Geldis | Sales Processes

Geldis, an Italian company specializing in the production of oral health devices and products, faced challenges in managing its sales process. Although the company was already using HubSpot, its rapid growth and lack of in-depth expertise prevented it from fully leveraging the platform to optimize B2B sales processes. The project with Ander Group involved the implementation of an automated and customized sales pipeline, which improved the team's workflow and enhanced analysis capabilities.

Operating through a network of salespeople spread throughout Italy, Geldis needed to coordinate the work of its employees and track the path of prospects. Although the company had already implemented a B2B sales pipeline on HubSpot, it decided to rely on an external partner to develop a more effective strategy, simplify the work of employees, and improve analytics and reporting.

Our intervention began with a strategic study of the company's business model and an in-depth analysis of potential areas for improvement.
Through a series of collaborative workshops with the Geldis team, we were able to understand their operational needs and precisely define the stages of their sales process.

After the assessment phase, we redesigned Geldis' sales pipeline, automating processes through customized workflows and making the system more intuitive and functional.

While in the past updating and using HubSpot represented an additional workload for employees, today the platform has become an essential ally, facilitating and optimizing daily work.

Specifically, the introduction of automations such as assigning potential clients to sales reps based on geographic areas, automatically sending emails after appointment requests and moving deals from one stage to another in the sales process, has reduced manual work and increased operational speed. Thanks to these changes, HubSpot’s intuitive interface now provides each employee with a clear overview of his or her activities' progress on a daily, weekly, or monthly basis, allowing for better work and priority management.

Additionally, we introduced the ability to categorize ongoing deals using customized labels, allowing for quick identification of deals that are stalled, have high potential, or involve new clients. For analyzing lost deals, a custom property was implemented to select from five common reasons (identified by Geldis) why a deal failed. This solution tracks the causes of losses in a structured and statistical manner, providing valuable insights to refine future sales strategies, while also automating follow-up with prospects who were not converted during the initial phase.

The introduction of an advanced tracking and reporting system has made the management of Geldis' sales team's activities more transparent and efficient. Each salesperson is now required to record his or her tasks, such as calls, emails, and demos, ensuring a consistent work process and continuous monitoring by managers.

Individual and team performance can be viewed on a dashboard, which also provides detailed data on progress at various stages of the pipeline and invoice amounts. All information is monitored and updated in real-time, providing an accurate overview of overall performance.

Results achieved

Thanks to Ander Group's support and the redesign of the pipeline to meet the team's needs, Geldis has transformed its sales management by enhancing data quality and implementing an advanced reporting system that has streamlined and improved internal processes.

With team members now able to operate more strategically and promptly, the company has gained greater control over its activities and a clear view of future opportunities, improving its ability to respond to the demands of an ever-evolving market.

Optimize sales operations with HubSpot

Dato 1

Dato 2

Dato 3

Sales Solution Design

Sales pipeline definition

Process automation

Analytics and reporting

Setting the course: strategy and goals

Pipeline revolution and workflows activation

Analysis and reporting: a dashboard that reveals every detail

Cleaning the database for more qualified leads

HubSpot App for borderless management

Results achieved

“We’ve been working with Ander Group for about two years, and their expertise has transformed the way we operate. After thoroughly understanding our business and providing concrete solutions, they supported us in optimizing HubSpot, allowing us to build a solid foundation for Geldis' future.”

Looking to automate your sales pipeline and streamline your team’s workflow? Contact us!