Case Study: hatch I.T. streamlines recruiting operations with HubSpot implementation from ClearPivot

A ClearPivot Case Study

Preview of the Hatch I.T Case Study

Hatch I.T. streamlines HubSpot onboarding with ClearPivot for faster adoption

hatch I.T., a recruitment firm specializing in the tech startup sector, faced challenges with its CRM systems as its unique account-based marketing and sales approach was not supported by platforms like Pipedrive or Salesforce. They needed a system that balanced ease of use with deep customization to maintain the critical link between their marketing efforts and sales pipeline. The company partnered with ClearPivot to implement HubSpot.

ClearPivot designed and implemented a tailored HubSpot setup for hatch I.T., which included mapping custom lifecycle stages, integrating ZoomInfo via Zapier, and creating automated workflows for lead management. This established HubSpot as a single source of truth, providing robust safeguards against losing deals and greatly improving reporting capabilities. The solution from ClearPivot standardized the firm's processes, ensured rapid user adoption, and reinforced the effectiveness of their unique client engagement strategy.


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