The challenge: too many systems, too little connection
This regional provider had built a strong reputation supporting small and mid-sized businesses across industries such as financial services, construction, and healthcare. But internally, their marketing and sales operations told a different story.
They relied on ConnectWise for CRM, Mindmatrix for email, and WordPress for their website. None of these platforms spoke to each other. Data was siloed, campaigns felt disjointed, and their team struggled to maintain a clear view of the customer journey.
On top of the tech challenges, they were navigating staffing transitions. A part-time freelancer managed marketing operations but was planning to exit. Meanwhile, a full-time hire was still learning the ropes. Without a cohesive strategy or scalable system, the provider risked falling behind.
The solution: hands-on integration and training
- Strategic integration support: The most pressing challenge was connecting HubSpot to ConnectWise. Initial attempts at mapping data fields led to technical bottlenecks, and achieving bidirectional sync required an Operations Hub upgrade. Rather than leave the team spinning their wheels, the consultant guided them through conversations with HubSpot sales and offered workarounds for manual updates.
- Practical, project-based learning: Instead of abstract training, the consultant assigned the team a concrete exercise: building a complete test campaign with a landing page, email, and form. This gave them a live example of how HubSpot assets connect, while building confidence in managing workflows.
- Best practices in inbound marketing: Beyond the mechanics of the platform, the consultant introduced concepts like persona development, SEO strategy, and inbound methodology—laying a foundation for sustainable growth.
The results: a foundation for growth
Within a short period, the IT provider had built a functional, integrated system inside HubSpot. Their test campaign was live, complete with automation. They gained clarity on managing customer data, learned how to segment audiences, and had a roadmap for scaling future campaigns.
The engagement didn’t just solve a tech problem—it empowered their team. By focusing on immediate integration needs and layering in long-term training, the provider now had both the tools and the confidence to fully leverage HubSpot.
Why it matters
Like many regional IT providers, this organization already had deep technical expertise for clients but struggled to apply the same rigor to its own marketing. By addressing fragmented systems, guiding through integration complexity, and investing in staff training, they unlocked the potential to scale without adding unnecessary complexity.
It’s a reminder that growth doesn’t always start with big budgets or new hires. Sometimes it starts with a test campaign, the right guidance, and the willingness to rethink how your systems connect.
