Solution

Vollardian conducted a full sales diagnostic and was then engaged for 8 weeks to implement the recommendations. This involved deploying Hubspot, building a structured sales pipeline, and migrating data from disparate sources into the new, centralised CRM.

Key solutions implemented included:

• Sales Diagnostic: Conducted a full diagnostic of the sales process and performed an infrastructure market analysis.

• Hubspot Deployment: Configured and deployed a new Hubspot instance to act as a central CRM and single source of truth.

• Data Migration: Gathered and migrated all contact and client data from old documents, emails, and phones into the new CRM.

• New Sales Cadence: Established a weekly sales cadence and a tender portal review process to create a proactive sales rhythm.

Results

The new sales engine and CRM implementation provided unprecedented visibility and structure, transforming the sales pipeline:

• $100m+ Pipeline Visibility: Migrated a $2.5m tracked pipeline from an Access database to a fully visible Hubspot pipeline, unlocking over $100m in opportunities.

• New Sales Operating Rhythm: Implemented structured weekly sales meetings and accountability, shifting the team from a reactive to a proactive sales model.

• 1,000+ Contacts Centralised: Digitised and centralised all contacts from emails and phones, creating a single source of truth for relationship management.

• On Track to Hit Target: The new structure and pipeline clarity reversed a significant revenue decline, putting the business back on track to hit its financial targets.

Testimonial

"Vollardian rebuilt our entire sales engine. Moving from an Access database to a $100m Hubspot pipeline has given us the clarity and structure we needed to grow."

– CEO, AnewX