Case Study: Revenue Engine Automation on HubSpot

How Arise GTM Built an Automated Sales Process for DSMN8 to Eliminate Pipeline Leakage

Turning a fragmented HubSpot setup into a structured, automated revenue engine with clear visibility and control.

Overview

DSMN8, a B2B employee advocacy platform, had growth momentum — but their sales infrastructure wasn’t built to scale.

Manual processes, inconsistent pipeline tracking, and limited automation were creating blind spots across the funnel. Leadership needed a clearer, cleaner sales motion built directly inside HubSpot.

Arise GTM was engaged to redesign and automate DSMN8’s sales process, ensuring visibility, control, and consistency across every deal stage.

The Problem

DSMN8’s HubSpot instance wasn’t broken — but it wasn’t engineered for performance.

Challenges included:

Manual updates slowing down pipeline management
Limited automation between lifecycle stages
Inconsistent deal tracking
Risk of leads leaking between marketing and sales
No structured performance visibility across the pipeline

Without automation and structure, revenue forecasting and scaling become guesswork.

Objectives

The engagement focused on three core outcomes.

This was not a CRM tidy-up.
It was a sales engine rebuild.

Design a clean, scalable sales process inside HubSpot

Eliminate manual friction across deal stages

Create visibility into performance and conversion leakage

The Strategic Insight

Automation is not about saving clicks.
It’s about removing revenue risk.

The core insight was that DSMN8 didn’t need more sales activity — they needed:

A defined, automated process that ensured no deal moved forward without structure.

So instead of layering automation on top of chaos, we rebuilt the system properly.

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Our Approach

1. Sales Process Architecture

Re-mapped the full sales journey from first touch to closed deal
Identified friction points and pipeline leakage
Designed a structured, stage-based deal process aligned to real selling behaviour

2. Lifecycle & Automation Design

Built automated workflows across lifecycle stages
Ensured no lead could bypass critical qualification steps
Removed manual status updates where possible
Created structured handoffs between marketing and sales

3. Performance Visibility

Implemented dashboards to track deal progression
Identified where opportunities stalled
Gave leadership visibility into conversion rates and velocity

4. Quality Control

Ensured data hygiene across the CRM
Prevented incomplete deal progression
Standardised reporting outputs

Why This Case Study Matters

Most HubSpot implementations focus on configuration.

This one focused on:

Revenue process integrity
Pipeline control
Automation discipline
Sales scalability

If your CRM is live but not performing, you don’t need more tools.
You need process engineering.

Case Study: Revenue Engine Automation on HubSpot

How Arise GTM Built an Automated Sales Process for DSMN8 to Eliminate Pipeline Leakage

Overview

The Problem

Objectives

The Strategic Insight

Our Approach

1. Sales Process Architecture

2. Lifecycle & Automation Design

3. Performance Visibility

4. Quality Control

Results

Why This Case Study Matters

Build a Sales Engine That Doesn’t Leak Revenue

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