Lean Discovery Boosts Sales with HubSpot CRM

Lean Discovery Group, a specialist in assisting tech startups with product strategy, UX design, and software engineering, faced a common challenge: a surge in leads that their existing systems couldn't effectively manage. Despite utilizing tools like Asana, Calendly, and Stripe, these operated in silos, leading to missed opportunities and a lack of comprehensive data insights. Ethan Halfhide, CEO of Lean Discovery Group, realized that a significant number of potential deals were slipping through the cracks due to an inefficient follow-up process.

The turning point came with the adoption of HubSpot Starter Customer Platform, recommended by their head of sales. This all-in-one platform provided access to HubSpot's core products, including Marketing Hub, Sales Hub, Content Hub, Service Hub, and Operations Hub, all integrated with the Smart CRM. The implementation was swift, taking only two weeks, and the team found the platform intuitive enough to manage without external support. A key benefit was the real-time sales data presented through deal boards, offering a clear visualization of their sales pipeline. This allowed Lean Discovery Group to pinpoint areas needing more attention and understand conversion rates at each sales stage.

HubSpot's ecosystem allowed Lean Discovery Group to consolidate their sales activities, eliminating the disconnected nature of their previous tools. The meeting link tool replaced Calendly, ensuring that every scheduled meeting automatically updated contact records. Furthermore, the integration of Stripe payments streamlined invoicing and payment collection, enabling sales representatives to manage quotes and payments directly within HubSpot. This cohesive environment, as Ethan Halfhide noted, mirrored the seamless integration of Apple's ecosystem, providing a centralized view of revenue, sales data, and client information.

The results were transformative. Within two weeks of implementation, Lean Discovery Group saw a 5x increase in the value of deals closed compared to the previous year. This surge was attributed to the streamlined processes and the ability to book more calls without losing leads. The sales team, now equipped with a robust platform, gained the confidence to pursue larger companies and bigger deals. Moreover, the efficiency gains from HubSpot Starter Customer Platform freed up 10 to 20 hours per week, allowing the team to reinvest time into improving operations and even hiring a COO to prepare for future growth.