Context (B2B Sustainability Company)
This was a project for a B2B sustainability company targeting enterprise clients and larger mid-size corporations.
Their mission is to help businesses adopt sustainable practices and solutions that align with their environmental goals.
Project Scope:
- Timeline: 7 months
- Objective: Streamline HubSpot CRM, optimize outbound processes, and enable seamless collaboration to support sustained B2B growth.
🚧 The Challenge
Before our intervention, Happen Ventures faced:
- A cluttered HubSpot CRM with redundant pipelines, poor data hygiene, and disjointed workflows.
- A lack of clarity in sales processes, slowing down their ability to convert leads effectively.
- Over-reliance on outdated, inefficient methods like using HubSpot as a simple callout tool.
- Teams that felt siloed, with poor communication between departments, leading to inefficiencies and missed opportunities.
👋 The Approach
1. 🔍 Comprehensive Audit
- Conducted a full audit of their HubSpot CRM.
- 👈Click toggle on left to see sneak peak of comprehensive audit
- Mapped out bottlenecks and inefficiencies in Miro, creating a visual representation of their sales cycles and workflows.
