UNIFYING MARKETING AND SALES WITH HUBSPOT FOR FEDERAL HEATH

Days to Launch

Onboarded Hubs

Printing

Industry

The Challenge

Federal Heath, a national leader in branded environments and signage solutions, needed to consolidate its digital operations. While their marketing and sales efforts had grown, the systems supporting them were disconnected, causing data silos, inconsistent reporting, and inefficient communication between teams.

Additionally, their website was being migrated to HubSpot CMS, requiring careful coordination to ensure a smooth transition without compromising performance or branding.

They needed a unified, scalable solution that aligned marketing, sales, and web experience under one cohesive digital framework.

The Solution

We partnered with Federal Heath to deliver a comprehensive HubSpot implementation across Marketing Hub, Sales Hub, and CMS.

Our team collaborated closely with HubSpot during the CMS migration to manage quality assurance, ensure brand consistency, and oversee the final launch.

Simultaneously, we strategically configured their Marketing and Sales Hubs to connect data, streamline lead management, and unify campaign tracking.

This alignment created a complete ecosystem where their marketing automation, CRM, and website now operate together to drive measurable growth and engagement.

Key Results:

Unified marketing, sales, and website data within one HubSpot ecosystem
Successful website migration to HubSpot CMS with seamless launch and QA
Fully configured deal pipeline with 10 custom stages aligned to the sales process
Connected all digital channels, including social, ads, analytics, and website tracking
Designed branded email and landing page templates for consistent outreach
Optimized website forms and connected them directly to HubSpot CRM
Integrated Google Analytics and HubSpot tracking for accurate performance insights
Implemented lead routing and automation to streamline follow-up
Customized CRM views and settings for intuitive data management
Delivered comprehensive training for marketing and sales adoption
Improved reporting accuracy and team collaboration across departments
Enhanced scalability for future automation, campaign expansion, and website growth
Established a unified customer journey from web visitor to closed deal

Unified Platform Strategy

We aligned marketing, sales, and website operations within HubSpot to create a seamless customer journey and data ecosystem that supports every stage of engagement.

Collaborative Migration Oversight

By partnering with HubSpot during the CMS migration, we provided quality assurance and launch support to ensure the new website was fully optimized and connected to all marketing systems.

Data-Driven Configuration

We structured HubSpot’s architecture around clean, actionable data, ensuring accurate reporting and measurable ROI from day one.

Adoption Through Enablement

Through targeted training and live demonstrations, we empowered both teams to confidently leverage HubSpot’s tools, encouraging long-term adoption and independence.

KEY BUILDING BLOCKS OF A

Unified Marketing and Sales Ecosystem

Alignment Calls

Defined business goals, buyer journey, and process alignment before implementation.

Data Foundation

Imported structured deal data with mapped custom fields for precise insights.

Pipeline Design

Created one deal pipeline with 10 tailored stages mirroring their real-world process.

Brand Consistency

Set account defaults and designed branded templates for email and landing pages.

Social Integration

Connected all major social platforms for centralized campaign management.

Ad Connectivity

Linked ad accounts to measure ROI directly from HubSpot.

Analytics Integration

Connected Google Analytics and HubSpot tracking for unified reporting.

Form Optimization

Rebuilt and replaced key forms to streamline lead capture.

Automation Setup

Implemented lead routing to ensure fast, accurate assignment.

Email Infrastructure

Connected sending domains and configured professional sender settings.

Training & Enablement

Conducted live, role-specific training for both marketing and sales teams.

Collaboration & Alignment

Unified sales and marketing visibility across the CRM.

A Seamless Onboarding Experience

“Our marketing team enjoyed working with Market Veep for our HubSpot onboarding process. The experience surpassed my expectations as we transitioned from one CRM to HubSpot. Initially, integrating a whole suite of new tools into our daily sales and marketing operations seemed intimidating. However, the Market Veep team made the process flow smoothly. They made the process manageable, thanks to their outstanding professionalism and support. They approached our unique needs with a personalized touch, ensuring that every onboarding step was tailored to suit our organizational structure and goals with their documented steps. Their process made a significant difference, transforming what we anticipated to be an overwhelming task into a series of simple, achievable steps. The dedicated time given to us by the Market Veep team was another cornerstone of our successful onboarding. Their availability for every question, big or small, and their proactive check-ins ensured that my team did not feel lost or alone during the process. This attentiveness boosted our confidence and accelerated our learning curve, allowing us to become proficient users quickly. Thank you, Market Veep, for setting our team up for success—we truly appreciate it!”

Nicole Weaver, Senior Marketing Coordinator

Conclusion

Federal Heath’s project showcased the power of an integrated HubSpot ecosystem. With Marketing Hub, Sales Hub, and CMS working in harmony, they now have a unified platform that supports every customer touchpoint from first visit to final sale.

Our strategic focus on alignment, data integrity, and adoption transformed their digital infrastructure into a foundation for sustainable growth.

Integration

We brought together website, marketing, and sales operations into one cohesive digital environment.

Optimization

Collaborative QA ensured their CMS migration launched smoothly and performed flawlessly.

Enablement

Hands-on training empowered teams to fully leverage HubSpot across every department.

EMPOWER YOUR TEAMS WITH

Strategic Hubspot Implementation

When your website, marketing, and sales tools work together, growth follows naturally. Market Veep’s strategic HubSpot onboarding and CMS support ensure that every system (and every team) works in sync.

Partner with Market Veep to:

Unify marketing, sales, and website systems within HubSpot
Improve visibility across the entire customer journey
Build scalable, data-driven infrastructure for sustainable growth
Launch and optimize your website with confidence

Let’s build your HubSpot success story. Contact Market Veep today to get started.

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