Case Study

Cleaning the Data Foundation for Smarter Marketing at Peer39

Marketing Hub • Sales Hub • Content Hub • Data Hub

Challenge

Peer39, a leading provider of contextual targeting and brand safety solutions for digital advertising, had invested in HubSpot to support a renewed growth initiative. However, their HubSpot portal had become increasingly difficult to manage due to inconsistent data, incomplete records, unclear workflow structures, and segmentation challenges. Their team was struggling to confidently execute nurture campaigns, maintain database accuracy, and leverage automation effectively.

The organization had accumulated approximately 45,000 contact records, many of which contained incomplete or inconsistent information. Existing workflows lacked standardized naming conventions, customer journeys were not fully automated, and the marketing team had concerns about sending communications to the wrong audiences. These issues created operational inefficiencies and limited the team's ability to launch campaigns with confidence.

Peer39 needed a trusted HubSpot partner that could provide both strategic guidance and hands-on administration to transform HubSpot from a collection of disconnected tools into a reliable growth platform.

Solution

No Bounds Digital partnered with Peer39 to deliver ongoing HubSpot administration, consulting, and optimization services designed to strengthen the foundation of their CRM and marketing operations. The engagement included a comprehensive HubSpot audit, database review, process evaluation, and ongoing portal management.

The project focused on several key areas:

Database Cleanup and Governance

No Bounds Digital reviewed the existing contact and company database, identified opportunities for improved data hygiene, and established best practices for record management. Duplicate records, incomplete data, and inconsistent formatting were addressed to improve overall CRM reliability.

Audience Segmentation and Lifecycle Management

The team developed a clearer segmentation strategy to ensure contacts could be grouped and nurtured appropriately. This created a stronger foundation for targeted communications and reduced the risk of sending irrelevant messages to prospects and customers.

Marketing Automation Improvements

No Bounds Digital evaluated existing workflows and automation assets, identified opportunities for optimization, and implemented more scalable automation processes. This included support for onboarding, customer nurturing, and campaign execution workflows that aligned with Peer39's sales and marketing goals.

HubSpot Administration and User Enablement

In addition to technical improvements, No Bounds Digital provided ongoing HubSpot management, user support, troubleshooting, and training. The team served as an extension of Peer39's internal operations, helping stakeholders better understand HubSpot capabilities and empowering them to use the platform more effectively.

Reporting and Visibility

To support ongoing decision-making, No Bounds Digital designed and maintained reporting structures and dashboards focused on key business metrics. This gave leadership greater visibility into marketing and sales performance while improving confidence in the underlying data.

Results

Through its partnership with No Bounds Digital, Peer39 established a stronger operational foundation within HubSpot and improved the organization's ability to scale marketing and sales activities.

Key outcomes included:

Improved database quality across approximately 45,000 CRM records.
Better audience segmentation and targeting capabilities.
Reduced risk of communication errors and improper email sends.
More organized and scalable workflow architecture.
Increased adoption and confidence among HubSpot users.
Enhanced visibility into marketing and sales performance through customized reporting.
Ongoing access to HubSpot expertise without the need for additional internal resources.

While exact performance metrics were not publicly disclosed, the improvements positioned Peer39 to execute campaigns more efficiently, leverage automation more effectively, and create a more reliable customer experience across the buyer journey.

Conclusion

Peer39 recognized that successful marketing automation begins with accurate data, well-designed processes, and a platform that teams trust. By partnering with No Bounds Digital, the company transformed HubSpot into a more organized, scalable, and strategic asset that supports ongoing growth initiatives.

As a Diamond HubSpot Solutions Partner, No Bounds Digital specializes in HubSpot onboarding, administration, CRM optimization, automation, reporting, and CMS development. For organizations seeking to improve data quality, streamline operations, and maximize the value of their HubSpot investment, No Bounds Digital delivers the expertise and hands-on support needed to drive measurable business results.