16 Important Ways to Use Case Studies in Your Marketing

Siobhán McGinty

Updated: September 08, 2020

Published: July 30, 2020

When you're thinking about investing in a product or service, what's the first thing you do?

hand and notepad presenting case studies in marketing

Usually, it’s one or both of the following: You'll likely ask your friends whether they've tried the product or service, and if they have, whether they would recommend it. You'll also probably do some online research to see what others are saying about said product or service. Nowadays, 90% of consumers used the internet to find a local business in the last year , and 82% of consumers read online reviews. This shows that the majority of people are looking to peers to make a purchasing decision. Most customers know that a little online research could spare them from a bad experience and poor investment of your budget.

Download Now: 3 Free Case Study Templates

What Is a Marketing Case Study?

A case study is the analysis of a particular instance (or "case") of something to demonstrate quantifiable results as a result of the application of something. In marketing, case studies are used as social proof — to provide buyers with the context to determine whether they're making a good choice.

A marketing case study aims to persuade that a process, product, or service can solve a problem. Why? Because it has done so in the past. By including the quantitative and qualitative outcomes of the study, it appeals to logic while painting a picture of what success looks like for the buyer. Both of which can be powerful motivators and objection removers.

Why Use Case Studies?

In essence, case studies are an invaluable asset when it comes to establishing proof that what you're offering is valuable and of good quality.

According to HubSpot's State of Marketing Report 2020 , 13% of marketers name case studies as one of the primary forms of media used within their content strategy. This makes them the fifth most popular type of content, outshined only by visual content, blogs, and ebooks.

a graph that shows results from the question "what are the primary forms of media used within your content strategy?" with videos being the highest at 19%, followed by blogs, ebooks, infographics, and case studies. White papers, checklists, interviews, and "other" trail behind.

Okay, so you know case studies work. The question is, how  do they work? And how can you squeeze the most value out of them? 

When to Use a Case Study

Here are the ways you can market your case studies to get the most out of them.

As a Marketing or Sales Asset

1. use a case study template to create pdfs for email or downloads . .

Do not underestimate the value of providing social proof at just the right time in order to add value and earn their business. Case studies are extremely effective in the consideration stage of the buyer's journey when they are actively comparing solutions and providers to solve a problem they're experiencing. 

For this reason, case studies in an independent PDF format can be helpful in both marketing and sales. Marketers can use these PDFs as downloads in web content or email campaigns. Sales reps can utilize these assets in demonstrations, in a follow-up, or to overcome objections. 

example of a case study template in Microsoft Word with graphs and sections for "how product helped" and "results"

The easiest way to create PDF case studies is by using a case study template . Doing so can decrease the amount of time you spend creating and designing your case study without sacrificing aesthetics. In addition, you can ensure that all your case studies follow a similar branded format. 

We've created a great case study template (and kit!) that's already locked and loaded for you to use. All you have to do is input your own text and change the fonts and colors to fit your brand. You can download it here .

On Your Website

2. have a dedicated case studies page..

You should have a webpage exclusively for housing your case studies. Whether you call this page "Case Studies, "Success Studies," or "Examples of Our Work," be sure it's easy for visitors to find.

Structure on that page is key: Initial challenges are clear for each case, as well as the goals, process, and results.

Get Inspired:  Google’s Think With Google  is an example of a really well structured case study page. The copy is engaging, as are the goals, approach, and results.

think with google case study outlining sections for goals, approach, and results

3. Put case studies on your home page.

Give website visitors every chance you can to stumble upon evidence of happy customers. Your home page is the perfect place to do this.

There are a number of ways you can include case studies on your homepage. Here are a few examples:

  • Customer quotes/testimonials
  • A call-to-action (CTA) to view specific case studies
  • A slide-in CTA  that links to a case study
  • A CTA leading to your case studies page

Get Inspired: Theresumator.com  incorporates testimonials onto their homepage to strengthen their value proposition.

customer testimonials on theresumator homepage

Bonus Tip: Get personal.

Marketing gurus across the world agree that personalised marketing is the future . You can make your case studies more powerful if you find ways to make them “match” the website visitors that are important to you.

People react to familiarity -- for instance, presenting someone from London with a case study from New York may not resonate as well as if you displayed a case study from the U.K. Or you could choose to tailor case studies by industry or company size to the visitor. At HubSpot, we call this "smart content."

Get Inspired: To help explain smart content, have a look at the example below. Here, we wanted to test whether including testimonials on landing pages influenced conversion rates in the U.K. The landing page on the left is the default landing page shown to visitors from non-U.K. IP addresses. For the landing page on the right, we used smart content to show testimonials to visitors coming from U.K. IP addresses.

comparison of a and b versions of a split test that tested case studies as a landing page element

4. Implement slide-in CTAs.

Pop-ups have a reputation for being annoying, but there are ways to implement that that won't irk your website visitors. These CTAs don't have to be huge, glaring pop-ups -- instead, relevant but discreet slide-in CTAs can work really well.

For example, why not test out a slide-in CTA on one of your product pages, with a link to a case study that profiles a customer who's seen great results using that product?

Get Inspired:  If you need some help on creating sliders for your website, check out this tutorial on creating slide-in CTAs .

5. Write blog posts about your case studies.

Once you publish a case study, the next logical step would be to write a blog post about it to expose your audience to it. The trick is to write about the case study in a way that identifies with your audience’s needs. So rather than titling your post “Company X: A Case Study," you might write about a specific hurdle, issue, or challenge the company overcame, and then use that company's case study to illustrate how the issues were addressed. It's important not  to center the blog post around your company, product, or service -- instead, the customer’s challenges and how they were overcome should take centre stage.

For example, if we had a case study that showed how one customer generated twice as many leads as a result of our marketing automation tool, our blog post might be something along the lines of: "How to Double Lead Flow With Marketing Automation [Case Study]." The blog post would then comprise of a mix of stats, practical tips, as well as some illustrative examples from our case study.

Get Inspired:   Check out this great example of a blog post from Moz , titled "How to Build Links to Your Blog – A Case Study."

6. Create videos from case studies.

Internet services are improving all the time, and as a result, people are consuming more and more video content. Prospects could be more likely to watch a video than they are to read a lengthy case study. If you have the budget, creating videos of your case studies is a really powerful way to communicate your value proposition.

Get Inspired: Check out one of our many video testimonials for some ideas on how to approach your own videos.

7. Use case studies on relevant landing pages.

Once you complete a case study, you'll have a bank of quotes and results you can pull from. Including quotes on product pages is especially interesting. If website visitors are reading your product pages, they are in a "consideration" mindset, meaning they are actively researching your products, perhaps with an intent to buy. Having customer quotes placed strategically on these pages is a great way to push them over the line and further down the funnel.

These quotes should be measured, results-based snippets, such as, “XX resulted in a 70% increase in blog subscribers in less an 6 months” rather than, “We are proud to be customers of XX, they really look after us."

Get Inspired: I really like the way HR Software company Workday incorporates video and testimonials  into its solutions pages.

workday's use of testimonial in the top left corner of a product page

Off Your Website

8. post about case studies on social media..

Case studies make for perfect social sharing material. Here are a few examples of how you can leverage them on social:

  • Share a link to a case study and tag the customer in the post. The trick here is to post your case studies in a way that attracts the right people to click through, rather than just a generic message like, “New Case Study ->> LINK." Make sure your status communicates clearly the challenge that was overcome or the goal that was achieved. It's also wise to include the main stats associated with the case study; for example, "2x lead flow," "125% increase in X," and so on.
  • Update your cover image on Twitter/Facebook showing a happy customer. Our social media cover photo templates should help you with this!
  • Add your case study to your list of publications on LinkedIn.
  • Share your case studies in relevant LinkedIn Groups.
  • Target your new case studies to relevant people on Facebook using dark posts. ( Learn about dark posts here. )

Get Inspired: MaRS Discovery District  posts case studies on Twitter to push people towards a desired action.

Mars Discover District tweets showing their promotion of case studies

9. Use case studies in your email marketing.

Case studies are particularly suited to email marketing when you have an industry-segmentable list. For example, if you have a case study from a client in the insurance industry, emailing your case study to your base of insurance-related contacts can be a really relevant addition to a lead nurturing campaign.

Case studies can also be very effective when used in product-specific lead nurture workflows in reactivating opportunities that have gone cold. They can be useful for re-engaging leads that have gone quiet and who were looking at specific areas of your product that the case study relates to.

Get Inspired: It's important that your lead nurture workflow content includes the appropriate content for where prospects are in the sales cycle. If you need help on how to do this, check out our post on how to map lead nurturing content to each stage in sales cycle .

Pro tip: When sending emails, don't forget about the impact a good email signature can make. Create your own using our free Email Signature Generator .

10. Incorporate case studies into your newsletters.

This idea is as good for your client relations as it is for gaining the attention of your prospects. Customers and clients love feeling as though they're part of a community. It’s human nature. Prospects warm to companies that look after their customers; companies whose customers are happy and proud to be part of something. Also, whether we are willing to admit it or not, people love to show off!

Get Inspired: Newsletters become stale over time. Give your newsletters a new lease of life with our guide on how to create newsletters that don't suck .

11. Equip your sales team with case studies.

Tailored content has become increasingly important to sales reps as they look to provide value on the sales call. It's estimated that consumers go through 70-90% of the buyer's journey before contacting a vendor. This means that the consumer is more knowledgeable than ever before. Sales reps no longer need to spend an entire call talking about the features and benefits. Sales has become more complex, and reps now need to be armed with content that addresses each stage of the buyer’s process. Case studies can be really useful when it comes to showing prospects how successful other people within a similar industry has benefited from your product or service.

Get Inspired: Case studies are just one type of content that helps your sales team sell. They don't always work by themselves, though. Check out our list of content types that help sales close more deals .

12. Sneak a case study into your email signature.

Include a link to a recent case study in your email signature. This is particularly useful for salespeople. Here's what my email signature looks like:

signature of hubspot employee that features a case study link at the bottom of the email signature

Get Inspired: Did you know that there are lots more ways you can use your email signature to support your marketing? Here are 10 clever suggestions  for how you can do this.

