HubSpot for Technology Companies
We help scaling tech companies turn HubSpot into the revenue infrastructure they actually need — multi-vertical pipelines, enriched data, enterprise forecasting, and cross-functional operations.
Certn
AI-Powered Background Screening SaaS
The Challenge
Certn was scaling fast across five verticals — HR, property management, wholesale, referral, and API partners — but their CRM couldn't keep up. No pipeline structure, no forecasting, no lead scoring, and a US expansion underway with no geographic team splitting.
They needed enterprise-grade sales operations built on HubSpot Professional — before they could hire a full-time ops specialist.
What We Built
- 5 sales pipelines with conditional fields at each stage (HR, Property Mgmt, Wholesale, Referral, API)
- Enterprise-level forecasting with weighted/unweighted revenue and rep ramp-up modeling by geography
- Lead scoring with engagement decay — pricing page visits, video views, email interaction, employee count, freshness weighting
- ZoomInfo data enrichment + ChurnZero customer health signals integrated into HubSpot
- US/Canada geographic team splitting with permissions, round-robin assignment, and team dashboards
- Partner tracking system with referral attribution
- Vertical-specific marketing nurture campaigns and marketing-to-sales handoff documentation
- 10+ dashboards: Sales Rep, Team US/CAN, Activities, Pipeline, Forecast, Sequences
5
Sales Pipelines Built
3
Data Sources Integrated
10+
Custom Dashboards
2
Geographic Teams (US + CAN)
“Media Garcia was instrumental in scaling us up with HubSpot by stepping into the role of operations before we hired a full-time specialist. They set up our CRM, email workflows, and reporting dashboards, which we greatly appreciate.”
Yvonne Chow, Marketing Manager, Certn
Read the full case studyWhat We Build for Tech Companies
Every capability below was built for a real client engagement — not a theoretical offering.
Sales Pipeline Architecture
Vertical-specific pipelines with conditional fields, stage requirements, and team-based permissions that match how your sales org actually operates.
5 vertical-specific pipelines (HR, Property Management, Wholesale, Referral, API)
Data Integration & Enrichment
Connect third-party data sources directly into HubSpot so reps work from enriched records without switching tools.
ZoomInfo data enrichment + ChurnZero customer health signals
Forecasting & Analytics
Enterprise-grade forecasting on HubSpot Professional tier using custom properties for weighted revenue, ramp-up modeling, and geography-based projections.
Pro-tier forecasting with weighted/unweighted revenue and rep ramp-up modeling
Service Operations
Unified service desk implementations that consolidate member inquiries, standardize email marketing, and bridge marketing-sales-service operations.
3 departments unified under one consolidated service desk
MIPI Alliance
Global Technology Standards Body
MIPI Alliance needed to unify marketing, sales, and service operations across three departments. We implemented a consolidated service desk, standardized their email marketing, and delivered a complete marketing-sales-service operations audit with a 6-month strategic roadmap.
3
Departments Unified
100%
Member Inquiry Tracking
1
Consolidated Service Desk
6-mo
Strategic Roadmap
“We've been working with Media Garcia for about 6 months on various projects related to HubSpot and outside email and website marketing. So far we feel very comfortable with the team's level of aptitude, speed, focus, and professionalism. Looking forward to a continued partnership.”
Melanie Cole, Special Projects Manager, MIPI Alliance
Technology companies we've worked with
See how we helped Certn build enterprise-grade sales ops on HubSpot Professional
5 pipelines. 3 integrations. 10+ dashboards. Let's talk about what we can build for you.