Industry: Manufacturing & E-Commerce
The Company
Shaper is an innovative company in the manufacturing and e-commerce space, specializing in high-quality tools and equipment. With a strong focus on precision and user-friendly technology, Shaper was looking to enhance its digital ecosystem to better manage customer relationships, improve operational efficiency, and scale its marketing efforts.
Key Challenges
Despite Shaper’s strong market presence, they faced several obstacles:
- Fragmented CRM & Data Management – Customer data was scattered across multiple platforms, leading to inefficiencies in tracking customer interactions and sales opportunities.
- Limited Automation & Marketing Scalability – Shaper needed more advanced automation tools to nurture leads, enhance customer engagement, and drive conversions.
- Reporting & Analytics Gaps – Lack of streamlined reporting made it difficult to measure campaign success and make data-driven decisions.
- Operational Silos – Sales, marketing, and customer support teams were operating with limited collaboration due to platform constraints.
The Solution
Baskey Digital partnered with Shaper to optimize their HubSpot environment, ensuring a seamless, scalable, and data-driven approach to growth. The project focused on the following strategic areas:
1. HubSpot Optimization & CRM Structuring
- Conducted a full CRM audit to identify inefficiencies and redundant processes.
- Implemented a structured CRM architecture, ensuring clean data and streamlined customer tracking.
2. Advanced Lead Scoring & Automation
- Developed a new lead scoring model, replacing outdated legacy scoring with HubSpot’s improved tools.
- Built automation workflows to nurture leads, personalize customer interactions, and improve engagement.
3. Enhanced Reporting & Data Insights
- Designed customized dashboards and reports for sales, marketing, and customer success teams.
- Provided Shaper with actionable insights to refine strategies and maximize performance.
4. Sales & Marketing Alignment
- Integrated automation across departments to ensure a seamless handoff between marketing, sales, and customer support.
- Created a more structured pipeline management system, improving efficiency and closing rates.
Implementation Steps
- CRM & Data Audit – Identified data gaps and restructured Shaper’s CRM to improve usability.
- Automation Setup – Built and tested workflows to streamline lead nurturing, follow-ups, and deal tracking.
- Reporting & Insights – Created tailored dashboards to provide real-time analytics on sales and marketing performance.
- Training & Enablement – Provided hands-on training for Shaper’s team to maximize HubSpot’s capabilities.
Results & Success Metrics
- 30% Increase in Lead-to-Customer Conversion Rate – Improved lead scoring and nurturing significantly boosted conversions.
- 40% Improvement in Sales Team Efficiency – Sales reps spent less time on manual tasks and more time closing deals.
- Enhanced Customer Engagement & Retention – Personalized workflows led to better customer interactions and long-term retention.
- Real-time Data Insights – Custom dashboards allowed for data-driven decision-making across marketing and sales teams.
Client Feedback
"Brian and Leo have been instrumental to our upcoming success with HubSpot. Their vast experience is based on a pragmatic hands-on approach, but also backed by their former roles at HubSpot. This often gives us a lot of confidence that we're on the right track with how we implement our ideas. Brian helped us to work through a load of legacy mistakes we've ran into early on, always hinting how best practices would look like, but also understanding what's possible within our realities of highly interconnected systems and processes. After cleanup we're now working towards how HubSpot actually should be used. It's obvious to us that Brian can show off his strengths especially in how to setup a full lead funnel + nurturing and how to enable our growing sales team with the right tools. Not only on a technical level, but also chiming in on strategy and how other peers are handling things. Beyond HubSpot work Brian has been very helpful setting up a lot of Zapier automations, basically anytime when HubSpot's native integrations are falling short. THANK YOU!!"
— Shaper Team
Get in Touch
Looking to optimize your HubSpot setup and drive better results? Contact Baskey Digital today.
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