ADS Mexicana is a Mexican leading manufacturer and distributor of high-performance thermoplastic corrugated pipe and ancillary products. They offer a complete set of products for fluid handling and cable protection, helping protect natural resources.
Their mission is to provide innovative products and valuable services for water management and cable protection, facilitating the work of their customers and improving the quality of life of people.
The project's goal was to improve their quoting process. After migrating to HubSpot CRM, ADS Mexicana wanted to leverage their investment and connect the quote panel to the platform.
Before implementing the quote panel, ADS Mexican used to perform their calculations in Excel, which involved working with multiple tabs, formulas, and a lot of information.
We started the project with an exploratory meeting with the client to understand their needs and requirements. During the kick-off meeting, we discussed the scope of the project and the client’s goals for the panel, considering functionalities to keep and new functionalities to add. After that first kick-off meeting, we also evaluated internally what we needed in and from HubSpot and the technical requirements.
Once we had a clear understanding of the client’s requirements, we started working on the development of the panel. Our team of developers took into consideration Excel formulas and added all necessary new requirements for this new panel connected to HubSpot. Our development process was iterative, and we made sure to keep the client informed at every step of the process. We had weekly meetings where we showed the progress and cleared up any doubts that arose.
"Happy with the service, the support and the outcome of our project. They resolved all doubts. We were very happy with their work."
- Elena Chavez, Commercial Administration Manager at ADS Mexicana.
The primary challenge for ADS Mexicana was integrating their dashboard with HubSpot's quote functionality. While HubSpot provided a convenient solution for managing customer relationships, its quote feature had its own set of limitations and functionalities that needed to be considered.
Technical Integration: The first hurdle was to establish a seamless connection between the dashboard and HubSpot's quote feature. Compatibility issues, data synchronization, and ensuring real-time updates posed significant challenges during the integration process.
Client Requirements: ADS Mexicana had to ensure that the platform met the specific requirements of their clients. This involved customizing the quote feature to accommodate pricing structures, discounts, yield calculation, and other client-specific needs. Balancing the flexibility of the system with the standardized processes of HubSpot proved to be a complex task.
Efficiency and Speed: Creating an efficient and fast platform for the sales team was a key objective. The challenge was to streamline the quote generation process within the dashboard, minimizing manual input and reducing the time required to generate accurate quotes. Improving the overall speed and performance of the system was crucial to enhance the sales team's productivity.
User Experience: Developing a user-friendly interface and ensuring a seamless user experience were important considerations. The challenge was to design the integration in a way that sales team members could easily navigate between the dashboard and the quote feature, minimizing the learning curve and maximizing efficiency. Addressing usability issues and providing intuitive workflows were essential to optimize user experience.
The implementation of the dashboard with HubSpot's quote feature yielded positive results and outcomes for ADS Mexicana. The following achievements were observed:
By transitioning from a complex and disconnected Excel-based system to a fully integrated quote panel within HubSpot, our client experienced a remarkable transformation in their sales processes.
The streamlined and automated approach enhanced efficiency, accuracy, and real-time data synchronization, resulting in a more streamlined and effective sales operation.
Although this project is initially a one-time endeavor, we are delighted to share that the client is enthusiastic about continuing to improve the dashboard with our ongoing support.
Additionally, we have been actively assisting them with their marketing and sales implementation, fostering a collaborative relationship.
Moving forward, we are excited to continue working together to enhance the dashboard and explore new avenues for growth.
The completion of this project marks a significant milestone in our journey with the client. Despite its initial nature as a one-time project, we are thrilled to see the client's eagerness to continue improving the dashboard with our ongoing support.
We have extended our support to the client in their marketing and sales implementation, highlighting our commitment to their overall business growth.
By leveraging our experience and resources, we aim to contribute to the client's success and deliver exceptional results. This project's conclusion is not an endpoint, but hopefully a stepping stone towards a continued and fruitful collaboration.
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