Managing multiple agencies is no easy feat. Each one tends to develop its own processes, tools, and way of doing things. For Meet the People, our parent company, this created a challenge: their agencies were using a variety of platforms, everything from Slack to Asana to Google Sheets, to track deals and collaborate. While these tools were helpful, the lack of a single, unified system made it difficult to gain visibility into the sales pipeline and collaborate effectively.
That’s where HubSpot came in. As a HubSpot Partner Agency, we were perfectly positioned to help Meet the People leverage the platform’s full potential.
The Challenge: A Fragmented Approach
With different agencies using different tools, Meet the People was struggling to keep everyone on the same page. Sales data was scattered across platforms, and without a clear, centralized system, important opportunities were often overlooked. So when they asked us to help streamline things, we knew it was time to integrate HubSpot and bring all those tools into one cohesive system.
The Solution: Bringing It All Together with HubSpot
Our solution was to implement a centralized HubSpot system that brought structure without stifling flexibility. By using HubSpot’s Business Units, we were able to create distinct spaces for each agency within the same platform. We customized Teams and Permissions to ensure the right people had access to the right data while maintaining necessary privacy. With tailored workflows and automated deal tracking, the entire sales process became more efficient. The key was to create a balance: letting each agency operate independently but with the ability to collaborate seamlessly when needed.
Supporting Adoption
Like any big change, the new system wasn’t without its challenges. Some agencies were understandably hesitant about adopting a new process and training their teams on something entirely different. We addressed this by offering continuous support and providing a public intake form for questions—this allowed everyone to get the help they needed and learn from one another. We also developed custom training materials and recorded video sessions, so each agency had resources that were easy to access whenever they needed them.
The Turning Point: Collaboration Made Easy
The real magic happened when agencies realized they could actually work together on deals. With HubSpot as the central hub, everyone could easily see where deals were in the pipeline and where they could lend a hand. This visibility made collaboration feel natural and helped the agencies identify opportunities for cross-team support. The end result? Better collaboration, smoother workflows, and a more streamlined sales process across the board.
Takeaways for Optimizing HubSpot
If you’re managing multiple teams or agencies, consolidating everything into HubSpot can be a game-changer. It brings everything together in one place, making it easier to track deals and collaborate. Customizing workflows and permissions helps ensure everyone has the right access without the confusion. And, of course, proper training and support are key to making sure everyone gets on board with the new system.
By implementing a tailored HubSpot solution, Meet the People went from a scattered approach to a streamlined, scalable system that fostered better collaboration and drove growth. As a HubSpot Partner Agency, Saltwater is here to help businesses navigate the complexities of CRM implementation and unlock the true potential of HubSpot. If you’re ready to take your HubSpot setup to the next level, let’s chat about how we can optimize HubSpot for your business.
Interested in seeing how Saltwater can help you make the most of HubSpot? Explore our HubSpot Partner Services →
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