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Manufacturing Success Story

How Pro Acoustics Upgraded from Keap's Tag-Based CRM to HubSpot Revenue Automation

Pro Acoustics, a commercial audio equipment supplier and manufacturer, partnered with Campaign Creators to replace its legacy Keap environment with HubSpot Sales Hub Enterprise and Marketing Hub Enterprise.

They needed a governed, modern revenue operations platform that unified two business units, modernized legacy automations, integrated Magento, Shopify, RingCentral, and other critical systems into a connected sales process, and simplified complex sales processes and quote follow-up for long-term business growth. The implementation focused on rebuilding the highest-value automations and enabling Pro Acoustics' internal team to confidently manage future automation inside HubSpot.

How Pro Acoustics Upgraded from Keap's Tag-Based CRM to HubSpot Revenue Automation

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Pro-Acoustics

Pro Acoustics is a commercial audio equipment supplier serving B2B organizations while also manufacturing products under its Pure Resonance Audio brand. The company manages a quote-driven sales process supported by ecommerce, inside sales, and customer follow-up across two business units.

As the business evolved, its technology stack expanded to include Magento, Shopify, RingCentral, and Keap. While these systems supported day-to-day operations, Keap itself introduced fragmented customer data, disconnected automations, and increasingly complex sales processes. Managing multiple brands inside a rigid, tag-based CRM limited reporting, slowed sales execution, and made automation difficult to maintain.

Pro Acoustics partnered with Campaign Creators to modernize its CRM architecture, simplify revenue operations, and establish a scalable HubSpot environment that could support both business units from a single source of truth.

Industry

Retail/Manufacturing

Tools Used
  • HubSpot
  • Keap (Legacy)
  • Magento
  • Shopify
  • RingCentral
  • Zapier
Services
  • Keap Migration
  • Sequence Rebuilding
  • Workflow & Pipeline Automation Design
  • CRM Consolidation
  • Systems Integration
  • Team Enablement
  • Training
 

The Challenge

Pro Acoustics had outgrown its legacy Keap environment. Relying on tag-based automation and disconnected business systems had created operational complexity that limited visibility, slowed sales processes, and made automation increasingly difficult to manage. As the company continued growing across two business units, the existing CRM could no longer support the flexibility required for a modern quote-driven sales organization.

The organization needed more than a replacement for Keap. It needed a connected CRM that could support multiple active deals, integrate with its ecommerce quoting process, simplify automation, and give sales and marketing teams the tools to operate more efficiently without increasing complexity.

Challenge_How Pro Acoustics Transformed Keap's Tag-Based CRM into a HubSpot Revenue Automation Engine

1. Keap's Tag-Based CRM Could No Longer Scale

Marketing relied on an extensive structure of legacy tags to manage segmentation, automation, and customer journeys. Maintaining these workflows required constant manual management, making reporting difficult and limiting the flexibility needed to support multiple business units.

2. Quote-Driven Sales Processes Required Better Automation

Customer quotes originated in Magento rather than inside the CRM, creating disconnected workflows between quoting, sales follow-up, and customer communication. Existing automations struggled to support the company's long sales cycles and multiple simultaneous opportunities.

3. Multiple Brands Created Operational Complexity

Pro Acoustics and Pure Resonance Audio operated within the same organization but required separate segmentation, reporting, and marketing processes. Managing both brands inside Keap created routing challenges and increased the risk of incorrect customer communications.

4. Legacy Workflows Were Expensive to Rebuild

Migrating every legacy email and automation from Keap into HubSpot — roughly 60 individual emails and sequences — would have significantly exceeded the project budget. The company needed a practical implementation strategy that preserved the most valuable business processes without recreating years of unnecessary technical debt.

5. Sales Adoption Needed to Happen Quickly

The new CRM needed to feel familiar enough that sales representatives could begin using HubSpot immediately while giving marketing greater flexibility to build and manage future automation independently.

We quickly recognized that replacing Keap alone wouldn't solve the challenges Pro Acoustics was facing. Our approach focused on helping them move beyond years of technical debt by simplifying automation, connecting their business systems, and building a CRM that could support the way they sell today, and how they'll continue to scale.

— Daria Cutrone
 

Why Pro Acoustics Chose Campaign Creators

Pro Acoustics needed more than a technical migration partner. The company wanted a team that could simplify accumulated CRM complexity while designing a revenue operations platform that better reflected how its sales process actually worked.

