For years, this specialty architectural materials manufacturer relied heavily on spreadsheets to track projects and QuickBooks for quotes and invoices. This siloed approach created gaps between sales and accounting. Teams lacked a single, unified view of the customer journey, slowing down communication and increasing the risk of errors.
The sales process itself was uniquely complex. Each project often required customized quotes with varying sizes, quantities, and specifications. Replicating this complexity inside HubSpot proved daunting. The team wanted to generate quotes that matched the look and structure of what customers already received through QuickBooks—without resorting to costly custom development.
Compounding the technical hurdles, onboarding to a new CRM faced cultural resistance. Some team members resisted change, and without a clear strategic plan or strong internal champions, the process risked stalling.
The engagement began with a reset: establish clarity on what HubSpot onboarding would deliver versus what required a full agency partner. This helped manage expectations and kept the team focused on achievable, foundational wins.
By grounding training in real projects, the onboarding bridged the gap between theory and practice, easing adoption and demonstrating the platform’s potential.
Within weeks, the company had its first fully automated inquiry workflow in place, reducing manual steps and ensuring faster responses to prospects. The team gained visibility into marketing performance through connected dashboards and reports, turning previously fragmented data into actionable insights.
Most importantly, the onboarding built internal confidence. What started as resistance to change shifted toward curiosity and ownership.
| Metric | Value | Source | Confidence |
|---|---|---|---|
| Employees | 11–50 | Company Profile | 4 — multiple consistent sources |
| Projects delivered | 2,000+ globally | Company Profile | 3 — single company claim |
| Primary industries | Healthcare, hospitality, retail, education, high-end residential | Company Profile | 4 — multiple consistent mentions |
This story highlights the power of a hands-on, project-based onboarding approach for organizations with complex sales processes. By starting with achievable wins, aligning expectations, and guiding teams through live workflows, even companies with highly customized quoting needs can transform their sales and marketing systems.
media junction® specializes in helping businesses like this one unlock the full potential of HubSpot. When technology, process, and people come together, growth follows.