60%reduction in quote generation time 22%+increase in revenue growth 40%increase in sales productivity | 25%shorter sales cycle 18%increase in win rate 99%quote accuracy achieved |
ER Professionals is a leading Australian POS and EFTPOS terminal provider, delivering hardware, setup, service, and support to businesses nationwide.
Despite strong demand, the sales team struggled with inefficient manual processes — especially around deal creation and quote generation. Each quote required custom branding and pricing logic, which significantly slowed workflows and increased the risk of errors.
To transform their sales operations, ER Professionals partnered with us to implement a fully automated HubSpot solution for deal creation, pipeline structure, and dynamically branded quotes.
Before automation, ER Professionals’ sales process was hampered by:
Manual deal creation across diverse product offerings
Generic quotes without custom branding
Time-intensive quote customization
Inconsistent pipeline management
Slow sales cycles with high administrative workload
These challenges led to slower revenue realization, lower team productivity, and inconsistent brand experience for customers.
What ER Professionals Needed
To scale efficiently and deliver a better customer experience, ER Professionals required:
A fully automated deal creation workflow
Product-specific sales pipelines
Dynamic, branded quote generation per customer
Integration between HubSpot and a custom CMS for logo & pricing logic
A system that reduced errors, improved accuracy, and supported growth
Enablement for sales teams to independently manage the system
After implementation, ER Professionals saw immediate, measurable impact across key business metrics:
Metric | Before | After |
Deal Creation Time | 15 min | 3 min |
Quote Generation Time | Manual | ↓ 60% faster |
Sales Cycle Length | Baseline | ↓ 25% |
Win Rate | Baseline | ↑ 18% |
Revenue Growth | Baseline | ↑ 22% |
Quote Accuracy | ~88% | 99% |
Sales Productivity | Baseline | ↑ 40% |
Customer Satisfaction (CSAT) | — | 4.6 / 5 |
Zero manual deal creation — fully automated
Dynamic branded quotes generated instantly
Structured sales pipelines for each product type
Higher win rates and faster sales cycles
Improved accuracy & reduced administrative burden
Scalable CRM-backed sales engine built in HubSpot
Business Impact
Revenue systems, crafted on HubSpot. Implementation, onboarding, migration, integration and managed services for the US, Australia, New Zealand & India.
