Vitamin CX | How Provet Improved Conversion Rates with CRM Automation

When Provet, a rapidly growing veterinary solutions provider, began scaling their operations, they faced a familiar challenge too many leads, not enough visibility. Their sales and marketing data lived in silos, making follow-ups inconsistent and reporting unreliable.

That’s when Vitamin CX stepped in to streamline and automate their CRM workflows through HubSpot.

1. The Challenge

Provet’s teams were juggling spreadsheets, manual email reminders, and disconnected customer records.
Leads often went cold because follow-ups weren’t triggered at the right time. They needed a system that would not only centralise data but also automate engagement and prioritise hot leads.

2. The Solution: Smarter CRM Automation

We implemented a full HubSpot CRM automation setup, tailored to Provet’s sales funnel.
Here’s what we built:

• Lead Scoring System: Automatically ranked prospects based on engagement and activity.

• Automated Follow-Up Sequences: Ensured no lead was left behind after inquiries or demo requests.

• Integrated Dashboards: Combined sales and marketing data for a single source of truth.

This allowed Provet to see exactly where each lead stood in their journey and act faster.

3. The Process

The transformation followed a clear roadmap:

• Discovery: Analysed Provet’s existing tools, workflows, and pain points.

• Implementation: Configured HubSpot pipelines, lead scoring rules, and automated workflows.

• Training: Empowered sales and marketing teams to use automation confidently.

• Optimisation: Monitored performance and fine-tuned workflows for better conversion velocity.

4. The Results

Within three months, Provet saw measurable improvements:

Lead response time decreased by 60%.
Conversion rates improved by 27%.
Sales team productivity increased by 35%.

Automation didn’t just save time it helped Provet build a predictable, scalable system that nurtured leads effectively.

5. Key Takeaway

CRM automation isn’t just about saving effort it’s about creating momentum.
For Provet, HubSpot turned manual chaos into an intelligent, data-driven system that continuously drives growth.