The Challenge

A fast-growing SaaS company with 25 sales reps was struggling with their HubSpot CRM. The data was messy, duplicate records were everywhere, and the team had lost confidence in reporting. Pipeline management was inconsistent, and outbound activity was spread across different tools with no clear attribution.The VP of Sales knew they needed help but wasn’t ready to bring on a full-time RevOps hire. They turned to GrowthStack for fractional RevOps and HubSpot consulting.

Our Approach

We began with a 30-day HubSpot CRM reset and automation clean-up to deliver quick wins:

Full audit of their CRM and removal of 18,000 duplicate records
Pipeline redesign with clear deal stages, lead routing, and automation
New reporting dashboards for pipeline health, activity tracking, and revenue forecasts

With the foundation set, we shifted to building their multi-channel outbound growth engine:

Configured Clay, Apollo, and Instantly for outbound campaigns
Automated scraping and enrichment of 5,000 accounts with firmographic and intent data
Designed outbound sequences combining email and LinkedIn touchpoints
Connected campaign data back into HubSpot for accurate attribution

The Results

In less than three months, the client achieved measurable improvements:

40% increase in logged sales activity due to workflow automation and better adoption
2,300 new qualified leads added through outbound campaigns
30% reduction in sales cycle length, thanks to cleaner data and clearer reporting
Full sales team adoption of HubSpot, with renewed confidence in the dashboards

Ongoing Partnership

After the project, the client retained GrowthStack as their fractional RevOps and MarTech team. Today we:

Run monthly health checks on HubSpot CRM
Continue refining automation and pipeline management
Expand outbound campaigns and keep reporting accurate
Provide ongoing marketing ops support so sales and marketing stay in sync

👉 Is your HubSpot CRM slowing down your team? We can fix it, automate it, and build the outbound engine you need to scale.

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Client Experiences

Your success is how we measure ours.

Our CRM finally works the way it should

Our CRM was full of duplicates and broken fields. GrowthStack sorted it out in a few weeks, rebuilt the pipeline, and set up lead routing that actually works. Now our sales team trusts the system again, which has made day-to-day work so much easier.

Martin J.

Sales Director

Outbound is no longer guesswork

Outbound had always been hit or miss for us. GrowthStack built a system that gave us a steady flow of leads and a clear picture of how our outreach was performing. It’s the first time it feels reliable.

James P.

Customer Success Manager

The support we needed without a full-time hire

We weren’t ready to bring on a full-time RevOps manager, but we needed someone to keep our systems in order. GrowthStack took on that role, handling the automations, reporting, and fixes so our team could focus on clients.

Emily R

CMO

Case Study: Fixing a Broken HubSpot CRM and Building a Scalable Outbound Engine