- Format
- Project snapshot
A phased HubSpot implementation across four operating teams
Historical HCR Software work spanning phased HubSpot implementation, integrations, shared data and reporting, SOPs, training, and adoption.
- Client
- HCR Software
- Industry
- Software
- Updated
Conceptual architecture illustration prepared for this project summary, not a screenshot of the delivered system.
Second Mile worked with HCR Software on a phased HubSpot implementation across marketing, sales, service, and operations. This is historical work. HCR's compensation-planning product is now presented publicly as CompXL.
What the engagement covered
- discovery across the existing processes and technology stack
- a phased implementation spanning CRM, Marketing Hub, Sales Hub, Service Hub, and Operations Hub
- integration of core applications into the HubSpot operating model
- shared data structure, reporting, and cross-team handoffs
- process documentation and standard operating procedures
- group and one-to-one training to support adoption
The engagement was designed to consolidate tools, improve visibility, and give each team a practical way to work inside the same platform.
Published result
The original project material reported a 66% year-over-year increase in deal velocity.
Client perspective
“As we go, your team has helped tremendously and it's outside of deliverables and ROI.”
Jake G.
Current product
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