How Tecvalco Achieved 100% Sales Buy-In and Quick CRM Configuration with HubSpot Sales Hub
Looking for a way to centralize disparate data and improve investor reporting, Tecvalco turned to SmartBug’s experts for rapid HubSpot implementation, greatly accelerating the usual web development and data migration timeline to a mere three weeks to drive business results.
The Problem
Messy Spreadsheets Obscuring ROI
Tecvalco manages thousands of product lines across oil and gas, but deals were falling through because the company relied too heavily on outdated spreadsheets for tracking and had no way to prove ROI. As Tecvalco prepared to accelerate growth, its lack of visibility into sales and revenue was turning away otherwise eager investors.
The answer was clear: It was time to move away from manual methods and implement a system that would highlight ROI to draw investors in. Tecvalco tested a few customer relationship management (CRM) tools and agency partnerships, but was still spinning its wheels. What it really needed was one centralized system to handle everything, including:
- Revenue forecasting
- Deal tracking and reporting
- Custom configuration
- Client data import
- Data cleanliness and clarity
- Meeting scheduling
Fortunately, a team member who was familiar with HubSpot recommended the CRM. Tecvalco just needed the right partner, and was drawn to SmartBug Media because of its reputation as a HubSpot Elite Solutions Partner. But the team was also in a crunch, needing to see results significantly faster than a typical data integration project. Could SmartBug step up?
The timing was perfect because I didn't think that we would be ready to make a move so quickly, but because of some of our growth projections and the other relationships that we're building with banks, having access to this type of a system that creates this data availability, came at the right time.
Discovery and Setup
Week 1 →
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Kickoff Planning: SmartBug and Tecvalco aligned on goals, priorities, and an accelerated two-week implementation timeline to meet investor requirements.
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Goal-Setting: Defined two phases—
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Phase One: Customize HubSpot portal (pipelines, dashboards, reports, properties, views).
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Phase Two: Import historical data (parent-child associations, contact/company owners).
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Deep-Dive Discovery & Implementation: Immediate implementation began to meet benchmarks, with questions logged for rapid problem-solving.
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Initial Configuration: Implementation broken into blocks, prioritizing sales team usability.
Implementation & Training
Week 2 →
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Phase One Execution: Sales lists launched to give Tecvalco immediate usability while setup continued in the background.
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Custom Configuration: HubSpot customized to fit Tecvalco’s existing sales flow without disrupting established processes.
Data Import & Training
Week 3 →
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Phase Two Implementation: Historical data imported, giving full visibility into company records.
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Training: Sales team trained on system basics—adding new lines, making changes, and managing CRM independently.
Ongoing Support
Week 4, Onward →
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Continued Training: Adjustments made based on user feedback.
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Supplemental Support: Provided easy-to-follow videos, Q&A sessions, and workarounds for specific challenges to ensure long-term adoption.
The Results
Better Sales Tracking, Unlimited Potential
With SmartBug by its side, Tecvalco completed a HubSpot implementation in just three weeks, customized the CRM for sales, and migrated 688 company records with 98% data accuracy. This strong foundation now streamlines sales workflows and ensures clean, reliable data.
But that’s not all:
Thanks to careful planning and execution, Tecvalco has also opened the door to better investor communication and long-term scalability.
