Scaling up with the right platform
As a nascent startup in 2021, Peakflo was struggling to bring its sales and marketing efforts to fruition through multiple free tools with limited capabilities. As the company began to expand rapidly, it needed a robust all-in-one solution that could facilitate stronger customer relationships and accelerate its growth. Their key criteria was a balance between comprehensive functionality and ease of use. Their lean and agile team sought an intuitive tool that could enable them to hit the ground running. HubSpot proved to be a perfect fit with its suite of functionalities, seamless integrations, and affordability.
Mina, Peakflo’s Digital Marketing Lead, mentions, “HubSpot was perfect for us, not only price-wise, but also because it created seamless communication between sales and marketing.”
Peakflo needed to remove the chaos that came as a by-product of using disparate sales and marketing tools. It also needed a unified platform to measure metrics and campaign outcomes. Beginning their HubSpot journey with the Marketing and Sales Hub Professional plans enabled the company to track and control its data.
Frictionless handoff between teams
Before implementing HubSpot, Peakflo struggled to manage its sales leads pipelines and demo requests as their forms on the website weren’t connected to a CRM system. Mina recalls, “The first thing I did was integrate the website form with HubSpot to collect leads and activate marketing automation to connect a potential customer with the sales team.”
Aditya, Peakflo’s Regional Director of Business Development, said, “What we really find value in is the seamless handoff of leads and information between the marketing and sales teams. It helps the sales team contextualise the information to convert a lead and then pass on additional information to the marketing team for further engagement.”
After experimenting with multiple tools, the Peakflo team wanted an agile tool that could easily integrate and create workflows and needed little effort from the engineering team. HubSpot ticked all these boxes for them. Since its implementation, it has also supported the team’s Account-Based Marketing activities with automated sequences and timely messaging capabilities.
Aditya adds, “with HubSpot, we have been able to bring a multi-pronged approach to bolster our brand awareness and presence amongst key accounts and audience.”
Content optimisation with Service Hub
The combination of Sales and Marketing Hub has provided an outstanding online presence for Peakflo. The team further added Service Hub to their HubSpot suite, which helped them cut the follow-up time on tickets and other internal processes by half. Prior to implementing Service Hub, Peakflo relied on tools like Notion to store its internal knowledge base. Migrating from Notion to Service Hub was fairly seamless. Mina adds, “We have been using Service Hub ever since, and it’s very user-friendly. It is one of the easiest tools I have ever used to update or add content.”
HubSpot enabled Peakflo’s teams to enhance their cross-departmental communications on a single platform. Aditya recalls, “We were able to communicate all the details without even talking to each other. Since everything was stored in one place, we didn’t need to follow up with the teams separately. All we had to do was to take a look at the timeline of a contact, and we had all the visibility.”
Additionally, Peakflo was able to integrate its chatbot functionality within its product with HubSpot. This helped them connect with their customers more efficiently in real-time.“Even the tickets received on emails were automatically assigned to respective teams, and everything seemed to be in place without much manual effort, thanks to HubSpot”, adds Aditya.
Since its implementation two years ago, Peaklo’s experience with HubSpot has been incredible compared to the tools they have used before. Aditya concludes, “HubSpot is a very good tool to use, even as a free plan for anyone who doesn’t wish to start with a paid plan. The free plan is just enough for them to test how good HubSpot can be and how useful it is for a startup of any capacity.”
The team also shared that when they were using separate marketing tools and sales CRMs, each team had to download data on spreadsheets to share with the other teams, which meant that none of the teams were able to capture data in real-time. HubSpot helped Peakflo streamline and automate these operations effortlessly on a single dashboard, which enabled them to improve their overall customer experience.
Aditya and his team rated HubSpot a 9 out of 10 on the NPS scale.