LineNer app  &  Veeva Systems 

How We Helped Veeva Systems Enhance the Sales Processes via the LineNer App

Explore how  Veeva Systems managed to streamline line items addition to deals
(a feature not available through HubSpot's default tools) via the LineNer app,
thus boosting their sales team's productivity by 20%. 

Customer

DiCello, N.
Veeva Systems

Goal

Reduce manual work for the sales team
by automating extra field inputs

Result 

20% +
Increase in Sales team productivity

LineNer

Project Overview

 

The customer’s company, Veeva Systems (which specializes in software, data, and business consulting for research and development, quality, and commercial operations) was seeking a solution to automate specific aspects of its sales process, particularly the addition of line items to deals triggered by certain conditions.

Faced with the limitations of HubSpot’s native features, the Veeva team explored various options and ultimately found a viable solution in the LineNer app. This integration allowed them to streamline their workflow significantly.

The primary goal of implementing LineNer was to save their sales team valuable time and minimize manual efforts, thereby enhancing overall productivity. By automating these processes, Veeva Systems enableded to empower their sales representatives to focus on more strategic activities, ultimately driving better results for their business.

Execution 

With the Linener app, Veeva Systems found a reliable tool that met its needs.

The LineNer app by 4CRMs has empowered the company's Sales team members to add line items to deals automatically after certain triggers are met, making it a valuable addition to their sales workflow. 

Results

 
 

By integrating LineNer into their processes, Veeva Systems successfully automated the addition of line items, freeing up valuable time for their sales reps. This strategic automation brought multiple benefits, including:

  • Time savings: Automation removed the need for manual data entry, letting sales reps focus on strategic tasks.
  • Boosted productivity: With routine tasks automated, the team could prioritize client relationships and closing deals.
  • Better accuracy: Automation minimized errors, ensuring accurate sales records and data integrity.

Overall, the app proved highly effective, with the company's CEO reporting "smooth functionality and time savings for their sales team".

Customer's feedback

What our customers are saying 

By integrating LineNer into their processes, Veeva Systems successfully automated the addition of line items, freeing up valuable time for their sales reps. This strategic automation brought multiple benefits, including:

  • Time savings: Automation removed the need for manual data entry, letting sales reps focus on strategic tasks.
  • Boosted productivity: With routine tasks automated, the team could prioritize client relationships and closing deals.
  • Better accuracy: Automation minimized errors, ensuring accurate sales records and data integrity.

Overall, the app proved highly effective, with the company's CEO reporting "smooth functionality and time savings for their sales team".

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Highly recommend this tool while you are not able to add line items to a deal using HubSpots native features.

Nicholas DiCello

-  Sales Operations Associate at Veeva Systems

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