Background
A full-service auction gallery specializing in fine art, antiques, estate sales, jewelry, and collectibles. The organization conducts both live and online auctions across the U.S., offering valuation, marketing, and sales services through an experienced team of appraisers and auctioneers.
The Challenge
Prior to HubSpot adoption, auction operations were managed entirely through manual processes. Client and bidder information lived in spreadsheets, while invoicing was handled in a disconnected third-party system. This resulted in:
Fragmented data across tools
No centralized visibility into leads, clients, or deal stages
Time-consuming manual updates and follow-ups
Lack of structured sales and marketing workflows
Products Used
HubSpot Sales Hub Enterprise
CompanyCam
Approach and Key Features
To modernize operations, a centralized HubSpot CRM and Sales Hub implementation was designed with a strong focus on automation and structured data management.
CRM Setup & Onboarding: Consolidated client, bidder, and deal data into a single HubSpot instance to establish a system of record.
Custom Deal Pipelines: Built tailored pipelines to track consignor agreements, auction preparation stages, and buyer engagement.
Forms & Lead Capture: Implemented HubSpot forms to capture auction inquiries and website leads directly into the CRM.
Task Automation: Automated follow-ups and task assignments to ensure timely communication and consistent execution.
Quote & Agreement Customization: Designed custom quote templates aligned with consignment and auction agreements.
Company Cam Integration: Integrated property and item images directly into HubSpot to streamline visual documentation, collaboration, and approvals.
The Result
Faster Operational Turnaround: Reduced time for client onboarding and auction setup.
Higher Conversion Rates: Improved lead nurturing and deal visibility increased conversions.
Operational Efficiency: Streamlined workflows significantly reduced manual data entry and administrative effort.
Improved Management Visibility: Leadership gained clear insight into auctions, consignors, sales progress, and marketing activity.
Background
A global provider of customer experience management (CXM) and business process outsourcing (BPO) solutions, operating across 13+ countries with a workforce of 33,000+ associates. The organization supports leading brands in telecommunications, retail, healthcare, and financial services, with a strong focus on digital transformation through intelligent automation, analytics, and omnichannel engagement.
The Challenge
Prior to HubSpot adoption, global marketing and sales operations were fragmented across regions, with teams using different tools and processes. This lack of standardization limited visibility, alignment, and performance tracking.
Key challenges included:
Fragmented lead tracking and inconsistent data across regions
No centralized reporting or unified dashboards
Disconnected marketing and lead-generation systems
Limited visibility into website-generated leads and conversion journeys
Inconsistent coordination between marketing and lead-generation teams
Products Used
HubSpot Marketing Hub Professional
HubSpot Content Hub Professional
Salesforce
WordPress
Approach and Key Features
To streamline global marketing operations and improve sales alignment, a centralized HubSpot CRM and Marketing Hub setup was implemented.
CRM Setup & Onboarding: Centralized lead and customer data across regions into HubSpot, creating a single source of truth.
Marketing Forms & Segmentation: Deployed HubSpot forms across the website to automate lead capture, enrichment, and segmentation.
Campaign Setup & Integration: Configured multi-region campaigns to enable consistent tracking and performance measurement across geographies.
Lead Journey Automation: Designed automated lead nurturing, scoring, and assignment workflows to ensure timely engagement and follow-up.
Salesforce Integration: Integrated HubSpot with Salesforce to synchronize marketing activity and maintain data accuracy across platforms.
The Result
Faster Lead Response: Automated routing and assignment reduced response times.
Improved Campaign Visibility: Unified tracking enabled clear ROI measurement across regions.
Higher Conversion Rates: Consistent lead nurturing improved engagement and conversions.
Standardized Global Reporting: Leadership gained access to centralized dashboards and performance metrics for informed decision-making.
Background
A pioneering diagnostic services company extending eye disease management from the clinic to the home. By applying AI-driven data interpretation to large volumes of patient-generated data, the organization enables precision medicine and personalized, on-demand treatment regimens based on real disease activity rather than fixed clinical schedules.
The Challenge
Manual Data Imports: Contacts were manually uploaded into HubSpot, creating inefficiencies and delays.
Complex Data Relationships: Intricate associations made data imports and segmented list creation difficult for marketing teams.
Disconnected Platforms: Marketing and sales operated on separate systems, impacting data accuracy and alignment.
Integration Limitations: Extensive customizations in Microsoft Dynamics CRM prevented standard integration tools from syncing required data.
Products Used
HubSpot
Microsoft Dynamics 365 Integration App
Azure Functions
Node.js
Microsoft Dynamics CRM
Approach and Key Features
Process Mapping: Designed detailed end-to-end process flows for marketing and sales activities to align teams and systems.
