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Smarter sales, happier customers: A CRM success story for Slimline Warehouse

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Smarter Sales, Happier Customers: A CRM Success for Slimline Warehouse
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Slimline Warehouse is a fast-growing Australian manufacturer and distributor of retail display systems. As their business scaled, they needed a connected digital platform to replace siloed processes, reduce admin, and improve sales, service, and marketing performance.

The problem

Slimline’s rapid growth outpaced its systems. Sales reps struggled with manual lead assignments and inconsistent handovers, often chasing unqualified leads while deals stalled during staff leave. Service teams faced similar issues—tickets from multiple channels were triaged manually, with no urgency logic or escalation process. High-priority requests were lost in the shuffle, leading to unresolved cases.

Problem 1:

Siloed tools meant sales, service, and marketing were working in isolation. Leadership lacked a single view of the pipeline, customer issues, or campaign performance.

Problem 2:

Stock insights from the Warehouse Management System (WMS) weren’t tied into frontline operations. Without integration, automation, or shared visibility, Slimline’s teams couldn’t work at the pace of their growth.

The solution

To address Slimline’s fragmented workflows, we designed a connected HubSpot platform that unified sales, service, and marketing into one system. Rather than a simple CRM rollout, this was a multi-hub transformation—leveraging Sales Hub Pro, Service Hub Pro, CMS Hub Pro, and Operations Hub to replace manual tasks with automation. The goal was clear: create a scalable, integrated platform that improved visibility, speed, and customer experience across the business.

The Strategic Plan
The Implementation
Focus areas

  • Automated lead capture and round-robin routing with leave handling.

  • Segmented pipelines to keep reps focused on qualified opportunities.

  • Integrated live WMS data for accurate quoting and stock visibility.

Sales Hub Pro – Smarter Selling
Focus areas

  • Automated lead capture and round-robin routing with leave handling.

  • Segmented pipelines to keep reps focused on qualified opportunities.

  • Integrated live WMS data for accurate quoting and stock visibility.

Service Hub Pro – Faster, Structured Support
Focus areas

  • Centralised ticketing with urgency logic and escalation paths.

  • Clear queues reduced lost or delayed customer requests.

  • Automated ownership reassignment ensured continuity during staff leave.

CMS Hub Pro – Landing Pages That Convert
Focus areas

  • Rebuilt 20+ landing pages with AI-supported copywriting and SEO.

  • Delivered stronger user journeys, faster publishing, and higher conversions.

Operations Hub – Data That Syncs
Focus areas

  • Connected sales, service, and marketing into one system.

  • Synced key data points with the WMS to support leadership decisions.

The Implementation

Over a focused 12-week rollout, Slimline replaced its fragmented tools with a fully connected HubSpot platform spanning Sales, Service, CMS, and Operations Hubs. The project began by mapping existing processes—manual lead assignments, ticket triage, and siloed reporting—then rebuilding them as automated, scalable workflows. Sales gained structured pipelines and inventory-aware quoting, service teams moved to centralised ticketing with clear escalation, and marketing launched faster, SEO-friendly landing pages powered by AI. Leadership, meanwhile, transitioned from reactive spreadsheets to real-time dashboards, bringing instant visibility across sales and service performance.

Key steps included:

  • Automated lead routing with round-robin logic and leave handling

  • Segmented pipelines for Pre-SQL and SQL opportunities

  • Live WMS data syncing for accurate quoting

  • Centralised ticketing with urgency rules and escalation paths

  • Automated ownership reassignment during staff leave

  • AI-generated content for 20+ SEO-optimised landing pages

  • Real-time dashboards replacing spreadsheets for leadership

The impact and results

By unifying their sales, service, and marketing systems, Slimline Warehouse has:

  • Empowered sales with clearer deal management and inventory-aware quoting.

  • Strengthened service reliability through structured escalation and continuity.

  • Equipped leadership with foresight via real-time dashboards.

  • Increased customer satisfaction with faster, more transparent support.

  • Built scalable infrastructure ready for future HubSpot hubs, like Commerce Hub.

Our experience can best be described as showing up with empty vessels, only to have our consultants fill them to the brim—almost overflowing! As a business, we were facing limitations within our current system, making it challenging to streamline key processes. On most days, we felt unclear about our workflow, and our team often found itself sidetracked. Thankfully, Varun was an excellent listener, quickly interjecting with workable solutions. He took the time to map out our processes, identify pain points, and then provided tailored solutions, workflows, and automation strategies that made everything run much more smoothly. Vic, on the other hand, did a great job of capturing all the necessary components and communicating them clearly to ensure the project moved smoothly to the next phase. What truly stood out, however, was the perfect balance between professionalism and a personable approach that both Varun and Vic provided. The entire experience was not only efficient and insightful but also genuinely pleasant. We are now far more confident and organised, thanks to our HubSpot team. We’ll certainly miss the weekly catch-ups but will definitely keep you in mind should we need your services again—especially if Varun brings his guitar and busts out a tune! 😊 Thank you!

Kelly, A

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