Business Process Automation Insights

How to Successfully Implement an Enterprise Sized CRM System and Sales Process

Written by Will Smith | November 5, 2021

UFP Industries, formerly known as Universal Forest Products, is a leading manufacturer and distributor of wood and wood-alternative products, boasting over 80 facilities across the U.S., Canada, and Mexico. In 2005, the company faced challenges with scattered spreadsheets and outdated database applications to manage business processes, leading to maintenance headaches and inefficiencies. ​Hyland

The Challenge

Managing a vast network of facilities with varying requirements, UFP Industries struggled with:​Hyland

The Solution

To address these challenges, UFP Industries collaborated with ManoByte, a HubSpot Elite Solutions Partner, to implement the HubSpot CRM platform. This partnership aimed to streamline their sales and marketing processes, enhance data management, and improve overall efficiency. ​Hyland+3Business Process Automation Specialist+3Business Process Automation Specialist+3

Implementation Steps

  1. Assessment and Planning: Evaluated existing systems and identified areas for improvement.​
  2. CRM Deployment: Implemented HubSpot CRM to unify sales and marketing data.​
  3. Training and Adoption: Conducted comprehensive training sessions to ensure seamless adoption by the sales team.​Business Process Automation Specialist
  4. Continuous Optimization: Regularly reviewed and refined processes to maximize the CRM's potential.​

Results

Post-implementation, UFP Industries experienced:​Business Process Automation Specialist

  • Enhanced data visibility across all facilities​
  • Streamlined sales processes leading to increased efficiency​
  • Improved collaboration between sales and marketing teams​

By leveraging HubSpot's CRM platform and partnering with ManoByte, UFP Industries transformed its sales and marketing operations, leading to significant improvements in efficiency and data management across its extensive network.​

Chris Camfferman, Managing Director of Marketing at UFP Industries walks us through their successful implementation of the HubSpot CRM. Chris will speak about how UFP handled change management, what UFP was using before moving to the HubSpot CRM, and the lessons learned during this digital transformation.

 

Timestamps:

  • 2:17 - Meet Chris Camfferman
  • 5:26 - Context of the CRM Implementation for UFP Industries
    • $5 Billion company, 130 location globally, with 14,000 employees and 300 salespeople using the CRM daily
  • 7:40 - What were the major challenges in implementing a CRM for such a large organization?
  • 9:28 - What UFP was using to manage sales previously? What was working well already?
  • 12:09 - What internal system and processes kept and enhanced for sales and marketing teams through the CRM implementation
  • 14:41 - How long did it take for the CRM Implementation process and adoption?
  • 19:30 - What was required to incentivize HubSpot adoption to make it successful?
  • 20:53 - Surprising benefits for UFPs sales and marketing teams after implementing HubSpot CRM
  • 24:19 - How to create a competitive advantage in the changing building materials marketplace
  • 29:34 - The surprising benefit of working with influencers for 
  • 31:06 - The value of HubSpot's sales playbooks
  • 34:12 - How to source social media influencers
  • 35:51 - The best piece of advice Chris has ever received

Join host Will Smith live as he brings in a guest and speaks with them about their experiences, expertise, and advice around Building Materials Marketing.

Tune in live via ManoByte's Facebook, LinkedIn, or YouTube page!

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