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Healthcare Success Story

How Frontier Dental Achieved Cross-Border Compliance and Unified Operations Through HubSpot Enterprise Implementation

Frontier Dental is a mid-market-to-enterprise dental supply company operating across the United States and Canada. The company needed to replace a fragmented technology stack with a centralized platform that could support multiple brands while keeping US and Canadian data separate to meet FDA regulatory requirements. Campaign Creators implemented HubSpot Enterprise, integrated Acumatica ERP through Commercient, automated regional data separation, and built custom reporting for more than 60 users. The result was a single CRM managing millions of records with custom reports, complete US and Canada data separation, and centralized reporting across multiple brands.
HubSpot Enterprise Implementation Case Study Frontier Dental

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HubSpot users unified across marketing, sales, and service

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sales representatives supported with automated regional data access

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custom reports and dashboards developed for executive and team reporting

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CRM records centralized within a single HubSpot Enterprise architecture

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Frontier Dental is a dental supply company headquartered in Vaughan, Ontario, serving customers across the United States and Canada through multiple brands. This includes Frontier Dental, Factory Direct Dental, and Bite Supply. The company processes hundreds of thousands of transactions each day and manages millions of CRM records.

As Frontier Dental prepared to scale its business, its existing technology environment could no longer support its growing operational needs. Marketing, sales, and customer service relied on multiple disconnected platforms, making it difficult to centralize data, standardize processes, and generate consistent reporting across brands. At the same time, FDA regulations required strict separation between US and Canadian data. This added another layer of complexity to managing cross-border operations.

To support its next phase of growth, Frontier Dental partnered with Campaign Creators to consolidate its technology stack and implement a scalable HubSpot architecture that can unify operations while maintaining regulatory compliance.
Industry

Healthcare

Tools Used
  • HubSpot Enterprise
  • Acumatica ERP
  • Commercient (integration middleware)
  • RingCentral
  • Google Ads, LinkedIn, Meta Ads
Services
  • HubSpot Enterprise Setup
  • Business Unit Governance
  • ERP Integration
  • Data Migration
  • Regional Automation
  • Custom Reporting
  • Ad Platform Integration
  • Phone System Integration
 

The Challenge

Frontier Dental required a centralized platform capable of supporting multiple brands, regional teams, and high transaction volumes while maintaining the flexibility to adapt as the business expanded. With operations spanning the United States and Canada, the company needed a CRM that could scale alongside daily transaction volumes without sacrificing the regional control demanded by FDA regulations.

Achieving that goal meant addressing several operational challenges before the company could successfully transition to a unified CRM. From fragmented systems to inconsistent reporting, each issue needed to be resolved without adding unnecessary complexity to the business.
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1. Regional Compliance

FDA regulations required US and Canadian teams to maintain separate pricing, product catalogs, and customer data — making a shared CRM environment unsuitable without added structure.

2. Fragmented Tech Stack

Marketing, sales, and service ran on disconnected tools like Klaviyo, SEMRush, AttributionApp, SproutSocial, Bitly, and FlipHTML5, making it hard to centralize data and support growth.

3. ERP-CRM Synchronization

Acumatica needed to exchange large volumes of customer, product, and transaction data with HubSpot without disrupting daily operations.

4. Historical Data Preservation

Marketing assets, CSV imports, and opt-out lists needed to be migrated accurately to maintain data integrity and compliance.

5. Inconsistent Business Reporting

Limited documentation of existing reporting logic made it difficult to establish consistent performance reporting.

6. Disconnected Customer Service

Support teams lacked centralized communication, routing, and visibility across customer interactions.

Enterprise CRM projects fail when teams migrate, integrate, and report in parallel before the foundation is solid. With Frontier Dental, we went phased: architecture first — domains, properties, permissions. Then governance through Business Units to keep US and Canadian data separated, followed by Acumatica synced through a hybrid model built for that scale.

— Daria Cutrone
 

Why Frontier Dental Chose Campaign Creators

Frontier Dental needed a partner with experience designing enterprise HubSpot environments for complex multi-system operations. The project involved CRM architecture, large-scale data migration, ERP integration, workflow automation, custom reporting, and governance that could keep US and Canadian data separate while giving leadership a unified view of the business.

Campaign Creators brought the technical and strategic expertise to deliver that solution. The team designed a scalable HubSpot Enterprise architecture that unified marketing, sales, and service operations into a single platform. It also integrated critical business systems, automated key processes, and created a foundation that could support Frontier Dental's continued growth.

Solution: How Campaign Creators Built a Unified HubSpot Platform for Cross-Border Operations

 

 
Confgure

Configuring the HubSpot Enterprise Environment

Before migrating data or connecting external systems, Campaign Creators established the HubSpot environment that would support Frontier Dental's long-term operations. The team configured domains and branding, defined CRM object properties, established user permissions, and imported historical CSV files and opt-out lists.

