Case Study: B+M Industrial captures 10x more CRM data with Leadbeam

How B+M Industrial Captured 10x More CRM Data and Seamlessly Adopted HubSpot with Leadbeam

B+M Industrial, an industrial services company specializing in motor and pump repair, faced a significant challenge with inconsistent CRM adoption. Their sales reps found manual data entry into HubSpot cumbersome, which led to lost critical interaction details, extended deal timelines, and inadequate reporting for management. This created risk and inefficiency for their team of over 100 employees.

To solve this, B+M Industrial implemented Leadbeam's mobile solution, which integrated with HubSpot. Leadbeam utilized AI-powered image recognition to capture data from business cards and a voice note functionality for reps to log details effortlessly. This streamlined the data entry process that reps previously disliked. The results were substantial: B+M Industrial captured 10x more CRM data, saved each sales rep over 2.5 hours per week, and gained the ability to produce accurate reporting for leadership without chasing down information.

B+M Industrial

Gino Valverde

Advisor