The Challenge
As a tech-focused aftersales automotive powerhouse, Snap-on Business Solutions was struggling to capture data and report on results without a formal CRM. Though they had attempted to consolidate their tech stack several times over the past decade, nothing ever stuck. With over 50,000 records spread across Oracle, CPQ, Constant Contact and dozens of disparate spreadsheets, the team needed a solution that was comprehensive and user friendly.
The Solution
During a two-day, in-person workshop at Snap-on HQ, we mapped properties, defined protocols, charted sales/marketing processes and drafted the blueprint of how their Sales Hub would operate.
Over the course of the next three-and-a-half months, our agency executed that blueprint by creating custom fields, multiple deal pipelines and workflows to automate previously manual actions, all while importing over 50,000 records.
After successfully migrating the data and implementing Sales Hub, we also delivered multiple virtual and in-person training to Snap-on’s veteran sales team. After 20+ years without a CRM, making sure the team felt heard and supported during this transition was crucial in driving user adoption and ensuring the organization received genuine value from HubSpot.
The Outcome
Migrating their data and sales operations into HubSpot has allowed Snap-on to:
- Rely on a single source of truth that seamlessly associates contacts, companies, deals and activities
- Create a uniform procedure around data gathering and augmentation, which included standardized naming conventions and a single set of terms across all teams
- Easily identify record owners and view outreach efforts, making duplicative outreach (or even worse, none at all!) a thing of the past
- Create consistent messaging and cadence within sales outreach
- Streamline contact hand-off from marketing to sales
- Report on contact conversion, marketing campaign performance, deal conversion and ROI
Hear from our happy client…
Our HubSpot CRM implementation was by far a wonderful and SUPER productive experience. With our complex business model, I am not sure how we would have been able to do this implementation without them. Kiwi was SO flexible to work with and they've blown us away by being helpful, fun, knowledgeable and easy to work with. I VERY HIGHLY recommend them to anyone considering diving into this project!
Amy, Marketing Manager
Snap-on Business Solutions