Facing disjointed workflows and manual processes, AdLib Media Group leveraged HubSpot Sales Hub, Service Hub, and Marketing Hub Professional to centralize their operations, streamline processes, and unlock measurable growth. The result? A scalable ecosystem that delivered exponential deal creation, improved ticket resolution, and significant revenue impact.
AdLib Media Group, a dynamic and growing DSP for independent agencies and advertisers, was ready to scale to new heights. However, as with many businesses experiencing rapid growth, they faced challenges: manual processes, disconnected tools, and limited visibility into their sales and operations.
Tracking sales in Google Sheets created hurdles, with updates requiring significant time and effort. Leads were challenging to track, and identifying priority opportunities became increasingly difficult. These inefficiencies weren’t just slowing them down—they were standing in the way of achieving their full potential.
Recognizing the need for a unified solution to unify workflows, enhance visibility, and support their ambitious growth, AdLib Media Group turned to HubSpot, which transformed how it operated.
The Challenge
AdLib Media Group’s story is similar to many organizations trying to scale with outdated systems:
- Disconnected Tools: They relied on Google Sheets to manage sales data, which led to fragmented workflows and disjointed teams.
- Manual Processes: Updating and managing records manually was time-consuming and prone to costly errors.
- Missed Insights: Without a way to connect companies, contacts, and opportunities, they couldn’t effectively track revenue or prioritize leads.
- Scaling Struggles: As they grew, the cracks in their system widened, and processes that once worked became unsustainable.
For AdLib, the need for a dynamic solution wasn’t just about solving today’s challenges; it was about building a foundation for tomorrow’s growth.
The Solution: A Unified HubSpot Ecosystem
To address these challenges, AdLib partnered with INSIDEA to implement HubSpot Sales Hub, Service Hub, and Marketing Hub Professional. What followed was a series of carefully tailored solutions developed to turn the chaos into clarity:
Integrating Data Seamlessly
AdLib’s first hurdle was connecting their non-WordPress forms with HubSpot. By adding custom tracking codes, the INSIDEA team ensured all form submissions flowed seamlessly into HubSpot without data loss.
Automating Manual Workflows
The days of manual data entry came to an end. With new workflows:
- Company and deal records were created automatically upon form submission.
- Custom pipelines and deal stages were built to organize sales and service processes.
This freed up AdLib’s team to focus on driving growth and serving clients.
Centralizing Deals and Tickets
AdLib’s service tickets and deals were consolidated into HubSpot, creating a single source of truth for its B2B operations. Duplication? Gone. Confusion? Eliminated.
Real-Time Insights with Custom Dashboards
INSIDEA built dashboards to track:
- Monthly and quarterly revenue trends
- Ticket resolution times
- Pipeline health
These reports transformed raw data into actionable insights, giving AdLib’s teams a clear direction on where to focus their energy.
The Results That Matter
The transformation was more than just operational—it was measurable.
Exponential Deal Creation
When AdLib first started with HubSpot, deal creation numbers were modest. By the end of the implementation:
- Deals grew from just the number of deals increased by an impressive 370% from May to September.
- A single week in September alone saw 73 deals created—a record-breaking surge.
It’s like flipping a switch from a slow trickle to a powerful flow of opportunities.
Faster Ticket Resolutions
Customer service saw a dramatic improvement: The average ticket resolution time dropped, with all tickets resolved within a reasonable timeframe, boosting client satisfaction and trust.
A Thriving Deal Pipeline
AdLib Media Group’s pipeline value surged, with an impressive 85.43% represented by active deals, highlighting strong growth and engagement.
This influx of high-value deals reflected their operational success and cemented their position as a fast-scaling B2B powerhouse.
The Bigger Impact: Beyond the Numbers
While the numbers tell a powerful story, the impact goes deeper:
- Accelerated Growth: Exponential deal creation and a thriving pipeline positioned AdLib Media Group for long-term success.
- Happier Clients: Faster ticket resolutions improved customer satisfaction, ensuring clients felt heard and supported.
- Smarter Decisions: Real-time dashboards empowered teams to prioritize opportunities and confidently identify revenue drivers.
- Operational Excellence: By consolidating tools into HubSpot, AdLib eliminated inefficiencies, reduced costs, and improved team alignment.
What AdLib Media Group Has to Say
The AdLib team couldn’t be happier reflecting on their journey; their COO, Cindy Kidney, says,
“INSIDEA demonstrated a high level of professionalism and a deep understanding of our business and use cases. Their expertise and dedication resulted in a seamless transition, and we couldn’t be happier with the outcome. ”
The Takeaway: Growth Is Within Reach
AdLib Media Group’s story is a reminder that operational challenges don’t have to limit your potential. With the right strategy and tools, scaling becomes achievable and inevitable.
Are you ready to unlock your growth potential and turn chaos into streamlined success?
Let INSIDEA show you how HubSpot can transform your business.
Get in touch today!
