Swag Hut
The starting point for every SMB: Create a clear road map
Swag Hut is a Dublin-based company that creates premium branded merchandise for businesses. They focus on eco-friendly products and worldwide delivery.
The Problem
The company was being held back by three main issues.
First, their sales strategy lack of clarity on whether to prioritise big or small accounts creating confusion in targets and segmentation.
Secondly, their technology wasn’t aligned to their needs. Other SaaS weren’t suited to B2B requirements. They weren’t integrated with finance tools, and couldn’t track accounts or forecast properly, leaving the team stuck with outdated systems and email chains.
Finally, there was no clarity in team roles or sales process. Sales, production, and customer success overlapped; the process was reactive; and the team needed training in consultative selling and customer acquisition.
Our Solution
We partnered with the client to align strategy, systems, and people.
We redesigned the sales strategy, focusing on the right accounts, creating clear segmentation, and assigning client ownership to Project Managers to remove bottlenecks.
We delivered sales training and coaching, introducing consultative selling, regular sales meetings, and clear KPIs to keep the team accountable and aligned.
We replaced HubSpot with Zoho CRM, fully optimised for B2B sales, integrated with Xero and WorkflowMax, and automated lead tracking, follow-ups, and forecasting.
The Result
Proactive Sales Strategy
The client moved to a proactive sales strategy, securing stronger, higher-quality accounts.
CRM Adoption
CRM + Automation streamlined the sales pipeline, enhanced efficiency, and boosted overall productivity.
Clear team roles
We improved teamwork and communication, helping everyone to understand their roles and work together more effectively.
Bright Future
Swag Hut built a solid foundation for long- term growth with a motivated team and a clear path forward.
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