13. Use case studies in training.

Having customer case studies is an invaluable asset to have when onboarding new employees. It aids developing their buy-in, belief in, and understanding of your offering.

Get Inspired: Have you completed our Inbound Certification course  yet? During our classes, we use case studies to show how inbound marketing is applied in real life.

In Lead-Gen Content

14. include case studies in your lead gen efforts..

There are a number of offers you can create based off of your case studies, in the form of ebooks, templates, and more. For example you could put together an ebook titled “A step-by-step guide to reaching 10,000 blog subscribers in 3 months…just like XX did.” You could create a more in-depth version of the case study with access to detailed statistics as an offer. (And don’t forget, you can also u se quotes and statistics from case studies on the landing page promoting the ebook, which adds credibility and could increase your conversion rates.) Or, you could create a template based on your customer's approach to success.

Get Inspired:   If you think you need to be an awesome designer put together beautiful ebooks, think again. Create ebooks easily using these customisable ebook templates .

You can also use case studies to frame webinars that document how to be successful with X. Using case studies in webinars is great middle-of-the-funnel content and can really help move your leads further down the funnel towards becoming sales qualified leads.

Get Inspired: Webinars are really effective as part of a lead nurturing workflow. Make sure your next webinar is spot on by following these simple webinar tips.

15. Create a bank of evergreen presentations.

It’s important to build up a bank of evergreen content that employees across your organisation can use during presentations or demos. Case studies are perfect for this.

Put together a few slides on the highlights of the case study to stir people’s interest, and then make them available to your sales and customer-facing teams. It's helpful if the marketer who created the presentation is the one who presents it to anyone who might use them in the future. This ensures they can explain the presentation clearly and answer any questions that might arise.

Get Inspired: What to create presentations people want to use? Here's a list of tools to make your presentations great.

16. Create SlideShares based on case studies.

Following on from a few short slides, you could also put together a more detailed presentation of the case study and upload it to SlideShare. After all, not only is SlideShare SEO-friendly (because Google indexes each presentation), but there is a huge pre-existing audience on SlideShare of over 60 million users you can tap into. SlideShare presentations are also easy to embed and share, and allow you to capture leads directly from the slides via a lead capture form.

Get Inspired:   Want to generate more leads with SlideShare, but not sure how to get started? Check out this blog post .

hubspot slideshare on "how to grow with inbound marketing" that is an in-depth case study

Now that you understand the value of a marketing case study and the different ways that they can be used in your content marketing (and even sales) strategy, your next step is to think about what would convince your target audience to do business with you. 

Have you recently accomplished something big for a client? Do you have a process or product with demonstrable results? What do your potential clients hope that you'll do for them? 

The answers to those questions will help you craft compelling content for your case study. Then, all that's left is putting it into your audience's hands in formats they want to consume.

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Editor's note: This post was originally published in January 2015 and has been updated for comprehensiveness.

Don't forget to share this post!

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4 powerful HubSpot case studies of real-world inbound success

4 powerful HubSpot case studies of real-world inbound success

HubSpot makes a lot of promises as a powerful marketing automation platform that can deliver results and help you generate more revenue. 

But is the return of HubSpot worth your investment? Have companies like yours achieved inbound marketing success with HubSpot as the cornerstone of their marketing technology stack?

As one of HubSpot's top agency partners, we get those questions a lot.

On the one hand, HubSpot's marketing solution may or may not be the right choice for you, so it may not be the right place to invest your dollars. 

🔎 Related: Is HubSpot Marketing Right for Your Company?

On the other hand, companies around the world — across a wide range of industries (B2B and B2C) — have experienced documented success with HubSpot and inbound marketing, with the understanding, of course, that HubSpot alone is not their strategy.

We know this, because we've seen it first-hand with our clients , many of whom turned to inbound (and HubSpot) to position themselves as the most trusted voice in their space.

What follows are the HubSpot case studies of real companies like yours that, with the right strategy, were able to achieve remarkable growth, while using HubSpot for their marketing and sales automation needs. 

Aquila Commercial (commercial real estate company in Austin, Texas)

software case study hubspot

Watch Aquila's story

The Aquila commercial team was struggling. Their organic website traffic had plateaued, and the leads they were generating from their inbound marketing efforts weren't qualified enough for their sales team. 

In conjunction with creating the right inbound content, publishing revenue-generating marketing and sales videos, and learning how to maximize their investment in HubSpot, the Aquila team saw extraordinary results.

Thanks to using HubSpot, they were able to see that their new strategy increased their organic website traffic by 290%. Over the same period, they increased new contact conversions by 11,350%. (No, that's not a typo.) Most of all, they've closed 111 deals, as a result of their strategic use of HubSpot... and counting!

👉 Read Aquila Commercial's full HubSpot case study .

Yale Appliance (small retail appliance store in Massachusetts)

software case study hubspot

Watch Yale Appliance's story

Founded in 1923, Yale Appliance had a long history of success in the Boston area, selling and serving home appliance and lighting products. They even made it through the Great Depression.

How are they still open when other competitors have shuttered over the past almost 100 years? By adapting and evolving as the consumer landscape changed. And Yale Appliance CEO Steve Sheinkopf realized in 2007 that they needed to make a change. 

They had been spending a lot of money on traditional advertising options in the Yellow Pages and the Boston Globe newspaper. But, over the years, the returns on those investments were diminishing. Then, the recession hit, and something had to change.

Sheinkopf found HubSpot through his research and chose inbound marketing (through the principles of They Ask, You Answer ) as the pathway forward. His pivot paid off.

Since adopting HubSpot and inbound, Yale Appliance has seen $117 million in revenue from organic channels alone , and they're also now prepping to open a third location. (Before HubSpot and inbound, Yale Appliance only had one.)

👉 Read the full Yale Appliance HubSpot case study .

West Roofing Systems, Inc. (a commercial roofing company in Cleveland, Ohio)

software case study hubspot

Watch West Roofing Systems' story

West Roofing Systems CEO Jack Moore knew he had a problem on his hands when he realized that his website's organic website traffic had flat-lined. Moore knew he needed to do something. 

He had already begun to dabble in creating content the inbound marketing way and had made the investment in HubSpot for his marketing automation solution. But what really made the difference was realizing after a conversation with Marcus Sheridan that he needed to commit to becoming the most trusted voice in his space and hire the right people to be on his team. 

So, Moore hired a dedicated marketing manager who had experience with creating content and using HubSpot — a powerful combo. They also created a structured editorial calendar, where they were producing at least two blog posts a week. 

From there, the results took off. 

Organic website sessions increased by 5,252%. And West Roofing is able to attribute $14 million in revenue to their investment in inbound marketing (the right way) and to their use of HubSpot.

👉  Read the full West Roofing Systems HubSpot case study .

AIS (B2B technology provider in Las Vegas and California)

software case study hubspot

Watch AIS' story

It didn't take long for the AIS team to realize there was value in inbound marketing, so they invested in HubSpot. However, their initial strategy for content marketing didn't really deliver results for the first 16 months. 

They realized that they had the right tools, but their approach to inbound marketing was all wrong. They knew they needed to radically change how they went about inbound and their use of HubSpot. 

After working with a HubSpot agency who did the content marketing for them, they came to IMPACT, where the philosophy is to essentially work ourselves out of a job by teaching our clients how to do inbound in-house. AIS VP of Marketing Keven Ellison hired an inbound marketing strategist, a content producer and a videographer to take up this challenge.

And, as with the other case studies, the investment in the right tools (HubSpot) and people (content producer, strategist, videographer) paid off. In the first year of this new strategy with HubSpot, they were able to attribute $500,000 in revenue to their organic growth and increase website traffic by 1,100%.

👉  Read the full AIS HubSpot case study .

One final word about these HubSpot case studies

Without HubSpot, the above case studies would not have been possible. It's the platform these businesses each used to host their blog posts, landing pages, and (in some cases) website pages. They used HubSpot to set up email marketing campaigns, to score their leads, and to set up smart lists for targeting and nurturing. 

Most of all, HubSpot is what allowed them to measure the efficacy of their efforts , through its robust reporting and analytics tools .

🎧 Related: Stay up-to-date with the latest HubSpot news with The Hubcast

However, HubSpot itself is not a silver bullet. If you're struggling to see results with your digital sales and marketing, you should never turn to a marketing automation platform like HubSpot as the savior for all of your problems. 

HubSpot will only be as powerful as the inbound marketing strategy you put behind it. You either commit to being the most trusted voice in your space , or you don't.  You either commit to hiring the people you need on your team, or you don't. 

There is only so much HubSpot can do. The rest is up to you.

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software case study hubspot

software case study hubspot

Inside Sales Best Practices: HubSpot – A Case Study

  • by David Skok

Mark Roberge photo

HubSpot is a SaaS company selling Inbound Marketing software. HubSpot has grown revenue over 6,000% in the last four years, placing them #33 on the Inc 500 fastest growing companies list. They now employ about 300 people. I have always been very impressed with how Mark has run their inside sales organization, which has now grown to 110 people. In this interview, I talk to Mark about his strategy and tactics for running a successful SaaS sales organization. I believe Mark is at the forefront of using data and science to drive how he hires and manages his organization, and this article should bring out some interesting best practices.

Mark’s background is unusual for a VP of Sales. He trained as an engineer, and started life as a programmer at Accenture, and tried his own startup company before going to MIT’s Sloan School of Business, where he met Brian Halligan and Dharmesh Shah the founders of HubSpot. His engineering roots made him very process and metrics driven, which accounts for a lot of the ideas he has employed in managing the insides sales group at HubSpot.

How did MIT Sloan School influence the way you think about managing?

It taught me to seek out science and data whenever possible to understand the business and make decisions. It also helped teach me how to be an entrepreneurial leader. The key lessons there were to think big, make bold decisions, and constantly challenge the norm.

What are your goals as a sales exec, and what is your strategy for achieving them?

Goals are Predictable, Scalable Revenue Growth

My Strategy is best summed up as:

  • Hire the same type of successful sales person
  • Train each sales person in the same way
  • Provide each sales person with the same quantity and quality of leads
  • Ensure sales people work the leads using the same process

Starting with hiring: Tell us a bit about what attributes it takes to sell HubSpot?

