Challenge
Amigo Mobility is a long-established manufacturer of mobility and industrial transportation solutions with multiple business divisions, including healthcare, industrial equipment, retail, and AeroTow aviation products. As the company prepared to transition away from its legacy CRM system, the team needed a scalable and easy-to-use solution that could support several distinct sales processes while remaining manageable for field sales representatives and administrators.
The industrial division was the highest priority because it relied heavily on active pipeline management, field sales coordination, trade show lead tracking, and ongoing follow-up processes. At the same time, the organization needed a CRM structure flexible enough to support its other divisions with simpler account-based relationship management workflows.
The company also faced the challenge of organizing a large amount of historical CRM data, including thousands of accounts, contacts, leads, opportunities, notes, and tasks. Leadership wanted a HubSpot onboarding partner that could help simplify operations, improve visibility into sales activity, and create standardized processes across teams without overcomplicating adoption for users.
Solution
No Bounds Digital partnered with Amigo Mobility to design and implement a tailored HubSpot onboarding strategy focused on usability, scalability, and operational efficiency.
The engagement included a complete HubSpot onboarding and CRM optimization initiative centered around the company’s industrial sales operation while still supporting broader organizational requirements.
No Bounds Digital configured and optimized the HubSpot environment by:
- Completing account setup and technical configuration
- Implementing CAN-SPAM compliance settings
- Customizing branding elements and CRM settings
- Creating custom properties to support segmentation across divisions
- Optimizing contact, company, and deal record layouts
- Building custom views and lists for improved visibility and workflow management
To support the industrial sales division, No Bounds Digital designed a dedicated sales pipeline tailored to field sales operations and lead management processes. The pipeline included workflow automation to help streamline repetitive tasks and improve sales responsiveness, including:
- Automated task assignment
- Deal and record updates
- Notifications for stalled opportunities
- Automated deal creation and assignment workflows
The onboarding also included the creation of meeting scheduling links, sales email templates, and sales sequences to improve outbound consistency and follow-up processes.
To ensure long-term success, No Bounds Digital conducted role-based training sessions for both the industrial sales team and HubSpot administrators. Weekly check-ins and ongoing email support helped maintain project momentum and ensured alignment throughout implementation.
Additionally, No Bounds Digital configured reporting dashboards and analytics to help leadership track conversion rates, lead sources, sales activities, and trade show performance within HubSpot.
Results
Following onboarding, Amigo Mobility gained a significantly more organized and scalable CRM foundation that aligned with the needs of its different business divisions.
Key outcomes included:
- Centralized management of thousands of contacts, companies, leads, and historical records
- Improved visibility into industrial sales opportunities and pipeline performance
- Standardized lead management and follow-up processes for field sales representatives
- Automated workflows that reduced manual administrative tasks
- Better reporting on lead sources, trade shows, sales activity, and conversion performance
- Simplified CRM processes that improved usability and adoption across teams
By focusing the implementation around the industrial division’s most critical sales processes while simplifying workflows for other business units, the onboarding delivered a practical and scalable HubSpot environment that could evolve alongside the company’s growth.
Conclusion
Through a strategic HubSpot onboarding and CRM optimization engagement, No Bounds Digital helped Amigo Mobility modernize its sales operations and establish a more efficient foundation for customer relationship management across multiple divisions.
By combining technical configuration, process optimization, automation, reporting, and hands-on training, No Bounds Digital delivered a HubSpot solution tailored to the company’s operational structure and long-term business goals.
No Bounds Digital is a Diamond HubSpot Solutions Partner specializing exclusively in HubSpot onboarding, CRM administration, automation, and CMS development. The team helps organizations streamline operations, improve sales and marketing performance, and maximize the value of their HubSpot investment through tailored implementation and optimization services.
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