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[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) - ### Agent Hub Your central home for building and managing AI agents across the platform [Learn more](https://www.hubspot.com/products/artificial-intelligence) - ### Small Business Bundle The Starter edition of each product, built for startups and small businesses [Learn more](https://www.hubspot.com/products/crm/starter) - ### 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 - [UNBOUND Event](https://unbound.hubspot.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) - [ \ __Marketing Hub__ \ Marketing automation software](https://www.hubspot.com/products/marketing) - [ \ __Sales Hub__ \ Sales software](https://www.hubspot.com/products/sales) - [ \ __Service Hub__ \ Customer service software](https://www.hubspot.com/products/service) - [ \ __Content Hub__ \ Content marketing software](https://www.hubspot.com/products/content) - [ \ __Data Hub__ \ Data management software](https://www.hubspot.com/products/data) - [ \ __Revenue Hub__ \ CPQ, billing, and payments software](https://www.hubspot.com/products/revenue) - [ \ __Smart CRM__ \ AI-powered, flexible CRM software](https://www.hubspot.com/products/crm/ai-crm) - [ \ __Agent Hub__ \ Your central home for building and managing AI agents across the platform](https://www.hubspot.com/products/artificial-intelligence) - [ \ __Small Business Bundle__ \ The Starter edition of each product, built for startups and small businesses](https://www.hubspot.com/products/crm/starter) - [ \ __AEO (Beta)__ \ Answer engine optimization tools that track and improve your brand's visibility in AI results](https://www.hubspot.com/products/aeo) - [ \ __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 -  ### 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 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 - [UNBOUND Event](https://unbound.hubspot.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) - Sandler  # How Sandler Transformed its Internal Go-to-Market Strategy with Sales Hub Professional Services 200-1,000 employees  - One FTE freed up from manual data collection - 50% rep adoption rate increase YoY - Hitting Quotas ahead of schedule Use Cases - Large Sales Teams - Boost Sales Products - [Sales Hub](https://www.hubspot.com/products/sales) ### Story Overview While Sandler has earned a reputation for its successful sales and management methods, an intriguing paradox existed: the organization's sales team didn’t have the right tools to drive them towards their revenue goals. Find out how Sandler shifted their approach, aligning its internal actions with its proven methods, and redefined its path to excellence. ### About Company Sandler is the leading global sales professional development and performance improvement organization responsible for empowering over 50,000 sales professionals and leaders each year to master the craft of selling. ### __The problem__ ## __Aligning internal practices with external excellence__ Sandler is famously known for introducing *The Sandler Selling System*, a training methodology focused on improving sales techniques and customer interactions.  “We train sales teams to perform at the highest level with best practices,” says Michael Norton, EVP of Sales at Sandler. “People expect our sales team to be the gold standard.” Given Sandler's industry leadership in performance improvement and training, it’s natural to assume their internal go-to-market approach mirrored the best practices they preached to their clients. However, an honest self-appraisal at Sandler revealed that there was work to be done internally when it came to their tech stack. Sandler previously embraced the use of many tools to support their sales strategy, yet the accumulation of tools didn't necessarily yield better outcomes. “We had six different tools people had to log into,” says Michael. “And none of them were integrated, so reporting was difficult.” Reps found the process of logging their sales activities in multiple tools cumbersome. As a result, only a few reps would allocate time for it, leading to limited data input and minimal insights gained. It was clear that Sandler needed to make a change. This transformation called for a robust system that could flawlessly uphold and propel the very strategy they were championing to others.   ### __The solution__ ## __Propelling a modern Go-To-Market strategy with Sales Hub__ The transformation started when Sandler honed in on the *right* tools and the *right* activities at the *right* times.  With the introduction of Sales Hub, Sandler's sales team has effortlessly translated their strategic methodology into a practical and actionable reality for their organization.   ### __Prospecting smarter__ ## __Engaging in relevant and timely conversations__ The Sandler method places a strong emphasis on customer-centric conversations. And although the sales team is extensively trained in conducting these conversations, they struggled to obtain insights into prospects’ engagement with their content. This information gap led to uncertainty and impersonal conversations, as the sales team had to rely on speculation rather than concrete data.  Now, the team benefits from comprehensive engagement tracking. Reps receive automatic notifications as soon as a prospect engages with content, whether it’s on the website or through an email. “Understanding where a prospect is in the buyer's journey, with the ability to see what content they've viewed and clicked on recently, has made conversation with them a lot more relevant. We’re able to meet prospects where they are rather than just taking a shot in the dark,” explains Jackson Mead, Enterprise Account Executive at Sandler.   ## __Streamlining activity tracking and logging__ Tracking and logging sales activities is just as essential to understanding what’s working in Sandler’s sales strategy and what’s not. Previously, sales reps needed to log calls manually into different systems. Now, the process is entirely streamlined with automated call tracking and logging. “Before, you didn’t really know who took a meeting and who didn’t. With Sales Hub and its ability to integrate with Zoom, all meetings are tracked and logged automatically. I don’t ever have to think about it.” Apart from call tracking, reps track and log their activities in one place. This streamlined setup facilitates effortless monitoring at every level. And the inherent intuitiveness of Sales Hub has encouraged reps to update their activities more consistently. As a result, Sandler has witnessed a 50% adoption rate increase year-over-year - a testament to HubSpot’s ease of use and the quick and practical insights it delivers.   ## __Enhancing seller productivity__ Reps often have limited time to dedicate to menial tasks, and switching between tools can be a pain. With a prospecting workspace, salespeople can stay focused on a single view of their prospecting work, with the tools and data they need to update, analyze, and execute conveniently located in one place. “The prospecting workspace really aids in rep productivity with the accessibility of everything in one spot,” says Jasmine Lecky, Sales Operations Specialist.  Jackson adds, “It keeps me accountable for the things I need to do, such as phone calls, emails, and LinkedIn outreach.” ## __Saving valuable time on email outreach__ The sales team used to invest a ton of effort on prospect outreach using a manual one-to-one approach.  “Before, reps struggled to come up with the right volume and cadence for email outreach,” says Emily Reggia, Enterprise Marketing Manager. “With automated sequences, they can now quickly identify who is actually interested with a broader approach, involving less time and effort.”  Jackson, in particular, benefited significantly from automated sequences. In his previous role as a Business Development Rep (BDR), he hit his quotas way ahead of schedule.  He explains, “Building out these sequences strategically, sending everything out automatically, optimizing my strategy, and measuring the impact of my outreach at every step has been a game-changing enhancement to my sales approach.” ### __Scaling insightfully__ ## __Prioritizing deals effectively__ The ability to simplify data interpretation for Sandler’s sales leaders is crucial to streamlining their decision-making process, optimizing their go-to-market strategies, and driving more effective sales outcomes.  Instead of constantly reaching out to colleagues in finance or accounting, they can simply view a dedicated dashboard and instantly get a window on the distribution of deals in different stages. What’s more, they are prioritizing their time on high-value activities. “There's been a noticeable drop in deals experiencing delays,” says Jasmine. “We’re investing less time in deals that don't pan out, allowing us to redirect our efforts towards prospecting and other activities that directly contribute to positive outcomes—especially in terms of securing successful deals.” ## __Predicting revenue more accurately__ “Our forecast calls used to be located across multiple systems,” recalls Jackson. “There was one person dedicated to regularly collating data from six different tools to compile reports for leadership,” adds Kerri Martinek, Head of Marketing at Sandler. “The process was time-consuming, labor-intensive, and failed to tap into that employee's full range of talents.” Sales Hub has brought about a remarkable advancement in forecasting capabilities at Sandler.  