Background
Carlocker is a premier automotive business specializing in luxury and classic vehicle storage, located in the United States. They focus on climate-controlled storage for high-value vehicles, detailing and consignment services.
Challenges
Carlocker came to us with the goal to create a customized automotive CRM solution to use HubSpot's full capabilities. Their core challenges were:
- They were juggling multiple systems to manage different aspects of their automotive business.
- Inefficient processes and data silos made lead management automation impossible.
- Internally, their Team lacked the technical knowledge and a framework needed to optimize HubSpot CRM for their specific automotive industry needs.
The consequences were inconsistent data, time wasted switching between systems, and missed opportunities due to lack of centralized visibility into their entire automotive operation.
Solutions
We implemented comprehensive HubSpot clean-up services focused on centralizing all of their automotive business operations while setting realistic expectations and delivering maximum impact through our specialized CRM automation for automotive.
Our HubSpot optimization approach involved three key components:
Part 1: HubSpot Audit & Strategic Planning
- Analyzed their existing system and conducted thorough discovery sessions using our proven HubSpot Audit methodology.
- Educated their team on HubSpot's capabilities for automotive CRM solutions to align expectations and ensure we were 'speaking the same language'.
- Using OTF's Miro template, the Carlocker Team mapped out their ideal sales flow.
- Set achievable milestones, based on the priorities and impact areas!
Part 2: HubSpot Data Migration and Sales Pipeline Setup
Based on the Mapping Call and Discovery phase, we started implementation:
- Migrated all customer data from outside, siloed systems. Helping the client see all their data in one place.
- Created a HubSpot Sales Pipeline with Deal Stages and Automation to streamline their sales process and easily track their different services - vehicle storage, detailing, and consignment.
- Consolidated customer data onto a single records so their Team could easily see all touch points and services offered to a client.
- Created automated HubSpot workflows for lead nurturing across different business functions and service lines.
"Our HubSpot transformation allowed Carlocker's Team to move from juggling multiple tools to having everything centralized in one optimized automotive CRM, making their daily operations significantly more efficient through our specialized sales funnel optimization."
Part 3: Sales Pipeline Automation & Custom Workflows:
Building on Part 2, we moved into more complex automations and reporting needs...
- Created HubSpot workflows to eliminate manual data entry across multiple platforms (example below of a 'Preferred Method of Contact' workflow).
- Built automated upsell workflows for service scheduling and follow-up communications.
- Created Dashboards and HubSpot Custom Reports, giving the client visibility into their Sales and Operational processes. We continue to work with the Carlocker Team to improve visibility with more reporting projects.
Optimization Results
- Centralized Tech-Stack: Moved from multiple disconnected tools to a unified system.
- Streamlined Daily Operations: Eliminated the need to switch between platforms through our lead management automation, saving hours each day.
- Enhanced Data Visibility: Created a single source of truth using HubSpot dashboards and reports.
- Improved Customer Experience: Unified and automated all customer touchpoints.
- Scalable Growth Platform: Built solutions with scalability in mind, helping their CRM grow as they add new services and locations!
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