Consultant Engagement:
Adrian, from Lockview Business Solutions, was engaged by Vyta to streamline their sales processes and optimise their CRM system. He was also charged to lead on the transition Salesforce to HubSpot. Adrian demonstrated a quick grasp of Vyta’s business model and goals, earning Faye’s confidence in his abilities.
Duration of Engagement:
Adrian has been collaborating with Vyta’s business development and marketing teams for over six months. During this time, he has effectively aligned the sales team’s efforts and spearheaded the transition from Salesforce to HubSpot CRM.
Achievements:
1. Understanding and Alignment: Adrian invested time and effort in comprehending Vyta’s business and objectives. His proactive approach ensured a thorough understanding of Vyta’s needs and challenges. During the project suggested improvements and automation was added to the sales process.
2. Seamless Transition to HubSpot: Migrating Vyta’s CRM system from Salesforce to HubSpot was seen as a huge change to business practice. Despite the complexity of Vyta’s multi-level business structure, Adrian ensured a smooth transition, minimizing disruptions to daily operations by handholding the teams throughout the process.
3. Customisation and Optimisation: Adrian tailored HubSpot CRM to suit Vyta’s specific requirements, maximising its capabilities for the diverse needs of the business. He focused on optimising the reporting features, providing Vyta with actionable insights to drive informed decision-making.
4. Team Engagement and Adoption: Through effective communication and training sessions, Adrian ensured that the team embraced the transition to HubSpot CRM, fostering greater collaboration and efficiency.
Testimonial from Faye Thomas (COO):
“I engaged with Adrian and he put the time and effort in to understand our business and our goals very quickly. He has been working with our business development and marketing teams now for over 6 months, and I am delighted with the results. Not only has he got our sales team all working in the same direction but he has also been instrumental in implementing HubSpot CRM, ensuring it suits the multi-levels of the business. He has helped make the implementation seamless while maximising the reporting element and has engaged the sales team. In all my years in sales, I have always been met with resistance when rolling out new processes, but Adrian has made sure the team are invested.
Conclusion:
Adrian’s strategic guidance and expertise have propelled Vyta towards greater operational efficiency and sales effectiveness. His successful collaboration with Vyta’s teams and seamless implementation of HubSpot CRM exemplify his commitment to delivering tangible results for his clients.
