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EMA Design Automation

Transforming CRM Operations with HubSpot

OVERVIEW

EMA is a software reseller and software company that has been in business for over 30 years. They primarily focus on electronics and hardware design, selling software, services, and training for engineers who build electronic devices ranging from phones to satellites. EMA decided they needed to replace their existing marketing systems as they had become unstable and fragmented. They looked for a solution that could handle their international expansion and complex customer segmentation. They chose HubSpot, with Penguin Strategies' help, to consolidate tools, automate processes, and improve data accuracy. The successful migration resulted in seamless operations, instant lead assignment, and enhanced visibility into customer activity.

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THE CHALLENGE

EMA’s previous Marketing systems was a patchwork of customizations built over many years. While functional in the past, it had become cumbersome and restrictive, hindering their ability to adapt quickly to evolving business needs.

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Lack of usability

Only one or two team members could effectively navigate the legacy system.

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Siloed data

Sales, marketing, and support lacked visibility into each other’s efforts.

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Fragmented Systems

Systems like Sugar Market, Zapier, Mailchimp, Mandrill, Hootsuite, and Vidyard operated without true integration.

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No single source of truth

The absence of a central source led to inconsistent reporting and unclear decision-making.

It was time to modernize. We needed a platform that was intuitive, powerful, and integrated across teams.”
Chris Banton
VP Marketing
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The Solution

To modernize its CRM infrastructure, EMA turned to Penguin Strategies, a trusted HubSpot partner known for its deep expertise in technical B2B implementations. Penguin provided end-to-end services.

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Strategic planning and discovery

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Data migration and HubSpot CRM setup

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Pipeline configuration for sales and marketing

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Cross-department onboarding and training

Penguin brought a level of understanding and expertise that made the transition smooth. They took the time to understand our business and tailor HubSpot to our needs."
Chris Banton
VP Marketing
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01

Data Integrity

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Data Integrity

Penguin successfully migrated and cleaned a complex dataset from the legacy system.

 

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Training & Enablement

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Training & Enablement

Tailored training sessions empowered the sales, marketing, and support teams to fully utilize HubSpot’s features.

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Custom Workflows

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Custom Workflows

Penguin configured automated workflows to support lead nurturing, ticketing, and sales follow-up.

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THE IMPACT

Since implementing HubSpot with Penguin’s support, EMA has experienced significant improvements in internal alignment and operational efficiency.

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All-in-one

All marketing now runs in HubSpot, replacing five tools—cutting licensing costs and saving significant time and resources.

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Increased team adoption

The intuitive interface and effective training led to widespread usage across departments.
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Improved visibility

Sales, marketing, and support now operate with full visibility into each other's activities.
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Enhanced reporting

Leadership has access to real-time dashboards and analytics, enabling data-driven decisions.
We finally have a system that works for everyone. It’s a huge shift in how we operate—and a huge win for the business.”
Chris Banton
VP, Marketing
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WHY PENGUIN STRATEGIES?

EMA credits the success of this project to Penguin’s:

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Deep knowledge of HubSpot capabilities

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Strong communication and responsiveness

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Ability to adapt and solve complex data challenges

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Focus on understanding client business models

It’s clear that you genuinely enjoy solving complex problems and building out systems. You dive into the challenges with us and come up with creative solutions.
You don’t just solve problems—you get into the weeds with us and make it better than we imagined.We couldn’t be happier to have Penguin Strategies as a partner in this process. Your support and enthusiasm make all the difference."
Chris Banton
VP Marketing
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