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TRUSTED BY B2B COMPANIES

Optimizing HubSpot for Scalable Growth and ABM Success

Royal Health (formerly Royal Solutions Group) is a B2B SaaS company with a sales pipeline in the hundreds of millions. As their sales and marketing teams expanded, they needed their HubSpot Pro system (Sales, Marketing, and Content hubs) to work smarter, not harder. With challenges in reporting, automation, and ABM sales execution, they sought an expert team to strategically transform their CRM into a high-performing revenue engine.

01

Background

Through a comprehensive audit, workflow optimizations, and a structured ABM setup, we helped Royal Health align their sales and marketing efforts, improve efficiency, and scale for future growth.

Here’s how we did it.

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02

By Conquering Challenges

Royal's sales team was struggling with what we've found to be common among B2B clients:

  • Inefficient Reporting & Workflows: The ambitious sales team struggled to grow because of lack of systems and inconsistent reporting practices.

  • Scalability Issues: As the team is working to change things, the need for structured processes and streamlined workflows became more urgent.

  • Lack of Personalization: Their existing HubSpot system wasn’t tailored to their account-based marketing needs.

03

And Driving Results Home

After working closely with the sales team to better understand how their system needed to transform, we delivered:
 
In-depth Audit and Action Plan
We conducted an in-depth audit of Royal Health’s HubSpot environment, identifying inefficiencies and outlining a roadmap to transform their system.

Sales-specific Enhancements
Before rolling out ABM-specific enhancements, we: cleaned up and optimized system reporting; refined contact forms for better lead segmentation; and enhanced workflow automations to support sales and marketing alignment.

Better Sales and Marketing Alignment
An SLA agreement was developed to align sales and marketing definitions and handoffs for their ideal customer profile (ICP) and buyer’s journey. We also set up ABM workflows to maintain data cleanliness and enhance targeting, and created a pilot ABM program with hyper-targeted content for key target accounts.
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B2B teams and nonprofit leaders ready to scale up what they do with the power of HubSpot.

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