Achieving Operational Efficiency and Sales Acceleration with HubSpot for a Veterinary Biotechnology Company

  • February 27, 2026
  • Girikon
Background

A veterinary biomedical device company dedicated to advancing animal health through innovative therapeutic solutions. Its flagship product, designed to treat joint pain and osteoarthritis in dogs and horses, is distributed through veterinarians, animal clinics, distributors, and a Shopify-powered e-commerce platform—supported by digital marketing, trade shows, and strategic partnerships.

The Challenge 

The legacy CRM system lacked the flexibility and advanced capabilities required to support evolving marketing, sales, and service operations.

Key challenges included:

  • Disconnected lead capture from Shopify and website forms
  • Limited reporting and poor campaign visibility
  • No structured automation for lead nurturing or service follow-ups
  • Manual data handling across teams, slowing down response times and conversions
Products Used

  • HubSpot Marketing Hub Enterprise
  • HubSpot Sales Hub Enterprise
  • HubSpot Service Hub Enterprise
  • HubSpot Data Hub Enterprise
  • HubSpot Content Hub Enterprise
  • HubSpot Commerce Hub Enterprise
  • Zoho (Legacy CRM)
  • Shopify
Approach and Key Features
  • CRM Centralization: Consolidated veterinary, distributor, and clinic data into a single, unified HubSpot ecosystem.
  • Marketing Automation: Implemented automated workflows, email campaigns, and optimized forms to streamline lead capture from Shopify and web properties.
  • Structured Sales Pipelines: Designed custom deal stages to efficiently manage clinic and distributor opportunities.
  • Service Enablement: Deployed a ticketing system to improve post-sales support and distributor management.
  • Shopify Integration: Enabled real-time sync between e-commerce orders and CRM for complete visibility and accurate reporting.
The Result
  • Accelerated lead-to-sale conversions through automation and structured follow-ups
  • Increased visibility across sales and service pipelines
  • Centralized dashboards delivering actionable leadership insights
  • Improved customer retention through consistent post-sales engagement
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