Case studies

See how B2B companies with complex needs connect their teams, data, and systems in HubSpot.

Each story starts with a business problem, such as a handoff that kept breaking or data no one trusted. You'll see what we built and connected in HubSpot and what changed for the team afterward.

Featured story · Industrial & manufacturing · Revenue operations

How a chemical manufacturer replaced paper handoffs with one connected system in HubSpot

At a San Antonio chemical manufacturer, sales tracked its work in spreadsheets and fulfillment ran on paper forms carried to the warehouse by hand. Pyxis brought marketing, sales, and customer success onto HubSpot. Closed deals now reach operations as tickets instead of paper, and reps build quotes from a product library of more than 4,500 items.

  • 6x more tracked sales activity
  • 52 days down to 7 to fill an order
  • 48% faster average lead response

Read the chemical manufacturer case study

More client stories

CESMII moves members, events, and payments from Salesforce to HubSpot

CESMII, a nonprofit institute for smart manufacturing, was building its quarterly Department of Energy reports by hand from several tools. Pyxis migrated its data from Salesforce to HubSpot and connected Stripe so event payments land in the same system.

Result: CESMII ran its 2024 Annual Members Meeting with automated registration and follow-up, and campaign tracking now shows influence on 2,500 contacts.

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How a smart grid services provider got marketing and sales working from the same HubSpot setup

A provider of smart grid services for electric utilities inherited a HubSpot account with little documentation and poor email deliverability. Its sales cycles often run longer than 18 months, so slow follow-up was costly. Pyxis rebuilt the workflows and set up lead scoring and account-based marketing so sales could act on the right leads sooner.

Result: Email deliverability improved significantly, and leadership can now track performance across the full funnel.

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Hoag Orthopedic Institute launches its first CRM and an in-house call center on HubSpot

Hoag needed its first CRM and a new in-house call center ready in time for a hiring date. Pyxis built both on HubSpot, with Aircall and Twilio SMS connected so the call center team works from one record.

Result: At launch, the new call center team had live playbooks, a physician referral tool inside HubSpot, and recorded training for future hires.

Read the story

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