Case Study: StepUp Scaffolding rebuilds sales operations and forecasting with Pyxl and HubSpot Enterprise

StepUp Scaffolding rebuilds sales operations in 7 days with Pyxl

StepUp Scaffolding, a company in the industrial and professional services sector, faced a significant challenge as its commercial operations had outgrown its data infrastructure. Its critical sales data for accounts, quotes, and jobs was trapped in disconnected systems, making it impossible to generate accurate reports or forecasts without manual effort. The vendor Pyxl was engaged to address this problem using HubSpot Enterprise.

Pyxl implemented a comprehensive solution that began with modernizing the underlying data model to integrate all information into HubSpot Enterprise. They then rebuilt the sales operations process to match the business's actual workflow, created new reporting views to answer key questions instantly, and provided full documentation and training. This HubSpot Enterprise integration provided StepUp Scaffolding with a modernized data infrastructure and sales operations, finally enabling reliable reporting and forecasting that was previously unattainable.

StepUp Scaffolding