Data Discovery & Modeling: Identified and aligned critical properties required for cross-system synchronization while preserving ERP and CRM continuity.
Data Migration: Executed data migration using a combination of scripted logic and native integration capabilities to ensure accuracy and completeness.
Custom Bi-Directional Integration: Built a custom synchronization layer between Microsoft Dynamics and HubSpot using scheduled jobs and Operations Hub custom code, ensuring near real-time data alignment and system reliability.
The Result
Unified Data Visibility: Improved access to accurate, real-time data for teams and leadership.
Higher Data Quality & Efficiency: Strong error handling and reduced manual effort through automation.
Advanced Marketing Segmentation: Enabled marketers to create complex, association-based segmented lists with confidence.
Single System of Engagement: Brought sales and marketing teams onto a unified platform, improving collaboration and operational alignment.
Background
A leading media platform focused on the business of the U.S. federal government, delivering insights through a TV show, podcast, and high-traffic website. The platform enables agency leaders to share real-world experiences while fostering collaboration between government and industry to address critical public-sector challenges.
The Challenge
Manual Website Maintenance: Frequent updates and plugin management created operational overhead.
Developer Dependency: Content publishing and page updates required technical intervention.
Fragmented Marketing Stack: SEO, A/B testing, forms, CTAs, personalization, and email marketing were handled through disconnected tools.
Limited Native Marketing Capabilities: No built-in marketing automation or analytics.
Scalability Constraints: The existing platform struggled to support growth and evolving content needs.
Products Used
HubSpot Content Hub
HubSpot Marketing Hub
Approach and Key Features
Design & Template Approval: Audited the existing WordPress site to identify key layouts and content structures. Recreated designs as HubSpot-ready wireframes and modular templates, approved by stakeholders prior to development.
CMS Configuration: Implemented a scalable HubSpot CMS setup with global themes, navigation, and structured content types, including ~60 pages, ~300 blogs, and landing pages. Native SEO, personalization, and smart content tools were configured for marketer-led growth.
Development & Testing: Migrated and standardized templates, landing pages, forms, and CTAs. Conducted comprehensive QA covering responsiveness, cross-browser compatibility, analytics validation, and User Acceptance Testing before launch.
Domain Setup & Go-Live: Configured domains and SSL, applied redirects, migrated content, and launched the site with post-go-live monitoring to ensure performance, SEO continuity, and seamless CRM integration.
The Result
The migration delivered a secure, high-performing, and marketer-friendly digital platform. The new HubSpot-powered ecosystem eliminated technical bottlenecks, unified content and marketing capabilities, improved scalability, and empowered teams to manage, optimize, and grow the platform independently—while driving stronger engagement and measurable results.
Background
A leading auto repair insurance provider serving customers through multiple national automotive brands. The organization operates distinct sales motions supported by multiple HubSpot portals and Salesforce orgs, and initiated a strategic consolidation to unify CRM operations and enable scalable data integration via Amazon S3.
The Challenge
Fragmented CRM Data: Four HubSpot portals created data silos and limited cross-entity visibility.
Inconsistent Data Models: Misaligned custom properties and objects across portals increased complexity.
Manual Marketing Operations: Separate management of forms, workflows, and assets reduced efficiency.
Limited Campaign Insights: No unified view of customer journeys or campaign performance.
Complex CRM Integrations: Maintaining multiple Salesforce integrations was error-prone and difficult to govern.
Governance Limitations: Lack of centralized permissions, reporting, and data standards.
Vehicle Data Sync Complexity: High-volume vehicle data required secure, scalable syncing via Amazon S3.
Products Used
HubSpot
AWS
Census
Data Profiler (data migration application)
Approach and Key Features
Data Model Consolidation: Designed a unified CRM data model with a new Policies custom object. Consolidated properties from all portals into a single HubSpot instance while leveraging Business Units to preserve brand separation.
Large-Scale Data Migration: Migrated ~22 million records across standard and custom objects (Contacts, Companies, Deals, Vehicle Policies) with rigorous deduplication, validation, and zero data loss.
Marketing Asset Migration: Rebuilt and standardized emails, landing pages, forms, and CTAs, enabling centralized governance while maintaining brand-specific configurations.
HubSpot–Salesforce Integration via Amazon S3: Enabled HubSpot S3 exports to AWS S3, used Census for real-time data synchronization with Salesforce, and structured vehicle data in S3 with selective, performance-optimized mapping into HubSpot.
The Result
Unified CRM Operations: A single HubSpot environment improved efficiency across sales and marketing teams.
