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
I migrated their sales operations from spreadsheets to HubSpot, building automated workflows and a centralised CRM. I 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.