Challenge
Psomagen, a genomics and bioinformatics services provider, had invested heavily in HubSpot Enterprise but recognized that much of the platform's functionality was not being utilized to its full potential. Their team was managing approximately 30,000 marketing contacts and hundreds of thousands of additional records while relying on manual processes for segmentation, lead nurturing, lifecycle management, and deal creation.
The marketing and sales teams faced several challenges:
- Limited audience segmentation, resulting in broad communications rather than personalized outreach.
- Manual processes for moving data between contacts and deals.
- Underutilized automation capabilities within HubSpot.
- Inconsistent lead nurturing across multiple research interests and sales territories.
- Difficulty identifying engaged prospects and prioritizing sales follow-up.
- A need for more sophisticated website conversion experiences and lead capture mechanisms.
Psomagen wanted to create a scalable framework that would improve customer engagement, reduce administrative work, and help sales representatives focus on the most qualified opportunities.
Solution
No Bounds Digital partnered with Psomagen to redesign and optimize critical components of their HubSpot ecosystem.
The project included a comprehensive CRM automation initiative focused on improving lead capture, lead nurturing, lifecycle management, and sales enablement.
Advanced Website Conversion Optimization
No Bounds Digital redesigned Psomagen's website pop-up experience to create more personalized visitor journeys. The new approach leveraged visitor behavior, prior form submissions, and engagement history to present more relevant calls-to-action and newsletter subscription opportunities.
The strategy reduced repetitive experiences for returning visitors while increasing opportunities to capture additional customer information and preferences.
Multi-Path Email Automation
To support multiple audience segments and research markets, No Bounds Digital designed and implemented eight automated nurture workflows.
These workflows included:
- Audience segmentation based on customer attributes and interests.
- Automated enrollment logic.
- Follow-up emails for non-engaged recipients.
- Long-term nurture sequences extending several weeks.
- Conditional branching based on engagement behavior.
- Manual sales touchpoints for high-intent prospects.
- Workflow suppression logic to prevent conflicting sales outreach.
This framework created a repeatable process for future campaign development while supporting personalized communication at scale.
CRM and Data Automation
To eliminate repetitive data entry, No Bounds Digital built automation that synchronized key contact information into associated deals. This provided sales representatives with greater visibility and improved personalization opportunities throughout the sales process.
Additional automation initiatives included:
- Lifecycle stage management workflows.
- Automated deal creation processes.
- Lead qualification logic.
- Contact and deal property standardization.
- Dashboard reporting enhancements.
- Sales activity monitoring and task creation.
Lifecycle and Sales Process Optimization
No Bounds Digital worked with Psomagen to establish clearer customer journey stages and automated progression between those stages. The solution helped identify engaged contacts, trigger sales follow-up activities, and improve alignment between marketing and sales teams.
Custom dashboards were also developed to help leadership monitor pipeline health, identify stalled opportunities, and improve overall sales process visibility.
Knowledge Transfer and Adoption
To ensure long-term success, No Bounds Digital conducted a teach-back session with stakeholders and end users. This enabled the Psomagen team to understand the new workflows, maintain the system, and continue building upon the automation framework after project completion.
Results
Following implementation, Psomagen gained a significantly more scalable and automated HubSpot environment.
Key outcomes included:
- Automated management of tens of thousands of marketing contacts.
- Eight structured nurture campaigns supporting multiple audience segments.
- Reduced manual CRM administration through automated data synchronization.
- Improved lead qualification and lifecycle tracking.
- Greater visibility into sales pipeline activity through custom dashboards.
- More personalized website conversion experiences.
- Increased alignment between marketing and sales operations.
- A repeatable automation framework capable of supporting future growth initiatives.
While specific performance metrics were not publicly disclosed, organizations implementing similar HubSpot automation initiatives commonly experience reductions in manual administrative work of 30–50% and meaningful improvements in lead response consistency and sales efficiency.
Conclusion
Psomagen recognized that HubSpot's capabilities extended far beyond basic contact management and email marketing. By partnering with No Bounds Digital, they transformed their HubSpot Enterprise investment into a more strategic revenue operations platform capable of supporting growth, personalization, and operational efficiency.
No Bounds Digital specializes exclusively in HubSpot implementation, automation, administration, and CRM optimization. As a HubSpot Solutions Partner, No Bounds Digital helps organizations unlock the full value of their HubSpot investment through scalable automation, streamlined processes, and data-driven customer experiences.
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