Campaign Creators brought expertise in HubSpot architecture, CRM migrations, workflow automation, ecommerce integrations, and sales process design. Rather than recreating Keap inside HubSpot, the team focused on modernizing automation, simplifying customer segmentation, and creating scalable processes that could support future business growth.

By combining technical implementation with hands-on enablement, Campaign Creators helped Pro Acoustics successfully transition to HubSpot while giving its internal team the confidence to continue improving the platform after launch.

Solution: How Campaign Creators Modernized Revenue Operations in HubSpot

 
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Consolidating Two Business Units

Campaign Creators designed a single HubSpot environment capable of supporting both Pro Acoustics and Pure Resonance Audio. Customer segmentation, reporting, and automation were structured to allow each business unit to operate independently while benefiting from centralized CRM governance.

 
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Rebuilding Revenue Automation

Rather than migrating every Keap workflow, Campaign Creators rebuilt the highest-value automations inside HubSpot. The centerpiece was the "Aged Quotes" nurture: in Keap, this had been a set of generic, tag-triggered blast emails sent identically to every prospect. Campaign Creators rebuilt it in HubSpot as a rep-personalized sequence with per-rep enrollment, automatic exit when a deal changed stage, removal the moment a prospect replied, and auto-transition of stale deals to closed-lost. Critical quote follow-up sequences, customer nurture programs, and lifecycle automation were redesigned in the same way, using HubSpot workflows that better reflected the company's sales process.

 
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Automating Quote Management

Advanced workflow logic automated follow-up based on deal stages, quote status, and customer engagement. Custom enrollment and unenrollment logic ensured prospects stopped receiving automated emails as soon as they actively engaged with a sales representative, reducing duplicate communication and creating a more personalized buying experience.

 
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Connecting Business Systems

Magento, Shopify, RingCentral, Zapier, and supporting business systems were integrated into HubSpot to connect quoting, communications, and customer data within a single platform. This created greater visibility throughout the sales process while reducing manual data management.

 
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Building Internal HubSpot Expertise

Instead of rebuilding every legacy asset, Campaign Creators adopted a hybrid implementation strategy that combined strategic workflow development with dedicated training. The marketing team learned how to build and manage future HubSpot automations independently, creating long-term self-sufficiency while keeping the project within budget.

 

The Results

Pro Acoustics successfully transitioned from a rigid, tag-based CRM to a scalable HubSpot Sales Hub Enterprise and Marketing Hub Enterprise environment designed around its quote-driven sales process. Sales, marketing, and leadership gained a connected platform that simplified automation, improved reporting, and established a stronger operational foundation for future growth.

  • Two business units unified within a single governed HubSpot CRM
  • Quote-driven sales processes supported through connected ecommerce integrations
  • Advanced workflows automated follow-up based on deal progression and customer engagement
  • Marketing transitioned from rigid tag management to scalable HubSpot segmentation and automation
  • Internal marketing teams gained the skills to build and manage future workflows independently
  • Hybrid implementation reduced project costs by nearly 70% while preserving the highest-value business processes
  • Reporting and operational visibility improved across sales and marketing

The new HubSpot environment gave Pro Acoustics a modern CRM architecture that better supported its customers, sales teams, and future business growth.

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Impact: From Tag-Based CRM to Scalable Revenue Automation

Replacing Keap allowed Pro Acoustics to simplify accumulated CRM complexity while creating a connected sales and marketing platform built around how the business actually operated. Instead of relying on rigid tag structures and manual workarounds, teams now manage customer relationships through standardized automation, integrated business systems, and centralized reporting.

The implementation also strengthened internal platform adoption. By combining strategic implementation with hands-on enablement, Campaign Creators helped the marketing team become self-sufficient in HubSpot while providing leadership with a scalable revenue operations foundation capable of supporting future growth across both business units.

Modernize Your Revenue Operations with HubSpot

Replacing a legacy CRM is an opportunity to improve far more than your technology. The right implementation connects your customer data, sales processes, automation, and reporting into a system that supports how your business operates today—and how it will grow tomorrow.

Campaign Creators helps organizations modernize complex CRM environments through HubSpot architecture, revenue operations strategy, workflow automation, ecommerce integrations, and team enablement. Whether you're moving beyond legacy platforms or redesigning your sales operations, we'll help you build a connected foundation that scales with your business.

 

Ready to discuss how Campaign Creators can help you meet your HubSpot goals?