Our Work
Overview
EXAIR, an industrial manufacturer, was running sales, marketing, and order data across disconnected systems—with no centralized way to manage pipeline, track performance, or understand revenue.
Their ERP functioned as a system of record, but not a system for managing how their team actually sells.
Evenbound designed and implemented a structured revenue system in HubSpot, unifying sales, marketing, and order data into a single platform.
This project shows how an industrial manufacturer implemented HubSpot CRM to improve lead management, pipeline visibility, and revenue reporting—while supporting both complex sales cycles and high-volume transactional orders.
This is a common challenge for industrial companies: the systems exist, but they aren’t structured around how revenue actually happens.
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Industry: Industrial Manufacturing
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Location: Cincinnati, OH
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Service Area: Nationwide
75+
Deals Closed Through Structured Pipelines
2,600+
Orders Tracked in a Centralized CRM
32
Custom Reports Build for Revenue Visibility
The Challenge
No Centralized CRM to Support How Sales Actually Happen
EXAIR relied on their ERP as a CRM, with no structured way to manage pipeline, qualify leads, or track customer data in real time.
Fragmented Tech Stack
Tools like Magento, Marketo, Klaviyo, Microsoft Dynamics NAV, and NetSuite operated independently—creating disconnected data, inconsistent workflows, and limited visibility across systems.
No Structured Lead Qualification or Pipeline Governance
Leads, opportunities, and customers were not clearly defined. This led to inconsistent deal creation, unclear ownership, and limited visibility into pipeline data.
Data & Forecasting Inaccuracy
As EXAIR continued growing, the lack of unified customer data created increasing complexity around reporting accuracy, lead management, and operational alignment.
Existing systems limited the organization’s ability to leverage modern automation and AI-driven insights.
HubSpot Tools We Used
Marketing Hub Enterprise
Sales Hub Professional
Content Hub Professional
Data Hub Professional
The Solution
Evenbound redesigned EXAIR’s revenue infrastructure—transitioning them from disconnected systems to a unified, scalable HubSpot environment.
Centralized Revenue System in HubSpot
We unified sales, marketing, and operational data into a single HubSpot environment—creating a single system of record for sales, marketing, and order activity.
Structured Sales and Lead Management Architecture
We defined lifecycle stages, built a dedicated lead pipeline, implemented a deal pipeline for opportunities over $3,000, and created a system for tracking transactional orders.
This structure enabled:
- Clear lead qualification and progression (New → Qualified)
- Controlled deal creation
- Separation of high-value opportunities and transactional revenue
The system was designed to support both complex sales cycles and high-volume transactional orders—while aligning with ERP-driven order data and existing operational workflows.
Automation & Reporting
Evenbound built role-specific dashboards and reporting systems to improve executive visibility, provide clearer insight into pipeline and performance data, and increase accountability across teams. In addition, scalable workflows were implemented to reduce manual processes, streamline day-to-day operations, and improve responsiveness throughout the customer lifecycle, enabling EXAIR to operate more efficiently and consistently as the organization grows.
The Results
Overall, the implementation represented a broader operational transformation initiative focused on improving visibility, scalability, and customer engagement. EXAIR transitioned from fragmented systems and manual processes to a centralized, scalable customer platform, with HubSpot at the foundation.
75+ deals closed through HubSpot-managed pipelines
2,600+ orders tracked within a centralized CRM system
32 custom reports and 4 dashboards delivering real-time visibility
10+ active HubSpot users with consistent adoption across sales and marketing teams
11 automated workflows improving lead routing, follow-up, and nurture execution
3 sales sequences standardizing outreach and engagement
7 team training sessions driving adoption across sales, marketing, and admin users
50,000+ contacts structured within defined lifecycle stages for better segmentation and targeting
Built a centralized revenue system that unified sales, marketing, and order data—improving forecasting accuracy and aligning teams across the organization.
Improved pipeline accuracy through structured lead qualification and controlled deal creation—enhancing visibility into lead sources, pipeline velocity, and revenue.
