Story
When Deazy engaged Velainn, the main need was not simply “using HubSpot,” but making HubSpot work in a way that matched the business. Deazy was specifically looking for HubSpot experts with experience in standard objects, custom objects, and automated workflows to sync information across Deals, Contacts, and Companies
The client had a few common friction points:
- Sales teams spend too much time updating records manually
- important information lives in different places across the CRM
- sales records become difficult to trust
- reporting becomes less reliable because record relationships are inconsistent
For a business like Deazy, where visibility and coordination matter, this can slow execution and make it harder to maintain an efficient sales process
Solution
Velainn approached the project by focusing on CRM structure, automation, and usability, aligning with its broader specialization in HubSpot CRM implementation, consulting, automation, and lifecycle alignment for B2B tech companies & Professional Service Companies.
The work centered on three priorities:
1. Structuring HubSpot Around Deazy’s Processes
Velainn reviewed how data needed to flow across the core CRM objects — particularly Deals, Contacts, and Companies — and supported Deazy with both standard and custom object expertise. This made it possible to organize information in a way that better matched how the sales team actually worked.
2. Automating Cross-Object Data Sync
A key requirement was workflow automation that could sync information across related records. Velainn used HubSpot automation to reduce manual updates and help ensure the right information appeared in the right place at the right time. That meant less administrative effort for the team and a cleaner operational flow inside the CRM.
3. Improving Sales Efficiency
Rather than treating HubSpot as a static database, the project focused on making it a practical sales system. By improving data consistency and record relationships, Velainn helped create a setup that supported faster execution and clearer visibility for Deazy’s sales operations
We used best practices to enable Sales processes in HubSpot, align them with marketing, and create custom Sales reports showing how each Sales rep performs, deal velocity, and sequences for various cases consisting of emails, tasks, and LinkedIn InMails. When the processes were implemented, we trained sales reps and provided video tutorials on using their HubSpot portal effectively.
