Case Study: an industrial acquisitions firm builds a custom M&A sales system with JDR Group and HubSpot SourceScrub integration

a industrial acquisitions firm builds a custom sales system in 7 hours with JDR Group

An industrial acquisitions firm, a new startup specializing in buying small to medium-sized industrial companies, faced the challenge of needing a CRM that could handle its complex M&A processes rather than a generic sales pipeline. Their goals were to integrate their SourceScrub prospecting platform with HubSpot and build a tailored deal structure to track key financial metrics. They partnered with JDR Group for a HubSpot Sales Hub Professional onboarding to address these needs.

JDR Group implemented a custom solution that included integrating SourceScrub to import targeted prospect lists directly into HubSpot and redesigning the deal pipeline with custom properties for financial tracking. This provided the client with a professional-grade sales system built for M&A, offering improved automation, consistency, and full visibility into their pipeline. The system was future-proofed for growth, giving the firm effective control over deal tracking and outreach.