From scattered tools to a single source of truth: how one agency scaled with HubSpot
A US-based advertising agency hit a wall. Disconnected tools, manual spreadsheets, and a fragmented handoff from sales to service made growth harder than it had to be. Pipeline visibility suffered, leadership lacked reliable reporting, and onboarding new team members was slow and inconsistent.
The turning point
The agency committed to a focused HubSpot rollout to replace the patchwork. A partner guided a comprehensive 60-day HubSpot onboarding.
What changed inside HubSpot:
-
All customer data moved into a single source of truth with tailored fields for what actually matters to the business.
-
Lead-to-deal conversion workflows and automatic task creation at close streamlined sales and the handoff to onboarding.
-
Service Hub and custom service objects centralized ongoing services, tracked ad spend changes, and brought ticketing into the same view.
-
Gmail, Google Calendar, and Asana integrations pulled communication and tasks into one place so nothing lived only in someone’s inbox.
What the team gained
-
A built-out CRM with clear sales and ticket pipelines that reflect the real customer journey.
-
Less manual work, thanks to automations that create onboarding tickets the moment a deal closes.
-
The ability to track and report on recurring revenue and ad spend in a way that was previously impossible.
-
Clear, actionable reports and dashboards that leadership can trust to monitor performance and client health.
Just as important, the agency adopted a crawl, walk, run mindset. Rolling changes out in phases made adoption smoother and set the stage for future growth.
Context: This agency specializes in streaming and OTT advertising for automotive retailers, emphasizing transparent, data-driven performance.
Why this approach worked
Moving to a unified CRM eliminated the blind spots that come with spreadsheets and siloed tools. With pipelines mapped to reality, automations doing repetitive work, and reports everyone can read, the team finally had the foundation to scale with confidence.
If your team is fighting similar battles, let media junction® help you design a phased HubSpot plan that your people will actually adopt.
