Services Provided

HubSpot CMS

Client Overview

Eventus Systems is a global provider of trade surveillance and risk management solutions, trusted by capital markets firms around the world. As their team expanded and their data flows became more complex, they needed a reliable partner to help set up and manage their HubSpot CRM, ensuring it could scale with their operations and support their evolving business needs.

Tools UsedHubSpot
Time Duration16 Weeks
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webdew’s Strategic Role in Managing and Scaling HubSpot Implementation : in Summary

webdew’s role in the strategic growth of Eventus Systems is mentioned below.

  • Eventus Systems partnered with webdew to manage and implement HubSpot CRM more effectively.
  • The project lasted several months and focused on reducing the internal workload related to CRM tasks.
  • Our goal was to organize their data, making it easier to use and understand.
  • We worked on building a scalable HubSpot setup to support their growing marketing and sales teams.
  • Throughout the project, webdew acted as an extension of their internal marketing team, providing hands-on support.
  • The collaboration helped improve day-to-day efficiency and brought more clarity and transparency to how they use HubSpot.

The Objective

The primary goal was to streamline the client’s HubSpot instance and optimize it for day-to-day use while laying the groundwork for future automation and campaign initiatives.

  • Improving the structure of the CRM and refining the segmentation logic for better data organization and targeted communication.
  • Providing technical setup and ongoing consultation to support internal teams with both HubSpot implementation and marketing operations.
  • Ensuring consistent data hygiene and regular CRM maintenance to keep the system clean, accurate, and up to date.
  • Designing workflows and marketing assets to support lead nurturing and account-based marketing (ABM), helping optimize both sales and marketing efforts.

Our Approach

  • We introduced custom sub-category fields within the deal records to help clearly differentiate between original deals (those generated directly by sales efforts) and influenced deals (those impacted by marketing activities). This enhancement allowed the team to gain deeper visibility into how marketing efforts contribute to the sales pipeline, ultimately improving the accuracy of marketing attribution and performance reporting.
  • To make the HubSpot portal more organized and easier to use, we grouped workflows and contact lists into clearly structured folders. This improved internal navigation, made it quicker for teams to find what they needed, and simplified reporting by keeping related assets grouped together logically.
  • We carried out a thorough deduplication of contact records to eliminate redundant entries and ensure that each contact existed only once in the system. This helped maintain a clean and reliable database, which in turn improved audience segmentation, reduced confusion during outreach, and supported more accurate reporting and automation.
  • We implemented a parent/child company structure within the CRM to accurately reflect the relationships between connected organizations. This setup provided a clearer view of company hierarchies, making it easier for the sales and marketing teams to manage accounts, track interactions across related entities, and tailor outreach based on organizational context.
  • We reorganized the Account-Based Marketing (ABM) target list by categorizing accounts into strategic tiers. This tiered structure aligned with the client’s outreach priorities, enabling more focused and personalized marketing efforts based on the importance and potential value of each account.
  • We developed email nurture sequences tailored to specific audience segments, ensuring that each contact received relevant content based on their stage in the customer journey. This personalized approach helped increase engagement, build stronger relationships, and guide leads more effectively through the lifecycle.
  • We set up new workflows in HubSpot to automate repetitive tasks and initiate trigger-based marketing actions. This not only saved time for the internal teams but also ensured timely, consistent communication with leads based on their behaviors and interactions, enhancing overall marketing efficiency.
  • We provided ongoing support for daily CRM maintenance tasks to ensure the system remained consistent, accurate, and reliable. This included routine checks, data updates, and system cleanups, helping the team operate smoothly and make decisions based on trustworthy data.
  • We assisted with contact sourcing and list categorization by carefully reviewing and cleaning incoming data. This included scrubbing records for accuracy and relevance, and determining which contacts should or shouldn’t be imported into HubSpot, ensuring only high-quality, usable data entered the CRM for effective segmentation and outreach.
  • To complement the implementation work, we provided regular technical consultations to support the internal team with strategic decisions around HubSpot’s features and capabilities. These were focused on solving real-time challenges, optimizing existing processes, and identifying areas where automation or customization could unlock additional value. The consultations were technical in nature and intended to bridge the gap between platform limitations and business requirements.
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Result

As a result of the collaboration, Eventus Systems experienced a clear improvement in the way their HubSpot portal was structured and managed. Their teams could work more efficiently, with better-organized data that was easier to act on. The new workflows helped maintain consistent engagement with prospects, while the streamlined CRM reduced internal friction and laid a solid foundation for future growth and scaling efforts.

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webdew has the expertise to streamline your CRM and drive real results. Schedule a free consultation