---
title: Quest Health Case Study
description: Learn about how Velainn and HubSpot implemented CRM for Tekdana, a US-based IT Service Company
image: https://velainn.com/hubfs/AI-Generated%20Media/Images/HubSpot%20meeting%20tool.jpeg
---

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# How Velainn Helped TekDana Build a More Actionable HubSpot Setup

TekDana is a U.S.- based cybersecurity managed service provider (MSP) using HubSpot as part of its sales and marketing motion. Velainn began working with TekDana in early 2023. The relationship included recurring monthly work, HubSpot guidance, and implementation support tied to website updates, lead capture, onboarding, and operational improvements.

Service: HubSpot CRM Implementation, Consulting & Support, Content creation

Industry: IT Services, MSP, Professional Services

Location: United States

Hubs: Marketing, Sales, Content

![2](https://velainn.com/hs-fs/hubfs/2.png?width=500&height=375&name=2.png "2")

## Story

Tekdana required a system that could help them showcase their web presence and combine sales and marketing into a single, robust platform that could allow their business to grow. Velainn began working with TekDana in early 2023. 

## Solution

### 1. Website and conversion experience improvements

Velainn helped evolve TekDana’s website presence in HubSpot, including landing page work, website updates, and content-oriented improvements. The collaboration also focused on webinar landing pages, blog planning, and ideas to improve organic traffic through ongoing publishing.

### 2. Lead capture and campaign support

Velainn advised TekDana on how to capture and manage leads inside HubSpot, including guidance around forms, lead visibility, and how contacts should flow into the CRM. We helped the marketing team with campaign execution and follow-up processes so the TekDana team could work leads more consistently. 

### 3. Team onboarding and process enablement

Velainn helped TekDana’s team understand how to use HubSpot operationally,  through professional HubSpot onboarding and configuration. That matters because it moves HubSpot from being just a database to being a working system for collaboration and accountability.

### 4. Practical HubSpot strategy within Marketing & Sales plans

Velainn did not just implement blindly - the guidance was tied to TekDana’s subscription. The client received recommendations on what could be done in HubSpot marketing & sales subscriptions, what required stronger automation, and how to avoid unnecessary tool sprawl when something could still be handled within HubSpot.

![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

Velainn helped TekDana turn HubSpot into a more usable operating system for marketing and sales — improving landing pages, lead handling, team enablement, and day-to-day execution while keeping the setup aligned with the client’s business needs.

Are you interested in knowing how HubSpot can improve your company's processes?

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

## Tekdana review

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![Damien](https://velainn.com/hubfs/1548261651563.jpeg)

 5.0

 I love working with Anton, and will work with him again! Does a fantastic job within HubSpot and managing the workflows and marketing contacts.

 Damien Lanza, Vice President at TekDana

## Services & Products used

![CRM contact details](https://velainn.com/hs-fs/hubfs/CRM%20contact%20details.png?width=600&height=515&name=CRM%20contact%20details.png)

### HubSpot CRM Implementation

HubSpot CRM implementation is an objective-based onboarding of your business processes, employees, and data using HubSpot software. It can include HubSpot training, Migration from another CRM, Choosing the right Hubs, and more.

[Read more](https://velainn.com/crm-implementation?hsLang=en)

## 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)

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