Professional Services & Consulting

Professional Services Platform: CRM Rescue & NetSuite Integration in 9 Months

Rescued a failed HubSpot implementation from a prior vendor, resolved a 6-month-old NetSuite integration failure, and delivered a clean CRM MVP on a hard deadline — then expanded into automated pipeline analysis, practice-area campaign architecture, and cross-functional approval workflows.

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Industry

Professional Services & Consulting

Revenue

Multi-Practice Platform Company

Timeline

9-Month Engagement (Ongoing)

Back to All Results

Key Metrics

6mo

Broken Integration Fixed

5+

Executive Dashboards

6

Practice Area Campaigns

100%

On-Time MVP Launch

The Challenge

  • Prior vendor left HubSpot misconfigured with no user guides or adoption plan
  • HubSpot-NetSuite integration broken for 6 months — deal sync, field mappings, and cross-sell tracking all failing
  • Duplicate company records across systems preventing accurate reporting
  • Pipeline analysis done manually via Excel exports on a weekly/monthly cadence
  • Activity attribution broken — EAs logging work attributed to wrong executives
  • No standardized deal creation workflow, service line taxonomy, or campaign structure

Our Solution

  • Full HubSpot rescue: reconfigured platform, built user guides, and launched 45-day adoption program with VP champions
  • Diagnosed and fixed NetSuite sync — created custom fields, corrected field mappings, and established sandbox testing protocols
  • Comprehensive data cleansing and deduplication across HubSpot and NetSuite records
  • Automated pipeline conversion analysis dashboard replacing manual Excel workflow
  • Resolved EA attribution with task assignment patterns maintaining proper executive ownership
  • Standardized deal workflows with required fields, built 6 practice-area campaigns, and restructured service line taxonomy

Results Timeline

Month 1: Vendor Transition & Discovery

Full audit of broken state; takeover from prior vendor

Month 2: Integration Repair & Launch Prep

NetSuite sync diagnosed; MVP launch plan finalized

Month 3: On-Time MVP Launch

Hard deadline met with clean data and trained users

Month 4-5: Advanced Optimization

Pipeline dashboards, campaign architecture, corporate dev expansion

Month 6-7: Domain Migration & Rebranding

Full user migration to new corporate domain

Month 8-9: Workflow Automation

Cross-functional approval workflows via Power Automate + Teams

Related Resources

Service: DataOps Implementation →Service: Analytics & BI →Guide: PE Implementation Roadmap →Guide: How to Evaluate HubSpot Implementation →

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