The challenge
A B2B services firm had HubSpot, but inconsistent data and half-finished workflows meant the team quietly worked from spreadsheets instead. The CRM had stopped being trustworthy.
Discovery
An audit of the portal separated what was working from what was broken, and mapped the real sales and delivery process the automation needed to reflect.
The solution
The portal was rebuilt around the actual revenue process: consistent properties and pipelines, reliable workflow automation, cleaned and deduplicated data, and integrations with the tools the team already used.
Architecture
HubSpot configured and extended via its API, with custom workflow automation and integrations to billing and support systems, plus validation to keep data clean going forward.
What we learned
The technology was never the problem — trust was. Fixing data quality and reflecting the real process is what brought the team back.
Features delivered
- Rebuilt pipelines and properties
- Reliable workflow automation
- Data cleanup and deduplication
- Integrations with billing and support
Outcomes
- The team returned to the CRM as their source of truth
- Manual follow-up and re-keying reduced
- Reporting that reflects reality