Orange Marketing
Marketing teams aren’t the only ones who struggle with outdated systems—operations and sales teams feel it too. That was the case for Jewel Box Platinum, a custom trophy and plaque company serving the entertainment industry. With VIP clients and highly personalized orders, their manual workflow just wasn’t cutting it anymore.
Every order required a game of email ping-pong, spreadsheet juggling, and the occasional missing form. And with over 300 orders a month? Let’s just say they were stuck in trophy traffic.
The Fix: Sales Hub Automation, Built for Custom Orders
That’s where Orange Marketing stepped in. We implemented HubSpot Sales Hub with a setup tailored specifically for custom product workflows. The result? A flexible, automated system that keeps everything on track and everyone in the loop.
Here’s how we helped:
- Streamlined order intake: A logic-based multi-step form replaced their old one-size-fits-all template. Now, customers only see the fields that apply to their request—no clutter, no confusion.
- Automated pipeline stages: From quote to shipping, every order now flows through a custom sales pipeline with automated stage updates and alerts.
- Real-time visibility: Project managers can see where every order stands—no more digging through inboxes.
- Team-wide collaboration: HubSpot centralized all communications, so everyone’s on the same page. Literally.
The Results: From Chaos to Clarity in Just Weeks
→ Over 300 orders/month now processed with ease
→ No requests missed—automated follow-ups keep things moving
→ Faster customer response times, with personal outreach powered by sequences
→ Scalable operations ready for growth
Or as their project manager put it:
“You’ve made my whole year with this automation! We can finally keep up with demand and ensure every order gets the attention it deserves.”
Curious How It All Came Together?
If your team is still managing custom orders, service requests, or sales workflows through spreadsheets and inboxes, there’s a better way. HubSpot Sales Hub—done right—can streamline your process and help your team move faster, collaborate better, and scale with confidence.
📖 Read the full case study to see exactly how Jewel Box Platinum made the shift. Or reach out—we’d love to help you do the same.
