CRM & Marketing Automation Implementation
Growth Ventures Inc., a rapidly growing B2B SaaS company with 50+ employees and $5M ARR, was facing significant operational challenges as they scaled. Their marketing and sales teams were operating with fragmented tools and manual processes, resulting in lost opportunities, poor customer experience, and inefficient resource utilization.
Key Results
The Challenge
A growing B2B SaaS company was struggling with fragmented customer data across multiple tools (Salesforce, Mailchimp, Google Sheets, and spreadsheets), manual lead scoring processes that delayed follow-ups, inconsistent communication between sales and marketing teams leading to lost opportunities, no clear visibility into the customer journey from first touch to closed deal, and high customer acquisition costs due to inefficient nurturing workflows.
Why Not Off-the-Shelf?
The client had tried implementing basic CRM features within Salesforce but found it too complex and expensive for their needs. They also tested point solutions like Mailchimp and Zapier, but these created more silos rather than solving the core problem of fragmentation. They needed an integrated platform that combined CRM, marketing automation, and analytics with expert implementation to ensure adoption and ROI.
Why They Chose Us
The client chose our team based on our proven track record in CRM implementations and marketing automation strategy. We distinguished ourselves through our consultative approach, focusing on business outcomes rather than just technical implementation.
Expertise in HubSpot implementation with 50+ successful CRM projects
Deep understanding of B2B SaaS sales and marketing workflows
Data-driven approach with focus on measurable ROI and KPIs
Comprehensive training and change management to ensure team adoption
Post-implementation support and continuous optimization
Our Solution
We implemented a comprehensive CRM and marketing automation transformation:
Phase 1 – Platform Selection & Migration: Evaluated existing tech stack and selected HubSpot as the unified CRM and marketing automation platform. Migrated customer data from fragmented sources into HubSpot with data cleansing and deduplication.
Phase 2 – Workflow Automation & Lead Scoring: Designed and implemented automated lead nurturing workflows based on customer behavior and engagement. Built predictive lead scoring model using engagement metrics, firmographics, and behavioral data. Created automated hand-off processes between marketing and sales teams.
Phase 3 – Integration & Custom Dashboards: Integrated HubSpot with existing tools (Stripe, Intercom, Slack, and analytics platforms). Built custom dashboards for real-time visibility into pipeline, conversion rates, and marketing ROI. Established data governance protocols and regular data quality audits.
Phase 4 – Training & Optimization: Conducted comprehensive training sessions for sales and marketing teams. Implemented feedback loops and continuous optimization based on performance data. Set up A/B testing framework for email campaigns and landing pages.
Technologies Used
Key Highlights
Unified customer data from 5+ fragmented sources into single source of truth
Automated lead nurturing workflows reducing manual work by 75%
Predictive lead scoring enabling sales team to prioritize high-value opportunities
Real-time dashboards providing complete visibility into marketing and sales performance
95% platform adoption rate across sales and marketing teams
"COYESCO transformed our entire go-to-market operation. We went from chaos and spreadsheets to a streamlined, data-driven system. Our sales and marketing teams are finally aligned, and we can actually see our ROI. The best part? Our team actually uses it every day."
Sarah Mitchell
VP of Marketing, Growth Ventures Inc.
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