Overview
Allsop & Francis, a leading supplier of industrial washing machines and commercial tumble dryers, serves top businesses across the UK. Known for their reliable equipment and excellent service, they needed a more efficient way to manage their sales processes and streamline proposal creation.
Challenge
Allsop & Francis relied heavily on spreadsheets to track sales, which became time-consuming and prone to errors as they grew. Their manual proposal process also slowed down deal closures, affecting efficiency and customer experience.
Strategy
We migrated their sales operations from spreadsheets to HubSpot, creating automated workflows and a centralised CRM. Additionally, we customised PandaDoc to generate and manage proposals quickly in HubSpot, reducing manual effort and improving accuracy.
Results
With HubSpot and PandaDoc, Allsop & Francis now enjoys streamlined sales operations, faster proposal turnaround times, and better data management. This has boosted their efficiency, allowing them to focus on providing top-tier service and growing their business.
