Right after we started the project, CBS acquired their biggest competitor, the second largest bus retailer in the US. Merging CRM records from your largest competitor is no small task. Figuring out how to deduplicate shared leads while merging together customer purchase histories and sellers notes requires a lot of careful planning and creative solutions. Additionally, working with a management team that was using different software, aligning their expectations, and customizing the new platform for their needs, required a true Hubspot expert. Finally, training a team of 130+ sales members across 8 different offices with different backgrounds and experience levels to use a new software solution is never an easy task.
Creative Bus Sales (CBS) is the largest bus dealer in the United States with 22 offices from coast to coast. Their dealerships sell every type of bus imaginable, from small school buses to massive touring buses, and everything in between. They have a large sales team spread out across the nation, broken up by region, that were managing their leads in 2 ancient CRM solutions. Meanwhile, their marketing team had been using Hubspot’s Enterprise Marketing platform to manage their blog, landing pages, and social media posts. Due to the success of Hubspot’s marketing tools, CBS was interested in moving their sales team to Hubspot’s Sales platform so that their marketing and sales teams could be connected and work off of the same lead list. CBS needed the help of a Hubspot partner to analyze and provide recommendations on their marketing efforts, import lead records from their two existing CRMs, configure Hubspot’s sales platform for their large team, and train their 130+ person sales team on the new software.