Revvy x Core Biogenesis

How Revvy transformed and connected Core Biogenesis' customer operations with HubSpot, integrations, and sales and support tools to empower efficient sales and customer management.

Overview of Core Biogenesis

Core Biogenesis is a Series A biotechnology company building next-generation recombinant protein production technologies for life science and skincare applications. Learn more at corebiogenesis.com.

Industry: Biotechnology

The Challenge

Centralized Customer Management
Core Biogenesis was preparing to launch a host of new products and needed a CRM to manage their leads and customers. The solution needed to integrate with a handful of tools in order to bring their full buying process, order management, and payment management into one solution. It also needed to allow their sales, support, and operations teams to manage their customers from one tool.

Design & Implement Sales System
Core Biogenesis needed a consultant who was familiar with how to design and build sales systems with HubSpot. They needed help defining requirements and understanding the full power of HubSpot. The goal was to create an automated sales system that could intake leads, segment and route them to the appropriate salesperson, track sales activities, sales pipeline, order management, quoting and invoicing, and more.

Siloed Tech Stack & Systems
As a biotechnology company, certain regulations and rules are required to operate. This led to a siloed tech stack and systems that did not natively integrate - forcing their teams to waste time with duplicate and manual data entry and managing orders, customers, and payments from multiple systems.

Customer Support
Core Biogenesis needed a customer support and ticket management system to manage any customer issues from their orders and sales.

The Solution

HubSpot CRM Implementation
Due to strict regulations in the Biotech space, Revvy took Core Biogenesis through a thorough discovery and requirement gathering process, which included meeting with all stakeholders from sales to operations to finance and legal. At the conclusion, Revvy developed and presented a prioritized implementation plan to the key decision makers with Core Biogenesis. Once approved, Revvy implemented the roadmap across HubSpot CRM, Marketing Hub, Sales Hub, and Service Hub roadmap with best practices.

Design & implementation of sales system
Revvy worked closely with Core Biogenesis teams to design and implement a sales system that was capable of intaking leads from a variety of sources, qualifying and routing leads, managing active leads through closure. The system also provided robust reports and dashboards to forecast and review sales performance.

Order & payment management integrations
A core component to the success of this project was integrating order management and payment processing tools with HubSpot. The tools needed to trigger and automate off of each other and make sure the sale, order, and payment all synced and aligned. Revvy successfully integrated the full end-to-end sale, order fulfillment, and payment processing tools together.

Customer support & ticket management implementation
Revvy implemented a ticket management system that provided customers with numerous options to submit an issue, route the ticket to the right team (website, order fulfillment, finance, etc), and track the KPIs of their tickets and support teams.

Sales, support & ops team training
The Core Biogenesis team was new to HubSpot and required hands-on training to understand both the basics of HubSpot but also the new system. Revvy took the teams through hands-on, team-oriented training, created step-by-step guides and videos.

Hear from Core Biogenesis

"It has been an absolute pleasure working with Revvy. Revvy is very patient, always working with you to find the most adapted solutions to your business and was very reactive and available whenever we had questions or needed help. Revvy was very invested in our project, and took the time to speak with all of the stakeholders involved in the project. I would absolutely work with Revvy again."

Clemence Bellanger, Head of Operations @ Core Biogenesis