Streamlining Operations
125-Year-Old Manufacturer Modernizes with
HubSpot CRM for Customer Engagement
Engaging Prospects and Customers
MarketingOps, RevOps
The Challenge
Travis' family has owned Bosley Mouldings, an eco-friendly hardwood architectural mouldings manufacturer, for over a century. When the opportunity to purchase the business arose, he seized it. With a background in tech, Travis understood the need for a robust CRM but lacked the in-house team for implementation. He enlisted the Peddle team to make HubSpot the centerpiece of his ecosystem and to develop outbound sales campaigns.
Goal
Build a marketing and sales engine for Bosley Mouldings to generate leads, track sales activities, capture created deals, and report on revenue, all within HubSpot.
Solution
The Peddle team constructed an outbound sales system that prospects and engages leads through emails, handing off interested parties to the internal sales team. Custom reporting was created to track conversion rates, meetings, outcomes, deals, and revenue.
Conclusion
Bosley adopted the system in-house and has since applied the same system to re-engaging current customers for reselling and upselling. In addition they hired Peddle again to overhaul their quoting system within HubSpot and to integrate invoicing with their QuickBooks accounting system.
Client Testimonial
“Very competent and professional...
they operate very much like a well polished business and consultancy.”
Travis Ritter
CEO, Bosley Mouldings
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