SUCCESS STORY: 
Laumont

How to Boost Offline Sales by Connecting Your ERP with the HubSpot Pipeline

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Offline Sales 

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Visibility of Sales Pipeline

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Sales Team Efficiency

    Laumont v2

    About Laumont

    Laumont is a leading wholesale company in the truffle and mushroom industry. Founded in 1980, it has established a strong presence in Spain's key markets.

    In 2020, Laumont launched its B2B ecommerce platform, catering to professionals in hospitality, catering, gourmet stores, supermarkets, and the food industry. Additionally, they introduced Laumont Shop, an online store designed for individuals who want to purchase their products and have them delivered to their door within 24 hours.

    Goals

    Laumont needed to transform its entire sales process. Given their current sales volume, it was crucial to digitize offline sales in order to maintain the growth pace they had experienced in recent years.

    The company aimed to establish a clear sales pipeline for their physical sales, enabling them to track the progress of each customer's purchases. Additionally, they wanted to monitor new proposals sent to leads to ensure a more streamlined and efficient follow-up process.

     

    1. A comprehensive view of offline business

    Having a highly visual sales pipeline.

    2. Analyzing sales trends

    Identify and detect declines in sales with specific customers.

    3. Tracking new proposals

    Be able to track the new proposals sent to potential clients.

    Strategy and Actions Taken

    Hubspot Pipeline Laumont v2

    Laumont was using an ERP (Enterprise Resource Planning) system to manage billing and customer contacts. Cyberclick's proposal was to integrate the billing data from their ERP with HubSpot, enabling the digitization of offline sales and providing a tool to identify potential missed opportunities. This integration also created a highly visual sales pipeline, showing the billing volume for each customer and tracking those who hadn't made a purchase in 15 days, 3 months, or 6 months

    Laumont estrategia y acciones

    Additionally, Laumont wanted to integrate product pricing information to enable automated and personalized email campaigns, ensuring that each customer received the correct rate.

    The challenge was that contacts are stored in HubSpot’s CRM, while product, rate, and price relationships are managed in HubDB, which is part of the CMS. To overcome this, the solution was to create an external application that automatically pulls pricing data from the HubDB tables via the API and simultaneously updates customer information in HubSpot. This setup made it so that, when an email was sent, each customer received the most up-to-date pricing based on their specific rate.

    Results

    Laumont has successfully gained a comprehensive view of its offline business. Now, they can easily visualize sales declines and new opportunities through data dashboards. They also have tailored sales pipelines for different product lines, with their billing system fully integrated into HubSpot. This allows them to graphically and easily track which customers haven't made a purchase in the last 15 days, 3 months, or 6 months.

    The Laumont team has saved significant time by automating previously manual tasks. Each week, they had to create six to seven different versions of the same email depending on the customer type and available rates. By using the HubSpot API, pricing is automatically updated, and emails are sent out in a personalized manner through a workflow.

    This success story was recognized at the 2022 HubSpot Impact Awards, where Cyberclick was honored for improving the results of its client.

    Greater Visibility

    Comprehensive Offline Business Overview

    Laumont now leverages data dashboards to identify sales declines and find new opportunities with ease.

     

    Innovation

    Technological Development

    Development of an external application to automatically update Laumont's contact information in HubSpot.

     

    Automation

    Sales and Communication Process

    Through automation, Laumont has streamlined its entire customer management and communication process, improving efficiency and effectiveness. 

     

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