Customer Success Stories

Project Stakeholders

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• Industry: SaaS – Marketing Automation & Customer Engagement

• Location: U.S.-based, with global customers

• Profile: Growth-stage SaaS firm offering subscription-based customer engagement solutions.

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Project Scope

• The client’s HubSpot CRM was underutilized with messy data, incomplete pipelines, and low adoption by the sales team.

• Lack of automation meant manual follow-ups and delays in lead nurturing.

• Needed centralized reporting dashboards to track outreach performance and deal progression.

• Goal: Improve pipeline visibility, sales efficiency, and conversion rates through CRM optimization.

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Approach & Execution

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• CRM Audit & Cleanup → Reviewed existing HubSpot setup, removed duplicates, standardized data fields, and enriched missing information.

• Sales Pipeline Redesign → Built a structured multi-stage pipeline aligned with their SaaS buyer journey (from demo requests to closed-won).

• Workflow Automation → Implemented automated follow-up sequences, lead assignment rules, and deal tracking notifications.

• Dashboard & Reporting → Created HubSpot dashboards for leadership to track lead sources, sales velocity, and win/loss trends.

• Team Enablement → Conducted training sessions for sales reps on using HubSpot effectively (logging activities, tracking deals, using templates).

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Outcomes

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• ⚡ 25% faster lead response time due to automation of follow-ups.

• 📈 30% increase in pipeline visibility through structured stages and dashboards.

• 🤝 Higher adoption of HubSpot CRM by the sales team, reducing reliance on manual spreadsheets.

• 💡 Improved decision-making with real-time reporting on deal flow and campaign ROI.