Full HubSpot Enterprise Implementation
The Challenge
Galtra Solutions was building a company from the ground up to serve the mission-critical data center market. They had no centralized platform for marketing, sales, or operations. They needed the full suite — a website, a CRM with structured sales processes, a way for vendors to collaborate securely, and a team trained to use all of it.
What We Did
Website — HubSpot Content Hub
Built a "launchpad site" on HubSpot Content Hub — a focused, professional website designed to launch quickly and iterate over time rather than waiting months for a perfect build. Key elements:
- Responsive design aligned with Galtra's brand
- SEO-optimized pages for data center infrastructure services
- Blog and content publishing capabilities
- Training for the marketing team to manage content independently
CRM & Sales Pipeline — Sandler Integration
Implemented the Sandler selling methodology within HubSpot's sales infrastructure:
- Built custom deal pipeline stages mapping to Sandler's process steps
- Created custom properties to capture Sandler-specific data points
- Configured playbooks for sales team guidance at each stage
- Set up multiple pipelines for different business units (manufacturing, sub-consulting)
- Implemented automation for deal stage transitions and notifications
- Coordinated with the external Sandler consultant — they defined the process, while the technical implementation and HubSpot configuration was done on the Tactic side
Vendor Portal
Implemented a secure, authenticated portal for external vendors and partners:
- Contact-based access control (no self-registration)
- Document and resource hosting
- Access group management for different vendor tiers
- URL and security configuration to prevent unauthorized access
Team Training
Delivered hands-on training across all HubSpot hubs:
- Marketing: Content Hub page building, campaign creation, email marketing
- Sales: Deal pipeline management, playbook usage, contact and company management
- Operations: Reporting, list management, workflow basics
- LinkedIn integration: Guidance on connecting LinkedIn activity with HubSpot
Technologies
Outcome
Galtra went from zero HubSpot presence to a fully operational enterprise platform in approximately three months. The team launched a professional website, had a structured sales process integrated with their Sandler methodology, and could collaborate with vendors through a secure portal — all while being trained to operate the system independently. The multi-pipeline setup gave leadership visibility into different business unit performance from day one.
Let's build something that works.
No pitch decks, no sales process — just a straightforward conversation about what you're dealing with and whether we can help.
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