The engagement started by treating CRM as the operational backbone for Unical’s quote-to-order lifecycle rather than just a reporting tool. The team rebuilt the website to enable ecommerce and then mapped every step from RFQ and RFP through fulfillment, consolidating an outdated system and integrating both VistaQuote and Quantum into HubSpot for a single source of revenue truth.
A structured quote-to-order deal flow ensured every RFQ, contact, and company rolled into the right pipeline, while alerts surfaced high-value opportunities to accelerate responses. Event workflows and lifecycle campaigns turned trade show and inventory signals into automated, data-driven outreach.
Custom dashboards and a user adoption cockpit aligned leadership and 70+ reps around shared KPIs, reinforcing new behaviors that made the RevOps architecture stick and enabled measurable growth in deals and speed-to-close.