Skip to content
 

CDK Stone

For over 40 years, CDK Stone has been Australia’s trusted supplier of premium natural stone. Learn how they streamlined sales processes, unified customer data and empowered over 80 sales team members to deliver faster, smarter and more connected service.
 

Growth and expansion of Sales

CDK Stone saw an opportunity to modernise their systems and better support their next phase of growth.

As CDK Stone’s national presence and customer base expanded, so did the complexity of managing relationships across multiple locations. Their team was committed to delivering the same exceptional service at every touchpoint but manual workflows, disconnected systems and fragmented communication channels were making it harder to get a complete view of each customer’s journey.

Turning complexity into clarity: CDK Stone wanted to create a single, integrated CRM environment that would unify customer data, streamline processes and enable instant access to accurate information.

The goal was clear: Unify systems, empower teams and create the foundation for sustainable, scalable growth - all while continuing to deliver the premium service and quality that has made CDK Stone an industry leader for over four decades.

 

Efficient team adoption

Our approach involved a multi-stage collaboration to streamline business processes and build a connected, efficient sales operation across their nationwide team.


Revenue Operations

Through strategic workshops with leadership and frontline sales teams, we mapped CDK Stone’s existing workflows, identified bottlenecks and designed a roadmap to unify processes.

This ensured their sales strategy and CRM capabilities worked hand in hand, improving lead management, deal tracking and reporting.

Sales Transformation

CDK Stone partnered with MV to expand their use of HubSpot beyond marketing and into sales. We rolled out Sales Hub Enterprise, replacing scattered systems with a single, centralised CRM that gave every team member a 360° view of their customers.

This meant no more hunting for information across spreadsheets, emails or separate databases.

 

Technology Solutions

We assessed integration opportunities between HubSpot and CDK Stone’s ERP system Pronto, creating the foundation for a seamless data flow between sales and operations.

This step ensured that as their technology evolved, they could expand automation and reporting without needing to rebuild their CRM approach.

 

 

HubSpot Onboarding

We onboarded over 80 sales team members, from seasoned industry experts to new starters, ensuring adoption was smooth and consistent.

On site training sessions, one on one stakeholder interviews and ongoing communication meant every team member understood not just how to use the new tools, but why they mattered to their day to day work.


 

The Benefits of this project

1

Improved Efficiency

Saving time
  • Increased efficiency and productivity for each department has helped Saasyan's team save time on daily tasks and has minimised manual processes through automation.

  • Saasyan have an improved employee experience and increase in team confidence regarding the new processes.
Let's chat
2

All-in-one

Unified operations
  • Saasyan now have the ability to manage HubSpot on their own, empowering them to drive ongoing growth strategies.

  • A unified approach has minimised friction and removed siloes in their departments. This has made their processes smoother for both their customers and internally. 
Let's chat
3

Market Position

Improved reputation
  • The new branding and key messaging strategies has enabled Saasyan to grow and expand in their desired markets.

  • Saasyan's key messaging has helped improve their market position. This has also helped them achieve their overall goal of reaching a global audience. 
Let's chat
4

Deeper Insights

Better reporting, better decisions
  • HubSpot's CRM & software suite enables Saasyan to have better reporting and data management. Saasyan now have a single source of truth which ensures they have reliable and accurate data.

  • Saasyan can make better business decisions and rely on their systems to forecast trends and monitor analytics. This also helps to support Saasyan's growth strategies long term. 
Let's chat
 

Project highlights

  1. Unified CRM system – All customer and sales data now lives in one place, giving every team member full visibility on client history, orders and engagement.

  2. Streamlined sales processes – Standardised deal stages and automated follow ups have replaced ad-hoc tracking, keeping opportunities moving and sales teams focused on selling.

  3. Tailored training – Hands on workshops and role specific onboarding ensured 80+ sales team members were confident and consistent in using HubSpot.

  4. Scalable integration plan – Clear technical roadmap for connecting HubSpot with Pronto and other systems, paving the way for advanced automation.

  5. Data driven decision making – Centralised, accurate data enables leadership to track performance in real time and make informed growth decisions.

 

CDK Stone's benefits

1

Time Saved on Admin

Seamless processes
  • Automated follow ups, lead assignment and reporting processes have freed up hours each week, allowing sales teams to focus on building relationships and closing deals.
  • Streamlined onboarding for new sales reps means they can get up to speed faster and start contributing to results sooner.
2

Stronger Customer Visibility

Insight driven sales
  • With a 360° view of every customer, from their purchase history to past interactions, sales teams can provide tailored recommendations and more proactive service.
  • Real time dashboards give leadership a clear view of pipeline health and sales performance at any moment.
3

Faster Sales Cycles

Accelerated deals
  • By removing manual bottlenecks and ensuring the right leads go to the right people, CDK Stone can progress opportunities faster and respond to enquiries with greater speed.
  • A scalable, integrated CRM framework positions CDK Stone to adapt quickly as their product range, customer base and market demands continue to grow.
4

Better Team Collaboration

80+ team members onboarded
  • Shared data and aligned processes have reduced silos between locations, enabling a more consistent customer experience across the country.
  • Streamlined communication tools have made cross-location project coordination more efficient and transparent.
 

the results

 

Travis Higgs

A Seamless CRM Migration with Exceptional Support

We engaged Modern Visual to support our expansion of HubSpot into our sales team, and from our first conversation, we knew we were in capable hands. Their team — Luke, Kye, Lochie, Joe and Tanya — brought a depth of knowledge and a thoughtful, strategic approach to every stage of our CRM migration and implementation.

Our goal was to build a CRM system that was both tailored to our unique processes and aligned with long-term business growth. Modern Visual not only helped us achieve that — they challenged our thinking where needed, ensuring every decision reflected best practice and scalability.

From data migration to system configuration and team onboarding, they made what could have been an overwhelming project feel straightforward and achievable. Their support was invaluable, and the impact on our business has already been significant. We’re extremely grateful for their partnership.

  • Digital Marketing Specialist | CDK Stone
  • Highly recommend Modern Visual.
 

we have helped

 

powerful projects

saasyan_feature_front
NEM_feature_front
hygain_feature_front
Nationwide_feature_front

Case Study | Saasyan

A powerful brand transformation using HubSpot's software suite. We accelerated the customer journey through better alignment and technology systems across all departments.
Read case study

Case Study | NEM

Using bespoke technology solutions and automation to eliminate time-consuming tasks and manual processes to improve efficiency and reduce demand on internal resources.
Read case study

Case Study | Hygain

This solution comprised a fully optimised and highly customised HubSpot Enterprise package that allowed for the full integration of Sales ERP and Marketing platforms.
Read case study

Case Study | Nationwide

A digital transformation that streamlines Nationwide's legacy systems and increases internal efficiency with HubSpot's software suite.
Read case study
 

start a project?

Let's get your business operations sorted.
Schedule my consultation