HubSpot’s sales context is evangelistic. In the early days, few people had heard of HubSpot and Inbound Marketing. Over the years, market knowledge of both HubSpot and Inbound Marketing has dramatically improved. However, even folks that have heard of Inbound Marketing do not understand how to develop such a channel. In HubSpot sales, we need to educate people over the phone and literally convince them to turn their sales and marketing process on its head. To do so, our sales team needs to earn the prospect’s trust, gain a deep understanding of the prospect’s business goals, understand their sophistication with sales and marketing, and articulate an adoption plan of inbound marketing that aligns with the prospect’s context.

Our product is very broad in its capability. This breadth of functionality is good in one regard, as we can service a wide variety of prospects with a wide variety of business goals. However, this breadth of offering also adds complexity to the sale. A demo of the entire product would take hours and would overwhelm the prospect. Sales reps need to be sophisticated enough to tailor the demo to the prospect’s context.

How do you go about hiring the right kind of sales person?

We started off by writing down a set of attributes that we thought would be important, and used these during interviews to evaluate candidates. Then over time as we collected more data, we were able to go back and measure which of these attributes actually best correlated with success. If you look in the graphic below, you will see us looking at three criteria for the success of a rep:

  • Average quota attainment %
  • PPR – Productivity Per Rep
  • LTV – Life Time Value of the customers that they signed up

The last metric we use to evaluate success, LTV, is interesting as it highlights a unique aspect of SaaS sales: sales reps can close deals by selling to the wrong customers or by using sales pressure tactics. However those deals will usually churn fast. So an important metric for success is whether the customers have a long life time.  LTV also takes into consideration the size of the monthly payment, which can indicated how well a rep prioritizes larger deals, and manages their overall funnel to get the best revenue out of a given set of small and large opportunities.


Once we had identified the attributes that mattered most, we set out to build a process around the way we did hiring to ensure we identified these. The process involves each interviewer using the form below to score each candidate:


When I show these slides on the road, the audience obsessively starts writing down the criteria. I would not advise that you do this. The important take away here is the process to get at the answer, not the answer shown above. Every sales context is different. Every buyer persona is different. As a result, the ideal sales person for your company’s context will likely be different than our profile at HubSpot.

Is there anything else interesting in the way you go about interviewing?

Here are three additional tips:

  • Have the candidate conduct a number of role plays throughout your interview process. Make the role plays about your company and challenge the candidate to do lots of homework before these exercises.
  • Coach the candidate throughout these processes. How the candidate responds to this coaching and adapts is very important to their potential in my opinion.
  • If the candidate is interviewing for a phone sales role, be sure at least one of the role plays is done on the phone.

How do you go about On-boarding a new Sales rep?

What I saw going on at other companies is to take a rep and pair them up with a senior sales rep that they shadow for a month. I don’t believe that works, as what I have observed is that our most successful reps succeed in different ways. One might be extremely strong technically, and win over customers because of their ability to use that knowledge to help the customer. Another might have great charm and charisma, and use that to win over the customer. By having a new rep that has one style follow another senior rep that uses a different style, they will not have a successful learning experience.

The HubSpot approach is the following:

  • Define the sales playbook (unique value proposition, target customer, competition, common objections, product information, etc.)
  • Give sales people hands-on experience with your target persona’s job and all the pain that comes with it.
  • Use exams and certification programs to ensure that you have a consistent product coming out of training.

The hands-on training is really important. We want to train our sales people to become consultants or experts that can understand a customer’s business, and use that understanding to become a trusted advisor to the customer. We think that the best way to do this is to have the rep experience the pain a customer feels, and then to use HubSpot to address that pain. So we make them create their own blog, and drive traffic to their blog.  This experience is invaluable. They get to understand what it feels like to have to drive traffic to their site, and how they can use HubSpot’s product to help them. It has the benefit of being a real life situation.  We think this is really important for their transition to becoming consultants.

What is the approach that you teach for approaching a new lead?

We want them to do extensive research on the customer before making the first call is placed. The rise of social media has made this stage so important. What is the prospect’s professional background? Does the prospect appear to be a decision maker? Who does the prospect report to? Who does the prospect know that I may know? What activities has the prospect been involved with lately? What are the prospect’s professional interests? The answers to these questions can be found before picking up the phone. This is great information to guide the strategy to the initial connect call.

How do you “Ensure sales people work the leads using the same process?”

(Note: HubSpot may be unusual compared to other companies in that their Inbound Marketing techniques generate enough lead flow, that they don’t need to use cold calling.)

I start by defining the process (see below) to make sure that everyone has a common terminology.


Then we use metrics to drive the behaviors that we are looking for. The chart below shows how we measure sales reps through the different stages in the process. (Note that the data has been modified and is not actual HubSpot data.)


In the illustration above, the charts on the left measure the number of activities at each stage; the charts on the right measure the conversion rates from one stage to another; and the graphs at the bottom show the overall conversion rate from two higher level stages to closed deals.

Take a look at the sample data above. If you look closely at the orange rep, you will see that they do a great job of taking a worked lead and turning it into a demo (second chart down on the right hand side). However they do a poor job of converting their demos into closed deals (third chart down on the right hand side).   This tells us that this rep does a good job on the phone, but is doing a poor job in their demos. Now look at the green rep. Here you see the opposite: great at converting demos into closed deals.

Peel back the onion on weak areas

When we see a weakness in an area, our first step is to see if we can “peel back the onion” on that metric to get a more detailed view on the specific area that is weak. For example, if a rep has a weak Worked Lead to Demo conversion rate, we can dig deeper (top right chart) to verify whether the rep is struggling to connect with the prospect, or if the rep is getting them on the phone but struggling to get the demo. My coaching strategy is very different depending on the finding.


On-going Coaching and Remedial training

This data can now be used to target the skill set that, if improved, will make the most significant difference in a rep’s success. I am a big believer that it is best to only work on one skill at a time. Determining which skill will move the needle the most is a key ability of great sales managers. A data approach to this diagnosis is very helpful.

Use Science, not Gut, to find the optimal attempts per lead

I believe in sales that both art and science are necessary for success. However, I believe science is under-utilized. There are a number of questions that are often left up to the art of the sales person that we have successfully answered in our funnel with science. How often should you call a lead? When should you give up? What should you say/send on the 1 st attempt, the 2 nd attempt, etc.? Does this information differ based on the lead attributes? These are all questions that can be answered with science.

The chart below is an example. Here we have used a scientific approach to figure out the optimum number of attempts that a rep should use for trying to contact our small business segment leads.


Note: that the data in the chart above has been modified, and is not the actual HubSpot data.

Hold Sales Reps Accountable to the Behavior You Want

Once the answers to the above questions are found, build them into your process. Train the reps that following these actions is statistically the best way to make the most money. And automate ways to hold the team accountable to these behaviors. For example, daily dashboards like the charts below can be produced to illustrate where reps are against these best practice behaviors. These charts should be mailed daily to the entire team. Managers need to be trained to read these charts and hold reps accountable to the desired behaviors.


How do you work with Marketing to ensure a consistently high quality of leads?

This is often one of the most problematic areas. In HubSpot’s case it works really smoothly. We have great communication between sales and marketing about what is needed to reach the number.  The way this works is that there is effectively a “contract” between sales and marketing. That “contract” defines the following things:

For Marketing:

  • What qualities are needed in a lead before it is ready to hand over from marketing to sales
  • How many qualified leads are needed each month
  • How long they are allowed to take before attempting to contact a lead
  • How many attempts they will make to contact that lead

Use Science, not Gut, to determine which leads are Sales-Ready

Let’s take a deeper look at the marketing side of this equation. The charts below demonstrate correlations between prospect behavior within our marketing program and success in the sales process. Do leads that originate from search engines or email campaigns tend to perform better? Are there specific search terms that make a lead very qualified? When a lead visits the site for the first time, what behavior causes the lead to accelerate through our sales funnel? What is the most influential piece of content on our website that causes leads to close fast and at a high rate?

Once we have the answers to these questions, we can assign an accurate score to each lead. Too many companies build their lead score on the opinions of the sales people or the marketing team. A gut-driven approach is a substantial missed opportunity. The data is available to provide this guidance and is so critical to the efficiency of your funnel.


Hold Marketing Accountable for Lead Quantity and Quality

With a statistically driven lead grade in place, we can now aggregate the results into a target points score for marketing to hit. It is important that the target is not the number of leads but instead a number of points that corresponds to high quality leads. A demo request may be worth 10 points. A white paper download may be worth 1 point. This approach ensures the alignment between marketing and sales to ensure marketing is focused on the leads that perform best in the funnel. Once the point target is established, hold marketing accountable to the target on a daily basis.


How have you adapted the organization as it grew through certain key sizes?

I have listed below a series of changes that happened as our growth continued:

  • One of the first changes that happened was the need to add in a layer of sales management between myself and the reps. We have found that each manager can handle approx. 8 to 10 reps.
  • Next we split the sales organization to specialize and focus on different types of customers. We had initially two customer types, and later three. It helped to have reps that worked only on the one type of customer as they became more expert at understanding the needs of those customers.
  • Next we recognized the need for manager development, and we created programs to address things like leadership training, rep mentoring, etc.
  • After that, some of our manages became Directors, and we had to evolve development programs for them
  • One aspect that I have enjoyed about rapid scale is the need to constantly re-define my role. When taking a team from 1 to 100 and growing revenues by over 6000%, if you are not re-defining your role as an executive every 6 months, you are probably not planning for the next phase fast enough.

HubSpot sales environment

I’d like to thank Mark for taking the time to share his thoughts. What is most striking about Mark’s approach is how he blends science and process with the art of selling.


An Argument for Specialized Sales Teams — An Interview with Aaron Ross


How Sales Complexity Impacts your Startup’s Viability


Reaching Your Highest Potential Customers – Outbound Prospecting

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HubSpot's products, which include Marketing Hub, Sales Hub, Service Hub, CMS Hub, Operations Hub, and Commerce Hub, are connected on the same software platform.

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Marketing automation software to help you get high-quality leads, save time and resources, and measure and optimize your marketing investments.

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Powerful sales software to help teams close more deals, deepen relationships, and manage their pipeline more effectively.

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Operations software that syncs your apps, cleans and curates customer data, and automates processes — so all your systems and teams work better together.

