Case Study
Global HubSpot CRM Implementation for Distributed Teams
Client: Saas Company operating across North America, LATAM, and Europe Services: HubSpot Onboarding, Global CRM Implementation, Enablement
Duration: 12 weeks
Challenge
Each region used different tools and processes, making collaboration difficult. The company needed a unified CRM architecture to support global scalability, alignment, and real-time reporting.
Solution
PENSEE delivered a complete end-to-end HubSpot CRM rollout:
- Global data model with shared naming conventions
- Full configuration of Marketing, Sales, and Service Hub
- Multilingual dashboards for leadership
- Regional training in English and Portuguese
- Governance playbook for long-term CRM consistency
Impact
- Full CRM unification across global teams
- Leadership visibility across lifecycle
- Predictable cross-functional alignment
- 45% reduction in customer response time