How August Public connected their sales team with the help of Notion and automation (make).
Company size: 11-50
Industry: Management consultant - for-profits
Headquarters: New York, USA
Services
About August Public
August is an independent organizational development consultancy that focuses on guiding organizations as they transition towards more agile, open, and human-centered ways of working to improve teamwork and engagement. They are on a mission to build high-performing teams for the world’s most meaningful mission.
Discovery
- Develop a solution that would allow August’s team to have an insight on the their current HubSpot deals and goals in a centralized method with the help of easy to manage automations and Notion.
Solution
- A simple way to allow the team to collaborate, contribute and retrieve information
- Establish appropriate documentation protocols
- Have a clear informational hierarchies
- An automation that gathers and aggregates data from HubSpot and transforms it to fit a designed Notion database structure.
Results
- Notion workspace
- Centralized knowledge hub
- Automation
Roxana and Rodolfo helped us build a Notion database to streamline and improve our sales system for incoming clients and new deals. It was a very smooth process, Roxana was very responsive and able to easily adapt to changing requirements along the journey. The documentation was great and our team is using the Notion every day to improve how we work together.”
Max Sather, Co-Owner & Agile Transformation Lead
Discovery
During our discovery sessions, we delved deep into August Public's workflows and sales management processes. We identified the key challenge of decentralization and the lack of real-time data access that could potentially hinder the sales team's performance.
Our goal was to develop a solution that could seamlessly integrate with August Public's existing workflows and sales management processes.
Solution
During our discovery phase, we identified the need for a centralized sales management system that would streamline August Public's sales processes and provide insights. To address this need, we proposed a comprehensive solution that combines the power of Notion and automation (Make).
At the heart of our solution is a custom-built Notion workspace designed to serve as a single source of truth for all sales-related activities. This workspace mirrors August Public's sales processes, featuring dedicated areas for lead tracking, customer relationship management, and performance monitoring.
Automating the Way Forward: Enhancing Efficiency
To take efficiency to the next level, we implemented a series of automation within the Notion workspace. These automations:
- Automatically update sales data from HubSpot
- Generate sales overview with ease
- Trigger notifications for important sales events or errors in the pipeline
Seamless Integration: HubSpot Meets Notion
We developed a custom automation that daily pulls data from HubSpot, processes it, and displays it within the Notion workspace. This integration allows the sales team to access and interact with their HubSpot data directly from Notion, providing a unified sales management experience.
Results
We were pleased to see that the August Public team's sales processes showed notable enhancements after deploying our customized Notion solution. They gained a centralized hub where they could access real-time sales data, collaborate on strategies, and manage customer relationships – streamlining their process and freeing up more time for high-value activities.
Our automations played a crucial role in improving the team's productivity. By automating tedious tasks like data entry and report generation, we reduced the time spent on these tasks, allowing the sales team to focus more on high-priority activities. This also ensured that they had access to the latest information, empowering them to make informed decisions.
Overall, the results of our solution were clear. By leveraging the capabilities of Notion and automation, we were able to provide August Public's sales team with the tools they need to work more efficiently, make more informed decisions, and ultimately drive better sales results. The team's positive feedback and the tangible improvements in their sales performance were a testament to the value of our solution.
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