ACCELERATING MARKETING AND SALES PERFORMANCE WITH HUBSPOT FOR CAS AUTO

Days to Launch

15+

Custom Properties

Automotive

Industry

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The Challenge

CAS Auto, a fast-growing automotive solutions company, faced mounting challenges with disconnected marketing and sales systems.

Their teams struggled to track lead sources, nurture prospects, and manage deals efficiently due to fragmented tools and inconsistent reporting. The lack of centralized data made it difficult to measure ROI or optimize follow-up processes.

CAS Auto needed an integrated CRM that connected their digital marketing, sales operations, and analytics into a single, scalable platform designed for transparency and growth.

The Solution

We developed a tailored onboarding strategy to fully implement both HubSpot Marketing Hub and Sales Hub for CAS Auto. Our focus went beyond configuration to strategic alignment, data clarity, and user adoption.

Through targeted alignment sessions and custom configurations, we transformed HubSpot into an operational core for their marketing and sales teams.

From branded assets and connected accounts to automated lead routing and CRM customization, CAS Auto gained a streamlined system that supports every customer interaction, from first touch to closed deal.

Key Results:

Complete integration of marketing and sales activities within HubSpot
Custom pipeline built with 10 deal stages reflecting real automotive sales processes
Fully connected ad and social channels for unified campaign management
Centralized tracking with integrated Google Analytics and HubSpot tracking code
Branded email and landing page templates for a consistent digital identity
Optimized forms embedded on the website for better lead conversion
Connected email sending domain for secure and professional communication
Automated lead assignment to improve speed-to-response
Structured CRM data imported with custom properties for precise reporting
Enhanced data visibility through tailored object views for all users
Streamlined daily workflows with customized CRM creation and association settings
Improved collaboration between marketing and sales teams via shared dashboards
Increased user adoption through live, hands-on training sessions
Created a scalable foundation for future automation and advanced segmentation

Holistic Systems Integration

We designed HubSpot to serve as the single source of truth across all marketing and sales activities—ensuring every tool, touchpoint, and workflow worked in harmony.

Data Clarity and Usability

Rather than simply importing existing data, we restructured CAS Auto’s CRM records to support accurate analytics and actionable insights, empowering informed decision-making.

Branded Digital Consistency

By setting up design templates and account defaults, we helped CAS Auto present a cohesive, professional brand across all customer-facing channels.

Enablement-Driven Training

Our hands-on, scenario-based training equipped both teams to manage HubSpot independently, fostering confidence, adoption, and long-term value realization.

CRITICAL ELEMENTS THAT

Accelerate HubSpot Transformation

Discovery & Alignment

Defined objectives and mapped sales and marketing workflows for seamless integration.

CRM Structure

Imported deal data and configured up to 20 custom properties for analytical precision.

Pipeline Engineering

Built a 10-stage pipeline tailored to CAS Auto’s unique sales journey.

Form Enhancement

Recreated forms and connected them to HubSpot to improve data flow and conversions.

Ad Integration

Linked Google, LinkedIn, and Facebook Ads to track performance directly in HubSpot.

Social Connectivity

Connected all social channels for centralized engagement and scheduling.

Email Infrastructure

Established sending domains and user credentials for compliant email delivery.

Branded Templates

Created branded templates for emails and landing pages to maintain visual consistency.

Automation Setup

Enabled lead routing rules to ensure timely and accurate follow-up.

Tracking Enablement

Installed HubSpot tracking code for ongoing visibility into lead behavior.

Team Trainings

Conducted marketing and sales-specific training to maximize adoption.

Cross-Team Collaboration

Streamlined data handoffs and reporting for improved accountability.

Best Partner Ever!

“As a growing business, setting up our first-ever HubSpot account was a crucial step towards enhancing our marketing and customer management strategies. However, being relatively new to the platform, we were unsure of where to start and how to make the most of its features. That's when we decided to seek the assistance of Market Veep, and it turned out to be the best decision we could have made. From the moment we contacted Market Veep, their team demonstrated professionalism, expertise, and a genuine desire to help us succeed. They were quick to understand our business needs and objectives, ensuring that the HubSpot setup aligned perfectly with our requirements. Overall, our experience with Market Veep was exceptional, and we couldn't be happier with the results. Thanks to their guidance, we are now utilizing HubSpot to its fullest potential, streamlining our marketing efforts, and nurturing leads more effectively.”

Jean Molina, Project Coordinator

Conclusion

CAS Auto’s HubSpot onboarding illustrates how strategic alignment and thoughtful implementation can redefine operational efficiency. By connecting marketing and sales functions within one ecosystem, they gained real-time visibility into performance, improved follow-up responsiveness, and created a scalable system for long-term growth.

Market Veep’s structured yet adaptive onboarding process positioned CAS Auto to turn every customer touchpoint into measurable progress.

Integration

Marketing, sales, and analytics now operate from one connected platform.

Efficiency

Automation and clean data structures reduced manual effort and response time.

Growth

The HubSpot foundation enables continuous optimization and scalable expansion.

IGNITE GROWTH WITH A

Hubspot System Built For Your Business

A unified CRM can transform how your team operates, just as it did for CAS Auto. Market Veep’s strategic onboarding process ensures your marketing and sales systems work together to accelerate revenue and visibility.

Partner with Market Veep to:

Align marketing and sales under one integrated platform
Gain clarity and confidence in your data and reporting
Automate lead routing and follow-up processes
Build a scalable HubSpot foundation that grows with your business

Let’s drive your growth forward. Contact Market Veep today to start your HubSpot onboarding journey.

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