Case Study: Integrative Medical Practice Company streamlines HubSpot onboarding and CRM operations with ClearPivot

Integrative Medical Practice Company cuts onboarding timeline from 90 days to 6 weeks with ClearPivot

Integrative Medical Practice Company, a large medical practice partner, sought assistance from ClearPivot to audit and troubleshoot their complex HubSpot implementation. Their challenges included a high volume of duplicate contacts, inefficient methods for associating contacts, an overwhelming number of reports, and an urgent need to condense a 90-day project timeline into just six weeks.

ClearPivot provided a detailed set of recommendations to streamline the CRM, including creating unique false email addresses to prevent duplicates and cleaning up ticket associations. By focusing on the client's most active business lines, ClearPivot successfully met the aggressive deadline. The project's success was instrumental in ClearPivot earning the HubSpot Onboarding Accreditation, validating their expertise in enterprise-level implementations.

Integrative Medical Practice Company