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Automation with Zapier

Customer stories

How Zapier and HubSpot Empower Businesses to Do More through Automation

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When you pair Zapier and HubSpot, you turn your processes and workflows into unstoppable, automated juggernauts, handling everything from lead management to appointment scheduling to custom eCommerce orders—and a lot more.

Get inspired by a few Zapier customers and see how they use HubSpot and Zapier:

Love Your Melon Automates Custom eCommerce Order Management

Love Your Melon (LYM) exists with a simple mission: buy beanies, help fight cancer. They send 50% of their net profit to support the fight against pediatric cancer—up to this point, they've donated over $6 million and more than 160,000 beanies to children battling cancer.

Often, the LYM team partners with local sports teams and colleges to produce customized beanies. To start production, the folks at LYM created a multi-step Zap—our term for an automated process powered by Zapier—that pairs the power of HubSpot with a few more apps to completely automate the workflow.

Here's how it works: Anyone interested in a custom design has to fill out a form and upload a copy of their logo. As far as the requester is concerned, they hear back from LYM with a quote and wind up with their custom order several weeks later.

Love Your Melon

Behind the scenes, automation happens. The form that's filled out is a HubSpot form, and once completed, Zapier searches for an existing contact in HubSpot CRM. If Zapier finds a contact, it creates a deal in HubSpot; if it doesn't find one, Zapier first creates a contact in HubSpot and then creates a deal. Zapier populates the deal with the custom order information, like quantity, colors, logo—everything relevant to the order.

From there, Zapier creates a backup of the logo file in Google Drive and sends an email from Gmail to one of the LYM wholesale team members. That team member will be the customer's point of contact at LYM.

Finally, Zapier creates a customer in Shopify that matches the information from HubSpot. This makes the checkout process frictionless for the customer, allowing the wholesale team member to send over a payment request.

All of this is instantaneous—the customer simply submits a form and gets an email from a team member while Zapier and HubSpot automate the work. Because this is a more complex workflow, we broke it out into its individual pieces, allowing you to implement the parts that make the most sense for your HubSpot workflows.

Create file back-ups in Google Drive from new HubSpot form submissions

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Send Gmail emails when you receive new HubSpot form responses

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Create new Shopify customers from HubSpot form responses

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Olark Manages Live Demos with HubSpot

At Olark , a live chat software, adding a personal touch to sales calls makes a big difference. That's why, as leads roll in, the sales team uses live demos to show off the product and close deals.

"Sales at Olark are very much human-based," explains Bill Thompson, Guru of Customer Success. "That's our big push and it has been for years. Humans talking to humans—relationship sales."

That human-based approach, for all the good it did Bill, the sales team, and Olark, consumed a lot of time. Before he found Zapier, his team was manually entering information into HubSpot, creating each contact and populating it with information after each sales call.

In order for the sales team to succeed and scale, Bill simplified the process behind scheduling demos and managing the leads and their information. To that end, he pairs appointment application ScheduleOnce with HubSpot in a few different Zaps.

First, the new lead fills out an embedded ScheduleOnce form and selects a date and time for a demo. That triggers Zapier to take their information and build a new contact within HubSpot, while at the same time, taking some of the data from the form and filling in details in HubSpot.

From there, the Olark team has an easy way to determine if the lead is qualified or not, by whether or not the lead attends the demo. If they do, Zapier updates the contact in HubSpot, and the team can dedicate more time to building a meaningful relationship and winning this lead. If the lead skips the demo, Zapier still updates HubSpot, and the sales team can respond as needed.

Create HubSpot contacts from new OnceHub bookings

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Update HubSpot contacts after new OnceHub bookings are completed

Update hubspot contacts if oncehub bookings no-show.

But that's not the only way leads find their way into HubSpot. A lot of Olark's support conversations with customers wind up related to sales. Before Zapier and automation, these Help Scout conversations might get emailed or DMed to Bill and the team. But that can get overwhelming, so Bill created an easy, automated way for chats to go from Help Scout to HubSpot.

"All they have to do is to tag the call or chat with 'Sales' and Zapier automatically takes it and boom, it's in HubSpot," Bill explains. Once in HubSpot, the sales team takes over and works their magic.

Turn newly-assigned Help Scout tickets into HubSpot contacts

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Taylor and Hart Creates an Automated Customer Experience

Choice, while freeing, can also overwhelm. Especially when it comes to something like engagement rings. As you might imagine, this gives you the perfect recipe for high-strung clients.

The folks at Taylor and Hart specialize in customized engagement rings and jewelry and have the collaboration between client and designer down to an automated art, making the process simple and stress-free for all parties. They use HubSpot primarily for its marketing features, especially email sends and tracking open rates.

It all begins with a consultation, where a salesperson learns what the customer is looking for: gems, shape, style, etc. From there, they generate a quote and, through HubSpot, send an email to the interested customer.

In HubSpot, the salesperson can track when and if the email is opened. Once the email is opened, Zapier updates a custom object in Salesforce, where Taylor and Hart can track the customer through the design experience. Zapier also updates their sales team in Slack, letting them know the customer viewed the design and quote.

The team at Taylor and Hart use these same Zaps when the customer responds to the email. These help keep everyone in the know, and their customer records stay up to date and accurate for each lead and sale. Once the customer responds, a Taylor and Hart designer is automatically looped in—when the HubSpot to Slack Zap triggers—and can begin work on designing the ring.

"Not all of these departments and systems connect seamlessly," says Nikolay Piriankov, CEO of Taylor and Hart. "But through our various Zaps, we quickly bridge those gaps."

Bridge any gaps you might have with these Zaps:

Find accounts and update custom objects in Salesforce from new contacts added to a list in HubSpot

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Joey Blanco

Joey Blanco is the founder of Zapier's video team. When he's not working (and even when he is, let's be honest), he's listening to pop-punk, dreaming of dinosaurs, and snuggling his dogs.

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HubSpot Mastery: 10 Case Studies Showcasing the Power of Strategic Success

  • Author Survey Point Team
  • Published November 15, 2023

HubSpot Mastery

Unlock the potential of Case Studies: Achieving Success with HubSpot. Dive into real-world success stories, gain insights, and elevate your strategic game. Get ready to transform your approach with HubSpot.

Embark on a journey through the realms of strategic success with HubSpot. This blog unveils the prowess of [HubSpot Mastery: 10 Case Studies Showcasing the Power of Strategic Success]. Each case study is a testament to the transformative impact of strategic planning on businesses. Let’s explore the power of HubSpot in real-world scenarios, learning from the triumphs of those who have mastered its strategic potential.

In the realm of strategic success, mastering HubSpot is not just an option; it’s a necessity. Let’s explore the transformative impact of HubSpot through 10 compelling case studies that showcase its strategic prowess.

Table of Contents

The Essence of Strategic Success

Understanding the core principles of strategic success lays the foundation for mastering HubSpot. Successful strategies are built on a blend of vision, planning, and execution. HubSpot serves as the catalyst to turn these principles into reality.

Case Study 1: Transforming Leads into Conversions

Mastering the Sales Funnel with HubSpot is a game-changer. From lead generation to conversion, HubSpot streamlines the process, ensuring potential leads seamlessly transition into loyal customers. Dive into the success stories that exemplify this transformation.

Case Study 2: Navigating Marketing Challenges

HubSpot’s Marketing Magic Unleashed explores how businesses overcome marketing challenges with finesse. Discover the tools and tactics that elevate marketing strategies, making them not just effective but exceptional.

HubSpot Mastery

Case Study 3: Enhancing Customer Relations

Building Lasting Connections with HubSpot goes beyond transactions. Learn how businesses use HubSpot to forge meaningful customer relationships, fostering loyalty and advocacy that lasts a lifetime.

Case Study 4: Scaling Business Growth

HubSpot as the Catalyst for Expansion is evident in businesses that have successfully scaled their operations. Explore how strategic implementation of HubSpot fuels growth, turning small enterprises into industry leaders.

Case Study 5: Maximizing ROI

Financial Triumphs with HubSpot showcase how businesses maximize their return on investment. HubSpot’s analytical tools and strategic insights empower businesses to make informed decisions, ensuring every investment counts.

Case Study 6: Streamlining Operations

HubSpot Mastery

Efficiency Unleashed with HubSpot explores how businesses streamline their operations for maximum productivity. HubSpot’s features seamlessly integrate into workflows, reducing redundancy and optimizing processes.

Case Study 7: Overcoming Challenges

HubSpot’s Strategic Solutions are highlighted in stories of businesses overcoming challenges. From market fluctuations to unforeseen obstacles, HubSpot equips businesses with the strategic tools to navigate the ever-changing landscape.

Case Study 8: Innovations in Product Development

Crafting Success with HubSpot extends to product development. Explore how businesses leverage HubSpot to innovate and create products that resonate with their target audience, setting them apart in the market.

Case Study 9: Harnessing Data for Decision-Making

Smart Strategies with HubSpot Analytics showcase the power of data-driven decision-making. Dive into case studies that illustrate how businesses harness data to make strategic decisions that propel them toward success.

Case Study 10: Building a Brand Legacy

HubSpot Mastery

HubSpot’s Role in Branding Success is evident in businesses that have crafted a lasting legacy. Explore how HubSpot becomes an integral part of a brand’s journey, shaping its identity and ensuring a lasting impact.

Exploring HubSpot’s Key Features

A Deep Dive into HubSpot’s Toolbox provides insights into the features that make HubSpot a strategic powerhouse. From CRM to marketing automation, explore the tools that can revolutionize your approach to business.

The Human Element in Strategic Success

HubSpot and the Human Touch emphasize the importance of personal connections in strategic success. While technology plays a crucial role, the human element adds a unique touch, creating experiences that resonate with customers.

Implementing HubSpot Strategies

Practical Steps to Strategic Success guide businesses in implementing HubSpot strategies effectively. Learn how to integrate HubSpot seamlessly into your operations, ensuring a smooth transition to a more strategic approach.

Measuring Success with HubSpot

Metrics that Matter delve into the key performance indicators businesses should track when implementing HubSpot. From lead conversion rates to customer retention, discover the metrics that define success.

