SaaS, retail pricing

How Yieldigo Increased Team Efficiency and Modernized Its Processes

Yieldigo is a price management platform that helps retailers and e-shops fully control their pricing strategies. With Yieldigo, pricing teams can work faster, more efficiently, and increase profitability without unnecessary guesswork.

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Client: Yieldigo
Industry: SaaS, retail pricing
Service: HubSpot and web development
Status: Website live, still evolving
Technology: HubSpot CRMWordPressFigma

Summary

Yieldigo, a pricing platform for retailers, ran on HubSpot and WordPress, but its tools worked in isolation. We set up automated MQL scoring, restructured HubSpot, connected the tools and built a new website from a Figma design. The team now prioritizes the right leads with up-to-date data in one place.

Automated MQL scoring ranks leads by activity and relevance.
Connected tools share data automatically, with no manual re-entry.
The new Yieldigo.com was built from a Figma design and keeps evolving.

The Challenge

Yieldigo wanted to take its marketing, sales, and website to the next level. It already had a functional system built on HubSpot and WordPress, but it needed a partner to help connect, simplify, and streamline all the parts.

Our goal was:

To improve marketing and sales processes
To automate lead scoring and facilitate team collaboration
To develop the website according to the provided design and simplify content management
To unify technological tools so they communicate better with each other

The Solution

Step by step

Initial Analysis and Priority Definition

At the beginning, together with the Yieldigo team, we evaluated their marketing and sales processes and the tools they used.

During several consultations, we identified strengths and areas for improvement. Based on these insights, we set specific steps that led to better clarity and efficiency.
MQL Scoring Automation and HubSpot Optimization

To enable the sales team to focus on the most promising contacts, we set up automated MQL scoring. This allowed for faster identification and prioritization of leads based on their activity and relevance.

At the same time, we adjusted the HubSpot structure to make it clearer for the team and set up a system that simplified working with leads and evaluating results.
Tool Integration and Data Unification

We connected all key tools that had previously operated separately. Data began to flow automatically between them, providing the entire team with up-to-date information in one place. This simplified daily work and eliminated the need for manual data entry.
Creation of the New Yieldigo.com Website

The project included the creation of a new website. The client provided the design in Figma, which we converted into a fully functional form, keeping technical capabilities, performance, and easy content management in mind.

Development took place on a staging domain, where the website could be continuously reviewed and commented on. This approach significantly accelerated the final approval and subsequent launch. Upon completion, we deployed the website and continue to develop it continuously according to the client's needs.
Team Training and Ongoing Support

After launching the new system and website, we trained the Yieldigo team so they could fully utilize all the new features.

We also ensured the integration of complementary applications and provided long-term support, ensuring smooth operation and enabling further system development.

The Result

Yieldigo now works with a unified system that has facilitated data management, cross-team communication, and overall work organization.

Smarter lead management
Connected processes and tools
A modern and functional website
A more organized system for the team

Conclusion

From MQL scoring automation to technology ecosystem integration and HubSpot CRM enhancement, we focused on making Yieldigo's tools work smarter, not harder. Now, their teams can prioritize the right leads, work faster, and rely on a fully connected system that keeps everything synced. The goal was to create a solution that works simply and reliably—and that is exactly what we achieved.

Frequently asked questions

How do you set up MQL scoring in HubSpot so sales focuses on the best leads?

For Yieldigo, we set up automated MQL scoring that rates leads by their activity and relevance. The sales team can spot which contacts to prioritize faster, and we also restructured HubSpot to make it clearer to work with.

How do you connect marketing and sales tools to stop manual data entry?

We first mapped Yieldigo's processes and tools with their team, then connected the key tools that had been running separately. Data now flows between them automatically and everyone works with current information in one place.

How can a Figma design be turned into a working website quickly?

We built Yieldigo.com from the client's Figma design on a staging domain where the team could review and comment as we went. This sped up final approval and launch, after which we trained the team and continue to develop the site.