"Libraries are just tools. They won't complete the task if the data is in different CRM systems, especially if the data is "dirty" – with mixed up fields, duplicates, different date and number formats and no clear structure" we replied to our client after the consultation.
We are starting to review our projects.
Let’s begin with the case that had the largest scope of work – a major SaaS company with multiple business units. The team handles complex projects involving 3D visualizations and supports clients from various countries. We'll share how we identified potential issues in advance and prevented them during the optimization of the company's processes – all thanks to the creation of a unified ecosystem based on HubSpot. Previously, the company managed its customer base in Excel, with reporting handled by a single employee. Marketing worked in Freshworks and the sales team in another CRM. The systems were not connected. Calls – through Zoom, without detailed transcription and other analytics. And then, the breaking point – that employee left, and reports stopped coming in. No real visibility into sales performance. Deals stalled, leads went cold. The team knew they couldn’t rely on individual people holding everything together anymore. They needed a single, unified platform – something that wouldn’t crumble when a key player left. And they needed it fast.
We proposed a solution based on Hubspot: ✅ All client data pulled into one place. ✅ Marketing and sales finally working together. ✅ Automated reports, giving instant insights. ✅ Microsoft Teams replaced Zoom – saving costs, adding call tracking, transcripts, and direct phone number integration.
The best part? No need to hire another manager. With automation handling the heavy lifting, the business kept running at full speed without missing a beat. Next up, we’ll take you behind the scenes: how we tackled budget constraints, and built a roadmap tailored to their real-world needs. Stay tuned!