The challenge: too many systems, not enough clarity
Managing multiple brands under one roof is rarely simple. For a regional electrical distributor operating three separate companies, the challenges of fragmented systems, misaligned expectations, and poor data governance created a daily struggle. They had three distinct websites, custom forms that did not integrate with any marketing platform, and no centralized CRM. The result: disconnected marketing and sales processes, unclear handoffs, and missed opportunities.
This distributor wasn’t just juggling sales across different verticals. They were juggling technology across three brands. Each had its own website and intake forms, but none of it spoke to a CRM. The absence of a single source of truth for data created three major problems:
- Disjointed processes: Marketing had no seamless way to hand off leads to sales.
- Data chaos: Without clear governance, even basic contact list management was confusing. At one point, a non-HubSpot form was pulling in submissions from another entity, cluttering their database.
- Misaligned expectations: The team assumed their HubSpot package allowed multi-brand management. Only after onboarding began did they learn this required an Enterprise upgrade.
The result was an onboarding that felt stuck before it ever began.
The solution: building a foundation for growth
- Strategic multi-brand setup: The first step was to consolidate 15 disconnected forms into a cohesive system. A form roadmap was built to ensure submissions could be segmented by brand, setting the stage for clean data and proper lead capture.
- Data governance and reporting: Rather than importing spreadsheets in a piecemeal way, the team was coached on best practices for data management. They learned how to build active lists, clean imports, and avoid the pitfalls of dirty data. Reporting was another major upgrade: custom dashboards were introduced to visualize deal velocity, push rates, and close ratios.
- Sales empowerment through automation: To reduce manual effort, the consultant introduced workflows that alerted reps to bounced emails and tracked reasons for closed-lost deals. Training sessions on sequences, templates, and snippets gave the team tools to scale outreach effectively.
The results: a system that works across three brands
- Centralized CRM: A single HubSpot portal now supports all three brands.
- Improved efficiency: Reps gained confidence with automated workflows and clean data processes.
- Better reporting: Dashboards replaced manual reports, giving leadership clear visibility into sales performance.
- Empowered team: With hands-on training, the sales and marketing teams became self-sufficient, able to build on the foundation without constant outside help.
Why this matters
This story shows the importance of meeting companies where they are. Instead of pushing an immediate enterprise-wide overhaul, the onboarding focused on achievable steps that unlocked momentum. By consolidating forms, cleaning data, and training staff, the distributor built a system that not only works today but will scale tomorrow.
For any multi-brand company facing disjointed systems, this case study is proof: success isn’t just about buying HubSpot. It’s about building the right foundation, step by step, and empowering teams to own their growth.
Call to action
If your business is struggling to unify sales and marketing across multiple brands, media junction® can help you build a HubSpot system that scales.