The Challenge
Picture this: four distinct business units all running simultaneously out of one system, and none with a clearly defined sales process. Pipelines didn’t reflect the way revenue actually came in, which made forecasting unreliable. For sales reps, that meant wasted time, unclear next steps, and deals slipping through the cracks. For leadership, this meant they couldn’t hold teams accountable or plan ahead with confidence.
Client Priorities
Create defined pipelines customized to each business unit
Build an accurate forecasting tool for each business unit
Automate repetitive and menial tasks
Deliver clear reporting dashboards for each business unit and the organization as a whole
The Plan
BizzyWeb designed a HubSpot onboarding centered on sales enablement: equipping sales teams with the tools and structure to sell smarter. This required a major portal audit and a complete HubSpot rebuild. To make the system work for every business unit, we focused on four key areas:
- Reimagined sales pipelines: Expanded from 2 pipelines for all business units to 8 total, with multiple pipelines customized for each unit. This included architecture for an entirely new sales process that aligned more closely with how sales teams currently worked.
- Powerful automation: Built 250+ step workflows for each business unit to spin up monthly forecasting deals and eliminate manual tasks.
- Role-specific dashboards: Gave leadership clear reporting and accountability across all teams.
- Website + marketing integration: Once the sales engine was running smoothly, BizzyWeb redesigned Signature Graphics’ website and launched inbound marketing programs to bring in fresh leads that fed directly into the new pipelines.
Together, these initiatives would turn HubSpot into a single source of truth. The result was a system that gave each business unit the structure and insight they needed to succeed.
The Results
With HubSpot’s powerful Enterprise tools and BizzyWeb’s expert implementation, Signature Graphics transformed how their sales teams work:
- Leadership can now forecast monthly revenue with confidence
- Sales teams follow consistent, automated processes across all business units
- Reporting dashboards make accountability simple and transparent
- Website and marketing programs ensure new leads flow seamlessly into the system
What started as a messy patchwork of processes is now a smooth, automated engine for growth: freeing the team to focus on serving clients, not chasing spreadsheets.
