How a Global Manufacturing Technology Company Transformed HubSpot Into a Growth Engine

When a global manufacturing technology company needed greater visibility into its leads, cleaner data, and a more efficient way to manage its growing reseller network, Sagefrog helped turn a complex HubSpot environment into a streamlined, automated system built for long-term growth.

Through a comprehensive HubSpot audit and phased optimization plan, Sagefrog uncovered opportunities to improve data quality, simplify lead routing, eliminate repetitive manual processes, and give leadership clearer insight into performance.

Download the case study to see how Sagefrog helped the company:

• Improve lead visibility and accountability: Replaced an outdated external lead-routing system with HubSpot-native  lead assignment, giving the team greater visibility into lead status and ownership.
• Eliminate repetitive reseller setup: Replaced a process that required cloning from 50+ landing pages and workflows with a more efficient framework that simplifies resellers onboarding.
• Automate ongoing data hygiene: Moved away from time-consuming annual database cleanups with automated workflows that continuously identify and remove unengaged or invalid records.
• Create clearer performance reporting: Developed custom dashboards that give leadership greater visibility into lead activity and reseller engagement.
• Build for continued growth: Reduced unnecessary assets and administrative overhead while creating a HubSpot environment that can support an expanding reseller network.