SmartBug Media® helps a queue management manufacturer and software company advance its sales enablement strategy in HubSpot.

Background

Lavi Industries specializes in architectural fixtures and software technology for managing crowds and queuing people in commercial spaces. This includes public guidance systems (physical queues and fixtures) and virtual queue management software. The company’s solutions are used in a variety of places, from major airport security checkpoints to the White House Christmas tree.

Pressing Needs

Lavi Industries had purchased HubSpot but wasn’t using it enough to justify the investment. The company was impressed with the customer relationship management (CRM) platform but simply didn’t have the bandwidth to realize its full potential. Lavi Industries also recently purchased Sales Pro and needed help installing the solution.

No time to take advantage of HubSpot’s rich functionality
A lack of expertise to efficiently set up workflows, pipeline management, and lead routing
A lack of alignment between marketing and sales

We wanted to modernize our sales and marketing methodologies with CRM [HubSpot], inbound marketing, marketing automation, and lead generation tools. And we needed help integrating industry best practices in a mindful way that fit our organizational structure and culture.

Yonatan Lavi

President, Lavi Industries

Biggest Concerns

Time constraints

Sales Pro installation and implementation

Lack of training

Our Solution

HubSpot Sales Pro Implementation, Training, and Workflows for a Queue Management Company

CRM

Add team members to HubSpot

Set up teams

Configure contact and company properties, and add custom properties as needed

Import contacts and companies

Sales

Install email template (custom design not included)

Define lifecycle stages using SmartBug standards

Create up to three key internal workflows, including lifecycle transitions and notifications for sales

Create set of as many as five lists (e.g., competitors, internal customers, SQLs, MQLs)

Reports

Significant and scalable reporting dashboards for sales reps (can easily add in more salespeople)

SmartBug has all the right balances you want in an agency. They provide a perfect mix of boutique service and professional approach, and they implement the right mix of client discovery with a tailored approach by leveraging experience and industry best practices.

Yonatan Lavi

President, Lavi Industries