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Vested enabled scalable growth for the engineering firm by implementing its first CRM, structuring sales and project pipelines, and establishing reliable data, training, and process foundations that support long-term sales, marketing, and revenue operations. |
This HubSpot onboarding prioritized operational clarity, ensuring the engineering firm had the systems, structure, and data required to scale intentionally. This approach resulted in four foundational outcomes that now support day-to-day operations and long-term scalability:
The primary challenge facing the engineering firm was scaling aggressively while operating without centralized systems, resulting in disconnected Excel-based processes and limited operational visibility.
Key challenges included:
Client, deal, and project data spread across multiple spreadsheets with no single source of truth
Limited visibility into active opportunities, projected revenue, and delivery workload
No clear separation between sales activity and active engineering projects
Manual handoffs that increased the risk of missed details as deal volume increased
As the firm looked to scale, these gaps created operational risk and made it difficult for leadership to confidently plan, forecast, and allocate resources.
Vested implemented the firm’s first CRM by migrating historical customer and company data from spreadsheets into HubSpot and configuring the platform to support sales execution, project delivery, and executive reporting.
This implementation included:
Importing existing contacts and companies from Excel-based tracking systems
Cleaning and mapping data to eliminate duplication and inconsistencies
Establishing standardized properties such as job title, lead source, and record ownership
Configuring default views and layouts to support daily usability across teams
By replacing spreadsheet-based tracking with a centralized CRM, the firm gained a reliable system of record that supports both day-to-day operations and long-term scalability.
Sales and project pipelines were structured as connected but distinct workflows that clarified revenue progression, improved handoffs, and increased executive-level visibility.
This dual-pipeline structure eliminated confusion between selling and delivering work while giving leadership a complete view of revenue and execution.
Data collection supported future sales and marketing efforts by standardizing required fields, improving consistency, and ensuring the CRM could be used for segmentation, reporting, and outreach.
Vested:
Defined required fields across contacts, companies, and deals
Standardized lead source, relationship, and ownership tracking
Ensured data captured during sales and project work could be reused for reporting and outreach
With these structures in place, the firm can confidently analyze performance and ROI, segment audiences, and activate future marketing initiatives without rebuilding its CRM foundation.
The onboarding resulted in operational clarity and scalable readiness by replacing manual processes with structured systems designed for growth.
As a result, the engineering firm gained:
With these foundations in place, the firm is positioned to scale without introducing operational friction or data inconsistency.
At Vested Marketing, a HubSpot Diamond Partner, we help engineering firms and other complex organizations build scalable systems before growth demands them.
Through HubSpot CMS onboarding, sales and project pipeline design, and inbound marketing enablement, we create connected ecosystems that support long-term visibility, efficiency, and revenue growth.
If your organization is ready to move beyond disconnected tools and manual processes, Vested Marketing is ready to help. Let’s build the systems that support your next phase of growth!
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