Case Study

European DNA manufacturer saves 4 hours a week and better budgeting with No Bounds

Data Hub • Marketing Hub • Sales Hub

Challenge

The organization had an existing HubSpot + Salesforce setup but struggled with unreliable reporting and low confidence in their pipeline metrics. Marketing and operations teams were routinely using manual processes to reconcile funnel metrics and campaign performance. At the same time, contacts and lifecycle-stage logic were producing double-counting and mismatches between HubSpot and Salesforce, which reduced trust in revenue and pipeline numbers.

Challenges that we addressed:

Manual reporting overhead: the client was spending roughly four hours per week preparing reports that could be automated if the data was accurate.
Double-counting and stage logic: reports used a historic lifecycle-stage filter that captured anyone who had ever been a stage (MQL, SQL, etc.), causing multi-counting of the same contacts across time and campaigns.
Poor sync hygiene: bad contacts and incorrect lifecycle changes were syncing to Salesforce, creating mismatches and friction between sales and marketing.
Lack of campaign-level visibility: the client required campaign dashboards for two priority campaigns with end-to-end funnel metrics and conversion rates.

Solution

We delivered a phased solution focused on data integrity, automation, and campaign visibility.

Data hygiene & sync fixes

Updated sync rules so only valid, qualified contacts sync to Salesforce, eliminating the “bad contacts” problem.
Replaced the historic date entered reporting filter with logic that reflects current lifecycle stage or event-based qualification to avoid historic multi-counting.
Validated field mappings and stage definitions for contacts, lifecycle stages, and opportunities to ensure parity between HubSpot and Salesforce.

Automated reporting

Built Key Metrics Dashboards that automatically report: Total Leads, Total MQLs, Total SQLs, Total Opportunity Value, and Total Closed-Won. Reports were explicitly designed to show whether numbers represent current counts or historical “ever-been” counts to prevent misinterpretation.
Implemented conversion-rate calculations across the funnel (Leads → MQLs → SQLs → Opportunities → Closed-Won) both in aggregate and by campaign.
Created separate Campaign Dashboards for the two priority campaigns each showing the full funnel, conversion rates by stage, campaign-level opportunity value, and closed-won attribution.

Technical requirements met

Bidirectional data sync between HubSpot and Salesforce for contacts, lifecycle stages, and opportunities.
Consistent field mappings and stage definitions across both systems.
Campaign attribution preserved through the funnel (HubSpot Campaign ID and Salesforce campaign association).
Dashboards were dynamic and fully automated, requiring no manual exports or spreadsheet manipulation.

Results

Time savings: approximately 4 hours saved per week through automation of manual reporting tasks.
Trusted data for planning: corrected lifecycle criteria and validated mappings gave leadership confidence in pipeline and opportunity figures, enabling accurate budgeting and strategic decisions.
Clear campaign ROI: campaign dashboards for two key campaigns provided clean lead-to-revenue attribution and conversion insights, enabling rapid optimization of marketing spend.
Reduced friction between teams: sales and marketing aligned around shared metrics because the sync and stage definitions now matched across systems.