Case Study: EIC Solutions improves full-funnel quote management with SmartAcre and HubSpot

EIC Solutions streamlines quote management with SmartAcre using 10 custom workflows

EIC Solutions, a manufacturing client, faced a challenge in managing its sales funnel due to a disconnect between its marketing automation in HubSpot and a separate custom CPQ system. This fragmentation created operational inefficiencies, prevented comprehensive reporting, and hampered sales follow-up processes. To support its growth targets, EIC Solutions partnered with vendor SmartAcre to unify these systems and gain full visibility from lead to revenue.

SmartAcre implemented a comprehensive, HubSpot-based sales enablement solution through a multi-phase rollout. This included integrating CPQ data, developing event-triggered workflows for deal and task management, and launching a new quoting system native to HubSpot. The results provided EIC Solutions with real-time visibility into its sales pipeline through custom reports and dashboards, significantly boosting operational efficiency and equipping the sales team to close more deals and grow business revenue.

EIC Solutions

Josh Liegel

CEO and President, EIC Solutions, Inc.