HubSpot Implementation & Ongoing Optimisation for a Manufacturing & Distribution Company

Company Overview

A US-based manufacturing and distribution company managing complex sales cycles with leads sourced from data providers, ERP-driven operations, and multi-touch marketing campaigns. The engagement spanned four phases over nearly a year.

The Challenge

• Needed to integrate third-party lead data (from a B2B data provider) into HubSpot effectively
• ERP system (Macola) contained critical materials and product data that needed to inform CRM workflows
• Sales methodology alignment required — the team referenced SAP-style structured approaches
• Marketing emails for manufacturing audiences needed to be built with effective CTAs and segmentation
• manual sales handoff and lead qualification process

Scope of Work

• HubSpot CRM implementation and configuration
• Lead import and management from B2B data provider (ZoomInfo or similar)
• ERP (Macola) materials and data review for CRM integration planning
• SAP methodology alignment for sales process structuring
• Manufacturing-focused email marketing with CTA optimisation
• Reporting or dashboard setup to manage CRM performance
• Build Workflow automation for lead routing or nurturing

Tech Stack & Integrations

Key Deliverables

• Configured HubSpot portal for manufacturing sales context
• Lead import process from B2B data provider
• ERP data assessment for CRM integration feasibility
• Sales process documentation aligned with structured methodology
• Manufacturing email campaigns with optimized CTAs
• Create data audit dashboard for 24x7 data surveillance.