Case Study: Computer Solutions achieves a unified CRM foundation with Campaign Creators

Computer Solutions cleans 800 legacy contacts and unifies CRM data with Campaign Creators

Computer Solutions, a small business software company, faced significant CRM challenges with its HubSpot Sales Hub Professional platform. Their contacts were not associated with company records, breaking the account-based view crucial for their B2B sales team. A decade of data imports had also left hundreds of stale records, making it impossible to reliably separate new prospects from existing customers, which undermined their outbound sales process. They engaged Campaign Creators for HubSpot onboarding, setup, and CRM data migration to address these issues.

Campaign Creators rebuilt the CRM foundation by associating disconnected contact and company records and cleaning over 800 legacy contacts. They simplified the property set to core fields and configured user permissions across seven seats. The solution provided a dedicated view to separate existing customers from prospects, ensuring accurate outreach. As a result, Computer Solutions gained a unified, reliable system of record it can administer itself, closing the gap between its CRM data and actual account structure.

Computer Solutions