ClearPivot

Expanding through acquisition is exciting. It's also a systems nightmare.

Every new location comes with its own way of doing things — different staff, different habits, and in this case, a decades-old ERP system (Epicor BisTrack) full of years of accumulated data that didn't connect to HubSpot at all.

This Midwest building materials company was growing fast, adding retail locations region by region, and needed HubSpot CRM rolled out consistently across all of it. The wrinkle: some sales reps were still tracking deals on sticky notes.

ClearPivot took an incremental approach — one region at a time — building out lead routing by location, territory management, deal pipeline visibility, rental page workflows, and a Construction Monitor integration that pulls new permit applications directly into HubSpot as leads. Small group training sessions, tailored to each person's level, handled the change management.

Phase one is live. The sales leader can see the full pipeline. Leads are routed to the right rep automatically. And when a current customer files a permit for a new development, the sales team knows about it.
This one is a marathon, not a sprint — and we're in it for the long run with this client.

Full case study here: https://hubs.ly/Q04yH3990

If your revenue team and finance team are still working from different systems and different numbers, HubSpot Revenue Hub was built to fix that. 💡

It connects your product catalog, CPQ, contracts, invoicing, and payments into one system on the CRM your team already uses. No more manual handoffs between sales and finance. No more invoices rebuilt from scratch. No more renewals that live in a spreadsheet someone updates when they remember.

ClearPivot implements the full Revenue Hub stack, starting with your sales motion and finance systems, and validates the complete path from quote to payment before your team goes live. We also document governance, train by role, and make sure leadership has the reporting they need to run the business.

Learn more here: https://hubs.ly/Q04ytsKH0

HubSpot Revenue Hub Implementation | ClearPivot ClearPivot implements HubSpot Revenue Hub — CPQ, contracts, billing & payments — so your quote-to-cash process runs as one connected system.

Closed-won is not the same thing as cash collected.

When reps build quotes in Word, finance re-keys orders, and renewals live in spreadsheets, revenue leaks in the gap between selling and billing. HubSpot Revenue Hub was built to close that gap.

We help teams implement the full quote-to-cash system in HubSpot: product catalog, CPQ, contracts, invoices, payments, and finance integrations. The point is not more tools. The point is one connected system your team can actually run on.

See what a real Revenue Hub implementation looks like: https://hubs.ly/Q04ybR2n0

HubSpot Revenue Hub Implementation | ClearPivot ClearPivot implements HubSpot Revenue Hub — CPQ, contracts, billing & payments — so your quote-to-cash process runs as one connected system.

The very first San Jose HubSpot User Group meeting is THIS week!

Join us Thursday, September 24 for a full UNBOUND breakdown with Courtney Bettencourt from HubSpot herself. We'll cover the biggest announcements, what's actually worth paying attention to, and how the AI updates might show up in your day-to-day.

If you're a HubSpot user anywhere in the Bay Area, come check it out. RSVP today: https://hubs.ly/Q04x_L8-0

When: Sept 24, 5-7pm
Where: Marina Playa clubhouse, 3500 Granada Ave, Santa Clara, CA 95051

There's a difference between a HubSpot walkthrough and actually learning how to use HubSpot effectively. ⭐⭐⭐⭐⭐

Angie Hernandez at Advanced Monitoring Services put it perfectly in her review of working with Andrew Chao: the sessions felt less like a walkthrough and more like genuine learning — because Andrew didn't just answer questions, he added extra insights and practical tips, and covered best practices on both the marketing and sales side.

That's the standard we hold ourselves to with every onboarding. Thank you, Angie and the Advanced Monitoring Services team! 🙌

When an integration doesn't really work, sales reps stop using it.

Some of them start winging it. Some keep the details in their head so they don't have to enter the same info twice. Either way, the process you designed on paper isn't the one happening in real life, and the pipeline you're forecasting off of stops being real.

We saw exactly this at a managed services provider running ConnectWise for quoting and HubSpot for marketing and sales. The two platforms were technically connected. They just weren't connected in the order the business actually worked, so reps bounced between them all day and the marketing manager spent her week troubleshooting sales tickets.

Our first move was to repair the existing integration. Then we backed up and built an Entity Relationship Diagram, mapping every HubSpot property to its ConnectWise counterpart along with the rules and sequence behind each one. That gave us an actual process map to build against.

From there came the workflows, including a custom card in HubSpot that tells a rep when a record is ready to sync and spells out what's missing when it isn't.

Reps follow the process now because following it is the easy path.

How ClearPivot Helped an MSP Company Integrate HubSpot and ConnectWise When HubSpot & ConnectWise wouldn't play nice, sales reps were winging it and a marketing manager was drowning in support requests. Here's how we fixed it.

We get a lot of great reviews. This one might be our favorite. 😄 💛

David Turner at Avosina Healthcare Solutions described Andrew Chao as "a mere mortal graced with incredible patience," praised his ability to convert tech-talk into plain language, and called him "a master tailor" for the way he customized their onboarding.

He also compared Andrew to an infinity stone. For HubSpot integration.

We don't know how to top that, so we'll just say: thank you, David and the Avosina Healthcare Solutions team. Andrew will do his best to live up to the legend. 🙌

Can't make it to Unbound? Live in the San Jose/Bay area?

Join us Thursday, September 24 for a full breakdown with Courtney Bettencourt from HubSpot herself. We'll cover the biggest announcements, what's actually worth paying attention to, and how the AI updates might show up in your day-to-day.

This also happens to be the very first San Jose HubSpot User Group meetup, so if you're a HubSpot user anywhere in the Bay Area, come check it out.

RSVP today: https://hubs.ly/Q04vHM2F0

When: Sept 24, 5-7pm
Where: Marina Playa clubhouse, 3500 Granada Ave, Santa Clara, CA 95051