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Case Study

Scaling Wholesale Growth with HubSpot Sales Automation

Challenge

Le Prunier, a premium skincare brand known for its plum-based beauty products, was managing relationships across several distinct sales channels, including major retailers, med spas, and independent retailers. As the business expanded, the team needed a centralized CRM strategy that would provide greater visibility into their sales efforts, automate repetitive processes, and connect critical business systems.

The company also required a way to consolidate data from multiple platforms, including Shopify, QuickBooks, ShipStation, ClientPoint, OceanX, and EDI-related workflows. Without a unified system, reporting was fragmented, sales activities were difficult to track consistently, and leadership lacked a single source of truth for customer and revenue data.

Solution

No Bounds Digital partnered with Le Prunier to design and implement a customized HubSpot Sales Hub framework tailored to the company's unique wholesale sales model.

The engagement included the creation of three distinct sales pipelines designed specifically for:

  • Major retail accounts
  • Med spa partnerships
  • Independent and specialty retailers

Each pipeline was configured with up to seven sales stages and supported by extensive automation to streamline sales execution. No Bounds Digital implemented workflows, sequences, task automation, and lifecycle management processes that reduced manual effort while improving pipeline visibility and accountability.

To support operational efficiency, No Bounds Digital optimized HubSpot integrations with Shopify, QuickBooks, ShipStation, and ClientPoint while architecting additional connections through Zapier and Make where native integrations were unavailable. This allowed Le Prunier to consolidate customer, order, and sales data within HubSpot and move closer to a true source-of-truth environment.

The team also developed executive and operational reporting dashboards, giving stakeholders visibility into sales performance, pipeline progression, retailer engagement, and business activity across channels. Finally, No Bounds Digital delivered training and knowledge transfer sessions to ensure the Le Prunier team could confidently manage and expand the system moving forward.

Results

Following implementation, Le Prunier gained a scalable sales infrastructure capable of supporting continued wholesale expansion.

Key outcomes included:

  • Three dedicated sales pipelines aligned with distinct customer segments.
  • More than 60 potential workflow automations implemented across retailer-focused sales processes.
  • Centralized visibility into sales activities, opportunities, and retailer relationships.
  • Improved operational efficiency through connected systems and reduced manual data entry.
  • Consolidated reporting that enabled leadership to monitor performance from a single platform.
  • Faster onboarding and training for team members through standardized processes and automation.

The new HubSpot environment provided the foundation necessary to support future growth while improving sales team productivity and data accuracy.

Conclusion

Le Prunier's investment in HubSpot created a unified framework for managing wholesale growth across multiple customer segments and operational systems. By combining thoughtful CRM architecture, automation, integrations, and reporting, No Bounds Digital helped transform HubSpot into a strategic platform for sales execution and business intelligence.

No Bounds Digital specializes in helping growing organizations maximize the value of HubSpot through CRM implementation, automation, integration strategy, and revenue operations consulting. Whether supporting wholesale brands, manufacturers, professional services firms, or enterprise organizations, No Bounds Digital delivers practical solutions that improve efficiency, increase visibility, and create scalable foundations for growth.

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