The challenge: manual processes and messy data
The company relied on Zoho as its CRM, but years of inconsistent use left behind an uphill battle. Duplicate contacts, misspelled entries, and missing associations made historical data migration a challenge. At the same time, their sales and post-sales activities were tracked manually across separate tools like ClickUp and Jira, leaving no single source of truth for the customer journey.
The leadership team also lacked reliable reporting. They wanted visibility into deal velocity and close rates but had limited knowledge of how to build dashboards in HubSpot. Without these insights, forecasting remained guesswork.
The solution: a structured onboarding with hands-on training
- Custom CRM architecture: A new deal pipeline was built in HubSpot to reflect the company’s actual sales stages. The consultant also demonstrated functionality using a test deal, helping the team visualize how their data would flow.
- Data governance: Clear guidance was provided for formatting spreadsheets and importing Zoho data. This not only resolved immediate migration hurdles but also introduced best practices for ongoing data cleanliness.
- Automation and efficiency: Workflows were created to alert when deals closed and to capture reasons for lost opportunities. Sales outreach was enhanced through sequences, templates, and snippets.
- Reporting and dashboards: The team learned how to create custom reports on metrics like deal velocity and close ratios, enabling them to monitor performance with confidence.
The results: clean data, clear processes, confident team
- Functional CRM: A working pipeline and lead management process replaced fragmented workflows.
- Improved efficiency: Clean import processes and governance practices set the foundation for accurate reporting.
- Self-sufficiency: The team developed the skills to manage HubSpot independently, from building sequences to analyzing reports.
This transformation not only solved the immediate challenges of disorganization but also positioned the company for long-term growth through scalable, data-driven processes.
Key metrics and data points
| Metric |
Value |
Source |
Confidence |
| Employees |
2–10 |
Company Profile |
4 — LinkedIn band |
| Founded |
2010 (US/Canada) |
Company Profile |
5 — explicit date |
| Vertical focus |
Financial services, manufacturing, insurance, logistics, distribution |
Company Profile |
4 — explicit listing |
| Engagement outcome |
Centralized HubSpot CRM with clean data, pipeline, and reporting |
Use case study |
4 — detailed engagement notes |
Why it matters
For companies with specialized products and long sales cycles, manual systems can be a silent barrier to growth. This case shows how structured onboarding, paired with hands-on training, not only fixes immediate inefficiencies but also equips teams with the knowledge to thrive.
By investing in both tools and people, this provider turned data hurdles into a foundation for smarter decisions and sustainable growth.
Call to action
If your sales team is buried in spreadsheets and disconnected systems, media junction® can help you build a scalable foundation in HubSpot.