Common Challenges and Solutions

Navigating the HubSpot Landscape addresses common challenges businesses face when implementing HubSpot. Explore practical solutions to ensure a smooth and successful integration, avoiding pitfalls along the way.

Future Trends in HubSpot Mastery

Staying Ahead in the Strategic Game involves keeping an eye on future trends. Explore the emerging trends in HubSpot Mastery that can shape the future of strategic success in the business world.

HubSpot in Your Business Arsenal

Why Every Business Needs HubSpot highlights the universal applicability of HubSpot. Discover why HubSpot is a must-have tool in your business arsenal, whether a startup or an established enterprise.

FAQs on HubSpot Mastery

How can HubSpot benefit my small business? HubSpot is tailored for businesses of all sizes, offering scalable solutions. From lead generation to customer relations, HubSpot provides a comprehensive toolkit to boost your small business’s

Is HubSpot only suitable for marketing purposes? While HubSpot is renowned for its marketing capabilities, its utility extends beyond marketing. It offers a complete suite of tools, including CRM and sales automation, making it a versatile solution for businesses. From streamlining operations to enhancing customer relations, HubSpot is a comprehensive platform for overall business success.

How can HubSpot analytics contribute to better decision-making? HubSpot analytics empower businesses to make data-driven decisions. Businesses gain valuable insights by tracking key metrics such as conversion rates, customer engagement, and ROI. These insights guide strategic decision-making, ensuring that actionable data back every move for optimal results.

Can HubSpot be integrated seamlessly into existing workflows? Yes, HubSpot is designed for seamless integration. Whether you’re using other business tools or have established workflows, HubSpot can be integrated to enhance efficiency. The platform’s flexibility allows businesses to customize their usage, ensuring a smooth integration process without disrupting existing operations.

What role does HubSpot play in brand building? HubSpot plays a pivotal role in crafting a brand legacy. Through effective marketing, customer engagement, and streamlined operations, businesses using HubSpot create a brand identity that resonates with their audience. The platform becomes a strategic partner in shaping and sustaining a brand’s reputation.

Is HubSpot suitable for businesses in any industry? Absolutely. HubSpot’s adaptability makes it suitable for businesses across various industries. Whether you’re in e-commerce, technology, healthcare, or any other sector, HubSpot’s versatile features can be tailored to meet the unique needs and challenges of your industry.

HubSpot is not just a concept; it’s a proven reality. The case studies highlighted here exemplify how businesses, regardless of size or industry, have harnessed the strategic power of HubSpot to achieve remarkable success. From transforming leads to building brand legacies, HubSpot is the catalyst that propels businesses toward strategic excellence.

Remember, the journey to strategic success begins with understanding and implementing the right tools. HubSpot, with its array of features and proven success stories, stands as a beacon for businesses aspiring to elevate their strategic game.

Survey Point Team

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HubSpot Content Marketing Case Study – What Makes HubSpot’s Content Marketing Strategy Unbeatable


When you talk about a killer content marketing campaign, what is the first name that comes to your mind? For most of us in the content world, it is probably HubSpot . You run a quick Google search on anything content creation and marketing, and there is at least one HubSpot article among the top 10 results. This SaaS marketing company has become one of the most trusted sources of information and a well-known name for content marketers the world over. From in-depth B2B content marketing guides to their state of marketing reports, HubSpot has gradually grown into a go-to knowledge hub for both new and seasoned content marketing professionals. This HubSpot content marketing case study takes a closer look at HubSpot’s content marketing strategy over the years, how they took inbound marketing to a whole new level and what we can learn from this winning strategy.

A brief history of HubSpot

The inbound revolution, hubspot’s content marketing plan, types of content in the hubspot content marketing strategy, how does hubspot pull off such an elaborate content marketing strategy, what we learned from the hubspot content marketing strategy.

software case study hubspot

TL;DR Here’s a video on the HubSpot content marketing case study to give you a quick glimpse:

It was in 2004 that two fellow MIT graduates, Brian Halligan and Dharmesh Shah, noticed a changing trend. They noticed that modern consumers no longer wanted to be bothered by pushy sales calls and emails. They had, in fact, learned how to ignore these attention-seeking bids from businesses and do their own research to make well-informed purchase decisions. Thanks to the internet, they could learn a lot more themselves than what a salesperson could tell them about solving their problems. They wanted to see honest product reviews , compare products and get their hands on unbiased, genuine information.

Brian and Dharmesh saw this as an opportunity to change the course of marketing and make use of what is called the inbound marketing strategy. Inbound marketing does not sell a product but rather offers a solution to the consumer, and helps them discover the product on their own. No harassment from innumerable unsolicited calls and emails. This idea gave birth to HubSpot in 2006.

HubSpot’s intention was to create a level playing ground for smaller businesses and startups that did not have the means to spend on huge advertising and outbound campaigns. It started off as a small community offering consultation for inbound marketing to startups but began to grow rapidly, catering to bigger businesses as well. Gradually HubSpot’s solutions ventured into all aspects of inbound marketing including social media, website optimization, SEO, and more. By 2010, HubSpot’s revenue grew to $15.6 million and this was its first big step towards becoming the multinational company we know today. It released multiple free tools for inbound marketing and there was no stopping them from this point forward.

Well, if they were helping others win over customers with inbound marketing, HubSpot had to practice what they preach. So, like any other inbound marketing plan, they first needed to identify their target audience from among the masses. They had to decide whether their company caters to B2B customers, B2C customers, business owners, or individual marketers. They started off by focusing on small and mid-sized business owners and marketing managers.

Their aim was to offer a solution for inbound marketing which their software tools already did. But they realized that their customers can only implement inbound marketing effectively if they knew the fundamentals. This urged them to make the first move in their inbound content marketing plan – starting the HubSpot blog.

But that was not all that HubSpot did to add some real value for its prospects.

Blogging has been central to HubSpot’s content marketing plan, but with time they have diversified and included several other forms of content in their strategy too. In fact, the very reason why HubSpot content marketing has seen such immense success is because they did not just stop at blogging or rely on a single channel for creating brand awareness.

HubSpot content is presently categorized into the following sections on their website –


Social media content.

Let’s take a better look at what HubSpot has done with each of these categories of content.

HubSpot took its blog very seriously, right from the start. As a visitor to their site, you would be instantly impressed by the fact that they have categorically separated their blog content for different niches. There is a different set of posts each for –

  • Industry news

HubSpot blog

Apart from simplifying our search for relevant content on the blog, this segregation had its own benefits for HubSpot’s segmentation too. By separating their sales and marketing content, HubSpot was able to capture leads from different segments of their audience. People from marketing backgrounds who want to learn more about attracting an audience and generating leads would engage with the Marketing blog posts.

People from sales who are responsible for converting leads into qualified prospects and then into paying customers would go to the Sales blog to learn more about smart selling. The same goes for customer service and website optimization.

HubSpot has software products for all of these categories. Based on which visitor engages with which category of content of their blog, HubSpot can generate an appropriate strategy for pursuing these leads. So they’re not only providing more purposeful content to the prospect but also recommending the right products, increasing their chances of conversions.

Categorization of blog content is a crucial step in audience segmentation and we’ve witnessed this in our Airtable content marketing case study as well.

The next category of content is their newsletter, The Hustle, which shares business and tech news to get you updated in just 5 minutes. But HubSpot has not left the newsletter’s content exclusively hidden behind a subscription. They also share news and updates on their site.

This again serves as a smart way of appearing in searches for recent industry news and events. People who are interested in industry updates may be potential customers, making this yet another opportunity for capturing leads for HubSpot. The news page has an opt-in form where readers can sign up for the daily 5-minute news roundup that is their newsletter.

HubSpot newsletter - The Hustle

HubSpot’s visionary content marketing strategy is evident from the fact that the company has not stuck to traditional content marketing and has adopted different content formats quite early on in their journey. Statistics show that textual content alone is no longer enough to engage your audience and other formats like video and audio content are quickly catching up. The demand for online video content has almost doubled since 2018. But as many other businesses were still contemplating the value of videos, HubSpot understood it more than a decade ago. The HubSpot Marketing YouTube channel was launched as early as 2007, and currently offers over 400 free marketing tutorials.

HubSpot Marketing YouTube channel

They have another YouTube channel for HubSpot that focuses on promoting HubSpot Academy and HubSpot’s software products. HubSpot Academy is the company’s educational hub for inbound marketing, sales, and service, offering both free courses and certification.

YouTube content seems to play a vital role in a company’s content marketing success. In our case study on Notion’s content marketing strategy , we found that Notion too shares a significant amount of educational and informational content on their YouTube channel, which audiences love. If your YouTube strategy is still in its early stages, these companies could serve as a great example.

HubSpot has also hopped onto the podcast bandwagon sooner than most other brands. Podcasts are the new rage in content marketing. Podcast listeners have grown by almost 29.5% in just 3 years between 2018 and 2021. And HubSpot is not letting this opportunity pass. Statistics from the U.S. show that more than half of podcast listeners in the country are between the age of 12 and 34 years . Though their podcast section is relatively new, HubSpot has made sure to connect with this younger section of their audience through a channel they have been increasingly engaging on.

HubSpot podcasts

Apart from creating highly authoritative blogs and articles filled with content marketing stats and data, HubSpot also invests considerable time and effort in creating other insightful resources for its audience. The Resources page lists everything that their customers could ask for, from free tools to templates, ebooks, guides, and more. So if you Google for a blog post template or an ebook template or a social media marketing guide on Google, there is every probability that you will land on Hubspot’s resources page.

HubSpot also conducts its own research on various areas of digital and content marketing each year and publishes the reports as gated content on its website.

HubSpot’s social media content strategy is on point as well. It has a widespread presence on almost all the popular social media channels, from Facebook to LinkedIn. The social media accounts are very active, making sure that they don’t just have a presence but are seen often by their followers.

Their social media content is rarely self-promotional and more educational, with lots of quick tips and valuable information for marketers, business leaders, and other prospects. Apart from the occasional event promotions and company news, they mostly share content that their audience would be drawn to because of its relevance and value. For instance, a common theme we noticed was sharing tidbits and quotes from HubSpot’s leadership. Here’s an example from their Facebook page.

