Our Work
Overview
When Unlock partnered with Evenbound, their teams were operating in silos across a fragmented tech stack that included Customer.io, Zendesk, Outreach, and a custom origination system. With ambitious 2025 growth goals, they needed a centralized CRM and expert HubSpot support to scale effectively. Evenbound stepped in to unify their sales, service, and marketing efforts, which were needed to fuel sustainable growth.
Unlock is a financial services company redefining how homeowners access capital through innovative home equity solutions.
- Location: Tempe, AZ
- Industry: Financial Services
- Company Size: +150 Employees
Created 15+
custom reports to show sales performance by team
Trained 80+
sales team members
Recreated 5
complex, multi-branch workflows in HubSpot
Consolidated 3
platforms into one centralized HubSpot instance
The Challenges
Disorganized and duplicate customer data
Siloed teams without shared visibility
Inconsistent reporting across platforms
Manual workflows and inefficient processes
No centralized CRM to unify operations
With 80+ users across sales, RevOps, and marketing, and major growth on the horizon, Unlock turned to Evenbound for a comprehensive CRM transformation built on HubSpot.
HubSpot Tools We Used
Marketing Hub Enterprise
Sales Hub Enterprise
Service Hub Enterprise
CMS Hub Enterprise
Our Solutions
Discovery & Strategy
Led workshops, mapped workflows, and created a CRM Flight Plan outlining data architecture and implementation steps.
System Build
Built custom HubSpot architecture, workflows, permission sets, and team structures tailored to Unlock’s needs.
Migrations
Migrated data from Customer.io, Zendesk, and Outreach; integrated Segment for real-time sync.
Training & Enablement
Delivered 9 live training sessions with supporting materials, tracked adoption to ensure onboarding success.
Reporting & Optimization
Created tailored dashboards and reports to monitor adoption, efficiency, and performance across teams.
The Results
Consolidated three platforms (Customer.io, Outreach, and their custom origination system) into a single, centralized HubSpot instance
Enabled 60+ sales reps and 5+ marketing/RevOps team members to operate seamlessly in HubSpot
Trained more than 80 team members through structured, role-based sessions for Sales, RevOps, and Marketing
Rebuilt five complex, multi-branch workflows to automate critical sales and marketing processes
Created 15+ custom reports to track sales performance by individual rep, team, and region
Implemented scalable systems for lead routing, task automation, sales pipeline tracking and outreach, and campaign performance
Delivered ongoing training, support materials, and adoption reporting to drive long-term success
