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Blog

CRM Built for Execution: HubSpot Setup for a Food Sector Consortium

A consortium in the food sector needed a centralized CRM to support marketing and sales efforts — particularly around trade fair lead capture and follow-up. Valanor was engaged to lead a HubSpot implementation grounded in operational workflows.

Client

INTERGAST

Sector

FOOD

Market

Germany

Date

2023 - ongoing

Technology

Hubspot Sales Hub & Hubspot Marketing Hub

Objective

Deliver a HubSpot implementation using Sales and Marketing Pro Hubs to create a single source of truth for leads and enable CRM automation across sales and marketing processes.

Challenges

The client had no in-house HubSpot experience. Without guidance, they risked misconfigured pipelines, unused features, and poor adoption. Trade fair workflows were especially fragmented, with inconsistent lead capture and follow-up practices.

Approach

Valanor worked closely with client stakeholders to map real-world workflows and align the HubSpot implementation with day-to-day operations. The focus was on practical usability and long-term adoption — not just technical configuration.

Solution

We delivered a complete HubSpot implementation, including:

Contact lifecycle configuration
CRM automation through follow-up workflows and segmentation logic
Email templates and campaign tools
Trade fair lead capture workflows
End-to-end testing, documentation, and hands-on onboarding

Result

The client now operates from a single, reliable CRM system. Manual processes were replaced with automated workflows, improving consistency and freeing up time for higher-impact engagement. The HubSpot implementation now supports both routine and event-driven activities.

Conclusion

A focused HubSpot implementation — grounded in actual workflows — enabled the client to replace fragmented processes with scalable CRM automation. The system was adopted quickly because it was built to serve how the team actually works.

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