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Project Name
A Unified HubSpot Solution for B2B Quote Automation, Shopify Sync, and KPI Intelligence
Project Scope
Develop an advanced trade program in HubSpot with automated workflows, integrated KPIs, and intelligent dashboards.
Luxury Sanitaryware Fixtures and Furnishings
Work Duration
4 Weeks- 6 Weeks
The United States
Technologies
The client wasn’t struggling to grow, but they struggled to keep up with their growth. The orders of luxury bathware were rolling in, but behind the polished storefront, chaos was building.
As a luxury sanitaryware brand expanding across the U.S., its trade was gaining traction. But the challenge was: whenever a store or contractor wanted a price quote, someone had to handle it manually. Trade leads data were scattered across spreadsheets, and no one could tell easily how well the trade program was doing.
They were spending too much time organizing and not enough time growing the business, which is when they came to TRooInbound. The client needed a smarter, HubSpot-powered setup that could automatically collect quote requests, sync with Shopify, and deliver real-time KPIs (what’s working and what isn’t) to make smarter business decisions.
With increasing B2B sales, the client’s disconnected systems became harder to manage. Their team couldn’t see the full picture, which slowed down responses, complicated reporting, and created friction across departments. Here’s what they wanted us to solve:
Here’s what the client expected us to solve:
These challenges made it clear: the client didn’t just need new tools—they needed a connected strategy.
With the above challenges and system gaps mapped out, our team at TRooInbound made an automation-first and connected strategy to bring order, insight, and speed to the client’s trade program. Every move was made with long-term scalability and team usability in mind.
Together, these strategies transformed their scattered operations into a streamlined, data-powered system.
We rolled out a custom HubSpot setup built for automation, visibility, and scale to bring order to their trade operations. We replaced manual tasks with intelligent workflows, aligned tools with real business terms, and made data meaningful through smart dashboards.
With the new system in place, the client gained visibility, speed, and control across their trade program. What once felt manual and fragmented became automated and insight-driven.
a ctaWe will strategize our execution based on your requirement
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