The sales team can accurately gauge the likelihood of successfully closing deals. And that employee previously responsible for consolidation is now freed up to dive into more interesting projects that help propel the business forward. Jasmine affirms, "Sales Hub empowers us with the means to create more precise forecasts, fine-tune our strategies, and navigate the complexities of sales with a heightened sense of assurance." Thanks to the ability to predict revenue more accurately, Sandler has been able to make strong business decisions and further scale their business. ## __Targeted coaching and support__ In addition to leveraging data for improved revenue prediction and deal prioritization, the sales team has also identified coaching opportunities at scale.  Now, with conversation intelligence and the ability to view all activities in a single location, managers can easily identify performance patterns and areas for improvement.  “Sales Hub is a great coaching tool because you can see each rep’s activities on a really granular level,” says Kerri. “We can listen to their calls and capture voice data; we can see what their cadence looks like, so we can assess what's working for them and what's not.” ### __Looking into the future__ Sandler has already achieved great success with Sales Hub and is continuing to look for new ways to grow and expand their usage and use cases.  The team is especially excited about tapping into AI-assisted selling with content assistant as well as sequences for growing existing accounts.  “Having the AI content assistant baked into HubSpot is going to be so much more convenient for not only sales but even us on the marketing side, so we’re really looking forward to diving into it,” says Emily.  Jackson adds, “We'd like to expand our use of sequences beyond just the prospecting use case and use it to grow accounts. It’ll certainly make our lives a lot easier.” Table of Contents Table of Contents - - [The problem](https://www.hubspot.com#the-problem) - [Aligning internal practices with external excellence](https://www.hubspot.com#aligning-internal-practices-with-external-excellence) - [The solution](https://www.hubspot.com#the-solution) - [Propelling a modern Go-To-Market strategy with Sales Hub](https://www.hubspot.com#propelling-a-modern-go-to-market-strategy-with-sales-hub) - [Prospecting smarter](https://www.hubspot.com#prospecting-smarter) - [Engaging in relevant and timely conversations](https://www.hubspot.com#engaging-in-relevant-and-timely-conversations) - [Streamlining activity tracking and logging](https://www.hubspot.com#streamlining-activity-tracking-and-logging) - [Enhancing seller productivity](https://www.hubspot.com#enhancing-seller-productivity) - [Saving valuable time on email outreach](https://www.hubspot.com#saving-valuable-time-on-email-outreach) - [Scaling insightfully](https://www.hubspot.com#scaling-insightfully) - [Prioritizing deals effectively](https://www.hubspot.com#prioritizing-deals-effectively) - [Predicting revenue more accurately](https://www.hubspot.com#predicting-revenue-more-accurately) - [Targeted coaching and support](https://www.hubspot.com#targeted-coaching-and-support) - [Looking into the future](https://www.hubspot.com#looking-into-the-future)  > Sales Hub empowers us with the means to create more precise forecasts, fine-tune our strategies, and navigate the complexities of sales with a heightened sense of assurance. Jasmine Lecky Sales Operations Specialist Sandler   ### 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. [Get a demo](https://offers.hubspot.com/crm-platform-demo) ##### Related Case Studies -  ### Sandler Drives 25% More Engagement and 4x Sales Leads by Creating Personalized Experiences with HubSpot's AI - Professional Services - 200-1,000 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/sandler) -  ### How Cyber Advisors Made Sure No Business in Crisis Got Ignored with HubSpot’s Prospecting Agent - 200-1,000 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/how-cyber-advisors-made-sure-no-business-in-crisis-got-ignored-with-hubspots-prospecting-agent) -  ### How Octagos Built a Precision Marketing Engine That Keeps Pace With It's Life-Saving Platform - 200-1,000 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/octagos-breeze-assistant) -  ### How Stax Payments Earned a 65% Action Rate by Using HubSpot's Prospecting Agent to Address Prospect Challenges - 200-1,000 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/stax-payments-prospecting-agent) -  ### How Riverside Insights Empowers Educators to Act in Time for Students — While Slashing Tech Costs by $600K with HubSpot - 200-1,000 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/riverside-insights-unified-crm) -  ### How Cold Jet Cut Lead Response Time by 66% with HubSpot's Data-Driven Platform - 200-1,000 