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![HubSpot](data:image/svg+xml;base64,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)](https://www.hubspot.com/) Menu - Close Search - Products Products - ## The HubSpot Customer Platform All of HubSpot's marketing, sales, and customer service software on one agentic platform. [Free HubSpot CRM](https://www.hubspot.com/products/crm) [Overview of all products](https://www.hubspot.com/products/get-started) - ### Marketing Hub Marketing automation software [Free and premium plans](https://www.hubspot.com/products/marketing) - ### Sales Hub Sales software [Free and premium plans](https://www.hubspot.com/products/sales) - ### Service Hub Customer service software [Free and premium plans](https://www.hubspot.com/products/service) - ### Content Hub Content marketing software [Free and premium plans](https://www.hubspot.com/products/content) - ### Data Hub Data management software [Free and premium plans](https://www.hubspot.com/products/data) - ### Revenue Hub CPQ, billing, and payments software [Free and premium plans](https://www.hubspot.com/products/revenue) - ### Smart CRM AI-powered, flexible CRM software [Learn more](https://www.hubspot.com/products/crm/ai-crm) - ### Small Business Bundle The Starter edition of each product, built for startups and small businesses [Learn more](https://www.hubspot.com/products/crm/starter) - ### Breeze AI agents and features that power the entire platform [Learn more](https://www.hubspot.com/products/artificial-intelligence) - ### AEO (Beta) Answer engine optimization tools that track and improve your brand's visibility in AI results [Learn more](https://www.hubspot.com/products/aeo) - ### HubSpot Marketplace Connect your favorite apps to HubSpot [See all integrations](https://ecosystem.hubspot.com/marketplace/apps) - Solutions Solutions - By Use Case - By Team Size - Why HubSpot? - ## Marketing - ### [Generate leads](https://www.hubspot.com/use-case/generate-leads) Convert visitors into contacts for your database. - ### [Automate marketing](https://www.hubspot.com/use-case/automate-marketing) Create campaigns with automation and AI. - ## Sales - ### [Build pipeline](https://www.hubspot.com/use-case/build-sales-pipeline) Generate a pipeline of high-quality prospects. - ### [Close deals](https://www.hubspot.com/use-case/close-more-deals) Streamline your process and close more deals faster. - ## Customer Service - ### [Scale support](https://www.hubspot.com/use-case/scale-customer-service-support) Support customers at scale with AI and a help desk. - ### [Drive retention](https://www.hubspot.com/use-case/drive-customer-satisfaction) Identify opportunities to improve customer health. - ## Content - ### [Create content](https://www.hubspot.com/use-case/create-content-for-customer-journey) Easily craft content for your audience, with help from AI. - ### [Manage content](https://www.hubspot.com/use-case/manage-content) Organize, update, and distribute content in one place. - ## Startups & Small Businesses - ### [Find and reach customers](https://www.hubspot.com/use-case/find-and-reach-customers) Generate leads through content, AI, and automation. - ### [Grow sales and get paid](https://www.hubspot.com/use-case/grow-sales-and-get-paid-faster) Prospect smarter and automate payments. - ### [Organize customer data](https://www.hubspot.com/use-case/understand-and-organize-customer-data) Unify your team and data on one platform. - ## Artificial Intelligence - ### [Resolve customer queries 24/7](https://www.hubspot.com/products/artificial-intelligence/ai-customer-service-agent) Scale customer service with an AI customer agent. - ### [Automate sales prospecting](https://www.hubspot.com/products/sales/ai-prospecting-agent) Identify and engage high-value leads with an AI prospecting agent. - ### [Research customers faster](https://www.hubspot.com/products/artificial-intelligence/ai-data-agent) Get instant answers about your customers with an AI data agent. ## By Team Size - ### For Small Businesses & Startups HubSpot’s all-in-one Starter Customer Platform helps your growing startup or small business find and win customers from day one. [Learn more about HubSpot’s Starter Customer Platform](https://www.hubspot.com/products/crm/starter) - ### For Enterprises With HubSpot’s integrated Enterprise Customer Platform, you don’t have to sacrifice power for ease of use. [Learn more about HubSpot’s Enterprise Customer Platform](https://www.hubspot.com/products/crm/enterprise) ## Why HubSpot? - ### Why Choose HubSpot? After just one year, HubSpot customers acquire 129% more leads, close 36% more deals, and see a 37% improvement in ticket closure rates. [Learn more about why how HubSpot’s solution is different](https://www.hubspot.com/why-choose-hubspot) - ### Case Studies Explore examples of companies like yours from all over the globe that use HubSpot to unite their teams, empower their businesses, and grow better. [See all case studies](https://www.hubspot.com/case-studies) - ### Spotlight: Product Updates Learn about HubSpot’s featured product releases and announcements in this semi-annual product showcase. [Explore product updates](https://www.hubspot.com/spotlight) - [Pricing](https://www.hubspot.com/pricing/marketing) - Resources Resources - ## Featured Links - [Spotlight: Product Updates](https://www.hubspot.com/spotlight) - [What's New in HubSpot](https://www.hubspot.com/new) - [Why Choose HubSpot?](https://www.hubspot.com/why-choose-hubspot) - [Sustainability](https://www.hubspot.com/sustainability) - ## Community & Events - [INBOUND Event](https://www.inbound.com/) - [Webinars](https://www.hubspot.com/resources/webinar#resource-library-page-headers) - [HubSpot Community](https://community.hubspot.com/) - [HubSpot User Groups](https://www.hubspot.com/hubspot-user-groups) - ## Partners - [Solutions Partner Program](https://www.hubspot.com/partners/solutions) - [Technology Partner Program](https://www.hubspot.com/partners/app) - [Affiliate Partner Program](https://www.hubspot.com/partners/affiliates) - [Education Partner Program](https://academy.hubspot.com/education-partner-program) - [Startup Partner Program](https://www.hubspot.com/startups/partners) - ## Education - [The Loop Marketing Playbook](https://www.hubspot.com/loop-marketing) - [What Is Inbound Marketing?](https://www.hubspot.com/inbound-marketing) - [HubSpot Blogs](https://blog.hubspot.com/) - [Free Courses & Certifications](https://academy.hubspot.com/) - [Ebooks, Guides & More](https://www.hubspot.com/resources) - [HubSpot Knowledge Base](https://knowledge.hubspot.com/) - ## Tools - [Website Templates](https://ecosystem.hubspot.com/marketplace/templates) - [Developer Tools](https://developers.hubspot.com/) - ## Services - [Onboarding](https://www.hubspot.com/services/onboarding) - [Migration](https://www.hubspot.com/services/professional/migrations) - [Premium Support](https://www.hubspot.com/services/premium-support) - [Hire a Solutions Partner](https://ecosystem.hubspot.com/marketplace/solutions) - Products Products - ## The HubSpot Customer Platform All of HubSpot's marketing, sales, and customer service software on one agentic platform. - [__Free HubSpot CRM__](https://www.hubspot.com/products/crm) - [__Overview of all products__](https://www.hubspot.com/products/get-started) - [![195140668528](https://www.hubspot.com/hubfs/assets/hubspot.com/global-navigation/2025/marketing-hub.svg) \ __Marketing Hub__ \ Marketing automation software](https://www.hubspot.com/products/marketing) - [![195146645596](https://www.hubspot.com/hubfs/assets/hubspot.com/global-navigation/2025/sales-hub.svg) \ __Sales Hub__ \ Sales software](https://www.hubspot.com/products/sales) - [![195140668527](https://www.hubspot.com/hubfs/assets/hubspot.com/global-navigation/2025/service-hub.svg) \ __Service Hub__ \ Customer service software](https://www.hubspot.com/products/service) - [![195140649745](https://www.hubspot.com/hubfs/assets/hubspot.com/global-navigation/2025/content-hub.svg) \ __Content Hub__ \ Content marketing