From scattered spreadsheets to streamlined success
IPS Group, a leader in innovative parking solutions, was running sales on Zoho, Word, and Google Docs. Leads were scattered, RFQs were manual, and Regional Sales Directors had no clean lane to work in. INSIDEA rolled up its sleeves and built a HubSpot Sales Hub ecosystem that turned chaos into clarity.
Disconnected tools were starving a growing pipeline.
IPS Group's sales motion was scattered across Zoho, Word, and Google Docs. Creating and managing documents, quotes, and leads felt like running in circles. Without integration, workflows lacked structure, and standardizing tasks across teams was difficult.
From creating RFQs to managing leads, the team spent hours on repetitive, manual work that should have been automated. The process for assigning leads to Regional Sales Directors across cities and regions was opaque, and RSDs could see leads outside their territory, raising privacy concerns and creating distractions.
They didn't need a fix. They needed a transformation.
A HubSpot Sales Hub ecosystem, end to end.
Six interlocking systems, all configured against IPS's actual sales motion.
Lead routing rules
Auto-assignment to the right Regional Sales Director based on city or region. Every lead landed precisely where it needed to go, with no manual triage from leadership.
Customized sales pipelines
Pipeline stages mapped to the actual IPS sales motion. Every opportunity tracked from first contact to closure, with full visibility for the team and leadership.
Privacy-aware permissions
RSDs given access only to their assigned leads. Administrators retained complete oversight. The cross-region visibility issue solved at the role level.
RFQ + quote automation
Custom properties powered tailored, professional documents in a single click. E-signatures eliminated the back-and-forth approval emails.
Third-party lead integration
New leads flowed seamlessly into HubSpot from external sources. Automated workflows handled enrichment, assignment, and follow-up so reps could focus on closing.
Real-time dashboards
Leadership view of tasks, calls, meetings, and pipeline health by day, week, month, and quarter. Decisions backed by live data instead of stitched-together spreadsheets.
What was actually used to ship this.
A pipeline that finally moved on its own.
Lead routing went from anyone's guess to deterministic. Custom pipelines made every opportunity trackable from first contact to closure. RFQ generation collapsed from a multi-step process into a single click, with e-signatures eliminating the approval back-and-forth.
Real-time dashboards gave leadership the bird's-eye view they had been missing across day, week, month, and quarter cuts. The privacy concerns at the RSD level were resolved through HubSpot's permissions model. Sales teams stopped chasing tools and started closing deals.
“Leads flowed smoothly, tasks were manageable, and progress was measurable. Chaos turned into clarity.”
More from Professional Services.
Picked by industry and service line match. Three closest stories.
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