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CASE STUDY

From confusion to clarity: How Flogas optimised their workflow

If it’s not broken, don’t fix it? Not true at all! We’ve all found ourselves wishing for more time to dive into customer insights, improve our workflows and our sales processes for growth. 

The truth is that we’re often short on time and many organisations struggle with disorganised information. Flogas experienced this first hand and turned to Avidly for support. Their goal was to simplify their operations by establishing a unified, streamlined source for their data, ensuring accuracy and efficiency. This would allow them to save time and concentrate on expanding their business further.

The background

Old fashioned workways and untapped potential

Flogas delivers LPG, LNG, and autogas to homes and businesses across England, Scotland, and Wales 365 days a year. With more UK depots than any other supplier, they ensure reliable energy to even the most remote areas.

Meet Dan and Sarah

Dan is the IT Director at Flogas, but he originally joined the company as Head of Change in 2019. Back then his job was to steer the company into a new direction. As part of this new strategy, they wanted a proper CRM as they had stretched their existing softwares to the limit. 

Sarah has been with Flogas for 22 years, starting in sales administration and progressing through various roles. She currently oversees the CRM in HubSpot.

Challenges

Before getting help from Avidly, Flogas worked with several different software systems which led to time inefficiency and disorganised work structure. 

Because their customer data was scattered across multiple systems it was difficult to use it effectively. The data was disorganised, which made it hard to see how their sales and marketing efforts were working together.

The lack of collaboration between their sales and marketing departments resulted in missed opportunities, inconsistent messaging, and inefficiencies in nurturing leads and closing deals. 

They needed something to give them a good overview of their business activities. If they can’t measure their efforts then how can they know what’s working well and what isn’t?

Solution

To address these challenges, Dan turned to his network for recommendations on a good CRM. Unsurprisingly, HubSpot was mentioned to him repeatedly. He reached out to HubSpot and was introduced to Avidly. 

Flogas decided to partner with Avidly because of the strong human connections they experienced. It wasn’t just about finding a service provider; they valued the genuine relationships and trust that Avidly built with them from the start. 

This personal approach made Avidly stand out. Flogas knew they were working with a team that truly understood their needs and was invested in their success. 

 

Avidly supported Flogas with:

  • Marketing HUB implementation + training
  • Sales HUB implementation
  • Existing software integration with HubSpot
  • Docusign integration
  • In-person training of 40+ sales team members
  • Automations to catch expired contracts in need of a re-order

Going forward

Flogas are excited to explore the full potential of HubSpot, confident in their ability to streamline workflows, enhance customer relationships, and ultimately drive business growth. 

With a solid foundation in the Marketing Hub and Sales Hub, they are now ready to implement strategies to leverage HubSpot’s full potential and become an even bigger player in their industry.  All made possible with the help from engaged specialists at Avidly HubSpot Solutions. 

Ready to get the right support with managing HubSpot?

If you want to get the most from your HubSpot account, download our pricing guide to find the right solution for you.

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