ClearPivot
44 Case Studies
A ClearPivot Case Study
Nexus Consulting, a New York City construction permit consulting firm, faced challenges with growth due to an inadequate project management tool that hindered lead tracking and sales follow-ups. Their outdated website also posed security risks and hindered SEO. They partnered with ClearPivot to implement a HubSpot solution for CRM, sales pipeline management, and a new CMS.
ClearPivot migrated Nexus's data to HubSpot, implemented custom quote templates and reports, and developed a new RevOps strategy. They also executed a rolling website redesign on HubSpot CMS. As a result, Nexus Consulting achieved higher sales close rates, improved efficiency with automated proposals, increased organic traffic, and gained valuable data-driven insights, solidifying their reputation as a trusted firm.