From spreadsheets to seamless sales and neat proposals
Allsop & Francis, a leading supplier of industrial washing machines and commercial tumble dryers, needed a faster, more reliable way to manage sales and proposals.
Overview
Allsop & Francis is a leading supplier of industrial washing machines and commercial tumble dryers, serving major businesses across the UK. Known for reliable equipment and excellent service, they needed a more efficient way to manage their sales processes and streamline proposal creation.
The challenge
The team relied heavily on spreadsheets to track sales, which became time-consuming and error-prone as they grew. Their manual proposal process also slowed down deal closures, affecting both efficiency and the customer experience.
The strategy
We migrated their sales operations from spreadsheets to HubSpot, building automated workflows and a centralised CRM. We then configured PandaDoc inside HubSpot so proposals could be generated and managed quickly, reducing manual effort and improving accuracy.
The results
With HubSpot and PandaDoc in place, Allsop & Francis now run streamlined sales operations with faster proposal turnaround and much better data management. That's freed the team to focus on delivering top-tier service and growing the business.