HubSpot Solutions Partner • Fractional RevOps • Based in Indiana, helping teams everywhereBring us the weird software problem.
Solved / LoTech Sales

LoTech’s tech stack was slowing down sales.

Confusing lead follow-up. Reports they couldn’t trust. A dated website with 1,000+ errors. We rebuilt the system around the way their team needed to work.

The transformation

Fewer silos. A lot more possibility.

Here’s what changed.

Three systems. One revenue home.
SugarCRMWordPressMailchimp
→
HubSpot EnterpriseSales + brand website + marketing email + automation

Put sales, the website, and marketing on the same team.

We migrated the CRM, designed a new brand-forward website, and moved marketing email into HubSpot. The work now has a shared home.

Delivered: consolidation, sales and marketing automation, and a new HubSpot website.
A proper home for shopping
WooCommerce
→
ShopifyDedicated online store

Let the brand website be a brand website.

Online selling moved to Shopify at shop.lotechsales.com. The HubSpot website tells the LoTech story; the store handles shopping.

Calling joins the conversation
Aircall
→
JustCallCalling connected to HubSpot

The phone system belongs in the workflow.

We replaced an expensive, poorly connected phone setup with JustCall and integrated it into HubSpot. Conversations and sales work can now happen together.

The connected stack

One system. Clear jobs. Connected tools.

The entire stack is now integrated. HubSpot brings the revenue work together, with the right supporting tools connected around it.

HubSpot EnterpriseCRM · Website · Marketing automation · Actionable reporting
ShopifyOnline selling
JustCallConnected calling
QuickBooks®Accounting connection
Microsoft OfficeEveryday business tools
ZapierCross-app automation

Keep the tools that earn their place. Connect them so the team can work across the business.

Reporting has a home, too

Actionable reporting in one platform: HubSpot.

LoTech went from very little useful reporting and shaky confidence in the numbers to reporting built around the questions leadership needs to answer.

Which leads need attention?
What is happening in the pipeline?
What is working in sales and marketing?
Delivered now. Measured next.

So, what does this mean for the business?

The rebuild is delivered. The next chapter is measuring how it improves the business heading into 2027.

✓ Platforms migrated✓ Stack integrated✓ Reporting built✓ Team trained
01 / Findability

A stronger SEO foundation.

A new brand website replaces the dated site with 1,000+ errors. The next step is to measure how that foundation supports discovery.

What we’ll measureOrganic visibility, search clicks, and qualified website inquiries.
02 / Marketing

Marketing that can follow through.

Email and automation now live in HubSpot alongside the customer and sales process. That gives the team a clearer path from interest to action.

What we’ll measureCampaign engagement, qualified leads, and conversion to opportunities.
03 / Management

KPIs people can act on.

Actionable reporting is in HubSpot. Leadership can manage around useful questions instead of piecing together a picture they do not trust.

What we’ll measurePipeline health, stage conversion, and the team’s agreed KPIs.
04 / Engagement

Better lead and customer conversations.

A connected CRM, calling, and marketing setup gives the team a better foundation for timely, relevant follow-up.

What we’ll measureResponse time, follow-up completion, and customer engagement.
05 / Adoption

A team ready to use the system.

Remote and in-person training help staff turn the implementation into everyday work. A connected stack only helps when people know how to use it.

What we’ll measureAdoption, process consistency, and fewer manual workarounds.

The goal tying it all together: more sales.

Better visibility, stronger marketing, useful KPIs, and better engagement should help LoTech create and win more opportunities. The foundation is in place. We will measure the lift as performance data builds.

Performance goals will be updated as results are measured.

People make the system work

We went to Colorado. Because adoption matters.

Implementation includes peopleColorado
with the team.
Hands-on training
Ready for 2027

A big build deserves more than a handoff email.

Nate flew to Colorado to train with the LoTech team. We worked through the new system with the people who would use it, so the configuration connected to real work.

We normally train remotely and are happy to work in person when that is what the team needs.

Recognize your version of this mess?

Your tech stack should help you sell.

Show us the tools, reporting, and follow-up that keep getting in the way. We’ll help connect the pieces and figure out what needs to change.

Let’s untangle it →