Migration & Implementation
Training
Integrations & API
Technology Solutions Provider
Migrating to HubSpot to unify marketing and sales operations
200% uplift in leads from sequences; sales teams actively using HubSpot across the business
The impact
200%
Increased leads from sequences
Early lead generation uplift year-on-year, demonstrating fast time‑to‑value from sales engagement automation.
100K
Records Consolidated
Contacts migrated and governed under a cleaner data model to power accurate segmentation and reporting.
1
Unified Revenue Platform
A single source of truth across marketing and sales by integrating HubSpot with the legacy CRM, improving visibility and accountability.
Project overview
Global Technology Solutions Provider
A global workplace technology provider combining hardware (multifunction printers, displays) with comprehensive IT services. The UK business acted as a blueprint market to modernise demand generation and sales operations.
The challenge
Disconnected systems and inconsistent data created operational drag: poor email health, duplicate and incomplete records, and limited visibility from first touch to closed deal. The business needed to retire a legacy marketing platform, consolidate activity in HubSpot, and keep the existing CRM for account management without adding complexity for users.
Services provided
HubSpot Integration & Implementation
Data Migration & Optimisation
Marketing & Sales Automation
Training, Enablement & Change Management
HubSpot Integration & Implementation
HubSpot Integration & Implementation
Two‑way integration between HubSpot and the legacy CRM, aligned objects/properties, and automated sync of contacts, companies, and deals.
The goal
Give sales and marketing one, reliable view of every account and buying group to prioritise the right conversations.
The outcome
Reps work from the same facts, leads are handed over cleanly, and managers see real‑time funnel health, speeding follow‑up and removing ‘where did this come from?’ confusion.
Data Migration & Optimisation
Data Migration & Optimisation
Migration of 60,000–100,000 records, governance rules to prevent junk data, and remediation of duplicates/unassociated companies identified in audit.
The goal
Improve deliverability, segmentation, and attribution by fixing the foundations.
The outcome
Cleaner lists, fewer bounce‑related surprises, and campaigns that actually reach and resonate with the intended audiences, unlocking a more qualified pipeline.
Marketing & Sales Automation
Marketing & Sales Automation
Sequences, lifecycle workflows, and deal/company automation to remove manual steps from prospecting, onboarding, and follow‑up.
The goal
Scale consistent best practice for the sales and narketing teams without adding headcount.
The outcome
Early proof: 200% YoY uplift in leads from sequences for the same period; sellers spend more time selling, less time admin.
Training, Enablement & Change Management
Training, Enablement & Change Management
Role‑based onboarding, ‘train‑the‑trainer’, and internal HubSpot champions; simplified flows for telesales adoption.
The goal
Drive voluntary adoption by showing “what’s in it for me” to each user persona.
The outcome
By mid‑2025, sales teams are actively using HubSpot across the business; new processes stick because they make work easier.
Key highlights
"Since implementing HubSpot sequences, we’ve seen a 200% increase in leads compared to the same month last year. This is a fantastic early result"
Revenue visibility without the swivel‑chair
Bringing HubSpot and the legacy CRM together created a single pane of glass from first touch to opportunity. Account managers can see engagement (e.g., event attendance, email/Web interactions) inside their day‑to‑day system, while marketing sees downstream influence in HubSpot.
Benefits:
- Faster SLA‑driven handovers and fewer lost leads.
- Reliable MQL→SQL tracking at contact level (not company guesswork), clarifying source and ROI.
- Leadership can forecast from real activity data, not stitched spreadsheets.
Data quality that powers deliverability and scale
The initial audit surfaced thousands of duplicates, incomplete records, and unassociated companies. Governance, standardised fields, and creation rules now keep data usable.
Benefits:
- Healthier email performance through cleaner audiences and reduced hard bounces.
- Confidence to automate: workflows and scoring act on trustworthy data.
- Less rework for ops; more time on optimisation and experimentation.
Want to learn more?
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