Service Offered:
Recognising the need for targeted assistance, carbonfit enlisted Lockview Business Solutions to revamp their sales, marketing, and CRM processes. With Lockview’s expertise in process optimisation and technology implementation, the aim was to empower carbonfit with effective solutions to enhance data control, automation, forecasting, and reporting, while also providing comprehensive training on CRM utilisation.
Engagement Outcome:
Lockview conducted a thorough assessment of carbonfit’s existing systems and processes, identifying critical areas for improvement. Leveraging their proficiency in sales, marketing, and CRM implementation, Lockview collaborated closely with carbonfit’s team to implement strategic changes and optimise their technology infrastructure. In addition to this, Lockview provided tailored training sessions to educate Carbonfit’s staff on how to effectively leverage the CRM system.
Added Value:
1. Holistic Analysis: Lockview’s comprehensive evaluation of carbonfit’s systems revealed inefficiencies hampering data control, automation, forecasting, and reporting. They also identified gaps in CRM utilisation and knowledge.
2. Tailored Solutions: Lockview devised custom solutions addressing carbonfit’s specific challenges, focusing on enhancing data management, automation, forecasting accuracy, and reporting efficiency, while also providing guidance on CRM best practices.
3. Effective Training: Lockview conducted in-depth training sessions to equip carbonfit’s team with the necessary skills and knowledge to effectively leverage the CRM system. This ensured that the team could fully utilise the CRM’s features and functionalities to drive business growth.
4. Continuous Support: Lockview remained committed to providing ongoing support to carbonfit, assisting with troubleshooting, refining processes, and adapting to evolving business requirements. They also provided regular check-ins to ensure that carbonfit’s team continued to utilise the CRM system effectively.
Trial Sales Strategies:
As part of the engagement, Lockview introduced new sales strategies to carbonfit’s team. Trial campaigns were launched to test these strategies in real-world scenarios. Lockview closely monitored the performance of these campaigns, gathering valuable insights and learnings from the findings.
Learning and Development:
Lockview worked collaboratively with carbonfit’s team to analyse the findings from the trial campaigns. Together, they identified successful tactics and areas for improvement, leveraging these insights to refine and develop their sales strategies going forward.
Outcome:
Through Lockview’s expertise and guidance, carbonfit achieved significant advancements in data management, automation, forecasting, and reporting. Management meetings transitioned from relying on cumbersome Excel reports to accessing real-time, actionable insights, facilitating informed decision-making and driving business growth. Additionally, carbonfit’s team gained a deeper understanding of CRM best practices and successfully implemented new sales strategies based on the learnings from trial campaigns.
Conclusion:
Lockview Business Solutions’ collaboration with carbonfit has been instrumental in transforming their sales, marketing, and CRM processes. By delivering tailored solutions, providing effective training and support, and driving data-driven decision-making, Lockview empowered carbonfit to achieve significant improvements in sales forecasting accuracy, maintain a larger sales pipeline, enhance sales team performance, and effectively utilise the CRM system. This partnership sets the stage for carbonfit to continue its trajectory of growth and success in the competitive landscape of net-zero technology solutions.
Quote from Stephen Dunn, Director of carbonfit.
“We have been working with Adrian and Lockview over the last 6 months and he has enabled Carbonfit through Hubspot and training of staff to have one single source of truth in terms of client management and sales. Adrian brings a depth of understanding to business pressures offering tangible solutions and advice all backed up with a software solution through Hubspot. As a data driven organisation preaching this approach to our clients, we couldn’t recommend Adrian highly enough and will continue working with him on an ongoing basis.”
