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125-Year-Old Manufacturer Modernizes with HubSpot CRM for Customer Engagement

bosleymouldings-work

Industry

Manufacturing

Challenge

Travis' family has owned Bosley Mouldings, an eco-friendly hardwood architectural mouldings manufacturer, for over a century. When the opportunity to purchase the business arose, he seized it. With a background in tech, Travis understood the need for a robust CRM but lacked the in-house team for implementation.

Engaging Prospects and Customers

RevOps, MarketingOps

bosleymouldings.online
1
Quickbooks Online Integration
50 hr
Reduction in Weekly Labor Hours Handling Quoting
5
Sales Seats Onboarded
2,000
Contacts Migrated

“Very competent and professional...they operate very much like a well polished business and consultancy.”

Travis Ritter

CEO, Bosley Mouldings

bosley-BLACK-POSTER

About Bosley Mouldings

From the very beginning, utilizing steam power to manufacture ornate picture frames, to a globally recognized designer of architectural millwork produced by state-of-the-art computer-controlled machinery, Bosley has been family-owned and operated. A century in the business has gained Bosley world-wide recognition as a leader in architectural millwork manufacturing, inspiring architects and designers around the world to specify Bosley moulding in their projects.

Challenge

Travis' family has owned Bosley Mouldings, an eco-friendly hardwood architectural mouldings manufacturer, for over a century. When the opportunity to purchase the business arose, he seized it. With a background in tech, Travis understood the need for a robust CRM but lacked the in-house team for implementation. He enlisted the Peddle team to make HubSpot the centerpiece of his ecosystem and to develop outbound sales campaigns.

Solutions

The Peddle team constructed an outbound sales system that prospects and engages leads through emails, handing off interested parties to the internal sales team. Custom reporting was created to track conversion rates, meetings, outcomes, deals, and revenue.

Bosley adopted the system in-house and has since applied the same system to re-engaging current customers for reselling and upselling. In addition they hired Peddle again to overhaul their quoting system within HubSpot and to integrate invoicing with their QuickBooks accounting system.

Impact

  • Lead Generation: Outbound system consistently produced qualified leads, fueling the sales pipeline.

  • Improved Visibility: Custom reporting provided clear insight into conversion rates, meetings, outcomes, and revenue.

  • Operational Efficiency: HubSpot quoting and QuickBooks integration streamlined the sales-to-invoice process.

  • Customer Growth: The same outbound framework was successfully applied to re-engage existing customers, increasing resell and upsell opportunities.

 

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