How Designer Home Spas is closing Leads 30% faster

Automation Engineer

HubSpot

Make

OpenAI

"We have better visibility, faster follow ups, and fast sales cycles, all thanks to Catalytics...can't recommend them enough." - Andrei Newman, CEO

Overview

Designer Home Spas stands as a beacon of luxury wellness, offering clients a gateway to serene home sanctuaries through their high-end European spa products. Products that include spas, saunas, fire pits, and cold plunges. With a surge in customer demand created a lead management constraint. Their existing manual lead management system, while functional, did not reflect the efficiency needed to manage the volume of customers.

Challenge

The company faced a labor-intensive system for managing incoming leads. Essential data from potential customers had to be manually evaluated to determine its worth, inputted into CRM systems, logged for reporting, assigned to the appropriate sales rep, and, if necessary, placed into outbound sales channels for future nurturing. This not only demanded significant manpower but also risked delays and loss of potential sales due to inefficiency.

Our sales process overall was manual, time consuming, slow, and complicated with so many disjointed tools - Andrei Newman, CEO

Solution

Catalytics designed a fully automated system that revolutionized Designer Home Spas' sales methodology. This cutting-edge solution encompassed:

AI-Powered Lead Evaluation: Deploying OpenAI to score and segment leads by potential value, industry, and product interest, ensuring prioritization and personalization.

Seamless Data Integration: Automating the flow of lead data into Airtable for tracking and HubSpot as the primary CRM, achieving a single source of truth for client interactions.

Strategic Contact Nurturing: Leveraging Klaviyo to initiate a nurturing sequence, promoting engagement and conversion of leads.

Automated Notifications: Establishing a real-time alert system via Slack for sales teams, facilitating prompt responses.

Dynamic Reporting: Updating sales dashboards in HubSpot with real-time data for a comprehensive view of the sales funnel.