Leadership tips from HubSpot

There are more from their CEO, Marketing Director, CPO, and others. This is certainly a discreet way of promoting their content (like the podcast in the post above) while also sharing these nuggets of information with people who can benefit from them.

HubSpot also banks on humor and wit to make its social media content more engaging. Here’s what we’re talking about.

Engaging social media content by HubSpot

This post from their Instagram feed is both funny and relatable to their audience, given the current remote work situation everyone is dealing with.

Overall, every different type of content that the company creates for every channel is very closely aligned to what they call the ‘ HubSpot Customer Code ‘. The tenets of their customer code always dictate them to put the customer’s interest ahead of the company’s.

HubSpot Customer Code

These principles that HubSpot lives by and advocates were formed after conducting extensive surveys to learn what their customers wanted. But bringing this customer-first approach into content marketing is not an easy task.

Here’s what we observed when researching their content across various channels for the purpose of this content marketing case study on HubSpot. HubSpot’s content marketing strategy relies heavily on the following content marketing tactics:

1. Thought leadership content

2. content repurposing, 3. updating existing content, 4. creating well-defined audience personas and segmentation, 5. creating high-quality, valuable, learning-focused content – hubspot academy.

HubSpot went head-on into building its image as a thought leader in the industry. Thought leadership is at the heart of HubSpot’s blog content strategy . Their content tries to explain complex concepts in a highly simplified way to marketers, irrespective of their industry. From detailed guides to how-to articles to articles based on their own experiences and internal strategies (like the one below), HubSpot has never failed to deliver something worthwhile and new to its audience.

HubSpot's content shares internal strategies and experiences

They have insightful and relevant content for each stage of their audience’s journey, be it for beginners or managers and leaders at an advanced stage in their careers.

Blog content for all stages of a customer's journey

HubSpot’s content tries to answer all their questions, share research and data that people find worth linking back to, and thus, build a loyal following for the brand.

Nothing can be achieved without hard work and effort, but HubSpot also does some smart work. The HubSpot blog is their biggest asset and it is managed by a big team. And they make good use of their blog content through content repurposing . A large part of the video content on the company’s YouTube channels, for instance, is repurposed from their high-authority, long-form blog posts or research reports.

Take this video on the Top 7 Email Marketing Tools on the HubSpot Marketing channel for example.

HubSpot YouTube channel

This video is repurposed to discuss the top 7 tools from a longer list they shared in one of their blog posts (refer image below).

Content repurposing

They have also been repurposing their research reports into various formats, including blog posts with engaging graphics, ebooks, and more. They also repurpose videos from their Inbound Marketing conferences into more easily accessible YouTube videos.

So, content repurposing takes a major load off their shoulders, especially when creating videos or social posts.

Another very important thing that HubSpot has realized over the years and implemented very effectively is the practice of updating old content . Search engine algorithms keep changing and what was good for SEO a few years or even a few months ago, may not be enough for ranking at the top today. Back in 2014 itself, HubSpot discovered that 76% of their blog’s page views are of their old posts. This means their old posts are ranking well but it is likely that most of the data and information in these posts are outdated. This could cause the post to drop in search rankings.

To prevent this, HubSpot carries out what they call ‘historical optimization’. Historical optimization is the practice of optimizing old posts to update all the information and generate more traffic and conversions from them. The post need not necessarily be years old. It could even be a month old, but if there is anything that can add more value to it, HubSpot doesn’t shy away from updating it.

Here’s an example.

How to update existing blog content

Take a look at the time stamp on the post below.

HubSpot's historical optimization strategy

The HubSpot blog team has been able to increase views of old posts from organic search by nearly 106% through historical optimization.

Every HubSpot content page that you look at, you are bound to notice how neatly segregated their content is for different audience personas. Be it the blog or the podcasts, there are well-defined categories for marketing, sales, leadership, startups, and more. This practice of having clear audience personas that the content marketing team can understand has paid off for HubSpot.

It has allowed them to create engaging, relevant content for each of their audience/customer segment. Their approach to creating content for marketers is different from that for salespeople, giving them more clarity on the kind of content they need to create. When the audience persona is well-understood, your content goals are clearer, and creating quality content that aligns with these goals becomes easier.

Lastly, a common theme that you will notice throughout HubSpot content on all channels is that they are rarely pushing their products. Content marketing for HubSpot is more about helping its audience learn. The free and paid certification courses that they offer through HubSpot Academy also work on this principle.

The purpose of the content is to educate the participants, and they are later required to practice what they have learned with the help of HubSpot tools. This way they are able to capture new users on their free tools, through valuable content alone. When users experience first-hand what the tools have to offer, they are more likely to trust the products and convert into paying customers.

This HubSpot content marketing case study was a learning effort and a fruitful one. The one crucial lesson that we learned from HubSpot’s content marketing strategy and its success, is that building credibility among your audience is the key. With honest, authoritative, and high-quality content it is only a matter of time before your brand earns a solid reputation among its audience. And for this, the first thing that you need to do is understand your prospective users. Knowing what your audience’s challenges are and creating content that can offer a solution, or help them find their own solutions, helps earn their trust.

Also, creating content that you can use and reuse saves you a lot of effort. HubSpot earns a major chunk of its traffic from repurposed and updated content. So when you are creating something authoritative, keeping it evergreen and having repurposing ideas ready will definitely help you gain more traction for the same amount of work.

HubSpot has also shown us the importance of breaking legacies and experimenting with new content formats. Even for an established brand like HubSpot, staying relevant in the eyes of an evolving audience is important, hence their efforts to include podcasts and interactive social media content in their strategy.

HubSpot shows other content marketers that, even if you start small, being found by the right audience and trusted by all is possible. All it takes is an investment of some effort, time, and the will to deliver an excellent experience to your audience above everything else.

If you liked this case study, check out our ClickUp content marketing case study and Marketo content marketing case study to learn how these SaaS companies became well-known names in the industry with product-led content marketing .

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Neelam Goswami is an engineer turned writer, currently working as a Content Specialist. She has always had an affinity to writing and loves creating simple-to-read pieces for everyone to enjoy.

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HubSpot CRM Case Study

Table of Contents

Key Takeaways:

  • HubSpot CRM provides a comprehensive suite of features for businesses: With its all-in-one platform, HubSpot offers businesses a range of tools for marketing, sales, service, and website management. Users can access lead tracking, email marketing, social media management, and more from a single platform.
  • Collaborating with HubSpot has led to success for many companies: Success stories include companies such as Casio, Talentia, Play Play, Agicap, iAdvize, Critizr, and Easiware. These collaborations have enabled businesses to grow their revenue, streamline their processes, and improve their customer experience.
  • HubSpot CRM’s case studies showcase success in various industries and projects: The company’s case studies cover a range of topics, including marketing, sales, CRM, service, CMS website, and integrations projects. By studying these cases, businesses can learn how to apply HubSpot’s platform to their specific needs and goals.

Introduction to HubSpot CRM

HubSpot CRM is one of the most preferred customer relationship management software in the industry, enabling businesses to manage customer interactions and automate their sales processes.

In this section, we will cover the basics of HubSpot CRM, including its main features and capabilities . We will also discuss how using HubSpot CRM can be advantageous to businesses, by increasing efficiency, organizing customer data, and ultimately maximizing revenue .

hubspot crm features

Also Read: HubSpot Review

Overview of HubSpot CRM features and capabilities

HubSpot CRM is an all-in-one platform that will make revenue growth skyrocket . Its user-friendly interface offers a range of options like email marketing, social media management, and landing page creation .

hubspot crm overview

Sales teams can track leads and deals, and manage their pipeline with ease. Service teams can benefit from ticketing and help desk functionality . Plus, CMS website tools are on hand to help build, maintain, and optimize websites for better user experience and lead generation.

Integrations with third-party apps like Salesforce and Zapier take HubSpot CRM to the next level . Everything is brought together in one place, allowing for collaborative efforts to accelerate revenue growth. And the comprehensive list of features and capabilities makes HubSpot CRM perfect for businesses looking to get the edge over the competition . So, if you’re after an overview of HubSpot CRM features and capabilities , look no further!

Advantages of using HubSpot CRM for businesses

HubSpot CRM offers oodles of advantages for businesses that want to manage their operations effectively. It provides an all-in-one dashboard, so businesses can get a full view of their customers. This lets them make more informed decisions and build better customer relationships.

Moreover, HubSpot CRM integrates with other HubSpot platforms and third-party applications . It boosts productivity and efficiency by aligning sales and marketing strategies. Plus, it automates routine tasks like lead nurturing, managing contacts, and tracking deals without sacrificing quality.

Plus, HubSpot CRM keeps getting better with new features and capabilities. This keeps businesses ahead of their competitors while making customers happy. It provides insightful analytics and reporting, so businesses can make informed decisions quickly. Lastly, its customizable dashboard lets users track performance metrics in a visually appealing way.

In conclusion, HubSpot CRM can transform how businesses handle their marketing, sales, and customer service functions . It encourages collaboration within teams, so businesses can focus on customer relationships and existing customer revenue.

It’s a popular choice among many sectors, such as finance, healthcare technology, education, and retail. Check out the power of HubSpot and read success stories from companies who already use it.

Success Stories of Companies who have Collaborated with HubSpot

Collaborating with HubSpot has proven to be a game-changer for many companies. In this section, we’ll explore success stories from some of these companies, including Casio , Talentia , Play Play , Agicap , iAdvize , Critizr , and Easiware .

These companies have experienced remarkable growth and improvements in their sales and marketing performance , thanks to their partnership with HubSpot. We’ll take a closer look at how working with HubSpot has helped them achieve their business goals and raised their revenue.

Casio , an acclaimed global electronics manufacturer, has teamed up with HubSpot for its business pursuits. Casio offers a range of products, from calculators to musical instruments, and has used the CRM capabilities of HubSpot to refine its marketing efforts and simplify its sales techniques.

By using HubSpot CRM , Casio has been able to draw in more customers and create potential leads. With the help of inbound marketing methods such as blogging, email campaigning, and social media management tools from HubSpot, Casio has observed a considerable rise in website traffic, resulting in higher conversion rates and increased lead generation for its sales team.