software](https://www.hubspot.com/products/content) - [![195289608884](https://www.hubspot.com/hubfs/assets/hubspot.com/global-navigation/2025/data-hub.svg) \ __Data Hub__ \ Data management software](https://www.hubspot.com/products/data) - [![195140609672](https://www.hubspot.com/hubfs/assets/hubspot.com/global-navigation/2025/commerce-hub.svg) \ __Revenue Hub__ \ CPQ, billing, and payments software](https://www.hubspot.com/products/revenue) - [![195146050660](https://www.hubspot.com/hubfs/assets/hubspot.com/global-navigation/2025/smart-crm.svg) \ __Smart CRM__ \ AI-powered, flexible CRM software](https://www.hubspot.com/products/crm/ai-crm) - [![195140649746](https://www.hubspot.com/hubfs/assets/hubspot.com/global-navigation/2025/small-business.svg) \ __Small Business Bundle__ \ The Starter edition of each product, built for startups and small businesses](https://www.hubspot.com/products/crm/starter) - [![178398221210](https://www.hubspot.com/hubfs/assets/hubspot.com/global-navigation/Breeze-Symbol_RGB-Gradient.svg) \ __Breeze__ \ AI agents and features that power the entire platform](https://www.hubspot.com/products/artificial-intelligence) - [![210646671655](https://www.hubspot.com/hubfs/assets/hubspot.com/global-navigation/2025/aeo.svg) \ __AEO (Beta)__ \ Answer engine optimization tools that track and improve your brand's visibility in AI results](https://www.hubspot.com/products/aeo) - [![195140649747](https://www.hubspot.com/hubfs/assets/hubspot.com/global-navigation/2025/app-marketplace.svg) \ __HubSpot Marketplace__ \ Connect your favorite apps to HubSpot](https://ecosystem.hubspot.com/marketplace/apps) - Solutions Solutions - By Use Case - ## Marketing - [Generate leads](https://www.hubspot.com/use-case/generate-leads) - [Automate marketing](https://www.hubspot.com/use-case/automate-marketing) - ## Sales - [Build pipeline](https://www.hubspot.com/use-case/build-sales-pipeline) - [Close deals](https://www.hubspot.com/use-case/close-more-deals) - ## Customer Service - [Scale support](https://www.hubspot.com/use-case/scale-customer-service-support) - [Drive retention](https://www.hubspot.com/use-case/drive-customer-satisfaction) - ## Content - [Create content](https://www.hubspot.com/use-case/create-content-for-customer-journey) - [Manage content](https://www.hubspot.com/use-case/manage-content) - ## Startups & Small Businesses - [Find and reach customers](https://www.hubspot.com/use-case/find-and-reach-customers) - [Grow sales and get paid](https://www.hubspot.com/use-case/grow-sales-and-get-paid-faster) - [Organize customer data](https://www.hubspot.com/use-case/understand-and-organize-customer-data) - ## Artificial Intelligence - [Resolve customer queries 24/7](https://www.hubspot.com/products/artificial-intelligence/ai-customer-service-agent) - [Automate sales prospecting](https://www.hubspot.com/products/sales/ai-prospecting-agent) - [Research customers faster](https://www.hubspot.com/products/artificial-intelligence/ai-data-agent) - By Team Size - ## By Team Size - ![195309752641](https://www.hubspot.com/hs-fs/hubfs/assets/hubspot.com/global-navigation/2025/Small%20Businesses%20%26%20Start%20ups.webp?width=1035&height=450&name=Small%20Businesses%20%26%20Start%20ups.webp) ### For Small Businesses & Startups HubSpot’s all-in-one Starter Customer Platform helps your growing startup or small business find and win customers from day one. [Learn more about HubSpot’s Starter Customer Platform](https://www.hubspot.com/products/crm/starter) - ![195309752642](https://www.hubspot.com/hs-fs/hubfs/assets/hubspot.com/global-navigation/2025/Enterprise.webp?width=1035&height=450&name=Enterprise.webp) ### For Enterprises With HubSpot’s integrated Enterprise Customer Platform, you don’t have to sacrifice power for ease of use. [Learn more about HubSpot’s Enterprise Customer Platform](https://www.hubspot.com/products/crm/enterprise) - Why HubSpot? - ## Why HubSpot? - ![195309752643](https://www.hubspot.com/hs-fs/hubfs/assets/hubspot.com/global-navigation/2025/Why%20Choose%20HubSpot.webp?width=1035&height=450&name=Why%20Choose%20HubSpot.webp) ### Why