Why Better Data = Better Deals: The ROI of HubSpot Optimisation
One fast-growing online marketplace specialising in agriculture and livestock recognised that their rapid growth needed to be matched by smarter systems. With customer data and deal pipelines expanding, the team saw an opportunity to improve how they managed and connected their tools—setting themselves up for the next stage of scale.
They partnered with us to fine-tune their HubSpot environment—bringing greater clarity to their CRM, boosting team efficiency, and unlocking new opportunities for engagement through better segmentation and automation.
What they wanted:
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Clean, reliable CRM data to power automation
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Improved segmentation for marketing campaigns
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Streamlined deal management and retention strategies
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Internal systems that actually talk to each other
What they needed:
- A full HubSpot audit to identify gaps and opportunities
- Integration between their internal data warehouse and HubSpot
- Sales and marketing workflows optimised for speed and scale
- Team training to embed HubSpot best practices
The problem
With a strong national presence and a reputation as a leader in their space, this online marketplace was growing rapidly—and with that growth came an opportunity to optimise. Their team recognised that, to continue delivering excellent service at scale, they needed to get ahead of a few growing pains.
They had already invested in HubSpot, but saw the potential to better leverage its full capabilities. As data volumes increased and customer journeys became more complex, they identified opportunities to improve CRM hygiene, streamline internal workflows, and tighten up their deal and retention strategies. Rather than waiting for systems to catch up, they proactively set out to build a smarter, more connected ecosystem that would power the next phase of their growth.
The solution
We rolled up our sleeves and delivered a multi-phase transformation, grounded in a full HubSpot audit and guided by platform best practices.
What we implemented:
The impact
The transformation had an immediate ripple effect. Duplicate records dropped, creating a more reliable foundation for automation and reporting. Marketing saw a clear lift in campaign engagement thanks to sharper segmentation.
Sales teams now operate with clarity, supported by well-defined pipelines and qualified leads. Customer support response times also improved, with upgraded telephony and SMS workflows integrated into the platform.
Most importantly, this business is now set up for scale—with a CRM ecosystem that enables data-driven decisions, seamless collaboration, and the kind of operational efficiency that makes room for growth.