CRM magnetics

BACKGROUND

Please describe your company and position.

I am the Demand Generation Lead and Department Head of Bankjoy

Describe what your company does in a single sentence.

Bankjoy is a digital banking provider partnering with credit unions and community banks.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CRM magnetics to accomplish?

• Hubspot set up and technical hygiene
• Integration with Salesforce
• Sophisticated reporting

SOLUTION

How did you find CRM magnetics?

Referral

Why did you select CRM magnetics over others?

Referred to me

How many teammates from CRM magnetics were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

CRM Magnetics did an outstanding job implementing HubSpot for us, building a sophisticated, well-structured instance that’s optimized for our processes and sets us up for long-term success:

• campaign planning and structure
• reporting and dashboards
• lifecycle stages
• SFDC integration

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• successful sync between SFDC and Hubspot
• lifecycle stages turned on
• attribution modelling
• marketing influenced and marketing generated pipeline reporting

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Their project management was good— organized, proactive, and transparent throughout the entire engagement. They consistently delivered items on or ahead of schedule and kept us informed along the way. They took the time to understand our needs and adapted quickly as priorities evolved, offering thoughtful solutions and clear communication. Their responsiveness and attention to detail was appreciated, and we always felt confident the project was in capable hands.

What was your primary form of communication with CRM magnetics?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Their ability to combine technical expertise with a consultative approach. They didn’t just execute tasks — they proactively identified opportunities to improve our HubSpot setup and optimize our processes.

Are there any areas for improvement or something CRM magnetics could have done differently?

Overall, our experience was very positive. If there were one area for improvement, it would be to approach early account onboarding conversations with a bit more openness and curiosity. While I understand the desire to clarify scope and responsibilities, a more collaborative tone during those initial discussions would help set an even stronger foundation for the partnership.

BACKGROUND

Introduce your business and what you do there.

I’m the marketing director of Gutenberg Technology, an edtech company. We provide an end-to-end SaaS learning content management platform that enables organizations to efficiently create, transform, and distribute print and digital learning content from a single workflow.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with CRM magnetics?

We needed help cleaning up our CRM and fixing and cleaning outdated foundational data. Most importantly, we needed to create workflow automations to ensure that leads, MQLs, and SQLs were always up to date and routed to the right place.

SOLUTION

What was the scope of their involvement?

CRM magnetics has helped us clean up our CRM and create workflow automations. The team has implemented Apollo for real-time data enrichment (firmographic, technographic, and buying intent data). They've also set up automated lifecycle stages to track where every lead is in the buying process.

Moreover, CRM magnetics has built out ICP and personas for the US and France (e-learning, higher education, publishers, and corporate training) to guide more targeted messaging. The team has also refined lead scoring with separate fit and engagement scores to qualify high-quality MQLs.

In addition, CRM magnetics has optimized forms and routing to differentiate nurture leads from immediate sales-ready leads. The team has also automated lead assignment and notifications to sales based on scoring and form triggers.

What is the team composition?

We've worked with 2–5 teammates from CRM magnetics.

How did you come to work with CRM magnetics?

We found CRM magnetics through a referral. We chose them over other options because they had high ratings, a great culture fit, and good value for the cost.

How much have you invested with them?

The project cost is confidential.

What is the status of this engagement?

We started working with CRM magnetics in August 2025, and our engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

CRM magnetics has cleaned all of our data and integrated Apollo to ensure it remains clean via workflows. The team has also set up workflows and automations for lead routing. Now, all of our existing prospects and leads (engaged and unengaged) have been correctly attributed, and workflows are set up to route them to the right people.

How did CRM magnetics perform from a project management standpoint?

We were a bit behind schedule, but that wasn't CRM magnetics' fault. Some things took longer than anticipated, but the team communicated very well and delivered thoroughly according to the SOW. We communicate via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

I'm impressed by CRM magnetics' attention to detail and ability to troubleshoot.

Are there any areas they could improve?

I don't think there's anything they can improve on.

BACKGROUND

Please describe your company and position.

I am the Marketing Operations Specialist of a healthcare company 

Describe what your company does in a single sentence.

Retiree Benefits Management

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CRM magnetics to accomplish?

• Campaign Optimization
• Pipeline Attribution Tracking
• Speed to Lead Tracking
• HubSpot architecture revamp

SOLUTION

How did you find CRM magnetics?

Cold Outreach

Why did you select CRM magnetics over others?

• Pricing fit our budget
• Good value for cost

Describe the scope of work in detail. Please include a summary of key deliverables.

Improve campaign infrastructure with additional tracking properties, workflows, and dashboards. Implemented tracking for pipeline attribution. Set up system for tracking lead follow up time and time between when an MQL enters our system and sales reaching out. Lastly, worked with improving some infrastructure additions within our HubSpot.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Projects were completed timely and diligently. The team was receptive on feedback and changes based on shifting priorities. Outputs matched exact needs.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Items were delivered on time. Project management was through Monday.com and documentation was provided for each project.

What was your primary form of communication with CRM magnetics?

Virtual Meeting

What did you find most impressive or unique about this company?

Flexibility with shifting priorities and collaboration and discussion to reach desired goal for very specific needs. It was a great price point for high value.

Are there any areas for improvement or something CRM magnetics could have done differently?

N/A. All feedback we provided was implemented during our project timeline.

BACKGROUND

Please describe your company and position.

I am the CEO of Agentstvo Traffica

Describe what your company does in a single sentence.

Marketing Agency

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CRM magnetics to accomplish?

• automation of marketing processes

SOLUTION

How did you find CRM magnetics?

Online Search

Why did you select CRM magnetics over others?

• Good value for cost
• Other

How many teammates from CRM magnetics were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We needed to set up automation of marketing processes for our agency. CRM magnetics helped us a lot to cope with this task. 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We solved it in a week and now it saves our time. We really enjoyed the cooperation!

Describe their project management. Did they deliver items on time? How did they respond to your needs?

I felt comfortable, and it was easy to communicate with them about work issues.

What was your primary form of communication with CRM magnetics?

In-Person Meeting

What did you find most impressive or unique about this company?

High professionalism and fast speed of problem solving

Are there any areas for improvement or something CRM magnetics could have done differently?

No

BACKGROUND

Please describe your company and position.

I am the CEO of LicenseFortress

Describe what your company does in a single sentence.

Software License Compliance and Optimization

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CRM magnetics to accomplish?

• Hub Spot Optimization

SOLUTION

How did you find CRM magnetics?

Online Search

Why did you select CRM magnetics over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost

How many teammates from CRM magnetics were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We hired them to help up Optimize our Hubspot  deployment

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

They over delivered on every item

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Yes

What was your primary form of communication with CRM magnetics?

Virtual Meeting

What did you find most impressive or unique about this company?

We were impressed by the skills of the team.

Are there any areas for improvement or something CRM magnetics could have done differently?

N/A