Choose HubSpot? After just one year, HubSpot customers acquire 129% more leads, close 36% more deals, and see a 37% improvement in ticket closure rates. [Learn more about why how HubSpot’s solution is different](https://www.hubspot.com/why-choose-hubspot) - ![195303448595](https://www.hubspot.com/hs-fs/hubfs/assets/hubspot.com/global-navigation/2025/Case%20Studies.webp?width=1035&height=450&name=Case%20Studies.webp) ### Case Studies Explore examples of companies like yours from all over the globe that use HubSpot to unite their teams, empower their businesses, and grow better. [See all case studies](https://www.hubspot.com/case-studies) - ![191228329371](https://www.hubspot.com/hs-fs/hubfs/spotlight_resized_518x225.png?width=518&height=225&name=spotlight_resized_518x225.png) ### Spotlight: Product Updates Learn about HubSpot’s featured product releases and announcements in this semi-annual product showcase. [Explore product updates](https://www.hubspot.com/spotlight) - [Pricing](https://www.hubspot.com/pricing/marketing) - Resources Resources - ## Featured Links - [Spotlight: Product Updates](https://www.hubspot.com/spotlight) - [What's New in HubSpot](https://www.hubspot.com/new) - [Why Choose HubSpot?](https://www.hubspot.com/why-choose-hubspot) - [Sustainability](https://www.hubspot.com/sustainability) - ## Community & Events - [INBOUND Event](https://www.inbound.com/) - [Webinars](https://www.hubspot.com/resources/webinar#resource-library-page-headers) - [HubSpot Community](https://community.hubspot.com/) - [HubSpot User Groups](https://www.hubspot.com/hubspot-user-groups) - ## Partners - [Solutions Partner Program](https://www.hubspot.com/partners/solutions) - [Technology Partner Program](https://www.hubspot.com/partners/app) - [Affiliate Partner Program](https://www.hubspot.com/partners/affiliates) - [Education Partner Program](https://academy.hubspot.com/education-partner-program) - [Startup Partner Program](https://www.hubspot.com/startups/partners) - ## Education - [The Loop Marketing Playbook](https://www.hubspot.com/loop-marketing) - [What Is Inbound Marketing?](https://www.hubspot.com/inbound-marketing) - [HubSpot Blogs](https://blog.hubspot.com/) - [Free Courses & Certifications](https://academy.hubspot.com/) - [Ebooks, Guides & More](https://www.hubspot.com/resources) - [HubSpot Knowledge Base](https://knowledge.hubspot.com/) - ## Tools - [Website Templates](https://ecosystem.hubspot.com/marketplace/templates) - [Developer Tools](https://developers.hubspot.com/) - ## Services - [Onboarding](https://www.hubspot.com/services/onboarding) - [Migration](https://www.hubspot.com/services/professional/migrations) - [Premium Support](https://www.hubspot.com/services/premium-support) - [Hire a Solutions Partner](https://ecosystem.hubspot.com/marketplace/solutions) - About About - [About Us](https://www.hubspot.com/our-story) - [Careers](https://www.hubspot.com/careers) - [Contact Us](https://www.hubspot.com/company/contact) - [Investor Relations](https://ir.hubspot.com/) - [Management Team](https://www.hubspot.com/company/management) [Start free or get a demo](https://www.hubspot.com/products/get-started) [Log in](https://app.hubspot.com/login) - English Select a language - [日本語](#) - [Deutsch](#) - [English](#) - [Español](#) - [Português](#) - [Français](#) - High Contrast - [Customer Support](https://help.hubspot.com/) - [Contact Sales](https://offers.hubspot.com/contact-sales) - [Case Studies Overview](https://www.hubspot.com/case-studies) - [Directory](https://www.hubspot.com/case-studies/directory) - Marq ![Marq_Logo](https://www.hubspot.com/hs-fs/hubfs/Marq_Logo.png?width=134&height=45&name=Marq_Logo.png) # Marq Migrates From Salesforce, Marketo, & Others to HubSpot Software & Technology 200-1,000 employees ![Untitled design (4)-Jan-11-2022-06-29-47-50-PM](https://www.hubspot.com/hs-fs/hubfs/Untitled%20design%20%284%29-Jan-11-2022-06-29-47-50-PM.png?width=1080&name=Untitled%20design%20%284%29-Jan-11-2022-06-29-47-50-PM.png) - 