---
title: Case Study - Praisidio
description: Read about how Velainn and HubSpot streamlined and automated marketing operations for Praisidio and boosted marketing results and efficiency
image: https://velainn.com/hubfs/3.png
---

[![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)

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[![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)
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    - [Customer Journey Foundation](https://velainn.com/customer-journey-alignment)
    - [HubSpot Training](https://velainn.com/hubspot-training)
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[![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)
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    - [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)
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# How Velainn helped Praisidio optimize its HubSpot portal and provided ongoing support

Praisidio is a tech company (SaaS) that provides HR Managers and CEOs with immediate, comprehensive insights into their employees. The relationship between Praisidio and Velainn started in May 2022. HubSpot engagement included campaign setup, contact imports, list building, marketing contact management, data cleanup, segmentation, nurture support, and hands-on troubleshooting.

Service: HubSpot ongoing support & optimization

Industry: Computer Software/B2B tech

Location: United States

Hubs: Marketing

![Praisidio - hubspot marketing automation](https://velainn.com/hs-fs/hubfs/3.png?width=500&height=375&name=3.png "Praisidio - hubspot marketing automation")

## Story

Praisidio was looking for a HubSpot specialist to establish their software setup almost from the ground up. While they also wanted to integrate with Salesforce, the primary focus was on marketing automation. They had designers ready to assist with email templates and landing pages, but required a HubSpot expert to initiate their operations. Praisidio was actively running event promotion, webinar follow-up, nurture campaigns, and outbound email programs, but they needed help with segmentation, campaign execution, list hygiene, marketing contact management, and the cleanup of duplicate or incomplete records.  They also needed practical support quickly, including quick fixes and live working sessions when issues arose. 

## What Velainn delivered

### 1. Campaign implementation and launch support

Velainn helped Praisidio build and execute HubSpot campaigns tied to live business initiatives, including event promotion and follow-up sequences.

- creating campaign lists,
- creating highly segmented lists for marketing campaigns,
- creating email templates and consulting on the best practices to send automatic emails, including A/B tests
- created nurturing workflows,
- Lifecycle Stage alignment and hand-off process
- refining subject lines, preview text, and campaign copy before deployment.

### 2. Contact import, segmentation, and audience management

Velainn also handled the operational side of implementation, including importing contacts, updating existing records, and organizing campaign audiences in HubSpot. In one campaign.

### 3. Data cleanup and CRM hygiene

A major part of the work was improving CRM quality to ensure campaigns ran cleanly. Velainn scrubbed lists, removed unengaged companies that pull the email responsiveness down, configured bounced and unsubscribed contact segments, corrected missing or malformed first names with the help of Data Quality features and automations, and enriched records for better segmentation and email deliverability.

### 4. Marketing contact and list strategy

Velainn helped Praisidio differentiate between marketing and non-marketing contacts and decide which contacts should be included in specific sends.That matters in HubSpot because it affects both deliverability and cost control.

### 5. Ongoing advisory and live HubSpot support

Velainn continued providing ongoing HubSpot support and consultation for Praisdio to get more from HubSpot, created monthly audits to identify gaps in using various HubSpot features, and configured them in line with best practices.

## Results

- campaigns were built and launched on schedule, with a focus on clean data and deliverability
- Campaign audiences were segmented more precisely, +37% in open rates and +21% in conversion rates
- Praisidio saved costs on using the right Marketing contacts, data quality increased (duplicates merging, data enrichment, lifecycle stage automations)
- Praisidio got more from HubSpot Marketing Hub and higher ROI from HubSpot investment
- Praisidio had a hands-on HubSpot partner available for implementation, troubleshooting, and ongoing optimization.

Are you interested in improving your Marketing operations in HubSpot?

[Contact us today](https://velainn.com/contact?hsLang=en)

## Main Velainn Service used for this case study

![Workflow - marketing automation](https://velainn.com/hs-fs/hubfs/Workflow.png?width=600&height=515&name=Workflow.png)

### HubSpot ongoing support & optimization

Velainn helped Praisidio strengthen its HubSpot implementation by building and launching campaigns, segmenting event audiences, importing and organizing contacts, cleaning CRM data, and providing ongoing hands-on support so the Praisidio team could execute HubSpot programs with more confidence and less friction.

[Learn more about HubSpot ongoing support service by Velainn](https://velainn.com/hubspot-ongoing-support?hsLang=en)

## Praisio team review

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![Irwin](https://velainn.com/hubfs/1516292352663.jpeg)

 5.0

 Anton has a deep knowledge of HubSpot and is willing to jump in to solve any problem. He helped us implement both HubSpot CRM and Marketing and customize both modules for our needs and he offered a lot of strategic advice along the way. Anton is a great communicator and our team always knew we were in good hands. I had no hesitation in pulling him into meetings with anyone and everyone at our company. We are very grateful to work with him.

 Irwin Soonachan, CMO at Praisidio

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