Cleveland Equipment: 33% Cost Reduction Through Operational Revitalization
How new management transformed operations: From paper-based chaos and outdated systems to automated workflows and unified sales intelligence
Industry
Manufacturing Equipment
Platform
HubSpot, Adobe Commerce
Challenge
Post-acquisition operational overhaul
Investment
Platform Migration & Process Optimization
THE CRISIS
Post-Acquisition Chaos Blocking Growth Potential
The Operational Challenges Limiting Profitability:
Paper-Based Inefficiency
Disorganized Sales Data
Cleveland Equipment relied on paper-based systems creating communication bottlenecks and hampering effective decision-making. Sales data fragmentation prevented leadership from understanding actual business performance.
Performance Blindness
No Tracking Mechanism
Without systems to monitor sales team performance, management couldn't assess key metrics, identify top performers, or optimize sales processes for improved results.
Manual Process Bottlenecks
Lead Assignment Delays
Slow manual lead assignment created sales pipeline bottlenecks and fragmented team communication. Sales reps couldn't focus on closing deals when consumed by administrative overhead.
Business Impact: Following acquisition, Cleveland Equipment's new management team immediately recognized operational and technical challenges preventing the company from reaching full potential
Paper-based processes, outdated technology, and disconnected systems created efficiency drains directly impacting profitability. The company needed comprehensive transformation addressing technology, processes, and visibility to position for significant growth.
THE TRANSFORMATION
Comprehensive Operational Modernization Strategy
We implemented multi-faceted solution addressing technology costs, process automation, security vulnerabilities, and unified reporting to transform Cleveland Equipment's operational foundation
Integrated Technology and Process Optimization
Our approach combined platform migration, automation implementation, and integration to eliminate inefficiencies while reducing costs
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Strategic Platform Migration
Transitioned from Salesforce to HubSpot, delivering user-friendly interface reducing CRM technology costs by 33% while enhancing team adoption and capability
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Sales Performance Intelligence
Integrated inbound calls with HubSpot enabling real-time reporting on sales activities, tracking tasks, emails, calls, and key month-over-month and year-over-year metrics
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Automated Lead ManagementImplemented HubSpot Inboxes automating lead assignments, expediting sales process and fostering team collaboration while eliminating manual bottlenecks
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Adobe Commerce Platform ModernizationUpdated website to latest Adobe Commerce version, installed critical security patches, and enhanced user experience preventing lost sales and reducing risk
Phase 1: Platform Migration and Cost Optimization
CRM Transformation
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Executed migration from Salesforce to HubSpot, reducing technology costs by 33%
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Achieved complete sales team onboarding within days through intuitive interface
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Created offline sales pipelines and automations freeing reps from data entry
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Integrated email communications enabling centralized customer interaction tracking
Financial Impact:
33% Cost Reduction
Immediate technology expense savings while improving functionality and adoption
Phase 2: Automation and Visibility Implementation
Process Optimization
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Integrated inbound call tracking with HubSpot for real-time sales activity visibility
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Implemented automated lead assignment through HubSpot Inboxes
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Established performance tracking across key sales metrics and KPIs
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Created transparent workflows eliminating manual process bottlenecks
Operational Transformation:
Real-Time Intelligence
Management gained visibility into sales performance previously impossible with paper systems
Phase 3: Integration and Unified Reporting
Sales Intelligence Consolidation
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Integrated Adobe Commerce with HubSpot using IdealData.io
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Captured customer and prospect interests, intent, and abandoned cart data
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Attributed revenue to paid and organic traffic sources across channels
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Created consolidated reporting dashboard for online and offline sales
Strategic Achievement:
Single Source of Truth
Unified data enabling informed decision-making across entire sales operation
THE OUTCOME
Operational Transformation Positioning for Growth
Cleveland Equipment achieved comprehensive operational revitalization through strategic technology modernization, process automation, and unified intelligence enabling data-driven growth
Key Business Results:
- 33% CRM Cost Reduction: Technology expense savings through strategic platform migration
- Rapid Team Adoption: Complete sales team onboarded to new system within days
- Real-Time Performance Visibility: Sales activity tracking and key metrics monitoring
- Automated Lead Management: Eliminated manual assignment bottlenecks and delays
- Enhanced Security Posture: Updated platform with critical patches reducing risk
- Improved Customer Experience: Website modernization preventing lost sales
- Unified Sales Intelligence: Consolidated reporting across online and offline channels
- Revenue Attribution: Clear visibility into traffic source ROI and channel performance
- Data-Driven Decision Making: Single source of truth enabling informed strategic choices
- Enhanced Team Collaboration: Centralized communication improving coordination
The strategic solutions implemented resulted in significant operational improvements and cost savings, positioning Cleveland Equipment for sustained growth under new management leadership.
KEY TAKEAWAYS
What This Means for Your Business
Platform Costs Don't Equal Platform Value
Cleveland Equipment reduced CRM costs by 33% while improving functionality and adoption. Higher price doesn't guarantee better fit for business requirements or team workflow.
Your takeaway:
Evaluate whether current platform costs align with actual value delivered to your organization.
Paper Systems Hide Growth Potential
Paper-based sales data prevented performance tracking and strategic decision-making. Digital transformation revealed opportunities previously invisible to management.
Your takeaway:
Calculate the strategic visibility cost of manual, paper-based business processes.
Integration Creates Intelligence Advantage
Connecting Adobe Commerce and HubSpot transformed disconnected data into unified sales intelligence. Single source of truth enabled informed decisions impossible with fragmented systems.
Your takeaway:
Assess whether disconnected systems prevent understanding complete customer journey and channel performance.
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