Case Study: VC3 achieves seamless HubSpot portal consolidation with Bayard Bradford

VC3 consolidates 6 HubSpot portals with Bayard Bradford and reaches 100% sales adoption

VC3, a managed IT and cybersecurity services provider, faced a significant challenge following multiple acquisitions: merging several disparate HubSpot CRM portals without disrupting their sales operations. With a lack of standardized procedures, data hygiene issues, and technical debt, they needed expert help to consolidate five organizations into one platform and obtain crucial historical reporting data. They enlisted the HubSpot expertise of Bayard Bradford to manage the integration.

Bayard Bradford implemented a phased solution, starting with a requirements assessment and creating a fresh HubSpot instance for a central business unit to act as a benchmark. They mapped and cleansed data, provided tailored training, and established standardized processes. The results included a flawless go-live with 100% user adoption, zero errors, improved lead response times, and streamlined marketing-to-sales handoff. This success enabled VC3 to grow from 250 to 600 employees and fully commit to using HubSpot for future acquisitions, with Bayard Bradford providing ongoing support.

VC3