Challenge
Bisly, a fast-growing smart building automation company, needed a CRM platform that could support its expanding sales operation while maintaining visibility into key performance metrics. As the company scaled, leadership wanted a more structured approach to managing opportunities, tracking recurring revenue, measuring sales performance, and reporting on business growth.
The team also required customized dashboards capable of measuring performance beyond traditional sales metrics. They wanted to track revenue, units sold, square meters deployed, and goal attainment across multiple sales representatives. At the same time, they needed a cost-effective path to adopting more advanced HubSpot functionality without overextending resources.
Solution
No Bounds Digital partnered with Bisly to guide the company's HubSpot adoption strategy and maximize the value of its investment in the platform.
The engagement began by helping Bisly evaluate and implement HubSpot Sales Hub Professional, ensuring the company had access to the tools necessary to support a growing sales organization. No Bounds Digital worked closely with Bisly's leadership team to identify available startup-related incentives and secure significant savings on HubSpot licensing, making advanced CRM capabilities more accessible.
Following implementation, No Bounds Digital provided strategic guidance on:
- CRM configuration and sales process alignment
- Sales dashboard planning and KPI development
- Revenue and recurring revenue reporting
- Goal tracking for both financial and operational metrics
- Pipeline visibility and forecasting
- Data management best practices
- Ongoing HubSpot optimization and user support
As Bisly's use of HubSpot matured, No Bounds Digital continued serving as a trusted advisor, helping the team evaluate opportunities for additional automation, database management improvements, and advanced Operations Hub functionality.
Results
The collaboration provided Bisly with a scalable CRM foundation capable of supporting continued growth and improved sales visibility.
Key outcomes included:
- Successful implementation and adoption of HubSpot Sales Hub Professional
- Significant reduction in software acquisition costs through strategic licensing guidance
- Centralized sales reporting and performance management
- Enhanced visibility into recurring revenue and pipeline health
- Custom KPI tracking aligned with the company's unique business model
- Improved ability to measure performance across revenue, units, and deployment metrics
- Access to ongoing HubSpot expertise without the cost of a full-time CRM specialist
By leveraging HubSpot's reporting and automation capabilities, Bisly gained a more data-driven approach to managing sales performance and business growth.
Conclusion
As Bisly continued expanding its smart building technology solutions, it needed systems that could scale alongside the business. No Bounds Digital helped deliver that foundation by combining HubSpot expertise, strategic consulting, and practical implementation support. The result was a more structured sales operation, stronger reporting capabilities, and a platform capable of supporting future growth.
About No Bounds Digital
No Bounds Digital helps organizations unlock the full value of HubSpot through CRM implementation, automation, data management, reporting, and revenue operations consulting. From startup software companies to global organizations, No Bounds Digital partners with clients to build scalable systems that improve visibility, streamline operations, and drive measurable business outcomes.
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