CRM & Marketing Automation
Structuring a High-Performance CRM & Lead Scoring System with HubSpot
100%
CRM Migration Completed
90%
Automated Lead Scoring System Built
85%
Sales & Marketing Alignment Achieved
CLIENT
Winoptics
Industry
Optical & Vision Solutions
Business Type
B2B services and solutions provider
Services Used
CRM Strategy
Marketing Automation
Lead Scoring
Managed CRM Optimization
The Challenge
When we started working on the project, the company had no clear CRM structure and relied heavily on manual lead management. This made it difficult for sales teams to identify high-intent prospects and focus their efforts efficiently.
- No standardized lead qualification process
- Poor visibility into lead intent and readiness
- Manual follow-ups causing delays in conversion
- Limited alignment between marketing actions and sales priorities
The Solution
We implemented a CRM-driven strategy focused on clarity, automation, and scalability, ensuring that every lead was tracked, evaluated, and routed correctly.
CRM Structuration
We designed a clean CRM architecture to centralize contacts, define lifecycle stages, and standardize data across marketing and sales teams.
Lead Scoring Framework
A custom scoring model was implemented to evaluate leads based on engagement, behavior, and interactions, allowing automatic prioritization.
Marketing Automation
Automated workflows were created to nurture leads at different stages, ensuring consistent follow-up without manual intervention.
Sales Funnel Optimization
The funnel was restructured to clearly surface Sales Qualified Leads, enabling sales teams to focus on the highest-value opportunities.
Results
Within a few months of implementation, the CRM became a central performance lever for both marketing and sales.
+65% increase in Sales Qualified Leads
Improved lead scoring and segmentation significantly increased the number of qualified opportunities.
-40% reduction in manual follow-up tasks
Automation eliminated repetitive actions and improved operational efficiency.
Faster lead-to-sales response time
Sales teams were able to engage high-intent leads earlier in the decision process.
