Process review
Mapped the existing manual purchase path and where the sales team was required.
3
Workstreams: store, HubSpot, reporting
3
Automated marketing campaign types
Retainer
Ongoing engagement
SemiProbe provides advanced probing solutions for the semiconductor industry. Its equipment supports wafer testing, electrical probing and measurement for universities, research laboratories and high-technology companies worldwide.
Selling scientific instruments has traditionally meant selling them by hand. The product is technical, the buyer is technical, and the assumption is that every purchase needs a conversation. That assumption holds for the largest configurations and stops holding for everything below them, which is where a manual-only process starts costing money.
SemiProbe was running the manual process for all of it. Every purchase required a sales representative, there was no automated handling of inquiries, payments or order processing, HubSpot was not connected to the store, and there was no reporting on sales performance or customer activity.
The sales team was the checkout. That works while volume is low and becomes the constraint on growth the moment it is not, because the only way to sell more is to hire more.
The sales team manually assisted customers on every purchase, which slowed the buying process for the customer and consumed the team's time on transactions that did not need them.
Each of those steps waited on a person, so the buying process moved at the speed of whoever was available.
Sales data sat disorganized because purchases and customer interactions were not logged against the CRM record.
Nothing nurtured leads or re-engaged buyers who had shown interest and not purchased, which for a considered technical purchase is most of them.
There were no dashboards for sales performance or customer activity, so trends were not visible and marketing could not be optimized against evidence.
"Before HubSpot, we were living kind of in chaos with Post-it notes. Every lead, every patient type, and every renewal had to be tracked manually, and our front desk was spending more time managing spreadsheets than focusing on patients."
Three workstreams: automate the purchase path, connect the store to HubSpot so every interaction lands on a record, and build the reporting that shows what is happening.
A fully automated e-commerce path lets customers buy without a sales representative involved, which frees the team for the sales that genuinely need them.
The purchase path was rebuilt so a buyer can complete an order without friction, which matters most for the smaller configurations that never justified a call.
Order confirmations, shipping updates and follow-ups send automatically, which removes the inbound contacts that exist only because the customer does not know what is happening.
Customer interactions, purchases and inquiries log automatically against the CRM record, so sales data is organized by default rather than assembled later.
Campaigns recover sales that were started and not completed, which for a technical considered purchase often means the buyer left to check something rather than lost interest.
Nurture workflows work prospective buyers, and post-purchase emails encourage repeat business from customers who have already bought.
A custom segmentation system categorizes high-value customers, repeat buyers and prospects so marketing is targeted rather than uniform.
Real-time dashboards cover sales trends, revenue growth, customer behavior and campaign performance, alongside pipeline tracking for order status, stock availability and fulfillment.
Our front desk team used to spend hours each week manually logging leads and chasing renewal calls. With HubSpot handling confirmations, reminders, and renewal nudges automatically, that time now goes straight into patient care. The dashboards also mean we stop guessing which campaigns are actually working.
The store had to work without a representative before the marketing layer had anything to drive traffic toward, and both had to be connected before reporting could describe either.
Mapped the existing manual purchase path and where the sales team was required.
Built automated order processing and rebuilt the checkout and payment experience.
Set up automated order confirmation, shipping update and follow-up email.
Connected the store to HubSpot so interactions, purchases and inquiries log against the record.
Built abandoned cart recovery, lead nurturing and post-purchase engagement, plus the segmentation behind them.
Built the sales and customer dashboards plus pipeline, stock and fulfillment tracking.
SemiProbe now sells through an automated store connected to HubSpot, with marketing running against segmented customers and reporting over the top. The engagement continues on retainer.
3
Workstreams: store, HubSpot, reporting
3
Automated marketing campaign types
Retainer
Ongoing engagement
Purchases no longer need a sales rep. The automated store handles the transaction, so the team is freed for the sales that genuinely require a conversation.
The store generates revenue on its own. A working automated shop means buying is possible outside the hours and availability of the sales team.
Customer interactions log automatically. Purchases and inquiries land against the HubSpot record, so sales data is organized rather than reconstructed.
Lost sales get recovered. Abandoned cart campaigns re-engage buyers who started and did not finish, which is common on a considered technical purchase.
Marketing is targeted by segment. High-value customers, repeat buyers and prospects are treated differently rather than receiving the same message.
Leadership has reporting. Dashboards cover sales trends, customer behavior and campaign performance, with pipeline, stock and fulfillment tracking alongside.
For the larger configurations, often not. For everything below them, requiring a conversation adds delay the buyer did not ask for. SemiProbe automated the path so the team is freed for the sales that need them.
Yes. SemiProbe's store is synced so customer interactions, purchases and inquiries log automatically against the CRM record.
More than on a consumer one. A buyer who leaves a technical purchase usually left to check a specification rather than losing interest, so a well-timed follow-up often recovers it.
Order status, stock availability and fulfillment efficiency, so the commercial and operational views sit together.
A retainer. E-commerce automation needs continuing attention as the catalog, campaigns and reporting requirements change.