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Introduction
DAVO, a financial company owned by Alavara, operates in the restaurant sales tax space and sought to enhance their sales operations and partnerships. Facing challenges in managing sales to individual franchisees and preparing for the launch of a new Point of Sale company partnership, DAVO turned to 245Digital for a strategic solution leveraging HubSpot’s capabilities.
Challenges
DAVO struggled with efficiently managing sales to individual franchisees and needed an organized approach within HubSpot for an upcoming partnership with a Point of Sale company. They required a streamlined system to optimize sales processes and ensure a smooth transition for the new collaboration.
Strategy
245Digital provided a customized approach with three key strategies:
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HubSpot Strategic Roadmap
245Digital created a customized roadmap, aligning DAVO’s sales processes with HubSpot’s functionalities to enhance efficiency and effectiveness.
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Custom Object Creation
To improve sales management for individual franchisees, 245Digital developed a bespoke custom object within HubSpot. This allowed DAVO to tailor and oversee sales approaches for each franchisee.
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Organizational Setup for New Partnership
In preparation for the new Point of Sale company partnership, 245Digital restructured and optimized DAVO’s HubSpot interface, ensuring a seamless integration and efficient handling of the new venture.
Results
DAVO's strategic partnership with 245Digital led to three significant outcomes:
Enhanced Sales Management
The custom object for franchises streamlined sales processes, enabling DAVO to better cater to individual franchisees and drive sales growth.
Smooth Partnership Launch
The organized HubSpot setup facilitated a successful launch of the Point of Sale company partnership, allowing DAVO to effortlessly manage the integration and capitalize on the new business collaboration.
Optimized Sales Efficiency
The strategic roadmap and tailored solutions improved overall sales efficiency, resulting in more effective and targeted sales efforts.
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