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/cold-jet) -  ### Lendio Closes 58% More Deals with Marketing Hub Automation - 200-1,000 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/lendio) -  ### Colt Nets 25% More Marketing Leads in 2 Years with HubSpot - Professional Services - 200-1,000 employees - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/colt) -  ### Liquidity Services Cuts Costs 50% by Consolidating on HubSpot - 200-1,000 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/liquidity-services) -  ### How a Two-Person Wealth Firm Saves $70K+ a Year and Makes Every Client Feel Seen with HubSpot Agent Builder - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/concierge-wealth-management-agent-builder) -  ### Sandler Drives 25% More Engagement and 4x Sales Leads by Creating Personalized Experiences with HubSpot's AI - Professional Services - 200-1,000 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/sandler) -  ### How Cyber Advisors Made Sure No Business in Crisis Got Ignored with HubSpot’s Prospecting Agent - 200-1,000 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/how-cyber-advisors-made-sure-no-business-in-crisis-got-ignored-with-hubspots-prospecting-agent) -  ### How Octagos Built a Precision Marketing Engine That Keeps Pace With It's Life-Saving Platform - 200-1,000 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/octagos-breeze-assistant) -  ### How Stax Payments Earned a 65% Action Rate by Using HubSpot's Prospecting Agent to Address Prospect Challenges - 200-1,000 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/stax-payments-prospecting-agent) -  ### How Riverside Insights Empowers Educators to Act in Time for Students — While Slashing Tech Costs by $600K with HubSpot - 200-1,000 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/riverside-insights-unified-crm) -  ### How Cold Jet Cut Lead Response Time by 66% with HubSpot's Data-Driven Platform - 200-1,000 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/cold-jet) -  ### Lendio Closes 58% More Deals with Marketing Hub Automation - 200-1,000 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/lendio) -  ### Colt Nets 25% More Marketing Leads in 2 Years with HubSpot - Professional Services - 200-1,000 employees - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/colt) -  ### Liquidity Services Cuts Costs 50% by Consolidating on HubSpot - 200-1,000 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/liquidity-services) -  ### How a Two-Person Wealth Firm Saves $70K+ a Year and Makes Every Client Feel Seen with HubSpot Agent Builder - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/concierge-wealth-management-agent-builder) -  ### Sandler Drives 25% More Engagement and 4x Sales Leads by Creating Personalized Experiences with HubSpot's AI - Professional Services - 200-1,000 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/sandler) -  ### How Cyber Advisors Made Sure No Business in Crisis Got Ignored with HubSpot’s Prospecting Agent - 200-1,000 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/how-cyber-advisors-made-sure-no-business-in-crisis-got-ignored-with-hubspots-prospecting-agent) -  ### How Octagos Built a Precision Marketing Engine That Keeps Pace With It's Life-Saving Platform - 200-1,000 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/octagos-breeze-assistant) -  ### How Stax Payments Earned a 65% Action Rate by Using HubSpot's Prospecting Agent to Address Prospect Challenges - 200-1,000 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/stax-payments-prospecting-agent) -  ### How Riverside Insights Empowers Educators to Act in Time for Students — While Slashing Tech Costs by $600K with HubSpot - 200-1,000 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/riverside-insights-unified-crm) -  ### How Cold Jet Cut Lead Response Time by 66% with HubSpot's Data-Driven Platform - 200-1,000 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/cold-jet) -  ### Lendio Closes 58% More Deals with Marketing Hub Automation - 200-1,000 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/lendio) -  ### Colt Nets 25% More Marketing Leads in 2 Years with HubSpot - Professional Services - 200-1,000 employees - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/colt) -  ### Liquidity Services Cuts Costs 50% by Consolidating on HubSpot - 200-1,000 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/liquidity-services) -  ### How a Two-Person Wealth Firm Saves $70K+ a Year and Makes Every Client Feel Seen with HubSpot Agent Builder - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/concierge-wealth-management-agent-builder) [See all case studies](https://www.hubspot.com/case-studies/directory) [Back to top](#) Back Close ## Popular Features - 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