CASE STUDY

How We Automated Sales Ops Processes for Quicker Speed-To-Lead

We quickened our speed-to-lead by ~95% — and we can do it for you, too.

~95%

reduction in time taken for initial sales outreach

10 hours

reclaimed per week for high-value initiatives

Solurein is a full-service digital marketing agency committed to driving business success using undeniably powerful marketing data, high-quality content and more.

As a HubSpot Platinum Solutions Partner dedicated to content marketing innovation, Solurein is also intent on creating custom business solutions when off-the-shelf options just don’t cut it.

“Automating lead assignment significantly improves response times, streamlines sales processes, and enhances team efficiency. Organizations looking to scale their operations and provide a seamless prospect experience can greatly benefit from implementing such a system.”

Ryan Collier

VP of Sales Operations at Solurein

THE CHALLENGE

Legacy Manual Processes Leave Leads Hanging

Before building a custom, automated workflow to handle lead assignments, members of Solurein’s Sales Operations team relied on manual submission review, contact property updates and outreach sequence enrollment.

Any manual process can be time-consuming and prone to delays. For Solurein, the typical speed-to-lead of ~30 minutes didn’t satisfy; so we set out to build something better to enable immediately actionable leads.

THE SOLUTION

Custom-Built HubSpot Auto-Assignment Sales Workflow

Creating custom solutions is second nature to Solurein. Building an effective auto-assignment solution requires extensive design, configuration and testing to reach a result we’re proud of — and can offer to clients as well.

Here’s how we did it:

  • Getting the Ball Rolling: We set up HubSpot Meetings, integrated Apollo for data enrichment, connected our phone system for call steps and aligned everything with HubSpot sequences.
  • Creating Sequences: We built custom sequences for each Sales Account Manager to ensure tailored outreach.
  • Designing Workflows: We mapped a workflow to replicate the old manual process while automating each step — including property updates, meeting checks, alerts and lead object associations.
  • Testing: We extensively tested the workflow using early leads to identify and resolve issues and ensure all qualified prospects were correctly processed.
  • Ongoing Refinements: Since launch, we have continued to make adjustments to address specific scenarios and ensure seamless operation.

“The goal was to increase efficiency and reduce the time between a prospect’s form submission and the first sales outreach,” Manuela Moreno, Sales Operations Executive at Solurein, explained. “By automating the process, we sought to improve response times and enhance the prospect experience.”

THE OUTCOME

Automated Lead Assignment for Expedited Sales Outreach

~95%

reduction in time taken for initial sales outreach

10 hours

reclaimed per week for high-value initiatives

Since expediting speed-to-sales with a custom automated process, our Sales Operations team has much more time to focus on other strategic projects. According to Ryan Collier, VP of Sales Operations at Solurein, this new workflow has “increased overall efficiency and allowed the team to focus on higher-value initiatives.”

Actioning leads 95% faster is just the beginning. Planned enhancements to our custom auto-assignment process include:

  • AI integration for more personalized email outreach.
  • SMS integration for timely and channel-preferred follow-ups to improve the lead-to-booking conversion rate.
  • Lead enrichment, leveraging additional data sources such as HubSpot Breeze to enrich leads with firmographic and demographic information for better qualification.
  • Behavioral and historical data analysis to better compare leads to similar, historic opportunities for greater lead quality and likelihood to convert.

We built an auto-assignment sales ops solution so good that we want you to experience it for yourself. Contact Solurein to learn more about custom solutions that can benefit your brand, too.

More Case Studies

View All

Ready to start creating

YES!