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THE CLIENT

TAB Industries

From Spreadsheets to Sales Success: A HubSpot Transformation

TAB Industries, a Reading, Pennsylvania-based contract manufacturing and fabrication company, partnered with Marketing Essentials to transform its fragmented marketing and sales processes into a unified, efficient CRM.

Before implementation, TAB relied on spreadsheets for customer data tracking, resulting in fragmented customer knowledge and communication across different systems. Significant time was spent on manual tasks, and misaligned processes across teams created challenges in achieving sales goals.

View the Results

THE RESULTS

Today, TAB Industries has transitioned to a data-driven, automated approach where everyday tasks are faster and more efficient, sales and marketing teams are aligned with real-time visibility into customer data, and advanced reporting capabilities support informed, strategic decision-making for continued growth and innovation.

CLIENT TESTIMONIAL

Hear from TAB Industries

“The team at Marketing Essentials was very approachable. They listened to our needs and provided us with options that fit within our budget. …. With the HubSpot CRM, we could do more from a sales standpoint with fewer individuals … (it) also allowed us to have a bigger reach and a more effective reach.”

– Andy Brizek, Vice President Sales & Marketing, TAB Industries

Our CRM Approach

Implementation

Sales Enhancement

  • Mapped sales process and created customized pipelines
  • Automated lead assignments and deal creation to accelerate closures
  • Integrated contact tracking for comprehensive view of customer interactions

Marketing Automation

  • Developed lead nurturing email workflows to guide prospects through the buyer's journey
  • Implemented social media scheduling and email templates to streamline engagement

Service Improvements

  • Customized ticketing, live chat, customer surveys and knowledge base features for personalized support

Reporting

  • Designed advanced reporting dashboards to track key metrics in real time
  • Built a closed-loop data system for better customer acquisition cost insights

Coaching

  • Provided personalized coaching
  • Delivered hands-on training sessions 

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