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Financial Services & Wealth Management
$100m+
147k+
90%
CASE STUDY
Powerflo Solutions
Discover how Digital Stand helped Powerflo Solutions streamline sales operations with HubSpot and Pronto integration, accelerating deal closures and boosting revenue performance.
Overview
Powerflo Solutions is a leading provider of innovative solutions in their industry, delivering exceptional products and services to clients across multiple markets. With a robust sales team of 45 representatives, the company has established itself as a trusted partner for businesses seeking reliable solutions. However, Powerflo faced significant challenges in managing their sales processes efficiently. Their existing Pronto on-premise system, whilst functional for quote management, lacked the seamless integration needed to accelerate lead conversions and optimise sales workflows. The company recognised that to maintain their competitive edge and support their growing sales team, they needed a more sophisticated, automated approach to sales operations.
PROJECT
Digital Stand integrated HubSpot with Powerflo's existing Pronto on-premise system to automate sales processes and accelerate deal closures for their 45-person sales team.
WHAT WE DID
We created seamless automated workflows between HubSpot and Pronto, enabling direct quote generation from the CRM, streamlined lead processing, and enhanced sales pipeline visibility.
TIMELINE
The integration was implemented and delivered measurable results within the first six months, including an 18% increase in closed deals and 12% revenue boost.
Key Challenges
01.
Disconnected Systems
Powerflo's existing Pronto on-premise system operated in isolation from their sales tools, creating bottlenecks in lead processing and manual workflows that slowed down deal progression.
02.
Inefficient Lead Processing
Without proper integration, lead capture, tracking, and nurturing were fragmented, making it difficult for the 45-person sales team to follow up promptly and maintain momentum with potential clients.
03.
Manual Quote Generation
Sales representatives faced significant delays due to time-consuming quote creation processes, which increased the risk of errors and impeded their ability to respond quickly to prospects.
04.
Limited Sales Visibility
The lack of streamlined workflows meant deals moved slowly through the pipeline, preventing sales managers from identifying bottlenecks and optimising team performance effectively.
Process
Digital Stand's approach focused on creating a seamless bridge between Powerflo's existing Pronto system and modern CRM capabilities through HubSpot integration. Rather than replacing their established infrastructure, Digital Stand preserved Powerflo's investment in Pronto whilst adding the automation and visibility benefits of a modern CRM. This integration allowed data to flow automatically between both systems, so sales reps could work primarily in HubSpot while still leveraging Pronto's robust quoting capabilities behind the scenes.
Our Solutions
Digital Stand delivered a comprehensive HubSpot and Pronto integration solution tailored to Powerflo's specific needs. Key elements included:
- Automated Quote Generation
Seamless integration between HubSpot and the Pronto on-premise system enabled sales representatives to generate quotes directly from the CRM, eliminating manual processes and reducing errors whilst significantly speeding up response times. -
Enhanced Lead Processing
Improved lead capture and tracking systems were implemented, allowing for better lead nurturing and enabling sales reps to follow up promptly with prospects, ensuring no opportunities were missed.
- Streamlined Deal Acceleration
Automated workflows were designed to move deals faster through the pipeline, helping the sales team focus on high-priority tasks and strategic activities rather than administrative burden. -
Sales Force Enablement
The integration equipped sales teams with better tools to respond to leads, track progress, and manage their pipeline more effectively, resulting in improved overall productivity and performance.
This strategic integration of HubSpot with Pronto created a unified sales ecosystem that automated routine tasks whilst maintaining the robustness of Powerflo's existing quote management system. The sales team could now operate more efficiently, with real-time visibility into their pipeline and automated processes supporting their daily activities.
Results That Speak for Themselves
Lead processing time dropped by 15%, allowing the sales team to prioritise high-value selling activities instead of manual admin.
Efficiency
The team cut inquiry processing time by ~30–40%, freeing staff to focus on high-value activities.
Accuracy
Automated quote generation ensured every proposal was accurate and consistent, reducing errors and the need for rework.
Visibility & Reporting
Real-time dashboards provided clear insights into the sales pipeline, empowering managers to make faster, data-driven decisions.
Sales Enablement
Custom workflows and automated follow-ups improved engagement with prospects and accelerated deal closures, boosting overall productivity by 10%.
“Digital Stand understood exactly what we needed. The integration between HubSpot and Pronto has transformed our sales process—our team works faster, quotes more accurately, and closes more deals.”
Sales DirectorPowerflo
Resulting in Integration that Delivers
Digital Stand's partnership has transformed Powerflo Solutions' sales operations landscape. The new integrated system has established a new benchmark for efficiency – faster lead processing, accelerated deal closures, and enhanced sales team productivity. Powerflo can now scale their sales operations with confidence, knowing their HubSpot and Pronto integration provides a robust foundation for continued growth. These improvements position the company for sustained success in their competitive market, with sales representatives empowered by technology that supports rather than hinders their efforts to drive revenue growth.
15%
Reduction in lead processing time
20%
Faster deal
closure rate
closure rate
10%
Increase in sales team productivity
18%
Increase in
closed deals
closed deals