Our Work
Overview
Brightspot Incentives & Events specializes in creating, launching, and managing customized incentive programs for Fortune 1000 businesses. Evenbound partnered with Brightspot to transform their CRM system from archaic to cutting-edge.
- Industry: Corporate Services
- Company Size: 50+
- Location: Texas
- Service Area: Nationwide
11
Custom Reports & Dashboards Created
"Excellent"
HubSpot Usage Grade for Marketing & Sales Teams
+1,200
Tracked Leads in 2024
The Challenge
Outdated CRM Stifling Efficiency
20-year-old CRM system was not web-based, had slow load times, and required access through a local file.
Disjointed Marketing and Sales Processes
Siloed CRM made it hard to track leads and execute effective campaigns.
Limited Data Visibility
System lacked real-time updates and couldn't monitor key metrics or pipelines.
HubSpot Tools We Used
HubSpot CRM
Sales Hub
Marketing Hub
The Solution
HubSpot CRM Implementation and Migration
New web-based system offered real-time data availability, improved functionality, and eliminated inefficiencies of previous software.
Comprehensive Team Training
Sales, marketing, and administration teams learned to use HubSpot CRM to optimize workflows, build automations to support processes, and improve lead tracking.
Streamlined Processes and Automations
Combined marketing and sales into one platform so the teams could track leads effectively and deliver a more cohesive client experience.
The Results
Increased Lead Tracking & Visibility
Tracked +1,200 leads and +400 MQLs in 2024, ensuring better pipeline management and improved conversion opportunities.
Faster Sales & Marketing Processes
Custom dashboards and automated workflows reduced lead response time and eliminated inefficiencies.
Seamless Collaboration Between Sales & Marketing
A single, streamlined CRM eliminated silos, improving customer experience and cross-team communication.
