$29.41M pipeline from one unified system.
Promptly was running marketing on Mailchimp and sales on Apptivo, with reporting stitched together by hand. The data was fragmented. The cost was high. The visibility wasn't there. INSIDEA migrated everything into HubSpot Enterprise Hubs. The result: $29.41M in deal pipeline value and 238% growth in email engagement.
Tools that weren't pulling together.
Promptly relied on Mailchimp for marketing and Apptivo for sales. Both worked in isolation. Operational costs climbed for redundant features and tools that didn't communicate. Marketing and sales lived in separate silos, making it hard to track leads or generate meaningful insight.
Lead routing, deal assignments, and campaign segmentation were done manually. Reporting was poor, blinding teams to pipeline performance and campaign results. The inefficiency was compounding, and the team felt every bit of it.
Promptly needed a unified solution, not a bigger version of what wasn't working.
HubSpot Enterprise Hubs as the unified system.
A four-step rollout: consolidate, automate, surface insights, and enable the team.
Consolidation under HubSpot Enterprise
Mailchimp and Apptivo retired. Customer records, deals, and pipelines migrated into HubSpot Enterprise Hubs with no data loss or service disruption. Promptly managed everything from a single platform.
Lead routing automation
Custom workflows automatically assigned leads to the correct sales director by region. Hours of manual triage saved every week, and lead response time tightened materially.
Data sync and dedup
Deals, contacts, and companies kept consistent automatically. Duplication eliminated. The team stopped reconciling records and started acting on them.
Lifecycle nurture sequences
Tailored sequences engaged prospects and kept them moving through the funnel. Marketing finally had infrastructure that matched the size of the audience it was talking to.
Real-time custom dashboards
Pipeline performance, sales and marketing KPIs, and engagement metrics surfaced live. Instead of stitching reports across tools, teams accessed everything in one HubSpot view.
Hands-on team enablement
Sequences, templates, snippets, and best practices delivered through structured training. The platform only delivers if the team uses it well, so we made sure they did.
What was actually used to ship this.
Numbers that matched the ambition.
$29.41M in deal pipeline value generated through the unified system. 238% growth in email engagement across nurture and lifecycle campaigns. Two tools retired, with zero data loss in the migration. The team finally worked from one source of truth instead of three half-truths.
More importantly, the operating model became scalable. Lead routing kept up as volume grew. Lifecycle nurture engaged a bigger audience without more headcount. Reporting answered questions instead of generating them. Promptly turned inefficiency into growth and built the foundation for the next chapter.
“HubSpot Enterprise Hubs changed everything. We consolidated systems, automated the manual work, and finally made decisions on real data.”
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