Credit Reporting Firm Automates Abandoned Cart With HubSpot

The challenge: fractured systems and missing functionality

This US-based credit reporting provider helps renters build credit through rent payment reporting. While they had a strong market reputation, their internal operations were slowed by a fractured tech stack. Salesforce managed sales, while Pardot and Marketing Cloud covered marketing. A third-party texting app, with limited functionality, left critical gaps.

The result: siloed data, duplicate records, and limited visibility into the customer journey.

Additional challenges included:

• Duplicate data issues between Salesforce and HubSpot.
• Lack of segmentation within their texting platform.
• Missing functionality such as abandoned cart workflows and custom objects.

They didn’t just need a migration—they needed a roadmap for advanced functionality.

The solution: strategic onboarding and hands-on guidance

Rather than a cookie-cutter rollout, the onboarding prioritized urgent fixes and strategic foundations:

• Proper Salesforce integration: Set up to avoid duplication and governance issues.
• Modernized forms: HubSpot forms with progressive profiling and dependent logic improved customer experience.
• Advanced HubSpot tools: Implemented custom behavioral events, team hierarchies, and HubSpot Payments.
• Custom objects: Built with their onboarding partner to enable critical workflows, including abandoned shopping cart functionality.

This project-based, hands-on approach gave the internal team both confidence and independence in managing HubSpot.

The results: a unified system and empowered team

• Functional marketing system: Streamlined inquiries and automated manual processes replaced outdated workflows.
• Improved data management: Strategies for duplicate handling and migration created a cleaner database.
• Clear roadmap: The company now has a vision for expanding into advanced campaigns and even migrating their website to HubSpot CMS.

This transformation was more than a software switch—it marked a strategic step forward in how the company drives its mission through technology.

Why this matters

For mission-driven organizations, disconnected tools don’t just slow growth—they risk slowing impact. By investing in strategic onboarding, this company aligned its technology with its mission and gave its team the tools to sustain progress.

Key metrics at a glance

Call to action

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