AI Digital + PIPER

CASE STUDY

AI Digital, a global media and marketing solutions provider, needed more than just a CRM migration—they needed a platform that could unify sales, marketing, operations, and executive leadership under one system. Piper led a complete HubSpot implementation build from the ground up, migrating data from Pipedrive, customizing properties and workflows, and architecting a system designed for scale. Beyond the technical foundation, we integrated key platforms like Asana and Apollo.io, and trained internal teams to confidently adopt the new workflows. The result: a single source of truth, streamlined processes, and a CRM and project management suite built to grow with the business.

What we did

Complete HubSpot Implementation
Built HubSpot from the ground up—migrating data from Pipedrive, creating custom properties, and architecting workflows designed to scale across departments.

Workflow Automation
Developed automated processes within HubSpot to reduce manual tasks, adding sales triggers and operational workflows that streamlined day-to-day execution.

Asana & Apollo.io Integrations
Integrated HubSpot with Asana for project management alignment, and Apollo.io for sales prospecting and outreach—linking CRM and daily operations.

Training Across Departments
Delivered structured training for sales, marketing, operations, and leadership teams, ensuring organization-wide adoption of HubSpot and related tools.

Reporting & Performance Visibility
Designed reporting frameworks within HubSpot that empowered sales, marketing, operations, and leadership to track success with confidence. By aligning data structures to business goals, teams gained clear visibility into sales performance and the measurable impact of the new CRM.

THE RESULTS

Transitioned from Pipedrive to a fully customized HubSpot implementation.

Full CRM Migration & Build

Automated Sales and Operations

Workflows and triggers reduced manual steps and sped up processes across teams.

Automated Sales & Operations

Integrated Project Management

HubSpot connected to Asana, linking CRM and operational execution.

Integrated Project Management

Clear, customized reports gave leadership and teams visibility into sales performance and system impact.

Reporting Confidence

Future-Ready Analytics

Custom integrations and scalable architecture created a platform designed for growth.

Future-Ready Infrastructure

Featured services

  • We set up and configure marketing and business platforms—like HubSpot, Salesforce, or CMS systems—so they’re ready to support your strategy from day one.

  • We connect your critical systems—CRMs, ad platforms, ERPs, and more—into a cohesive ecosystem that reduces manual work and increases data accuracy.

  • We translate complex workflows into clear documentation, making it easier for your team to adopt best practices and maintain consistency.

  • We train your team on the platforms and tools they use every day, improving adoption, efficiency, and confidence.

  • We design reporting frameworks that give you the right data, at the right time, to make confident, informed decisions.

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