Docusign Integration, 40+ Team Trained and HubSpot Sales and Marketing Hubs Implemented

Flogas delivers LPG, LNG and autogas to homes and businesses across England, Scotland and Wales 365 days a year. With more UK depots than any other supplier, they ensure reliable energy to even the most remote areas. But Flogas had old fashioned ways of working and untapped potential.

Meet Dan and Sarah.

Dan is the IT Director at Flogas, but he originally joined the company as Head of Change in 2019. Back then, his job was to steer the company into a new direction. As part of this new strategy, they wanted a reliable CRM as they had stretched their existing softwares to the limit. 

Sarah has been with Flogas for 22 years, starting in sales administration and progressing through various roles. She currently oversees the CRM in HubSpot.

Before getting help from Avidly, Flogas worked with several different software systems which led to time inefficiency and disorganised work structure. 

Because their customer data was scattered across multiple systems it was difficult to use it effectively. The data was disorganised, which made it hard to see how their sales and marketing efforts were working together.

The lack of collaboration between their sales and marketing departments resulted in missed opportunities, inconsistent messaging, and inefficiencies in nurturing leads and closing deals. 

They needed something to give them a good overview of their business activities. If they can’t measure their efforts then how can they know what’s working well and what isn’t?

To address these challenges, Dan turned to his network for recommendations on a good CRM. Unsurprisingly, HubSpot was mentioned to him repeatedly. He reached out to HubSpot and was introduced to Avidly. 

Flogas decided to partner with Avidly because of the strong human connections they experienced. It wasn’t just about finding a service provider; they valued the genuine relationships and trust that Avidly built with them from the start. 

This personal approach made Avidly stand out. Flogas knew they were working with a team that truly understood their needs and was invested in their success. 

Avidly supported Flogas with:

• Marketing Hub implementation and training
• Sales Hub implementation
• Existing software integration with HubSpot
• Docusign integration
• In-person training of 40+ sales team members
• Automations to catch expired contracts in need of a re-order

By working with Avidly, Flogas replaced several disparate tools with a single, unified HubSpot CRM, providing a single source of truth for customer information. We also helped implement Sales Hub and Marketing Hub to streamline processes across teams.

There's also now better visibility and cross-team collaboration. Sales and marketing now share data and workflows, enabling more aligned actions and clearer performance insight.

There's also increased team capability, with 40+ sales team members trained in person to become more proficient and comfortable with the new tools.

The Avidly team also supported with enhanced workflows and built automations alongside integrating key systems, such as Docuign, to build a foundation for growth.

With the new CRM, automation and training in place, Flogas is positioned to optimise workflows further, enhance customer relationships and drive future business growth.