50% reduction in technology costs - $77,000 estimated annual savings Use Cases - Solutions Partner Implemented/Supported - Sales and Marketing Alignment - Integrate Company Data Products - [Marketing Hub](https://www.hubspot.com/products/marketing) - [Sales Hub](https://www.hubspot.com/products/sales) - [Service Hub](https://www.hubspot.com/products/service) - [Content Hub](https://www.hubspot.com/products/content) - [Data Hub](https://www.hubspot.com/products/operations) ### Story Overview With the help of Elite HubSpot Solutions Partner Aptitude 8, Marq implemented HubSpot CRM while integrating its product database and introducing a new automated quoting process with Operations Hub. Today, Marq is saving an estimated $77,000 per year. ### About Company Marq is an intuitive design and brand management platform used by more than eight million people to create brochures, flyers, social media, posters, business cards, and more. With its user-friendly drag-and-drop templates and collaborative features, it’s become the go-to tool for today's busy marketers. ![HubSpot Video](https://api-na1.hubapi.com/video/v1/public/106919209861/poster?portalId=53) ### 90 Days to Migrate Off a Complex Tech Stack When [Marq](http://marq.com) was acquired by a private equity firm, it had to choose between cloning its parent company’s existing tech stack or starting over with its own solution. Whichever route it chose, the Marq team would have only 90 days to implement—because nothing could be done until the acquisition was announced. The parent company’s existing tech stack consisted of Salesforce, Marketo, Zendesk, Workato, Tableau, Outreach, Groove, Chorus, and other tools, and required eight FTEs to administer it. Chandler Shipley, Director of Sales Strategy and Operations at Marq, worried that Marq wouldn’t have the resources to support the complex tech stack on its own. “Our parent company had four Salesforce admins and four engineers to keep their existing system running,” says Chandler. “Inheriting a clone of that system seemed daunting and risky.” Meanwhile, David Askvig, Director of Marketing Automation at Marq, wanted a solution with seamless integrations. He explains: “Due to the complexity of our systems, Marketo was never fully integrated with Salesforce. Workato passed information in only one direction only from marketing to sales. Zendesk and Salesforce communicated through a Zapier connection. Sales, marketing, and service were on different islands.” The existing tech stack also came with some inherent limits, forcing David and his team to bend the business to comply with system limitations versus tailoring the system to match their business needs. For example, the team had to routinely delete records to keep their database costs manageable. Furthermore, David needed the ability to integrate product data with sales, marketing, and service—a capability that would require customization in whatever solution they chose. Another long-standing issue with the existing tools was customer quoting. “We rolled out Salesforce CPQ, but it was a huge headache,” says Chandler. “It wasn’t built with the needs of our sales reps in mind.” David and Chandler met with a number of outside consultants with limited success until they found [Aptitude 8](https://aptitude8.com/), an Elite HubSpot Solutions Partner. Aptitude 8 listened to David, Chandler, and their teams to help them outline priorities and give an unbiased perspective on Salesforce and HubSpot CRM. “Aptitude 8’s biggest differentiator was its expertise in both Salesforce and HubSpot,” says Chandler. “Their teams dug deep to figure out not just WHAT we wanted to do but WHY we wanted to do it. They really strove to understand the context.” Ultimately, Marq chose to implement the full HubSpot CRM platform, including Sales Hub Enterprise, Marketing Hub Enterprise, Service Hub Enterprise, Operations Hub Professional, and CMS Hub Professional. ### Meeting Complex Enterprise Needs With HubSpot CRM Customizations Once the acquisition was