98% Faster Quotes & Unified Revenue Tech Stack for Neeve
Smart Technology
Neeve is an edge cloud platform redefining the Operational Technology journey to the cloud and AI by powering secure, intelligent, and sustainable buildings. Its highly extensible architecture supports a wide range of smart building applications, offering real estate operators flexible, configurable tools to transform operations.
How can emerging companies in smart building tech streamline operations across Sales, Marketing, Customer Success, Operations, and Support — to manage increasing complexity and drive sustainable growth?
Unified CRM Tech Stack
While moving quickly, growing companies often adopt tools like Salesforce, Zendesk, and Zuora to rapidly address critical needs. However, most benefit from a long-term CRM tech stack strategy and a more streamlined set of tools to enable maximum scaleability. This work is inevitable for growing companies.The goal: align teams, reduce complexity, and build infrastructure that scales.
Take Neeve for Example
The Challenge
As the company grew its customer base, products offered, and global operations, rethinking the CRM Tech Stack became inevitable. What would be the optimal way to collaborate across departments, the set of platforms & integrations to orchestrate the optimal customer journey, and streamline involved processes such as quoting, onboarding, contract management, and communications.
To scale effectively, Neeve needed more than just new tools, it required a CRM tech stack that enabled cross-functional collaboration, streamlined customer education and onboarding, and aligned teams around shared systems and data.
Growth Marketing Advisor’s (“GMA’s”) Approach
A Phased, Methodical Triple Migration to Streamline Operations
GMA led a comprehensive transformation across CRM, CPQ, and Support, starting with a deep, collaborative discovery phase and following through with detailed implementation and enablement.
Collaborative In-Depth Discovery: Aligned various departments, mapped companywide workflows & roadmap, and surfaced bottlenecks to guide all three migrations
Phase 1: CRM Migration – Salesforce to HubSpot: Unified data, built scalable sales architecture, and automated key customer lifecycle processes Sales, Customer Success, and deployment tracking
Phase 2: CPQ Migration – Zuora to DealHub: Simplified catalog, standardized & streamlined quoting, and automated renewals and approvals
Phase 3: Support Migration – Zendesk to HubSpot Service Hub: Centralized support, gave 360-degree customer visibility, built smart workflows and SLAs, and improved visibility with tailored dashboards
Results
GMA’s phased approach streamlined quoting, enhanced accuracy and speed, improved data visibility, and fostered stronger collaboration across departments. Onboarding was accelerated, reporting became more efficient, and automation reduced manual tasks - boosting overall operational efficiency. Aligning systems and workflows drove high CRM adoption and enabled a seamless HubSpot–DealHub transition, giving Neeve an integrated, scalable platform for growth.
Unified CRM, CPQ, and Support on HubSpot & DealHub
Automated quoting, onboarding, and contract workflows
Full lifecycle visibility with integrated systems
Centralized and cleaned for accurate reporting and analytics
Reduced Quoting Process from 2 hours to 2 minutes; SKUs cut by 90%
Streamlined workflows accelerated onboarding & activation
Cut platform licensing spend by 50% via consolidation
Aligned teams through shared systems and automation
Quote
“With the help from the GMA Growth Engines team, we cut quoting time to a couple of minutes by consolidating platforms and simplifying the product catalog. This lets us serve customers faster and scale our go-to-market with a smooth end-2-end process. The workflows, handoffs, and automations for quotes to orders to shipments to deployments to support are orchestrated with excellence.”
-Ari Konikoff, Director of Sales, North America of Neeve
Decrease in Quoting Time
From 2 Hours to 2 Minutes (Sometimes 30 Seconds)
Reduction in Product Catalog
Reduction in Licensing Fees
By Consolidating Salesforce, Zuora, Zendesk, and Excel into HubSpot & DealHub