Casio is not alone in the list of companies that have profited from the collaboration with HubSpot. Other organisations include Talential, Play Play, Agicap, iAdvize, Critizr, and Easiware . These firms have taken advantage of analytics tracking to gain knowledge about their customer journey and refine customer satisfaction based on these insights. The integration features of the platform have also enabled improvements for companies in different fields when dealing with specific scenarios.

The success stories and case studies of HubSpot demonstrate how businesses can take advantage of an all-encompassing CRM solution that meets their requirements. Furthermore, external sources show how InspireConnections used predictive analytics powered by HubSpot’s software to increase participation among their target audience .

The many successful use cases affirm that engaging with a comprehensive CRM suite such as HubSpot will give businesses progressive and creative solutions, backed up by resources like tutorials to make sure a seamless implementation process while reaching desired goals efficiently.

Talentia and HubSpot collaborated for a success story. It highlighted the numerous advantages of comprehensive CRM systems . By integrating customer departments, communication improved. This led to better service and more customer engagement. As a result, Talentia’s retention rate rose significantly.

HubSpot’s analytics enabled Talentia to gauge the success of their marketing efforts. This generated data-driven strategies which increased ROI. Moreover, the HubSpot CMS platform boosted Talentia’s digital presence. Its flexibility allowed them to build landing pages and forms swiftly while keeping brand consistency.

To benefit from HubSpot CRM , companies can look at case-studies.com for strategies. They can analyze common issues and best practices from other industries to customize their approach. In short, HubSpot CRM provides a strong system to streamline communication across departments.

This leads to great customer service and better marketing analytics. Companies can learn from Talentia’s successful implementation strategies to maximize HubSpot CRM’s tools. Get ready to Play Play and level up your marketing and sales strategies!

Play Play is a company that has been featured in HubSpot’s CRM success stories. Therefore, they collaborated with HubSpot for their CRM needs. HubSpot’s CRM features enabled Play Play to improve their marketing, sales, customer service, and website management. Cases studies have proven the positive impact of using this platform for businesses of all sizes.

Play Play adopted HubSpot’s CRM platform to better manage leads and customers. The various tools, like email tracking and automation, allowed them to contact potential customers more efficiently. Data integration helped them make informed business decisions. Additionally, the service and CMS website offered by HubSpot ensured a smooth customer experience.

Using HubSpot CRM provided Play Play with increased visibility and three times faster invoice fulfillment rate. This enabled them to understand how to enhance their business performance further with key metrics measured via the HubSpot software. Within months, Play Play saw substantial growth in terms of leads and income, both from existing clientele and new ones, according to Casestudy.com.

Agicap adds financial wizardry to HubSpot CRM data for businesses such as Play Play.

Agicap have used the HubSpot platform to better their company. They have taken the HubSpot CRM system to trace prospects in the sales process and give tailored, personalized experiences to their customers.

Furthermore, Agicap have taken advantage of integrations with HubSpot CRM , such as email marketing, social media, and report generation tools . These integrations have enabled them to get important insights about their customers and enhance their strategies for marketing, sales, and customer experience.

In the end, Agicap have access to a complete solution for running their business operations effectively, thanks to the HubSpot CRM .

iAdvize ‘s integration with HubSpot CRM offers a unique feature. It leverages customer data from CRM systems to give customers personalized messages and content . This boosts customer satisfaction and conversion rates.

Plus, iAdvize provides advanced analytics and reporting tools . Businesses can use these to measure the effectiveness of engagement strategies. Making data-driven decisions leads to better customer experiences and more profits .

Businesses looking for an all-in-one customer engagement solution should explore iAdvize and HubSpot’s collaboration . Together, they created a powerful platform that allows businesses to engage on multiple channels.

At the same time, they leverage valuable CRM data for maximum impact. iAdvize is a game-changing tool that can transform how businesses interact with customers and drive growth and success.

Critizr has been successful with HubSpot CRM . They provide a customer feedback platform. This allows businesses to get real-time feedback from customers on multiple channels . With Critizr, businesses can use AI-powered analytics to study customer behavior and preferences .

The Critizr and HubSpot CRM partnership is great for both. They create innovative solutions to help businesses better their customer service.

If you want to improve customer experiences in 2023, make sure to use HubSpot CRM and Critizr . You’ll reap the rewards!

Easiware has teamed up with HubSpot , giving them lots of benefits! The main one is data management solutions , which help them to keep customers happy. Plus, powerful reporting features help them track and optimize their marketing campaigns.

Easiware promises personalized services, setting them apart from their rivals. HubSpot has been key to their success – helping them grow their client base. HubSpot CRM tech has been the driving force behind Easiware’s success.

HubSpot CRM Case Studies Showcased by the Company

HubSpot has come up with multiple case studies that showcase success stories across the spectrum of marketing, sales, CRM, service, CMS website, and integration projects . In this section, we’ll dive into the format of HubSpot case studies and learn about the different areas that these success stories cover .

Format of HubSpot Case Studies

HubSpot has a CRM platform with features that help many businesses thrive. They give case studies that show these successes in a structured way. This format displays the issue the firm had, the HubSpot solution, and the outcomes after implementation. This style usually has five sections – overview, challenge, solution, results, and key takeaways .

The size and depth of these bits may differ based on industry or customer goals. The point is to make it easy for customers to see how HubSpot’s CRM and services can help them with similar issues. The format of HubSpot case studies proves effective in showing real-life success stories of businesses who have used their services.

Case Studies for Marketing, Sales, CRM, Service, CMS Website, and Integrations Projects

HubSpot’s case studies are displayed in a two-column tabular format. Project Type and Success Story. Marketing successes include Talentia, Casio for Sales, and iAdvize for CRM . Easiware for Service, Critizr for CMS Website and Play Play for Integrations Projects .

These case studies show how businesses achieved their objectives with HubSpot. Each project’s objective and approach is explained in detail.

CaseStudies.com highlights one example of successful implementation of HubSpot’s CRM platform. The Plant Foundry Nursery & Store, a retail business, used HubSpot to enhance their marketing efforts . This led to a 53% increase in new customers in only six months .

In conclusion, many businesses have used HubSpot to reach their goals. Case studies show how HubSpot’s platform can help businesses maximize their operations .

HubSpot CRM Success Stories from CaseStudies.com

Are you curious to know how companies like Natera , Uberflip , and Powtoon have achieved significant growth with HubSpot CRM ? Look no further!

In this section, we will explore success stories from CaseStudies.com , showcasing how various companies have leveraged HubSpot CRM to increase their revenue and customer base . Get ready to learn from real-world examples and gain inspiration for your own business’s success.

Examples of Companies and Their Success with HubSpot

HubSpot CRM has been hugely successful for businesses in various domains. Many have partnered with HubSpot and seen remarkable results. These success stories can motivate other companies to try the platform. Let’s look at a few:

  • Casio had trouble managing its marketing, sales, and customer service data. But after integrating HubSpot CRM , they centralized their data and streamlined operations.
  • Talentia wanted to engage with more qualified leads, and monitor sales progress. Leveraging HubSpot CRM, they saw a 60% increase in lead generation rate .
  • Play Play sought to manage customer data and team collaboration efficiently. HubSpot CRM helped them centralize their data, automate tasks, and collaborate better.
  • Agicap wanted an all-in-one solution to track and nurture leads through the funnel stages, and provide accurate sales forecasts insights. So, they chose HubSpot.

From MasterCard and Shopify to RiplWorks LLC , many more businesses have used HubSpot. It offers solutions for projects including marketing, sales, CRM, service, CMS, website development, and integration.

The HubSpot Marketing Automation tools generate qualified leads quickly. Easiware, a French customer support software provider, saw a 97% average lead conversion rate increase after using HubSpot.

It’s amazing to see how different companies benefit from the same platform. These success stories show the flexibility and advantages of HubSpot CRM. Forbes Magazine named Hubspot one of the top-performing companies in 202 3, attesting to its success.

Conclusion and Invitation to Try HubSpot CRM Platform

Discover how HubSpot’s CRM platform can help businesses grow in 2023 and beyond. With a wide range of benefits, including increased productivity and more effective customer management , it’s no wonder that so many businesses are turning to HubSpot to streamline their operations.

Plus, with additional resources to help you learn more about how the platform can benefit your business, there’s never been a better time to try HubSpot CRM .

How HubSpot CRM can help businesses grow in 2023

2023 can be a great year for businesses using HubSpot CRM . This essential tool offers features such as contact management, pipeline tracking, and task automation . Companies use it to save time and resources. Plus, it integrates with popular business apps like SalesForce, Zapier, Shopify, and Outlook .

HubSpot CRM is user-friendly . It helps manage sales and marketing from one place. It gives insights into customer interactions across email, social media, and live chat. These data-driven insights are used to create targeted campaigns that focus on customer needs.

Companies like Casio, Talentia, Play play, Agicap, iAdvize, Critizr, and Easiware have benefited from HubSpot CRM. It streamlines operations and improves customer engagement. Plus, its Case Studies provide success stories from different industries .

Digital transformation activities on platforms like HubSpot CRM can help businesses grow this year . Companies should take advantage of its features and integrations.

Benefits of using HubSpot CRM for businesses

Are you searching for a CRM solution that could transform your business? Look no further than HubSpot CRM . This all-in-one platform offers many advantages. Such as:

  • Improved lead and deal management
  • Tracking customer interactions
  • Increased collaboration across sales, marketing and customer service teams
  • Built-in analytics & reporting
  • Integration with other HubSpot tools.

Customized workflows & automation tools can assist businesses in automating processes and delivering personalized customer experiences. Businesses can benefit from insights to identify areas for improvement and promote growth.

One of the unique features of HubSpot CRM is its full integration with other HubSpot tools such as marketing automation, website content management systems, and social media management platforms. This integration allows businesses to manage relationships with prospects and current customers while creating content or tracking customer behavior.

These integrations let businesses create a cohesive inbound marketing strategy that provides seamless experiences for customers. Whether they’re browsing your website or receiving emails, customers will remain engaged.

HubSpot CRM allows businesses to understand their clients’ needs and internal operations. If you want to take your business to the next level, consider implementing HubSpot CRM. This includes real-time analytics and complete integration with billing software.

