Blue Outcomes
HubSpot implementation for managing consulting pipeline and client relationships across multiple practice areas.
The Challenge
Blue Outcomes needed a CRM and marketing platform to manage their consulting pipeline and client relationships
As a B2B consulting firm, their sales process involves long relationship cycles with multiple stakeholders across client organizations
The team needed Microsoft 365 consulting alongside their HubSpot implementation to support internal operations and collaboration
HubSpot Implementation & Consulting
Blue Outcomes is a consulting firm managing multiple practice areas — project management, change management, operational transformation, and ERP implementation. Their client relationships span months-to-years and involve multiple stakeholders within each client organization. They needed a CRM that could handle this complexity and a marketing platform to support business development across their practices.
Impact
• Gave a growing consulting firm structured CRM and marketing operations
• Built a pipeline reflecting the consulting sales cycle with proper deal tracking across practices
• Supported internal operations with Microsoft 365 consulting
• Provided nearly a year of ongoing consulting to continuously refine the platform
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