Challenge
We needed to add new infrastructure without hindering PAQcase’s ongoing sales processes, as well as mapping out the entire sales process for the deal stage build. Because PAQcase is both a B2B and B2C seller, we needed to ensure the dual sides of the business provided seamless interactions.
Solution
As PAQcase’s HubSpot partner, we implemented new email marketing automations, a sales deal stage pipeline, and a service support ticketing system for their B2B and B2C clients, all while providing real-time visibility with custom reporting dashboards for PAQcase’s managers and C-suite.
For more info on HubSpot’s tools check out these links:
Outcome
The PAQcase team is now fully onboarded to their new Marketing, Sales and Service Hubs. PAQcase is now up and running with their new Hubspot CRM, with a custom deal stage pipeline and email automation workflows that include a welcome email series, a re-engagement series, and promotional sales email sequences. Open Flow also set up a Sales Manager reporting suite, a customer service ticketing pipeline and custom follow-up surveys.
“Expectations exceeded in every way
— Cody Ziering, Founder & CEO, PAQcase
Everything that OpenFlow said they would do, they did. They did it efficiently and they did it well. They have quickly become my most trusted HubSpot Consultants and I plan to continue to use them in the future for HubSpot and other initiatives.”
