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Case Study: HubSpot CRM Implementation & Data Integration for Industrial Manufacturer


Who: Moley Magnetics & Equipment

What: A HubSpot CRM onboarding and integration initiative focused on connecting sales, marketing, and revenue systems to create a unified and reliable source of data. This was followed by an ongoing support retainer to ensure long-term adoption, data accuracy, and scalability.

Why: As the company grew, Moley needed clearer visibility into sales activity, customer information, and revenue reporting across teams. With data spread across multiple platforms, leadership lacked a complete view of deals, products, and invoices.

Challenge: As a result of rapid growth, customer and sales information existed across multiple systems that were not fully integrated, making consistent reporting more time-consuming.

 

 

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The Challenge: Disconnected Data & Limited Sales Visibility

Before Moley Magnetics partnered with protocol 80, customer and sales information was scattered across spreadsheets and multiple platforms. With data living in different places, it was difficult to maintain a single source of truth – and even harder to get clean, consistent reporting on pipeline performance.

Critical revenue details were stored in an on-premise ERP, but it wasn't connected to the sales process. Without an integration in place, the team lacked an efficient way to tie deals to financial and product data, which slowed reporting, forecasting, and day-to-day CRM use.

The Solution: HubSpot CRM & Data Integration

Moley Magnetics partnered with protocol 80 to implement HubSpot as a centralized CRM and reporting platform. What started as an onboarding project for Sales Hub and Marketing Hub expanded into a full data consolidation effort, along with a Skyvia integration to connect the on-premise ERP/accounting system to HubSpot. This created a single source of truth for customer records, pipeline activity, and reporting.

The focus was on bringing key data into one system and structuring it in a way the team could effectively and efficiently use day to day. The ERP integration was a critical piece of the solution. Once it was complete, the Moley team gained visibility not only into the deals being worked on in HubSpot, but also the product and sales data that previously lived only in accounting software.

After implementation, Moley asked protocol 80 to continue the partnership as an ongoing HubSpot support retainer. Today, we keep the portal clean, maintain adoption, and continue improving reporting and workflows.

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HubSpot onboarding and portal setup

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CRM data consolidation and cleanup

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Skyvia integration with on-premise ERP

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Deal visibility and reporting improvements

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Ongoing HubSpot support

The Results: Centralized Data and Clearer Sales Visibility

One Source of Truth: HubSpot now serves as the single system for managing customer records, deals, product data, and sales details.
Improved Reporting: Sales and leadership teams can easily report on pipeline performance with consistent, reliable data.
Stronger Team Adoption: A structured CRM and ongoing support increased daily HubSpot usage across teams.

By consolidating data from multiple platforms into HubSpot, Moley Magnetics gained the clarity needed to better understand sales performance and revenue activity. With deals, products, and sales details connected, reporting became more accurate and transparent, allowing the team to make faster, more informed decisions.

The completed Skyvia and ERP integration removed long-standing visibility gaps between sales activity and financial data. Combined with continued HubSpot support, Moley now has a scalable CRM foundation that supports day-to-day operations while positioning the company for long-term growth and cleaner reporting across departments.

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