Overview
CloudNxt SaaS had a disjointed sales process using a mix of spreadsheets and three different software tools. They partnered with InventoApps to implement and fully customize HubSpot to create a single source of truth for their global sales team.
Deliverables
HubSpot CRM Implementation
Complex Data Migration
Custom API Integrations
Sales Automation Workflows
Pipeline & Forecasting Dashboards
Team Training & Onboarding
The Challenge
Sales reps were spending hours manually logging calls and chasing down contract statuses. Leadership had zero visibility into the actual pipeline, making accurate revenue forecasting impossible.
Our Solution
We executed a complex data migration from their legacy systems into HubSpot. We built custom API integrations with their proprietary billing software and set up advanced automation workflows that trigger targeted nurturing sequences based on prospect behavior.
Tech Stack
HubSpot Enterprise
Node.js
REST APIs
Zapier
PostgreSQL
Salesforce Migration