Carlocker's HubSpot Transformation: From Siloed Data to a Revenue-Generating CRM System

Automotive 11-50 Employees
Sales Hub | Marketing Hub | Service Hub

CLIENT’S CHALLENGE

Before partnering with us, Carlocker had attempted to use HubSpot alongside other tools, but without proper sales pipeline automation and process design, they weren't maximizing the platform's potential for their automotive business.

 

On The Fuze guided them through a strategic consolidation process, moving their entire business operation into HubSpot as a centralized automotive CRM that now manages everything in one place.

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.

 

Following On The Fuze's 3-Phase Approach to Maximize HubSpot, they entered our partnership at Phase 1: Reset, with the goal to reach Phase 2: Optimize and turn their HubSpot into a money-making machine!

 

Challenges

Carlocker came to us with ambitious goals to create a customized automotive CRM solution and guidance on what was realistically achievable within HubSpot's 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 true capabilities for automotive CRM solutions to align expectations and ensure we were 'speaking the same language'.
  • Led by their Project Manager, we mapped out their ideal sales flow. OTF created a detailed Miro Board (pictured below), prioritizing the highest-impact consolidation opportunities.
  • Set achievable milestones, based on the Carlocker's priorities and impact areas!

Miro

 

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 complete visibility into their Sales and Operational processes.

Workflow

 

Optimization Results

  1. Centralized Tech-Stack: Moved from multiple disconnected tools to a unified system.
  2. Streamlined Daily Operations: Eliminated the need to switch between platforms through our lead management automation, saving hours each day.
  3. Enhanced Data Visibility: Created a single source of truth using HubSpot dashboards and reports.
  4. Improved Customer Experience: Unified and automated all customer touchpoints.
  5. Scalable Growth Platform: Built solutions with scalability in mind, helping their CRM grow as they add new services and locations!

 

What's Next?

Carlocker is using their new process and leadership is feeling confident about their investment in HubSpot because they're (finally) seeing ROI! In the future, they're particularly excited about implementing more sophisticated HubSpot reporting and expanding their automated upsell workflows to generate more qualified leads.
 

You Can Get These Results Too.

Just follow these 3 steps:

1. Book Your Free Consultation: Our HubSpot Expert team uncovers what's broken.
2. Receive Your Project Roadmap: Get a strategic plan designed for your specific business goals.
3. Watch the Transformation: See your HubSpot become a money-making machine.

 

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