formally announced, Marq and Aptitude 8 sprung into action to meet the 90-day deadline. Unfortunately, [Marq](http://marq.com) couldn’t integrate any new systems with its parent company due to contractual obligations, requiring [Aptitude 8](https://aptitude8.com/) to import all Salesforce data through a manual upload tool—adding another layer of complexity to the implementation. In spite of these additional challenges and tight timelines, the implementation went well. “We weren’t able to have a transition period where both platforms were live,” says Chandler. “Even with the hard cutover, everything went really smoothly with no sales downtime.” Today, Marq has 25 Sales Hub users, five Service Hub users, and several Marketing Hub users. Marq was able to do their own training, not requiring assistance from Aptitude 8, because the teams quickly became comfortable with the HubSpot CRM platform. __Self-service by department heads__ With HubSpot CRM, Marq doesn’t need an eight-person team to administer its platform. Instead, department heads can make the most changes themselves because the platform is so intuitive. “We can solve something or build something in a day or less that would have taken weeks in our old software,” says David. “Our speed to adapt and change processes is way faster.” __Visibility across sales, marketing, and service__ With sales, marketing, and service consolidated on the HubSpot CRM platform, all teams have visibility across all functions. This has been particularly valuable to the sales team: “Sales reps can see everything in the contact record, like which pages people have visited and which emails they’ve opened,” says David. “They have the context of the relationship right there so they can have better conversations with customers.” __No practical limits on database size__ HubSpot CRM has also solved Marq's need for a large database that’s not priced out of reach, eliminating the need to routinely delete records. “With HubSpot, you can pretty much build as big a database as you want by designating marketing contacts,” says David. “We can keep all our users on the platform and routinely mark some as inactive. It’s a huge selling point for SaaS companies with freemium products.” __Plans to integrate real-time product data__ Aptitude 8 is also working with Marq to integrate its product database with sales and marketing using HubSpot CRM’s custom behavioral events (CBEs). Connor Jeffers, Founder, and CEO of Aptitude 8 explains: “We created custom behavioral events for free trial creation and other key product lifecycle events like "viewed docs feature" or "added users" that the Marq product team determined were key steps to customer activation. They’ll not only be able to measure these in HubSpot but also use workflows with CBE triggering to drive specific actions and measure results.” While these CBEs haven’t been rolled out yet, David is looking forward to using their data insights to market and engage in product-led growth strategies in a way he and his team couldn’t before. __Syncing subscriptions with products__ Aptitude 8 also used HubSpot CRM custom objects to create a subscription object populated directly from the Snowflake product database using Hightouch. Consequently, sales get real-time visibility into customer LTV, marketing can upsell existing customers and re-engage churned ones, and customer service can access customer data directly in the CRM. “Before, \[Marq] would have to export CRM and product data, aggregate it, and analyze it,” says Connor. “Now, customer value is all reported out of HubSpot.” __Ultimate flexibility with Operations Hub__ Aptitude 8 is also using HubSpot CRM’s Operations Hub to extend HubSpot’s native functionality to build new processes. For example, Aptitude 8 leveraged a custom-coded action using Operations Hub to extend the native HubSpot quote approval functionality. This allows Marq to manage multiple approvers and teams, using custom logic they couldn't build with out-of-the-box functionality. Aptitude 8’s ability to