MiExact

Unlocking HubSpot’s Full Potential

Migration

HubSpot Training

HubSpot

Overview

MiExact is a market leader in providing data, events, and insight solutions across sectors, serving clients from global enterprises to small charities. Known for delivering timely and reliable intelligence, MiExact empowers its customers to operate more effectively through best-in-class marketing tools and strategic insights. Following changes in company ownership, MiExact transitioned to HubSpot but soon realised the platform was not being used to its full potential.

Unlocking the Full Potential of HubSpot Post-Migration

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Objectives

Following the migration from Marketo, MiExact needed to realign HubSpot with internal processes and train the team to leverage the platform’s full capabilities for long-term efficiency.

Challenges

Inconsistent setup, lack of training, and poor visibility into system configuration led to a cluttered portal and underutilised features within just six months of adoption.

Solution

We conducted a full audit, resolved data and compliance issues, implemented lead scoring and naming conventions, and delivered continuous user training for sustainable platform management.

Transforming a Cluttered Portal into a Scalable CRM Ecosystem

By the end of the project, MiExact had a streamlined, fully audited HubSpot portal optimised for both marketing and sales. Lead scoring was successfully implemented and adapted across brands, while consistent naming conventions drastically reduced asset duplication. Crucially, ongoing training empowered the internal team to confidently manage HubSpot, ensuring lasting operational clarity and campaign performance.