The Client
Nexus Consulting is used to dealing with complicated processes. That's the nature of their work. The company, based in New York City, has carved a niche in the complex world of permit consulting. The company helps NYC architects save time and ensure compliance with stringent regulations, a critical factor in the NYC construction scene. However, as the firm expanded, it became evident that their operational systems, particularly in sales and client management, were not keeping pace with their growth, leading to inefficiencies and a bottleneck in their potential to scale.
The firm's reliance on a makeshift system for managing sales processes, using a project management tool ill-suited for the purpose, was its biggest hindrance. The existing approach led to a disconnected and opaque sales operation, lacking the clarity needed for a growing business. The need for a more sophisticated, tailored solution was clear. They needed a way to streamline their processes and align with their growing business needs.
The Problem
Nexus Consulting's operational challenges stemmed from their improvised approach to sales process management. The firm's reliance on a generic project management tool for sales tracking was a square peg in a round hole. Their system lacked the specialized features necessary for efficient sales management and reporting, leading to a fragmented and inefficient process. The absence of a dedicated CRM meant lost opportunities in client management and a lack of strategic insight into their sales pipeline, both of them being crucial elements for the growth they were seeking.
Their manual invoicing process was another area of concern. It was time-consuming and couldn't be replicated consistently by other people. The process was impacting their cash flow and overall financial health.
The Solution
Nexus Consulting was not slow in recognizing these challenges. Jimmy Gandhi reached out to ClearPivot to get started with the implementation of HubSpot for their marketing and sales process. The move was the first step in getting the competitive edge that would help them grow.
ClearPivot started by getting to know their current processes, bottlenecks, and pain points. Their expertise in HubSpot allowed them to identify the best way to create new processes that were true to the spirit of their current ones. The new system would be a structured and sophisticated framework for managing their client interactions, providing valuable insights into the marketing and sales pipeline. With the new system, Nexus Consulting would be equipped to make informed decisions based on real-time data.
The Results
With their new processes ready on HubSpot, Nexus Consulting was ready for a new stage of growth. The system immediately saved them time, especially with the quote templates that any employee could now provide. The biggest gains were in the realm of sales management. Nexus’s structured approach to managing client interactions helped them follow up on leads in a timely manner, keep their information organized, and track crucial data about their projects. The enhanced visibility and control over the sales pipeline give them the right analytics to guide their business to its next phase and growth.
Another area that saw notable gains was their financial operations. The progress was not limited to minimizing their manual processes. Handling their deal tracking in HubSpot gave them granular data on their timeliness in revenue tracking, which is crucial for effective financial management. Moreover, the CRM implementation had a positive impact on Nexus Consulting's digital presence.
Tthe integration of HubSpot CRM at Nexus Consulting has been a game-changer. The streamlined sales processes, efficient financial management, and improved client relationship management have equipped Nexus Consulting to meet the challenges of growing their business in the competitive world NYC of permit consulting.
