Case studies / Cloud9

Cloud9 · Three-hub CRM build

Sales, marketing and service on one CRM, built from scratch

Three-hub CRM build · 2022

3hubs set up from scratch
1–3 moproject duration
3teams with automated handoffs

For Cloud9 I led the end-to-end setup of HubSpot, building the system from scratch to connect sales, marketing and customer support.

What I built

  • Sales Hub: custom pipelines, deal management workflows and task tracking
  • Marketing Hub: lead nurturing workflows, automated email campaigns and audience segmentation
  • Service Hub: a ticketing system, support workflows and a knowledge base
  • Automation for lead assignment, follow-ups and cross-team task management
  • Dashboards and custom reports across sales, marketing and support

The design started from a lifecycle model, so each team hands records to the next automatically.

Result

One CRM for three teams, with reporting across the whole customer journey.

Stack: HubSpot Sales Hub, Marketing Hub and Service Hub.

Next case study · Precise Take

A custom CRM for sales, marketing and customer support

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