This foundational work created a consistent CRM structure capable of supporting multiple brands, regional business units, and future system integrations without requiring major architectural changes later in the project.

 
Regional

Implementing Regional Governance With HubSpot Business Units

Frontier Dental required complete separation between US and Canadian operations. Campaign Creators implemented the HubSpot Business Units add-on and configured separate subdomains, website analytics views, marketing email settings, and permission structures for each region.

Custom workflows automatically assigned contacts and deals to the correct Business Unit as records entered HubSpot from website forms and ERP synchronization.

 
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Connecting Acumatica and Consolidating Business Systems

Frontier Dental's operational data was distributed across its Acumatica ERP and several standalone marketing and service platforms. This made it difficult to maintain consistent customer information and reporting.

Campaign Creators integrated Acumatica with HubSpot through Commercient to synchronize customers, contacts, products, sales orders, invoices, and transaction data using a hybrid synchronization approach capable of supporting tens of millions of records.

The team also migrated historical marketing assets, CSV data, and opt-out lists into HubSpot, rebuilt core forms and pop-ups, connected Google Ads, LinkedIn, and Meta advertising accounts, and integrated RingCentral to centralize phone operations and call recording.

 
Assign

Automating Regional Assignment and Ownership

After the platform and integrations were in place, Campaign Creators automated the processes required to keep customer data organized and compliant as new records entered HubSpot. Custom workflows evaluated incoming contacts and deals from ERP synchronization and website forms before assigning each record to the appropriate US or Canadian Business Unit.

Additional workflow logic applied region-specific email subscription types, enforced permission-based visibility, and dynamically assigned Company Owner properties to preserve historical sales credit while supporting current territory ownership. These automations reduced manual administration while maintaining consistent data governance across the CRM.

 
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Developing Custom Reporting and Executive Dashboards

With customer and operational data centralized, Campaign Creators built a reporting framework that provided visibility across marketing, sales, and revenue performance. The team developed more than 45 custom reports and dashboards covering lead generation, marketing channel performance, revenue attribution, and sales performance.

Reports dynamically filtered data by Business Unit, Deal Owner, and user permissions. This helped executives monitor performance across both regions while ensuring sales representatives only viewed information relevant to their territory.

 

The Results

The implementation consolidated Frontier Dental's fragmented technology stack into a unified HubSpot Enterprise environment.

  • Unified 60+ sales, marketing, and service users within a single HubSpot Enterprise environment.
  • Enabled 55+ sales representatives with region-specific access across the United States and Canada.
  • Built 45+ custom reports and dashboards to track lead generation, marketing performance, revenue attribution, and sales performance.
  • Centralized tens of millions of CRM records through the HubSpot and Acumatica integration architecture.
  • Achieved 100% operational separation between US and Canadian business units to support FDA compliance.
  • Replaced 5+ disconnected marketing and service platforms with a centralized CRM ecosystem.
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Impact: Building a Cleaner and More Adaptable CRM Foundation for Future Growth

HumanSignal moved from Salesforce to HubSpot without bringing unnecessary complexity into their new CRM. Campaign Creators adjusted the implementation strategy to protect data quality, remove redundant processes, and build a system around how HumanSignal’s teams operated.

With cleaner data mappings, validated workflows, and customized record layouts, HumanSignal gained a CRM environment that was easier to manage and better aligned with daily sales processes.

Key integrations with Outreach, Gong, Slack, Zoom, DocuSign, and Zendesk kept existing workflows connected while HubSpot became the central system for sales operations, supported by connected reporting dashboards.

Custom SaaS dashboards gave HumanSignal clearer visibility into pipeline activity, customer renewals, account health, and expansion opportunities to support better revenue decisions.

The project delivered more than a completed migration. HumanSignal gained a scalable HubSpot foundation that could evolve with changing teams, processes, and business needs without requiring another major CRM rebuild.

 

Solve Complex CRM Implementation Challenges With Campaign Creators

CRM implementations involve more than moving data from one system to another. Existing integrations, historical data, workflows, and changing business requirements require a strategic approach to avoid unnecessary complexity.

Successful HubSpot implementations depend on clean data, strong system architecture, effective automation, accurate reporting, and processes aligned with how teams operate. The right strategy helps businesses prevent duplicated workflows, disconnected systems, and CRM structures that create long-term management issues.

If your organization is managing a CRM migration, disconnected systems, or a HubSpot environment that needs better structure, Campaign Creators can help simplify the transition, maintain data quality, and build a scalable system aligned with your operations. Reach out to us today!

 
 

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