A traditional B2B company was
Fernanda Cala
A traditional B2B company was managing over 600 contacts across spreadsheets, with no CRM or clear pipeline visibility.
Data was inconsistent, duplicated, and there was no structured follow-up.
I cleaned and structured the data, removed duplicates, and designed a CRM setup in HubSpot with clear segmentation and pipeline stages.
As a result:
Full visibility into the pipeline
Organized and usable lead data
Identification of inactive leads as missed revenue
This case highlights how CRM structure unlocks hidden opportunities.
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Posted May 6, 2026
A traditional B2B company was managing over 600 contacts across spreadsheets, with no CRM or clear pipeline visibility. Data was inconsistent, duplicated, an...
