Earning HubSpot’s Platform Enablement Accreditation wasn’t just about passing a test—it was about proving that No Bounds Digital knows how to turn complex systems into streamlined, user-friendly solutions. Our clients trust us to deliver customized HubSpot training and change management strategies that drive adoption and maximize ROI.
Here’s how we did it.
Case Study 1: Roers Companies – CRM Migration and Change Management
The Challenge:
Roers Companies, a real estate investment and development firm, needed to migrate from Juniper Square and Salesforce to HubSpot. This wasn’t a simple data transfer—their team had no standard CRM processes, and users were resistant to change.
Our Solution:
We designed a comprehensive change management strategy built on the ADKAR model:
- Awareness: We educated the entire team on how HubSpot would improve efficiency and support business growth.
- Desire: We addressed individual concerns and motivated users by showcasing HubSpot's time-saving features.
- Knowledge: Tailored role-specific training sessions gave each team member the tools they needed.
- Ability: Hands-on training with real data allowed users to apply what they learned immediately.
- Reinforcement: Regular check-ins and additional resources ensured lasting adoption.
The Result:
Roers Companies went from tracking 0 calls to over 12,000 calls logged in HubSpot. Meetings and sales activities were streamlined, and the company gained new insights into sales performance.
Case Study 2: Custom Training for Investor Relations Teams
The Challenge:
Investor relations teams often juggle multiple communication tools, making it hard to manage stakeholder updates and financial reporting efficiently.
Our Solution:
We built custom workflows and dashboards within HubSpot to centralize investor data and automate routine communication tasks. Through personalized training, investor relations staff gained confidence in using HubSpot’s reporting and automation features.
The Result:
Investor communications became more consistent and timely. Automated alerts reduced the need for manual follow-ups, and leadership gained better visibility into engagement metrics.
Why Platform Enablement Matters
Our Platform Enablement Accreditation proves that we know how to bridge the gap between technology and people. We don’t just set up HubSpot—we make sure your entire team knows how to use it effectively.
If you’re struggling with user adoption or looking to get more value from your HubSpot investment, let’s talk.
