Background
Founded in 2017, DataStealth focuses on data classification and security for large enterprises. By 2024, they aimed to quadruple their revenue and sought to optimize their HubSpot CRM system to achieve this goal.
Industry: Cyber Security
Objectives
DataStealth wanted to fully leverage HubSpot’s Sales Hub capabilities, optimize their sales process by creating five pipelines with improved automations and to streamline internal processes, augment reporting and visibility, and improve outbound sales and contract renewals.
Project Delivery
Flawless Inbound was engaged to address these needs over a 2.5 to 3-month period. The project involved comprehensive consultation to understand business requirements, system integrations, process improvements, as well as extensive training.
Solution
- Enhanced HubSpot CRM Optimization: Flawless Inbound helped Data Stealth optimize their existing HubSpot CRM by integrating it fully into their sales processes, enabling better tracking and reporting of key metrics, and enhancing overall CRM functionality beyond basic configurations.
- Advanced Reporting and Analytics: Flawless Inbound improved Data Stealth's visibility into their sales processes by implementing advanced reporting features, including tracking outbound calls and measuring performance metrics. This enabled better coaching and decision-making based on data-driven insights.
- Sales Playbook Development: They created a sales playbook within HubSpot to standardize and improve the effectiveness of outbound calls, including core scripting and call recording for training and optimization purposes.
- Integration of Additional HubSpot Features: Flawless Inbound integrated HubSpot’s sales hub to Slack to allow the team to receive notifications on this channel.
Result
- 30% increase in outreach and 70% increase in connected calls.
- Improved visibility and reporting for better coaching and deal management.
- Optimized collaboration with shared pipelines, deal tracking and improved internal communication tools;
- With improved reporting, the leadership team is able to make real time data-driven decisions that positively affect the business’ growth.
Customer Feedback
“They truly understood my pain and how I want to optimize a system that has been operating for five years. They interviewed almost all the leadership team because they understood that the CRM is not just for the sales team; it’s a full platform: sales, marketing, customer success, and even our product team.”
Saher Ghattas, SVP of Sales, DataStealth