KiteWorks
Industries
Cybersecurity, Telecom & Media
Platforms
HubSpot, Salesforce
Kiteworks is a global cybersecurity platform that operates within a high trust, high complexity environment where speed, accuracy and traceability are crucial in each phase throughout the buyer journey. As the business grew, its marketing and sales operations had to keep up with a larger stack, more stakeholders and more demanding reporting needs.
The organization was not dealing with one broken process. It was dealing with a chain of small inefficacies that compounded from the funnel. Each problem in its own right, but combined, they led to delays, repetitive work and poor visibility between teams.
The project delivered on a more connected marketing, sales, and reporting operating model. Rather than having to depend on manual patchwork, the team now has a neater system in place that lends itself to a better pace of action, attribution and conversion paths.
Automation helped reduce the delay between the capture of a lead and follow up. The team was able to route and take action on the opportunities more quickly.
The HubSpot CMS migration resulted in a more maintainable page environment as well as a smoother foundation for continued testing.
With core systems talking more directly to each other, the team was able to spend less time copying, checking and updating data.
Campaign data was captured and linked together better and in a more reliable manner, providing the business with a better view of which channels and actions.
Zoom Chat integration had the benefits of presenting visitors with a more immediate option for engagement, which enabled the team to match demand when interest is still high.
The current revised system lowered the friction during the intake, and it became easier to keep the records clean from scrubbing on the first touch point onward.
Leadership had a better operational picture on campaigns, systems and response performance.
The biggest win though used to be not just speed. It was stability.
Salesforce
HubSpot Workflows
HubSpot CMS (HuBL)
Python
JavaScript
N8N
Microsoft Copilot
Zoom Chat
LinkedIn Campaign Tracking
(Custom Integration)
Salesforce
HubSpot Workflows
HubSpot CMS (HuBL)
Python
JavaScript
N8N
Microsoft Copilot
Zoom Chat
LinkedIn Campaign Tracking
(Custom Integration)
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Cybersecurity, Telecom & Media
Cybersecurity, Telecom & Media
Cybersecurity, Telecom & Media
Cybersecurity, Telecom & Media
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