IPS Group faced a common challenge: disconnected tools and manual workflows, which were slowing growth. Scattered leads, repetitive tasks, and inefficiencies held back their sales process. By adopting HubSpot Sales Hub, they unified operations and automated workflows and gained real-time pipeline visibility. The results? A dramatic increase in deal value, higher email engagement rates, and faster deal closures. With HubSpot at the core, IPS Group turned complexity into streamlined success.
Growth brought unique challenges for IPS Group, a leader in innovative parking solutions. Managing sales with tools like Zoho, Word, and Google Docs created inefficiencies that were difficult to ignore. Leads were scattered, workflows relied heavily on manual effort, and task assignments lacked a streamlined process.
These hurdles slowed their momentum and made it harder to maximize opportunities. Recognizing the need for a smarter, more coordinated approach, IPS Group sought a solution to add structure, speed, and clarity to their sales operations.
Enter HubSpot Sales Hub—the system that helped transform their processes and unlock new potential.
The Challenges—And the Need for Change
At the heart of IPS Group’s struggle were challenges many growing businesses can relate to:
- The Tools Just Weren’t Enough: Relying on Zoho and Google Docs left them disjointed and fragmented. Creating and managing documents, quotes, and leads felt like running in circles.
- A Tangled Workflow: Without integration, their workflows lacked organization. Nothing “clicked” together, making tracking progress or standardizing tasks difficult.
- Manual Everything: From creating RFQs (Request for Quotes) to managing leads, the team spent hours on repetitive, manual work—time that could’ve been spent closing deals.
- Lead Assignment Headaches: The process for assigning leads to Regional Sales Directors (RSDs) across cities or regions was not straightforward. Who got what was anyone’s guess?
- Privacy Woes: RSDs could see leads outside their regions without proper permissions, which raises privacy concerns and can lead to unnecessary distractions.
The team needed more than just a fix—they needed a transformation.
The Solution: HubSpot Sales Hub
INSIDEA rolled up its sleeves and built a HubSpot Sales Hub ecosystem, making IPS Group’s sales process a well-oiled machine. Every challenge was tackled with precision.
First things first: organization and automation.
Building the Blueprint for Sales
We started from the ground up, crafting a structured, seamless sales process:
- Lead routing rules were set up to automatically assign leads to the right Regional Sales Directors based on city or region. No more confusion—every lead landed precisely where it needed to go.
- Customized sales pipelines with clearly defined stages ensured every opportunity was tracked, from first contact to deal closure.
- Real-time dashboards gave leadership a bird’s-eye view of tasks, calls, and meetings, whether they looked at the day, week, month, or quarter.
With everything in place, sales teams had a crystal-clear path forward. Leads flowed smoothly, tasks were manageable, and progress was measurable.
Privacy? Handled.
Next up: fixing the privacy issue. RSDs were given access only to their assigned leads, while administrators retained complete oversight. Now, everyone could work securely and focus on what mattered—closing deals.,we fixed
Simplifying Document Management
HubSpot didn’t just organize leads; it simplified RFQ and quote generation. Custom properties allowed the team to create tailored, professional documents with a click. Add e-signatures into the mix, and IPS Group no longer needed endless back-and-forth emails to get approvals.
Making Lead Management Effortless
To round it all off, a third-party integration pushed new leads seamlessly into HubSpot, where automated workflows handled the rest. IPS Group’s team no longer needed to chase down leads or worry about manual errors—HubSpot did the heavy lifting to push new leads seamlessly.
And just like that, chaos turned into clarity.
The Results: What Happens When Sales Teams Are Empowered
The impact was immediate, measurable, and hard to miss.
A Pipeline Bursting with Opportunity
HubSpot Sales Hub provided IPS Group with the tools to organize, prioritize, and accelerate deal closures. The results?
- A streamlined and well-organized sales pipeline.
- High-value deals identified and ready to close.
- Faster deal progression, driving measurable improvements in efficiency and success rates.
Engagement Skyrocketed
In just 30 days, email engagement spiked by an incredible 238.2%, with the team receiving 301 replies. RSDs were on fire, sending targeted emails, hosting virtual meetings, and promptly following up on opportunities.
Faster Quotes, Faster Deals
Generating multiple quotes in minutes instead of hours helped the team close deals faster and capitalize on new opportunities.
The Impact
HubSpot Sales Hub didn’t just solve IPS Group’s challenges—it became the backbone of their success.
- Operations Were Streamlined: Sales workflows that once felt scattered and chaotic were now organized and automated.
- Productivity Got a Boost: With automated lead routing and structured pipelines, the team spent less time on admin work and more time driving results.
- Focus and Privacy Improved: RSDs worked securely within their assigned regions while administrators had complete oversight.
- Growth Became Measurable: From skyrocketing deal values to improved engagement; the numbers told a story of efficiency and success.
What IPS Group Has to Say?
The IPS team is delighted with the results. As the Regional Sales Director at IPS Group Inc. shares, “I would highly recommend INSIDEA as a partner of choice and as a consultancy that genuinely cares about end results. Their expertise and dedication have made a significant impact on our business, and I look forward to continuing our partnership as we explore new growth opportunities.”
The Takeaway: Sales Success Starts with the Right Tools
If IPS Group’s journey tells us one thing, the right solution can set you free when your systems are holding you back. By implementing HubSpot Sales Hub, IPS Group turned its challenges into opportunities and built a sales process that scales with it.
Your team deserves the same clarity, efficiency, and growth. Are you ready to rewrite your success story? Let’s discuss it.
