Fluid Codes

How Fluid Codes enhanced marketing and sales alignment with guided HubSpot Onboarding

HubSpot Onboarding

HubSpot

Integration

Overview

Founded in 1997, Fluid Codes Ltd is the authorised channel partner for ANSYS software, offering advanced modelling solutions and client-focused support across the Middle East. With a team of highly qualified engineers and technical experts, the company delivers tailored pre- and post-sales support to a growing customer base. As demand increased, Fluid Codes recognised the need for better alignment between marketing and sales, prompting their decision to implement HubSpot and connect it with existing systems like Salesforce.

Aligning Marketing and Sales Through Guided HubSpot Onboarding

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Objectives

Fluid Codes sought to onboard their team into HubSpot while enabling seamless data communication with Salesforce to support scalable marketing automation and effective lead nurturing.

Challenges

The lack of transparency between marketing and sales created process inefficiencies, as marketing had limited visibility into lead status or progression within the sales pipeline.

Solution

Through a guided onboarding, we established shared data architecture, mapped lead management workflows, and built nurture strategies tailored to each customer journey stage.

Empowered Teams with Unified Processes and Visibility

The onboarding concluded with Fluid Codes' team fully trained and confident in using HubSpot. Together, we defined a complete lead management process, aligned roles across departments, and implemented automated nurturing journeys. We also delivered a comprehensive suite of dashboards and reports to track campaign effectiveness and lead performance, ensuring marketing and sales now operate with a shared view of the customer, supported by a robust CRM foundation.