CRM Setup & Rollout: How We Helped Detectamet Transform Sales and Marketing with HubSpot
Project Overview:
Sometimes, the tools are there, but the systems don’t talk.
Detectamet, a global manufacturer in the food and pharma supply chain, had chosen HubSpot as its CRM platform. The goal was clear: unify sales and marketing around a shared view of the customer.
But choosing the software is the easy part.
The real challenge? Getting it set up in a way that actually works for your business.
Getting started with HubSpot the right way
Rather than rushing into configuration, we started with what mattered:
How do the sales team work day to day? What does marketing need to see? What should automation actually do?
With that, we built a phased rollout – starting with the UK team – focused on delivering a clean, usable MVP of the CRM.
What we implemented
This wasn’t just a default install. We tailored HubSpot around Detectamet’s real business needs.
Here’s what we put in place:
- A custom deal pipeline that matched their sales stages
- Contact and company segmentation by account status and industry
- Lifecycle stage mapping to trigger marketing automation
- Lead capture forms, pop-ups and embedded CTAs
- Dashboards for both sales and marketing performance
- Integration points with Magento and Sage 200 (via a custom API)
- Full migration from Mailchimp to HubSpot marketing tools
We also ran team training sessions, wrote custom guides and supported the early campaigns to make sure the platform actually got used – and delivered value.
The tech setup
Quick overview of what was running under the hood:
- CRM: HubSpot Sales & Marketing Hub
- Integrations: Sage 200 (custom API), Magento, Mailchimp
- Automation: Lifecycle emails, lead scoring, deal-based workflows
- Reporting: Custom dashboards for key performance tracking
- Training & Adoption: Pilot onboarding + documentation
What it changed
Once the CRM went live, the difference was immediate.
- Sales had better visibility on accounts and pipelines
- Marketing could build campaigns based on real customer behaviour
- Follow-ups were smarter, faster and better timed
- The business had a scalable platform they could expand across regions
This was lightyears away from a simple CRM install. It marked a sea-change in how Detectamet communicated with their customers.
How it connected to the API build
Of course, the CRM wouldn’t be half as effective without the custom API behind it.
That integration was crucial – bringing Sage 200 customer and transaction data into HubSpot, powering automation and reporting from day one.
👉 Want to see how the custom API was built?
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