design and code this functionality was critical to Marq’s success. Aptitude 8 also designed and developed a custom quote template that adheres to Marq's branding guidelines. These templates make it easy for the team to create quotes that are auto-populated from deals, ensuring greater compliance and fewer errors. “Now, our quotes are very structurally sound,” says Chandler. “They also look good and increase our chances of landing the deal.” With Operations Hub, Marq can partner with Aptitude 8 to automate almost anything not available out of the box. “Operations Hub basically unlocks you to automate anything you need,” says Connor. “Instead of Marq bending its business processes to fit HubSpot, we can use Operations Hub to customize HubSpot any way we want.” __A massive improvement over Salesforce-Marketo__ Thanks to Aptitude 8’s customizations, Marq was able to not only replicate what it had with its old Salesforce-Marketo stack in HubSpot CRM but also dramatically improve upon it. “Not only were we able to integrate Marq's product warehouse and sync its subscription data, everything is now interconnected on one platform,” says Connor. “This empowers them to drive product-led growth initiatives and improve upon what they’ve been doing.” ### Saving 50% by Consolidating Sales, Marketing, Service, Operations and Product Data With the assistance of [Aptitude 8](https://aptitude8.com/), Marq was able to consolidate sales, marketing, service, and operations, by its 90-day deadline. It’s also in the process of rolling out CBEs to integrate product data with sales and marketing. David estimates that Marq has reduced its technology costs by 50% when compared to its Frankensteined tech stack of Salesforce, Marketo, Zendesk, Workato, and other tools. Marq is saving $77,000 on annual license fees alone, not to mention the costs associated with administering those tools. Further, the sales team is working deals faster, and department heads are self-serving when changes are needed. Consequently, all the teams are working more efficiently—saving everyone a lot of time. “Tools are only as good as how you use them,” says David. “HubSpot was the perfect fit for our company.” Table of Contents Table of Contents - [90 Days to Migrate Off a Complex Tech Stack](https://www.hubspot.com#90-days-to-migrate-off-a-complex-tech-stack) - [Meeting Complex Enterprise Needs With HubSpot CRM Customizations](https://www.hubspot.com#meeting-complex-enterprise-needs-with-hubspot-crm-customizations) - [Saving 50% by Consolidating Sales, Marketing, Service, Operations and Product Data](https://www.hubspot.com#saving-50-by-consolidating-sales-marketing-service-operations-and-product-data) ![](https://www.hubspot.com/hubfs/Case%20Studies%20Redesign%202025/template_cta_illustration_dark.png) ### Start Growing With HubSpot Today With tools to make every part of your process more human and a support team excited to help you, growing your business with HubSpot has never been easier. 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Teams at Ekol Logistics - 200-1,000 employees - Marketing Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/ekol-logistics) - ![Loop & Tie](https://www.hubspot.com/hs-fs/hubfs/loop%26tie%20logo.png?tie%20logo.png&width=215&height=50&name=loop%26tie%20logo.png%3Ftie%20logo.png) ### Loop & Tie Increases User Acquisition by 51% With the Twilio Segment App for HubSpot - United States - Marketing Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/loop-and-tie) - ![ManoByte](https://www.manobyte.com/hs-fs/hubfs/ManoByte%202020/Images/201609_MB_Logo_NoTagline-01.png?width=200&height=38&name=201609_MB_Logo_NoTagline-01.png) ### ManoByte Revenue Doubles YOY for 4 Years As HubSpot Partner - United States - Marketing Hub - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/manobyte) - ![Lendio](https://www.hubspot.com/hs-fs/hubfs/Lendio_Logo%20%281%29.png?width=215&height=50&name=Lendio_Logo%20%281%29.png) ### Lendio Closes 58% More Deals 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