Reduced Redundancy: Consolidated properties, workflows, and templates eliminated duplication.
Enhanced Visibility: Improved insights into customer journeys and cross-brand campaign performance.
Reliable Data Integration: Streamlined S3- and Census-based integrations improved sync accuracy between HubSpot and Salesforce.
Higher Data Quality & Automation: Reduced manual effort through standardized processes and automated data flows.
Background
A US-based jewelry supplies company serving both B2C and B2B markets. The business supports bench jewelers, designers, retail jewelers, manufacturers, and educators with a wide range of metals, tools, and machinery, operating from its headquarters in New Mexico.
The Challenge
Siloed CRM Data: Four independent HubSpot portals prevented a unified view of customers and performance.
Inconsistent Data Models: Misaligned custom properties and object structures across portals.
Operational Inefficiency: Manual management of marketing assets, forms, and workflows in multiple portals.
Limited Campaign Visibility: No cross-portal insight into marketing and sales performance.
Complex Salesforce Integrations: Multiple portal-level integrations that were difficult to maintain and govern.
Governance Gaps: Lack of centralized control for permissions, reporting, and data standards.
External Data Sync: Vehicle and operational data required secure syncing between Salesforce and HubSpot via AWS S3.
Products Used
HubSpot
AWS
SAP
8×8
Smartsheet
Approach and Key Features
Process Mapping: Designed end-to-end sales process flows, outlining all required sales activities and system touchpoints.
Data Discovery & Modeling: Identified critical business properties and aligned data models to ensure continuity with ERP processes.
Large-Scale Data Migration: Migrated ~2 million records with required data transformations and precise SAP-to-HubSpot field mapping, ensuring zero data loss.
Custom Integrations: Built bi-directional SAP–HubSpot sync using scheduled jobs, real-time webhooks, and AWS Lambda. Integrated Smartsheet and 8×8 data into HubSpot via a Node.js custom application.
The Result
Unified Data Visibility: Improved access to accurate, consolidated data for teams and leadership.
Improved Data Quality & Efficiency: Strong error handling, cleaner data, and reduced manual effort.
ERP Process Automation: Automated key ERP-driven workflows, improving speed and reliability.
Simplified Business Operations: Streamlined processes by seamlessly integrating HubSpot with third-party SaaS platforms such as Smartsheet and 8×8.
Background
A global leader in formulated film coating systems, modified-release technologies, and functional excipients for the pharmaceutical and nutritional industries, supporting customers worldwide with advanced products and technical expertise.
The Challenge
Legacy CRM Integration: Integrating an on-premise Oracle CRM with cloud-based HubSpot while ensuring data integrity and robust error handling.
Territory & Resource Management: Designing territory management and automated resource assignment within HubSpot.
Custom System Actions: Building custom HubSpot actions to perform operations directly in Oracle.
Complex Data Migration: Migrating data from Oracle to HubSpot with zero data loss while preserving associations.
Advanced Workflow Needs: Developing complex workflows to support upsell and cross-sell opportunities.
Sample & Quote Alignment: Creating a custom sample management process in HubSpot aligned with the Oracle quote workflow.
Website Limitations: Addressing performance issues and CRM disconnection on the legacy website.
Products Used
HubSpot
Dell Boomi
Oracle EBS
WSO2
Approach and Key Features
Business Process Transformation: Conducted detailed discovery and re-engineered processes using HubSpot’s out-of-the-box marketing automation and sales enablement capabilities.
Data Migration: Executed large-scale migration with required data transformations (date formatting, concatenation, field normalization), mapping Oracle dynamic fields to HubSpot static fields with zero data loss.
Bi-Directional Data Sync: Implemented scheduled and real-time data sync between Oracle EBS and HubSpot using WSO2 and Dell Boomi, with automated error logging, alerts, and cross-system record ID updates.
Website Migration: Collaborated with a digital agency to migrate a high-volume website from WordPress to HubSpot, covering 120+ pages and 140+ blogs.
The Result
Improved Data Visibility: Unified, real-time access to accurate data for teams and leadership.
Accurate Resource Assignment: 100% automated and accurate lead-to-resource assignment based on territory rules.
Enhanced Data Quality & Efficiency: Strong error handling, improved data integrity, and significant time savings through automation.
ERP Process Automation: Reduced manual effort by automating ERP-driven processes within HubSpot.
Seamless System Integration: Closed functional gaps between Oracle and HubSpot to enable smooth, reliable data exchange.
Simplified Business Operations: Streamlined end-to-end processes by integrating HubSpot with multiple third-party SaaS applications.
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