Electrosonic and New Breed drive 220% Marketing Sourced Pipeline YoY
Electrosonic is a global leader in designing and implementing advanced audiovisual solutions for enterprise clients. As their projects grew in complexity, they needed a CRM that could handle multi-phase technical implementations rather than standard sales pipelines.
Disconnected Systems & Manual Workarounds: How Electrosonic's AV Projects Outgrew Their CRM
Electrosonic’s existing systems couldn’t support their sophisticated AV project lifecycle:
Disconnected Tools
Critical project data was trapped across 8+ systems (CAD, PSA, spreadsheets).
Manual Processes
Teams wasted 20+ hours weekly recreating proposals and tracking stakeholder changes.
No Real-Time Visibility
Sales couldn’t see installation statuses, leading to client miscommunications.
HubSpot Products Used
Marketing Hub
Content Hub
SOLUTION
Building an AV-Specific HubSpot: Custom Phases, CAD Integrations & Stakeholder Mapping
New Breed designed a project-centric HubSpot ecosystem tailored to AV implementations:
Phased Project Framework
Replaced generic deal stages with AV-specific phases (Design → CAD Approval → Installation → Testing), including custom fields for technical specs and equipment lists.
Automated Technical Proposal Engine
Integrated HubSpot with CAD tools and equipment databases to generate client-ready proposals in 1 click, complete with auto-calculated bulk pricing for complex AV configurations.
Stakeholder Relationship Mapping
Built a visual org-chart system within each project record to track 10+ decision-makers per deal across client teams, architects, and subcontractors.
Real-Time PSA Sync
Connected HubSpot to their professional services platform so sales could see live installation updates, preventing overpromises and change order disputes.
RESULTS
From Chaos to Clarity: Electrosonic's Data-Driven Project Management Win
