Case Study
How a HubSpot Implementation Helped This IT Firm Ditch Spreadsheets and Streamline Service Delivery
Implementation of Marketing Hub Pro & Sales Hub Pro
Development of a post-sale pipeline to allow for onboarding tracking
Automations to streamline sales processes for a lean team
Industry
Technology Consulting Firm
Services
HubSpot Implementation
The Challenge
KAM Technologies is a Florida-based technology consulting firm that delivers solutions integrations across multiple industries. Known for their hands-on approach, they help clients navigate complex implementations with ease.
They turned to The B2B Mix® after seeing our work in action through a mutual client. They sought our help to them move from spreadsheets to a smarter, more efficient system. .
As a small but mighty team, they needed a smarter system that would save time, improve visibility, and support both sales and service delivery.
HubSpot Implementation Services in Action
Two Custom Pipelines for Sales and Post-Sale Delivery
We implemented HubSpot Sales Hub and Marketing Hub, creating:
- A Sales pipeline to manage prospects from lead to Closed-Won.
- A Post-sale Implementation pipeline to track onboarding and delivery stages for clients after the deal closed.
This allowed seamless tracking of both pre-sale and post-sale workflows without disrupting sales metrics.
Automation Workflows to Save Time
We built workflows to automatically:
- Move deals from the Sales pipeline to Implementation when marked Closed-Won
- Assign tasks and notify the implementation team
- Standardize onboarding steps for consistency and speed
Team Training and Documentation
To set KAM Technologies up for long-term success, we provided:
- Step-by-step training for their team
- Documentation for processes and workflows
- Easy-to-use landing pages and email templates for outreach
Faster Workflows, Better Data, and Early Wins
From Excel to HubSpot – A Smooth Transition
Within weeks of go-live, KAM Technologies migrated all customer data and fully adopted HubSpot for managing sales and service delivery.
Closing Their First Deal Faster
They successfully tracked and closed their first deal in HubSpot shortly after implementation.
"Fantastic to work with. We had The B2B Mix® setup our sales and delivery workflows and they did a fantastic job. Highly recommend their services."
If your business is in this place
Founder-led. Successful. Considering modernization. The work doesn't have to start with a tool decision or a hire. It can start with a conversation.