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Project Name
Aligning Marketing Ops for an enterprise-level Digital Agency
Helping a digital agency unify its scattered data into HubSpot through strategic MarkOps alignment
Digital Media
90 days
United Kingdom
Every digital marketing agency reaches a point when the growth rate is faster than the momentum their teams can keep up with. Campaigns multiply, clients pour in, and suddenly, your people who once ran on instinct find themselves drowning in scattered data amongst siloed tools.
One leading digital marketing agency thrived creatively but struggled operationally. It had multiple clients, dozens of campaigns, and multiple high-quality leads flowing in, but all this data wasn’t managed in one robust platform. This caused misalignment in its teams, and revenue generation almost broke. That’s where they approached TRooInbound for help.
The agency approached TRooInbound when their operations reached a breaking point. Their marketing data lived everywhere – in Spreadsheets, Mailchimp, Facebook Manager, Google Ads, and multiple CRMs used by different teams.
As a result, no system talked to each other; campaign results were unclear, and lead data was scattered across tools.
Here are their biggest challenges:
The founders knew they were wasting revenue. They needed a MarketingOps blueprint that connected strategy, execution, and measurement.
That’s when they turned to TRooInbound, a leading HubSpot Platinum Solutions Partner, to add HubSpot CRM to their tech stack.
Before jumping into implementation, our CRM strategists took a step back. We started by understanding their business model, client lifecycle, and existing marketing tech stack. Instead of rigid templates, our goal was to design a CRM strategy to support their work from ground zero to the heights they have reached.
Here’s our strategy:
Our CRM experts conducted stakeholder interviews across marketing, sales, and operations. We mapped:
From this, we created a MarketingOps flowchart that outlined every customer touchpoint, from first ad click to project completion.
We implemented a full HubSpot CRM suite, focusing on Marketing Hub, Sales Hub, and Operations Hub to bring the agency’s processes into sync. Here’s what we did:
Once their operations foundation was solid, we helped the agency level up their digital presence too. Our marketing specialists worked hand-in-hand with their team on:
Together, these enhancements turned their marketing operations into a data-driven powerhouse.
Within just 90 days of HubSpot CRM implementation, the agency saw measurable impact across its operations:
The project didn’t stop at implementation. TRooInbound trained the agency’s team to use HubSpot CRM as their overall growth engine. Now, they were able to nurture prospects intelligently and instantly track which efforts were producing results and which were futile.
Once the CRM went live, TRooInbound stayed close to the agency’s team, helping them adapt, explore, and fully leverage HubSpot in their day-to-day operations. We helped the agency rediscover what’s possible when marketing operations are built on clarity and confidence.
This partnership showed that when strategy, technology, and creativity work together, the entire business moves faster.
a ctaWe will strategize our execution based on your requirement
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