: Eliminated repetitive, error-prone tasks.
- Faster Turnaround: Accelerated the proposal creation process.
- Improved Visibility: Centralized data in HubSpot enhanced tracking and transparency.
- Scalability: Freed up the sales team to focus more on client engagement rather than backend processes.
Key Takeaways
This project is a textbook example of digital transformation in action. Innergy moved away from disconnected tools and adopted a cohesive, scalable platform approach using HubSpot. The result? Greater efficiency, fewer errors, and a future-ready proposal system.
If your CRM is held together by workarounds, manual processes, or disconnected tools, we can help. We design and implement custom HubSpot solutions that streamline operations, improve data integrity, and scale with your business.
Let’s talk about how to turn HubSpot into a system that truly supports your revenue team.
