HubSpot Implementations

Powering Alignment Between Sales and Marketing to Create a Single Source of Truth

12 min read

Client Overview

ZEF Energy is a vertically integrated technology developer at the forefront of the electric vehicle (EV) charging industry. The company provides innovative, reliable, and scalable charging solutions that power the transition to sustainable transportation for businesses and communities. As a rapidly growing leader in the EV space, ZEF Energy is committed to building the infrastructure required for an electric future.

Client: ZEF Energy
Industry: EV Charging & Technology
Solution Delivered: Enterprise CRM Suite Implementation, CRM Migration, and ERP Integration
HubSpot Products Used: HubSpot Marketing Hub Enterprise, HubSpot Sales Hub Enterprise
Timeline: 3.5 Months

Key Outcomes

Unified Sales and Operations on One Platform

Bringing both functions together created a single, reliable system for managing the entire customer lifecycle.

Automated Quote-to-Cash Process

Real-time data sync streamlined the full revenue workflow and eliminated manual handoffs.

Zero-Disruption Migration from Copper CRM

The transition was completed smoothly, maintaining continuity across all business operations.

360-Degree Visibility Into Customer and Sales Data

Teams now access complete, connected data to make faster, more informed decisions.

"Mole Street was very professional and very coordinated in their efforts to transition us from an old CRM that no longer fit our sales and marketing goals. They kept the project moving, shared important advice, and all deadlines were met. Now we have a powerful sales and marketing tool that is directly increasing each team’s output. A wonderful achievement and we look forward to continuing our partnership."

Chris Grunseth

Director of Commercial Sales, ZEF Energy

The Challenge

As ZEF Energy prepared for significant scaling in 2022, its existing technology stack presented critical limitations. The leadership team recognized that their legacy systems were not only hindering current efficiency but were incapable of supporting their ambitious growth targets.

Disconnected Systems and Data Silos

ZEF Energy’s sales and financial data were split between Copper CRM and Microsoft Business Central, creating silos that slowed collaboration and made it difficult to understand the full customer journey. Teams lacked a single source of truth and were forced to toggle between systems to access even basic information.

Manual Workflows and Inefficiency

With no automation between platforms, ZEF Energy relied on manual data entry to move information between CRM and ERP systems. This created repetitive tasks, increased error risk, and slowed down the quote-to-cash process, limiting productivity and growth.

Limited Visibility and Forecasting

The disconnect between CRM and ERP left leadership without real-time insight into performance or revenue. Without unified reporting, forecasting became unreliable, forcing teams to make reactive decisions instead of strategic, data-driven ones.

Key Deliverables

CRM Consolidation

Migrated from Copper to HubSpot with zero disruption to daily operations and a fully preserved data set.

HubSpot Implementation

Configured Marketing and Sales Hubs to align with ZEF’s processes and support long term operational growth.

ERP Integration

Enabled bi directional syncing with Microsoft Business Central to streamline data flow and reduce manual updates.

Reporting

Built more than ninety custom reports and eight dashboards to provide real time visibility across the business.

Enablement

Trained teams to adopt the new system confidently and equipped them to optimize HubSpot independently.

The Solution

Mole Street was engaged to lead a comprehensive digital transformation initiative, centered on replacing ZEF Energy’s legacy CRM and building a fully integrated, scalable ecosystem on the HubSpot platform. The engagement was designed to not only solve immediate technical challenges but to lay a robust foundation for future growth.

Seamless CRM Consolidation and Data Migration

Mole Street migrated ZEF Energy from Copper CRM to HubSpot Enterprise through a phased, disruption-free process. All historical contact, company, and deal data was audited, mapped, and transferred with full relational integrity, laying the foundation for a unified, scalable CRM.

Full-Funnel HubSpot Implementation

HubSpot Marketing and Sales Hubs were tailored to fit ZEF Energy’s sales model, with custom deal stages, automated workflows, and marketing assets built to support engagement. Internal processes were optimized to improve nurturing, forecasting, and conversion efficiency.

Bi-Directional ERP Integration

Before

Technology stack inhibiting growth

After

Scalable foundation to support future expansion

Impact

Greater flexibility and accelerated growth potential

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Client Overview

Key Outcomes