At Utbrudd, we believe in the power of custom solutions to drive business growth. That's why we were excited to work with Blueye, a company specializing in underwater drones, to build a custom quote theme for them, using HubSpot’s platform. This case study will take you through the process of creating a custom quote theme, from understanding client’s needs to implementing solutions that resulted in a customized and efficient quote process.
Blueye was facing a common problem in the sales process: their quotes were not standing out from the competition.They were using the default quote theme provided by HubSpot, which left them with a generic, unbranded look. What they wanted was to bring their professional brand image to the surface by creating a personalized quote template for their sales team, with a design that would reflect their company's specialty in underwater drones, as well as their brand identity.
The project began with a meeting with Blueye, aiming to understand their needs and wishes. There they provided us with a design mockup that outlined the look and feel of what they wanted for their custom quote theme, as well as all the features they needed to streamline their sales process. Next, as HubSpot allows for the use of their default quote theme templates, our HubSpot-certificated developers used it as a starting point for creating the custom quote theme, gaining a great understanding of how it works, by which part it is composed, and how to customize it in the most efficient way.
During the entire process, our developer’s team focused mainly on the following task:
Focusing on user experience and mobile optimization, we leveraged HubSpot's features such as custom fields, custom properties and modules to create a fully functional and user-friendly quote theme that seamlessly integrated with Blueye's sales process.
In particular, some of the new modules created, aim to support and better explain Blueye’s vision and mission, as you can see in the image below.
At the same time, others aim to increase cross-selling opportunities, like the “Other relevant products” section in the image below.
The benefits of the custom quote theme that Blueye has experimented can be summarized as follows:
"Utbrudd understood our needs and were able to create a custom quote theme that not only streamlined our process, but also reflected our brand identity. The scalability, personalization, and usability of the theme has greatly improved our sales team’s productivity and we are thrilled with the results."
Chief Commercial Officer - Blueye Robotics
In this case study, we had the pleasure of working with Blueye to create a custom quote theme using HubSpot. By understanding Blueye's specific needs and working closely with our in-house developers, we were able to implement solutions that resulted in a customized and efficient quote process. The final product reflected Blueye's brand identity and provided more scalability, personalization, and usability for their sales team, definitely streamlining their sales process.
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