"People are still missing the full potential of a CRM!"
Last week I was talking with Kristin, our co-founder, about how often she still hears people talk about CRMs as a data storage tool. (Yes, our water cooler talk often involves sales tech.)
She had just gotten off a call with a potential client when she said that to me.
The truth is that a modern CRM is so much more. With a few smart optimizations, it can be an intelligent system that works for you around the clock, nurturing leads, streamlining processes, and ultimately driving revenue.
Without knowing about this conversation, our team shared multiple powerful stories of client automations driving revenue in the same week.
At this point, I'm calling the Denamico February theme: the power of automation.
One SaaS client came to us frustrated with their billing process. Their sales team would close deals and capture one-time payments, but couldn’t capture subscriptions. This meant manual work every year to renew plans.
Our team implemented a subscription billing automation that captures payment details during the deal creation process and automatically establishes recurring billing.
The result? Their team captured $500k of subscription revenue within months of go-live. (Plus, their data flows seamlessly from HubSpot to NetSuite.)
Another client was generating leads, but didn't have a sales process for following up with them. Our team built an automated sales sequence that ensures every lead is contacted.
The impact? They generated six-figure revenue from this sequence in ONE week.
A manufacturing client shared a similar transformation. Their sole salesperson simply couldn't make time for consistent follow-up. After implementing HubSpot automations, they estimate he scaled himself 2-3x through efficient automations.
The result? The company tripled their revenue.
The moral of these stories: CRM-powered automation drives revenue.
Implementing just one automation could make all the difference for your organization.
Not sure where to start? We're always here to help you identify the highest-impact opportunities for your unique business needs.
Here are a few of the top automations Denamico builds for clients to drive operational efficiency and revenue.
Every revenue-generating automation starts with accurate data. Integrating the key pieces of your tech stack with HubSpot is always the right place to start.
Example: Many clients integrate HubSpot with their ERP, creating a single source of truth that gives sales reps, accounting and service teams immediate access to each customer's complete order history, payments and service requests during every interaction.
HubSpot Ops Hub unlocks extraordinary possibilities for integrating and formatting data. Custom coded workflows using Javascript and Python help keep accurate data by updating, validating and deduping information across systems. Ops Hub also takes free HubSpot integrations to the next level, allowing you to pass custom fields between HubSpot and other systems without needing another integration tool. Listen to this episode of RevOps Champions for more Ops Hub automations.
Example: Standardize form information, like names and addresses, using data formatting rules that keep variable fields like zip codes, states and names consistent.
Move deals through the pipeline automatically and send reminders to reps for follow-ups or next steps.
Example: When construction proposals hit the "Decision Pending" stage for more than seven days, HubSpot could automatically trigger a personalized check-in from their estimator, helping to recover stalled deals.
If a prospect starts but doesn’t complete a form, trigger an automated follow-up email to re-engage them.
Example: A building materials manufacturer could set up an email automation that reaches out to prospects who abandon product specification forms, offering assistance with technical requirements.
When a lead reaches a certain score or takes a key action (e.g., requesting a demo), notify a sales rep and create a deal in the pipeline.
Example: A nonprofit organization could implement a handoff that assigns development officers to high-potential donors based on giving history, event attendance, and engagement with specific causes—speeding up time-to-contact for important relationships.
For companies who need to better focus their time, we implement intelligent lead scoring that prioritizes prospects based on behavior, engagement, and fit.
Example: A franchise could implement a score based on an investment capacity and location, helping them focus their outreach on qualified prospects.
Automated welcome sequences and industry-specific nurture paths are keeping prospects engaged throughout long buying cycles.
Example: An engineering firm could create a six-month nurture sequence for public sector prospects, providing relevant case studies and regulatory updates that keep them top-of-mind throughout lengthy planning and budget cycles.
Automate performance reports for sales teams, tracking email engagement, deal closure rates, and activities.
Example: Performance dashboards deliver insights on sales rep email engagement, deal closure rates, and key activities without manual reporting. This visibility helps leaders coach effectively and sales teams focus on high-impact activities.
The transformative power of CRM automation is undeniable.
By integrating and optimizing your tech stack with HubSpot, you can unlock new levels of efficiency and revenue growth.