As Bravo Store Systems scaled past $3M in revenue, the path ahead was clear—but not yet stable. Rapid expansion had outpaced internal operations. Disconnected systems, siloed functions, and a tangled HubSpot CRM were stalling momentum just when the business was poised to double.
Bravo didn’t need a tool upgrade. They needed a strategic partner—someone who could align people, process, and technology to pave a path for sustainable growth.
They found that partner in Processology.
"The work they do will be one of your best investments."
— Kathleen Owen, VP of Revenue, Bravo Store Systems
As Bravo’s revenue and team expanded, operational cracks deepened:
CRM Dysfunction: A disorganized HubSpot Enterprise instance filled with duplicates, outdated fields, and broken automations.
Zero Segmentation: All customers and prospects received the same emails—regardless of vertical, stage, or relationship.
Disconnected Reporting: Metrics lived in spreadsheets, inboxes, and fragmented dashboards. No single source of truth.
No Operational Playbook: Sales and marketing processes weren’t documented, creating inconsistency, confusion, and low adoption.
“There wasn’t a centralized place to understand how our teams were performing. We knew we had to clean things up—not just for now, but for where we were going.”
— Kathleen Owen, VP of Revenue, Bravo Store Systems
A Holistic Partnership with Processology gave them an ongoing strategic ally who could help them transform today and scale tomorrow.
That’s why they partnered with Processology—to realign their sales, marketing, and service functions with intentional design and continuous improvement.
“What really struck me was that Processology understood the relationship between marketing, sales, and systems. They didn’t just come in with tactics—they helped us see the bigger picture.”
— Kathleen Owen, VP of Revenue, Bravo Store Systems
“Here’s how Processology helped us unlock the full power of HubSpot and scale with confidence.”
— Kathleen Owen, VP of Revenue, Bravo Store Systems
Processology began by mapping Bravo’s current state—uncovering the root causes of chaos and architecting a scalable, efficient future.
✔️ Strategy-first approach
✔️ Team interviews and workflow analysis
✔️ Alignment with business growth objectives
Processology helped transform HubSpot from a fragmented tool into a fully integrated growth platform—customized to Bravo’s structure, goals, and teams.
✔️ Unified HubSpot Platform
Enabled full CRM, Marketing, Sales, and Service Hub functionality as a centralized, collaborative system—supporting seamless handoffs, shared visibility, and the ultimate Triple-Win growth across departments.
✔️ Expanding HubSpot Functionality
Engineered custom solutions to extend HubSpot beyond its out-of-the-box capabilities—tailoring views, properties, automation, and reporting to support Bravo’s real-world business complexity.
✔️ Database Cleanup
De-duplicated records, standardized properties, and restored trust in CRM data.
✔️ Segmentation Strategy
Designed custom lifecycle stages and vertical-based segments to enable personalized campaigns.
✔️ Territory Management
Built logic to route leads globally—streamlining sales assignments and reducing lead response time.
✔️ CRM Customization
Created tailored views, forms, layouts, and properties to reflect how Bravo actually works.
“HubSpot became a real asset instead of a mess we had to work around.”
— Kathleen Owen, VP of Revenue, Bravo Store Systems
✔️ Automated Campaigns & Lead Nurturing
Replaced manual outreach with targeted, behavior-based automation across the funnel.
✔️ Sales Accountability Workflows
Follow-ups, reminders, pipeline movements—all automated to support rep performance.
✔️ KPI-Driven Reporting Infrastructure
Created real-time dashboards and centralized reporting across sales and marketing.
✔️ Process Documentation
Developed detailed SOPs, training guides, and CRM usage standards to ensure consistency and scale.
“Now when I onboard someone, we have everything documented. No more guesswork.”
— Kathleen Owen, VP of Revenue, Bravo Store Systems
These outcomes were more than numbers. They were proof that Bravo was no longer just growing—they were scaling with intention.
After transforming sales, marketing, and service operations, Bravo expanded Processology’s role—engaging them as a strategic operations partner through a successful competitor acquisition and beyond.
“We’re scaling faster than ever, and I know Processology is one of the biggest reasons why. I just couldn’t do this without them.”
— Kathleen Owen, VP of Revenue, Bravo Store Systems
Faster, more responsive experiences
Clearer journeys across sales and support
Accurate data for decision-making
Increased revenue from operational efficiency
A CRM that supports—not stifles—growth
Empowered teams with playbooks and training
Cross-functional collaboration and visibility
Culture of continuous improvement
The initial transformation of Bravo’s CRM and sales-marketing alignment was only the beginning. As Bravo continued to scale, Processology became a strategic operations partner across departments, platforms, and long-term support models.
Marketing Processes & Technology Redesign
Revamped lead management, campaign workflows, and HubSpot Marketing Hub configuration to enable targeted outreach and measurable ROI.
Sales Processes & Technology Optimization
Defined lifecycle stages, deal pipelines, lead scoring, and sales automation to streamline conversion and improve pipeline visibility.
Service & Support Process Improvement
Implemented structured ticketing, knowledge base configuration, and automated case management using HubSpot Service Hub for faster resolution and a better customer experience.
NetSuite & HubSpot Integration
Developed a seamless integration framework to ensure data synchronization between ERP and CRM—enhancing operational transparency and decision-making.
HubSpot Admin Program (Ongoing)
Created a managed service structure for continuous HubSpot maintenance, governance, and enhancement—ensuring long-term scalability and adoption.
💡 Each of these initiatives built on the momentum of the original CRM transformation, empowering Bravo to grow with clarity, confidence, and control.
Bravo Store Systems didn’t just clean up a CRM—they unlocked a scalable future.
Processology helped them build it.
One Partner
One Vision
End-to-End Alignment
Growth—by design
“If anyone is considering Processology—hands down, I would recommend them. They’ve changed what’s possible for us.”
— Kathleen Owen, VP of Revenue, Bravo Store Systems