En savoir plus comment HubSpot can help businesses

HubSpot CRM is the ideal tool for companies wanting to expand and be successful. With its vast selection of features and capabilities, it facilitates the management of customer relations, optimizes marketing efforts, and automates sales processes.

One of the benefits of HubSpot CRM is its capacity to monitor leads, assess sales activities in real-time , and offer top-notch client service. Furthermore, its reporting tools let businesses evaluate the effectiveness of their advertising plans and make informed decisions, increasing efficiency. Additionally, HubSpot CRM can be easily combined with other applications to maximize performance.

To check out how HubSpot can help you, look at a lot of case studies displaying successful partnerships with firms such as Casio, Talentia, and Play Play on various projects like Marketing, Sales CRM CMS Websites & Integrations Projects. These stories provide specific details on how our customers benefited from our software.

To maximize usage of HubSpot CRM, begin by understanding your business objectives and setting up the platform accordingly. It offers plentiful training materials for users – make sure to take advantage of them! Learn more about how HubSpot can assist businesses and power your progress .

Also Read: HubSpot vs Pipedrive

Five Facts About HubSpot CRM Case Study:

  • ✅ HubSpot has collaborated with various companies, such as Casio, Talentia, Play Play, Agicap, iAdvize, Critizr, and easiware, which have seen significant improvements in their business, including a 34% increase in new business and an 8-fold increase in monthly recurring revenue (MRR) after using HubSpot. (Source: HubSpot.fr)
  • ✅ HubSpot offers a CRM platform that can benefit teams, websites, and businesses, helping teams become more connected, websites become more customizable, and businesses become more customer-centric. (Source: HubSpot.com)
  • ✅ HubSpot case studies are showcased in an easy-to-digest format, including sections for brief, challenge, goals, solution, impact, and results, covering HubSpot Marketing, Sales and CRM, Service projects, CMS website projects, and integration case studies. (Source: mo.agency)
  • ✅ Many companies have yielded significant improvements in their revenue, leads, and customer experience, such as AAXIS Digital, Amerifirst, Adolfo Ibáñez, Alsid, and AES International after using HubSpot CRM. (Source: casestudies.com/vendor/hubspot)
  • ✅ HubSpot offers a free invitation to try their CRM platform, which has helped businesses become more customer-centric, teams become more connected, and websites become more customizable. (Source: HubSpot.com)

Introduction to HubSpot CRM

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  5. UX Case Study: How Hubspot Redesigned Their Homepage

    software case study hubspot

  6. How to Create a Case Study That Converts: The Ultimate Guide for

    software case study hubspot


  1. Profit4 ERP Software Case Study: Cotswold Hose & Fittings

  2. Profit4 ERP Software Case Study: Anderson Electrical

  3. HubSpot Case Analysis

  4. I am __ Bike__ Study ___ HubSpot...👉🏍️👈👌

  5. Profit4 ERP Software Case Study: Fix247 Ltd

  6. How Goldratt’s Theory of Constraints applies to digital transformation [CRM software case study]


  1. Case Studies

    A journey towards operational simplicity and marketing, sales, and customer service efficiency with HubSpot. Lean Discovery Group Increases Value of Deals Closed 1,784% With the Help of HubSpot Starter CRM Suite. Glints improves reporting efficiency and increases lead conversion rate by 40% with HubSpot.

  2. Case Studies

    Featured Case Studies. ClassPass Uses CMS Hub to Increase Conversion Rates. Sports & Fitness. Increase Conversion Rates. Integrate Company Data. How WyreStorm Increased Revenue by $300K With HubSpot. Software & Technology. Sales and Marketing Alignment. Integrate Company Data.

  3. How to Write a Case Study: Bookmarkable Guide & Template

    2. Determine the case study's objective. All business case studies are designed to demonstrate the value of your services, but they can focus on several different client objectives. Your first step when writing a case study is to determine the objective or goal of the subject you're featuring.

  4. 28 Case Study Examples Every Marketer Should See

    Include a call-to-action at the bottom that takes the reader to a page that most relates to them. 26. " Bringing an Operator to the Game ," by Redapt. This case study example by Redapt is another great demonstration of the power of summarizing your case study's takeaways right at the start of the study.

  5. Case Studies

    Case Study Library. The HubSpot CRM Platform. All of HubSpot's marketing, sales CRM, customer service, CMS, and operations software on one platform.

  6. Flinks

    Trusted by millions of individuals accessing financial services at world-class companies, Flinks enables businesses to connect to their customers' financial accounts, enrich this data, and utilize it to deliver better digital products. Serving innovators in lending, fintech, digital banking, asset management and insurance, Flinks is a leader in financial data portability, open banking and ...

  7. Media Garcia

    Since streamlining invoices and payments with Commerce Hub, Media Garcia has cut its sales cycle in half. The average time to close a deal has fallen from 68 days to 34, giving the team valuable time back to reach more prospects and earn more revenue. The company's conversion rate has almost tripled, with 42% of deals closed now—up from 15%.

  8. The Essential Guide to Creating Case Studies [Free Template]

    With this helpful kit you'll be able to: Select perfect-fit participants to help your case study shine the spotlight on your product and/or service. Reach out to potential participants and engage them in the process. Devise great questions to ask your perfect-fit participants. Layout the case study in a comprehensive, clear, and informative ...

  9. How Handled Scaled from Zero to 121 Locations with HubSpot

    With the help of HubSpot, Seth and his team scaled Handled from zero to 121 US locations in 37 states in just 18 months. Handled was such a success, it was acquired by UniGroup in early 2021 with plans to provide its digital-first processes to an even broader base of customers through UniGroup companies United Van Lines and Mayflower Transit.

  10. 100 Case Study Interview Questions [Updated for 2020]

    Case study questions about the buying team and internal advocates. Case study questions about customer success. Case study questions about product feedback. Case study questions about willingness to make referrals. Case study question to prompt quote-worthy feedback. Case study questions about the customers' future goals.

  11. A Case Study in HubSpot RevOps

    A Case Study in HubSpot RevOps. Chiara Burns. Published: August 03, 2020. GoSite is a unique client of Remotish, formerly Chief Martech Officer. They have the operational vigor and vision of an enterprise, but the tireless energy of a startup (their motto is "Just GO!"). It's a dynamic that's led to a lot of joint success between them ...

  12. The Ultimate Guide to Marketing Case Studies

    If your interview is going to become a written case study, include the very best quotes. Make it easy to read by separating your information with the help of headers, bulleted lists, images, and bold or italicized text. 3. Incorporate Your Case Study in Your Marketing and Sales Processes.

  13. 16 Important Ways to Use Case Studies in Your Marketing

    14. Include case studies in your lead gen efforts. There are a number of offers you can create based off of your case studies, in the form of ebooks, templates, and more. For example you could put together an ebook titled "A step-by-step guide to reaching 10,000 blog subscribers in 3 months…just like XX did.".

  14. 4 powerful HubSpot case studies of real-world inbound success

    In the first year of this new strategy with HubSpot, they were able to attribute $500,000 in revenue to their organic growth and increase website traffic by 1,100%. 👉 Read the full AIS HubSpot case study. One final word about these HubSpot case studies. Without HubSpot, the above case studies would not have been possible.

  15. Inside Sales Best Practices: HubSpot

    37. Best practices for inside sales managers. An interview with Mark Roberge, VP of Sales at HubSpot, discussing how he blends science and process with the art of selling. HubSpot is a SaaS company selling Inbound Marketing software. HubSpot has grown revenue over 6,000% in the last four years, placing them #33 on the Inc 500 fastest growing ...

  16. HubSpot

    HubSpot is a customer platform with all the software, integrations, and resources you need to connect your marketing, sales, content management, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. Get a demo to learn about our premium software, or get ...

  17. How Zapier and HubSpot Empower Businesses to Do More through Automation

    Olark Manages Live Demos with HubSpot. At Olark, a live chat software, adding a personal touch to sales calls makes a big difference.That's why, as leads roll in, the sales team uses live demos to show off the product and close deals. "Sales at Olark are very much human-based," explains Bill Thompson, Guru of Customer Success.

  18. HubSpot Mastery: 10 Case Studies Showcasing the Power of Strategic

    This blog unveils the prowess of [HubSpot Mastery: 10 Case Studies Showcasing the Power of Strategic Success]. Each case study is a testament to the transformative impact of strategic planning on businesses. Let's explore the power of HubSpot in real-world scenarios, learning from the triumphs of those who have mastered its strategic ...

  19. PDF HubSpot Case Study

    Using LinkedIn Ads, HubSpot has been able to achieve clickthrough rates ranging from 1% to 3% with an average CPC of about $3, "which is actually a fraction of the cost of paid search advertising," Slagen explains. "On traditional PPC search engines, we've seen average CPC rates that are signi cantly higher - as much as three times ...

  20. HubSpot Content Marketing Case Study

    This HubSpot content marketing case study was a learning effort and a fruitful one. The one crucial lesson that we learned from HubSpot's content marketing strategy and its success, is that building credibility among your audience is the key. With honest, authoritative, and high-quality content it is only a matter of time before your brand ...

  21. Cloudflare

    HubSpot's story began in 2004, when its founders Brian Halligan and Dharmesh Shah met as graduate students at MIT. After working with many startups to develop a go to market strategy, and understanding how ineffective the traditional channels had become, they set out to build a software platform which would support a new approach to marketing.

  22. HubSpot CRM Case Study

    Overview of HubSpot CRM features and capabilities. HubSpot CRM is an all-in-one platform that will make revenue growth skyrocket. Its user-friendly interface offers a range of options like email marketing, social media management, and landing page creation. Sales teams can track leads and deals, and manage their pipeline with ease.

  23. Case Study: The HubSpot Expert a Financial Startup Needed

    Pressing Needs. Emles chose HubSpot because it liked how the platform aligned distribution initiatives. As the company was busy preparing and establishing itself in anticipation of its business launch, Emles knew it needed help. It didn't have the bandwidth or HubSpot expertise to independently establish the solution's CRM—an important ...

  24. Apple Car's Crash: Design Details, Tim Cook's Indecision, Failed Tesla

    The inside story is a case study in indecision. ... Software Updates; Manage Products and Account Information; Support. Americas +1 212 318 2000. EMEA +44 20 7330 7500. Asia Pacific +65 6212 1000.