--- title: Case Study - Analist description: Case Study about how Velainn helped Analist, a finance platform, with website development, database maintenance, and HubSpot CRM Implementation image: https://velainn.com/hubfs/AI-Generated%20Media/Images/HubSpot%20meeting%20tool.jpeg --- [![HubSpot Experts and HubSpot Implementation Consultants](https://velainn.com/hs-fs/hubfs/%D0%9D%D0%B0%20%D0%B1%D0%B5%D0%BB%D0%BE%D0%BC.png?width=250&height=53&name=%D0%9D%D0%B0%20%D0%B1%D0%B5%D0%BB%D0%BE%D0%BC.png "HubSpot Experts and HubSpot Implementation Consultants")](https://velainn.com/?hsLang=en) En Search toggle - [About](https://velainn.com/about) - [Services](https://velainn.com/services) Services - [Free HubSpot Audit](https://velainn.com/hubspot-portal-audit) - [HubSpot CRM setup](https://velainn.com/crm-implementation) - [HubSpot Administration](https://velainn.com/hubspot-ongoing-support) - Solutions Solutions - [Customer Journey Foundation](https://velainn.com/customer-journey-alignment) - [HubSpot Training](https://velainn.com/hubspot-training) - [Case Studies](https://velainn.com/case-studies) - [Resources](https://velainn.com/resources) - [Blog](https://velainn.com/blog) - [Contact](https://velainn.com/contact) [Follow us on Facebook](https://www.linkedin.com/company/velainncom/) [![HubSpot Experts and HubSpot Implementation Consultants](https://velainn.com/hs-fs/hubfs/%D0%9D%D0%B0%20%D0%B1%D0%B5%D0%BB%D0%BE%D0%BC.png?width=250&height=53&name=%D0%9D%D0%B0%20%D0%B1%D0%B5%D0%BB%D0%BE%D0%BC.png "HubSpot Experts and HubSpot Implementation Consultants")](https://velainn.com/?hsLang=en) - [About](https://velainn.com/about) - [Services](https://velainn.com/services) Services - [Free HubSpot Audit](https://velainn.com/hubspot-portal-audit) - [HubSpot CRM setup](https://velainn.com/crm-implementation) - [HubSpot Administration](https://velainn.com/hubspot-ongoing-support) - Solutions Solutions - [Customer Journey Foundation](https://velainn.com/customer-journey-alignment) - [HubSpot Training](https://velainn.com/hubspot-training) - [Case Studies](https://velainn.com/case-studies) - [Resources](https://velainn.com/resources) - [Blog](https://velainn.com/blog) - [Contact](https://velainn.com/contact) En Search toggle [![HubSpot Experts and HubSpot Implementation Consultants](https://velainn.com/hs-fs/hubfs/%D0%9D%D0%B0%20%D0%B1%D0%B5%D0%BB%D0%BE%D0%BC.png?width=250&height=53&name=%D0%9D%D0%B0%20%D0%B1%D0%B5%D0%BB%D0%BE%D0%BC.png "HubSpot Experts and HubSpot Implementation Consultants")](https://velainn.com/?hsLang=en) - [About](https://velainn.com/about) - [Services](https://velainn.com/services) Services - [Free HubSpot Audit](https://velainn.com/hubspot-portal-audit) - [HubSpot CRM setup](https://velainn.com/crm-implementation) - [HubSpot Administration](https://velainn.com/hubspot-ongoing-support) - Solutions Solutions - [Customer Journey Foundation](https://velainn.com/customer-journey-alignment) - [HubSpot Training](https://velainn.com/hubspot-training) - [Case Studies](https://velainn.com/case-studies) - [Resources](https://velainn.com/resources) - [Blog](https://velainn.com/blog) - [Contact](https://velainn.com/contact) [Follow us on Facebook](https://www.linkedin.com/company/velainncom/) - [English](https://velainn.com/case-study-analist) - [Українська](https://velainn.com/uk/case-study-analist) En Choose your language. What are you looking for? [Book a meeting](https://velainn.com/meetings/anton-tverdokhlib/demo?hsLang=en) [Home](https://velainn.com/?hsLang=en) # How Velainn built a clean and scalable HubSpot foundation for Analist.nl Analist is a versatile investment platform designed to meet the diverse needs of investors and financial professionals. When partnered with Velainn, the goal was to create a HubSpot setup that was clear, reliable, and ready to support future growth. Help the team structure the CRM around clean company and contact data, well-defined lifecycle stages, and practical processes they can actually use day to day.  Service: HubSpot CRM Implementation, IT consulting & Support Industry: Finance & Investment, Professional Service Company Location: The Netherlands Hubs: HubSpot Customer Platform ![IMG\_1248](https://velainn.com/hs-fs/hubfs/IMG_1248.jpeg?width=450&height=600&name=IMG_1248.jpeg "IMG_1248") ## Story Ronald needed help maintaining his Ruby on Rails system, which required a HubSpot CRM to analyze visitors' and leads' behavior, segment leads,  nurture them, and automate marketing. Analist.nl was looking for an IT partner to create a clean, reliable, and scalable CRM foundation that supports a financial information business with clear processes, accurate data, and better day-to-day organization.  ## Solution Velainn's HubSpot CRM Implementation services included structuring lifecycle stages, refining pipelines, organizing contact and company data, improving internal administration, identifying automation opportunities, and setting up practical reporting to enable the team to work with more confidence and less manual effort. The goal was not just to install HubSpot, but to shape it to how Analyst actually works, so sales, service, and operational tasks are easier to manage, information is more reliable, and the system remains useful as the business evolves. We connected HubSpot to the investment websites to provide proper analytics and data integrity.  We have integrated the websites and forms, imported contacts into HubSpot, and created custom properties, including powerful smart properties. The project required multiple integrations and automations through workflows. We've automated processes using HubSpot Smart CRM features and workflows. Velainn keeps on supporting analist.nl HubSpot account and helping Ronald with various HubSpot tasks.  ![HubSpot Sales Hub screen](https://velainn.com/hs-fs/hubfs/HubSpot%20Sales%20Hub%20screen.png?width=600&height=515&name=HubSpot%20Sales%20Hub%20screen.png) ## Results Analist.nl has been receiving HubSpot & IT Support. With accurate lead segmentation and automation, we achieved great results and higher conversion rates throughout the customer journey. The client began receiving powerful analytics that are helping Ronald make informative decisions. Thus, the client got a stronger operational foundation: better visibility, less manual administration, and a HubSpot system that could support consistent follow-up, reporting, and future automation with confidence. Are you interested in knowing how Velainn can improve your company's processes? [Contact us today](https://velainn.com/contact?hsLang=en) ## Velainn Service ![Hubspot](https://velainn.com/hs-fs/hubfs/Hubspot.png?width=600&height=515&name=Hubspot.png) ### HubSpot CRM Implementation Implementing HubSpot CRM means setting it up to fit your business's way of working, including your data, sales pipeline, team roles, handoffs, and reporting. This involves configuring key CRM elements, such as contacts, companies, deals, and tickets; defining properties and connections, customizing pipelines and stages, importing or syncing your data, and adding automation, segmentation, and reporting to ensure the system runs smoothly every day. [Read more about HubSpot CRM Implementation by Velainn](https://velainn.com/crm-implementation?hsLang=en) ## Analist review Previous slide Next slide ![Ronald Kok](https://velainn.com/hubfs/1538067329177.jpeg) 5.0 For years we work with Velainn. Not only we cooperate with Velainn for different Hubspot services but also our total IT work is done with Velainn. Via Velainn we have different IT specialists working on our international platform. Anton delivered us different IT services with which we have worked for years already in special niches like RoR, servers, email, etc. This made it possible for us to get a lot of internal synergies and higher efficiencies. I highly recommend working with Velainn. Ronald Kok, CEO and founder of the Analist- finance platform ## HubSpot CRM Implementation resources ### [![How to Evaluate the CRM Company HubSpot’s AI for Service Businesses](https://velainn.com/hubfs/HubSpot%E2%80%99s%20AI%20for%20Service%20Businesses.png) How to Evaluate the CRM Company HubSpot’s AI for Service Businesses 14 Apr 2026](https://velainn.com/blog/how-to-evaluate-the-crm-company-hubspots-ai-for-service-businesses?hsLang=en) ### [![7 Best CRMs for SaaS Companies (and How to Pick the One That Fits Your Growth Stage)](https://velainn.com/hubfs/7%20best%20CRM%20for%20SaaS_en.png) 7 Best CRMs for SaaS Companies (and How to Pick the One That Fits Your Growth Stage) 01 Mar 2026](https://velainn.com/blog/7-best-crms-for-saas-companies-and-how-to-pick-the-one-that-fits-your-growth-stage?hsLang=en) ### [![What Are HubSpot Credits and How Can They Work for You?](https://velainn.com/hubfs/HubSpot%20Credits.png) What Are HubSpot Credits and How Can They Work for You? 19 Sep 2025](https://velainn.com/blog/what-are-hubspot-credits-and-how-can-they-work-for-you?hsLang=en) ![Logo\_white](https://velainn.com/hubfs/Logo_white.svg "Logo_white") ### We help B2B tech and professional services companies turn HubSpot into a revenue engine   [![Velainn HubSpot Partner](https://velainn.com/hubfs/SVG_platinum-badge-color.svg)](https://app.hubspot.com/ecosystem/6325387/marketplace/solutions/velainn) Receive regular HubSpot best practices you can implement right away     2026 All rights reserved