Struggling with fragmented systems and manual processes, Hunter Pumps turned to HubSpot CRM to integrate with its existing Unleashed platform. This seamless integration centralized operations and automated workflows and provided real-time insights into its sales pipeline. The result? A unified system that eliminated inefficiencies, streamlined sales processes, and drove measurable growth, creating a strong pipeline of high-value opportunities and significantly boosting closed-won deals.
Running a growing business involves managing scattered tools, time-intensive manual processes, and limited visibility into critical data. For Hunter Pumps, a company known for its precision and performance, these challenges were starting to create inefficiencies in its operations. Their existing Unleashed system lacked the integration and automation needed to keep pace with their growth.
Hunter Pumps identified the need for a unified platform to enhance operational efficiency and streamline its processes. Turning to HubSpot, it embarked on a transformative journey toward more seamless workflows and sustainable growth.
The Challenge: Growing Pains in Disconnected Systems
Hunter Pumps’ story reflects a challenge many scaling businesses face: systems that don’t talk to each other.
Their reliance on Unleashed for revenue tracking and sales processes had started to show cracks:
- Revenue tracking was a guessing game. Important sales data, such as deal amounts, quotes, and statuses, were siloed, making revenue performance challenging to monitor.
- Manual processes waste time and resources. Teams spend hours manually transferring data between Unleashed and other tools. Errors crept in, and updates became unreliable.
- A lack of integration created blind spots. Without a bridge between Unleashed and a CRM, sales teams couldn’t access or analyze essential information in one place.
- The historical data was scattered, and attempting to piece together past, current, and future performance felt like sifting through a maze.
They didn’t just need a solution—they required a migration to a system that could centralize their data, improve visibility, and automate the heavy lifting.
The Solution: Unlocking Potential with HubSpot
The team at INSIDEA understood Hunter Pumps’ pain points and developed a custom solution that brought together the best of HubSpot CRM while preserving Unleashed’s functionality.
Here’s how we turned Hunter Pumps’ challenges into opportunities:
A Bridge Between Systems: Seamless Data Integration
The first step was to build a custom API integration to connect Unleashed with HubSpot. This integration acted like a bridge between two islands, allowing essential data—contacts, deals, and sales properties—to flow freely. Moreover, it provided a clearer picture of the data, helping the stakeholders make informed decisions. It also helped with contact demographics, salesperson assignments, deal amounts, and stages in one system. Hunter Pumps finally had a complete view of its pipeline.
From Chaos to Order: Streamlining Sales Pipelines
INSIDEA implemented a custom sales pipeline in HubSpot tailored to Hunter Pumps’ processes. Each deal moved through defined stages, making tracking easier and smoothing sales cycles.
To help the team communicate effectively, we introduced sequences, templates, and snippets—tools that ensured consistency and saved valuable time.
Letting Automation Do the Heavy Lifting
Repetitive tasks were automated, reducing manual effort. For instance:
- Deal owners and statuses were automatically synced between Unleashed and HubSpot.
- Workflows triggered timely updates, removing any room for errors or delays.
It was like putting the sales engine on autopilot so the team could focus on closing deals.
Real-Time Insights: Dashboards That Told a Story
To give Hunter Pumps actionable insights, we developed custom dashboards in HubSpot that tracked essential metrics:
- Total deal amounts, open deals, and closed-won values.
- Revenue performance, pipeline progress, and team activity.
For the first time, leadership could see real-time results and confidently make decisions.
The Results: Hunter Pumps’ Number Speaks for Themselves
The impact of the HubSpot migration was truly transformative. The results reflected a thriving, active pipeline and tangible business growth, showcasing the effectiveness of a structured and streamlined approach to deal management.
Manual Effort? Gone.
What once took hours now happened seamlessly. With data flowing automatically between Unleashed and HubSpot, the team could focus on growing the business instead of wrestling with tools.
Revenue Tracking? Clear as Day.
HubSpot became the single source of truth for all sales activities. Everything was visible on one platform, from tracking deal progress to understanding revenue drivers.
Sales Pipeline? Streamlined and Scalable.
With clearer processes and automated workflows, the team could move deals faster, communicate better, and prioritize high-value opportunities.
The Impact
For Hunter Pumps, the HubSpot migration was about more than adopting a new tool; it was about unlocking its potential. As their systems aligned, so did their teams. Sales reps spent less time updating spreadsheets and more time closing deals. Leadership gained the visibility they needed to drive decisions. The business could now scale without being held back by disconnected tools.
In short, the transformation was about turning complexity into clarity and processes into progress.
The Hunter Pumps Perspective
The team’s response? A sense of relief and renewed focus!
With Unleashed continuing to handle proposals and HubSpot taking over as the central CRM, Hunter Pumps struck the perfect balance: a unified system without compromising existing tools.
A New Chapter: Ready for Growth
Hunter Pumps’ story powerfully reminds us that the right systems don’t just solve problems—they create opportunities. Integrating HubSpot with Unleashed has built a foundation for sustained growth, improved performance, and happier teams.
Are you struggling with disconnected tools or scattered workflows? Hunter Pumps proves that change doesn’t have to be disruptive—it can be transformative.
Ready to unify your operations and take your business to the next level? Let’s make it happen with INSIDEA.