A leading clickstream data provider (now part of a global marketing analytics group) needed help organizing their HubSpot CRM. Their team faced complex customer journeys, disconnected data sources, and a second legacy CRM — leaving the marketing process slow and inconsistent.
Promattic rebuilt their HubSpot setup from the ground up.
We mapped every stage of the customer journey and implemented:
Automated workflows to handle lead nurturing and segmentation
Dynamic lead scoring to prioritize high-intent contacts
Multiple pipelines for separate lead streams
Cross-CRM synchronization to avoid duplication
And a custom dashboard for the project manager, reporting real-time metrics like lead conversion rate, pipeline velocity, and MQL-to-SQL progression - tailored for VP-level reporting.
The transformation brought instant clarity and measurable results:
98% accuracy in lead routing
Complete visibility into campaign and funnel performance
Marketing-to-sales handoff time reduced from 48 hours to under 6
80%+ of journeys now fully automated
With a streamlined system and confident team, the client’s HubSpot CRM became more than a database — it became a growth engine that scales with their business.