Agri-Tech SaaS Company

Client Overview

This fast-growing SaaS company is one of the leading agtech innovators in the world — helping modern farming operations improve livestock management and operational efficiency.

With international teams operating across multiple regions and customers spanning several countries, this organization has emerged as one of the fastest-growing agtech companies globally.

Their platform enables farmers to track individual animals from birth to processing — delivering actionable insights that drive better product quality, genetics, and profitability.

Supported by significant funding and a rapidly growing team, their mission is to transform the livestock supply chain through technology at a global scale.

The Challenge

As the company scaled rapidly, their HubSpot portal struggled to keep pace — creating operational friction and data challenges across Marketing, Sales, and Customer Success teams.

Key challenges included:

50+ duplicate or inconsistent data fields being used across teams
- (e.g., Customer Type vs Type of Customer)
App integrations sending data to incorrect custom objects
No ticketing system — customer support handled only via Inbox Conversations
No KPI tracking or reporting infrastructure
5+ sales pipelines per team (across 2 teams), creating complexity and inefficiencies
Marketing contact list bloated with bounced, unsubscribed, and spam-reported contacts

These issues were slowing down the business, creating reporting gaps, and limiting their ability to deliver a consistent customer experience across international teams.

Our Approach

We believe every high-performing HubSpot instance starts with clearly defined business processes.

Step one was partnering with leaders from each department — Marketing, Sales, and Customer Success — to map out processes, define KPIs, and align on a unified data strategy.

Once processes were documented and agreed upon, we focused on fixing the root causes of their data and system issues:

Audited data sources and integrations to identify the origins of bad data
Standardized field usage and naming conventions across all teams
Defined how data should flow into and through HubSpot moving forward

With those foundations in place, we moved into data cleanup — ensuring accurate, consistent, and reliable data was flowing into the system from all sources.

The Implementation

Over the course of the project, we transformed their HubSpot portal into a streamlined, scalable CRM built to support international teams and aggressive growth goals.

Key initiatives included:

Consolidating 50+ duplicate fields into a clean, standardized data architecture
Building and training the team on a new Ticketing system — fully integrated with Jira for seamless collaboration with their technical team
Correcting app integrations and ensuring data mapped to the correct custom objects
Reducing sales pipelines from 5+ per team down to 1 per product — simplifying processes and reporting
Building functional reporting dashboards for Sales, Marketing, and Customer Success teams

Cleaning and reducing the Marketing Contacts list to remove disengaged records

Before & After Snapshot

Area	Before	After
Duplicate Fields	50+ similar fields	Unified field architecture
Sales Pipelines	5+ per team	1 per product (2 total)
Ticketing System	None	Fully operational, integrated w/ Jira
Reporting & Dashboards	None	Fully functional for all teams
Marketing Contacts	Bounced, unsubscribed, spam	Cleaned & reduced to engaged list

The Results

This transformation enabled the company to fully align its international teams around clean data, defined processes, and real-time reporting — setting them up for sustainable growth and operational excellence.

Key outcomes included:

Clean, standardized CRM data across all departments
Streamlined sales processes with simplified pipelines per product line
Fully functional reporting & KPI dashboards for each team, including:
- Marketing: New leads generated, email engagement rates, landing page conversion rates
- Sales: Pipeline stage conversion rates, deal velocity, average deal size, closed-won revenue
- Customer Success: Ticket response times, resolution rates, Net Promoter Score (NPS), customer retention rates
Operational ticketing system integrated with Jira — enabling faster customer support and increasing ticket resolution rates by 34% through better visibility of ticket ownership and automated reminder tasks
Reduced marketing contact volume — eliminating wasted budget and improving email deliverability

Client Feedback

“We now have full confidence in our HubSpot portal — our teams are aligned, our data is clean, and we’re operating more efficiently than ever before. The process design and cleanup work was a game-changer for us.”