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Case study
Topics
HubSpot · Websites · Integrations

How VC3 turned HubSpot into a working element of the business

A four-year partnership spanning across web development, HubSpot implementations, integrations, and ongoing support that held steady through an acquisition.

Client
CompuVision
Industry
MSP / cybersecurity
Updated
VC3 logo

Engagement at a glance

Second Mile began with CompuVision in 2019 on a full website rebuild. HubSpot work started in 2020 and carried straight through VC3's acquisition of the business, supporting the combined marketing and sales teams until the brands consolidated in 2023.

Client: VC3, a managed IT and cybersecurity provider serving municipalities, financial organizations and businesses across North America following its 2022 acquisition of CompuVision.

Industry: Managed IT services, MSP and cybersecurity.

Hubs deployed: Sales Hub, Service Hub and Marketing Hub.

Engagement: 2019–2023.

Services provided

  • Website design, development and support
  • HubSpot portal audit
  • Sales and Service Hub implementation
  • Integrations and reporting
  • Training
  • Ongoing maintenance and support

It started with the CompuVision website

The website wasn't contributing to the company's marketing and sales goals. Branding was inconsistent from page to page, the user experience fell short, the hosting and management system needed an upgrade, and the site lacked the marketing practices that turn traffic into pipeline.

100+ pages, rebuilt

A sales- and marketing-focused site covering the company, its services and solutions, and useful resources, plus a separate support website.

A hosting stack that holds

A new server management platform on Kinsta with Cloudflare SSL and CDN, resolving performance issues and IT resources to support the internal team.

Wired to the revenue engine

HubSpot analytics for closed-loop reporting and contact forms connected to the CRM. Every lead landing in the system the sales team actually worked in.

They had HubSpot. They didn't have a HubSpot that worked for the business.

No process for the data

Inconsistent, or missing, processes for managing data inside the platform.

Sales and marketing out of step

The two teams worked the same platform without alignment inside it.

No source of truth

Customer and pipeline data had no single, central home the business could trust.

Reporting leadership couldn't act on

No accurate, detailed reporting rolling up to the executive level.

We started where we always start: an honest audit

A comprehensive review of every tool and asset in the portal, identifying the inefficiencies, gaps and data-cleanliness errors holding the team back. Then we built processes around the company's actual marketing and sales motions.

  • Sales Hub: Custom deal pipelines, deal automations for sales reps, and a HubSpot/PandaDoc integration to speed up quoting.
  • Service Hub: Full implementation, including NPS surveying.
  • Data: Custom properties, list segmentation, an ongoing data hygiene program, and workflows for marketing, sales and hygiene.
  • Reporting: Custom dashboards connecting sales and marketing activity to what executives needed to see.
  • Enablement: Marketing, sales and CRM training sessions, backed by best-practice and process documentation the internal team could rely on.

Audit first. Every scope of work started with what was actually in the portal, not an assumed build.

Connecting HubSpot to the rest of the stack

A CRM only becomes the source of truth when it talks to everything around it. Across the engagement we connected and managed the integrations the sales and marketing teams ran on every day.

  • PandaDoc: Quote and close without leaving the deal record.
  • ConnectWise: The PSA platform at the heart of most MSPs, kept in step with the CRM.
  • Novocall: Website callback requests connected to the rest of the stack.
  • ZoomInfo: Property mapping, reporting on sourced data, and WebSights identifying visiting companies.
  • Microsoft Teams: Sales conversations kept connected to the CRM.
  • WordPress: HubSpot analytics and CRM-connected forms on the site, alongside the Kinsta and Cloudflare stack.

HubSpot, the source of truth: Plus managed list imports, quarterly IP-reversal lists, snippet and template upkeep, and up to four new workflow builds a month under the support retainer.

HubSpot stopped being an island and started being an engine.

Sales reps moved faster

Deal automations, pipelines built around the real sales process, and documented workflows cut the manual work out of daily selling.

Cleaner, more useful data

The hygiene program turned the portal into a source of truth the team could trust and reduced the cost of carrying non-marketable contacts.

Reporting that reached the executive level

Custom dashboards bridged sales and marketing reporting and rolled it up for leadership.

Steady through an acquisition

In their words

They really transformed our HubSpot into a working element of the business, bridging the gap between sales and marketing reporting and then to executive. I would give them a ten.

Cara Bedford, Director of Strategic Marketing, CompuVision

The documentation is unmatched, I've never seen that before... super helpful and amazing.

Courtney Casey, Director of Marketing, VC3

Ready to make HubSpot work for your MSP?

If your portal, or the website feeding it, isn't pulling its weight, we'll start the same way we did here: with an honest audit and a plan built around how your team actually sells.

Talk with Second Mile