HubSpot merge and sales process
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Apifonica sells telecom and AI voice services. Its German business runs under the TENIOS brand. Each brand had its own HubSpot portal, and both subscriptions were ending in summer 2026, so the move had a fixed deadline.
Both brands in one new portal. Contacts, companies, deals and the full history of emails, calls, meetings and notes moved from both old portals.
We reworked how the sales team uses HubSpot: a new lead pipeline, a revised deal pipeline, and required fields at each step.
A clear handover from sales to the implementation team, so each won deal starts onboarding with the information it needs.
We helped both brands agree on one way of working for sales and support, and cleaned up, normalized and standardized how teams use HubSpot.
Built around the metrics each team tracks, from one source of data.
Training for each team before go-live, written guides, and daily check-ins after.
5.0
★★★★★
The review
The reviewer
Igors Prokofjevs
CCO, Apifonica
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