The Challenge
A global SaaS provider in the energy sector faced a challenge common to scaling organizations: disjointed systems that hampered their growth. With a website on WordPress and a CRM in Netsuite, their marketing and sales teams operated in silos. Campaigns were fragmented across platforms, preventing them from gaining a single source of truth for performance.
The result? Inefficient marketing execution and no closed-loop reporting. Their marketing team used HubSpot’s social media tool for promotion, but leads were driven to WordPress landing pages. This made it nearly impossible to connect early engagement with actual sales outcomes—an essential metric for their leadership team.
To complicate matters, their onboarding was stalled. The primary contact on the project didn’t have admin access to Netsuite, a critical integration point. Without access and without a clear framework for tracking leads, the project risked losing momentum before it could even begin.
The Solution
To solve these challenges, the consultant guided the team through a strategic consolidation of tools and processes.
Centralized Campaign Management
The team was advised to transition away from fragmented workflows and fully leverage HubSpot’s native tools—social media, landing pages, and reporting. By unifying campaigns under one system, the company could finally track lead progression from the first social click through to a closed opportunity.
Hands-On, Practical Training
Rather than relying solely on theory, the consultant used project-based learning. Together, they reviewed a real campaign already in progress. By restructuring it within HubSpot, the client saw firsthand how the system could deliver visibility across the entire funnel. This approach built confidence and gave the marketing team an actionable blueprint for future campaigns.
Data Management & Reporting Framework
Another major hurdle was poor data management. To address this, the consultant introduced processes for importing contacts from Netsuite and cleaning up properties to support reliable reporting. This ensured their HubSpot portal wasn’t just functional but scalable. With improved data hygiene, the team could finally unlock accurate closed-loop reporting.
The Results
- A Functional Marketing System: What started as a scattered approach transformed into a centralized, fully functional system. The company now runs all social, landing pages, and campaign tracking inside HubSpot, providing clarity that was previously out of reach.
- Improved Data Confidence: With a clear process for managing contacts and integrations, the team developed trust in their reporting. They could now pull reports with confidence, knowing their data reflected real performance.
- A Roadmap for Future Growth: The engagement didn’t end with a functional system—it concluded with a strategic roadmap. The company was introduced to advanced services like content coaching and additional HubSpot training. With the foundation in place, they are now positioned to scale campaigns, measure impact, and drive future growth.
Why This Matters
For energy technology companies like this one, efficiency and scalability are non-negotiable. Their core business depends on analyzing and managing massive volumes of data across the energy value chain. But until their marketing systems were streamlined, their go-to-market efforts were falling short.
By consolidating their processes in HubSpot and adopting a hands-on, guided onboarding approach, they were able to align their marketing and sales functions around a single, scalable hub. This not only created immediate wins but also laid the foundation for sustainable, long-term growth.
