CRM Cleanup for a B2B Services Team

Short Description:
We revamped a cluttered HubSpot portal for a B2B services company, eliminating over 4,000 duplicate and outdated records, restructuring their pipelines, and implementing new automation that freed up the sales team to focus on closing deals.

Full Scenario:
A mid-sized B2B services team approached us with a HubSpot CRM that had grown out of control. Over the years, contacts had been imported from spreadsheets, third-party tools, and trade show lists — with no consistency, no deduplication, and no segmentation in place. Their sales reps were manually entering notes, fixing contact records, and guessing which deals were still active.

We conducted a complete audit and implemented a structured cleanup process:

• Removed or merged over 4,000 outdated or duplicate contact records.

• Rebuilt their sales pipeline to reflect real-world stages and standardize deal movement.

• Created segmented smart lists based on lifecycle stage, industry, and recent activity.

• Added automated workflows for deal rotation, task creation, and follow-up reminders based on deal stage and inactivity.

• Trained the sales team on using custom views, filters, and automated tasks to streamline daily activities.

Results within 60 days:

• Time spent on CRM admin dropped by 40%.

• Sales reps increased outbound activity by 30%.

• Stalled deals were reactivated, leading to $92,000 in new pipeline opportunities uncovered in the first month post-cleanup.

This transformation turned their CRM from a disorganized archive into a powerful sales engine.

Want these kind of results for your companies HubSpot CRM? Book a free strategy call today!