Network Truck Insurance Services

Since 1989, Network Truck Insurance Services, Inc. has been dedicated to understanding the transportation industry's unique needs. The company is passionate about providing its clients - insurance agents, with the know-how, market access, and top-notch service they need to meet their insurance goals.

Service: Sales Enablement, Consulting & Support

Industry: Insurance

Location: United States

Hubs: Sales

HubSpot Services for NTIS

Story

Dennis, CEO at NTIS, contacted Velainn to help him incorporate Sales processes in HubSpot. The requirement was to connect various Insurance software, including calling software and databases, to HubSpot. They asked for help in HubSpot training and understanding how to get more from HubSpot.

Solution

Velainn conducted a series of calls to understand the requirements and goals. We created a plan for Sales Hub onboarding with the client and started working on incorporating the company's processes. We did the necessary integrations to have a coherent CRM system aligned with the other software used for insurance activities. We ensured HubSpot was equipped with workflows that saved time for sales reps doing manual tasks. The Sales team was trained on using HubSpot CRM - mainly Deals, Contacts, Companies, and a Custom Objecgt we created to use the data correctly, using advanced filtering for records, Sequences, and Calls within HubSpot.  The Buyer Journey process was reflected in HubSpot Deals. We created Deal stages, automated the journey process, and created workflows with notifications and automatic assignments. This lead routing strategy saves time for the entire management team and sales reps. 

Sales Hub Enablement

Results

NTIS got an established HubSpot CRM portal with the necessary integrations and syncs to reflect company processes in a single system. The Sales reps adapted to HubSpot and thought about how to use it effectively.

Services & Products used

HubSpot Sales Automation

HubSpot Sales Automation

Sales automation employs software to remove repetitive, manual tasks, enabling you and your sales team to concentrate more on closing deals and earning revenue. It can also include lead routing, setting up calling, integrating email, calendar, and other important sales tools.

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HubSpot Sales Hub

Sales Hub is a great friend to help sales teams focus on quality rather than just numbers. Its user-friendly tools deliver quick results and offer a unified view to boost productivity and strengthen customer relationships. Plus, it gives sales leaders valuable insights to grow their revenue confidently.

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Velainn is a Gold HubSpot Partner, which means we can help you choose the HubSpot Hub, waive onboarding fees, and get a discount on HubSpot software.