We’re proud to share that SAGE Marketing has been awarded HubSpot’s Software Industry Specialist badge, recognizing our experience in helping software companies build smarter, more connected HubSpot ecosystems.
But for us, this recognition is not just about the badge.
It is about what software companies need from HubSpot today: a platform that connects marketing, sales, product usage, customer journeys, retention, and revenue visibility into one scalable operating system.
For many software companies, HubSpot is no longer just a CRM or a marketing automation tool. When implemented correctly, it becomes the foundation for managing the entire revenue journey – from first touch and demo request to onboarding, product engagement, expansion, and renewal.
That is exactly where industry-specific HubSpot expertise matters.
What the HubSpot Software Industry Specialist Badge Means
HubSpot awards Industry Specialist badges to Solutions Partners that have demonstrated experience delivering industry-specific solutions, integrations, and use cases.
For SAGE Marketing, the Software Industry Specialist badge reflects the work we have done with software, SaaS, and technology companies that need HubSpot to support more than basic CRM activity.
This includes helping companies:
- Consolidate fragmented marketing, sales, and product data
- Connect HubSpot with analytics, operational, and product systems
- Build lifecycle stages that reflect real buyer and user journeys
- Create automated nurturing flows based on behavior and intent
- Build dashboards that provide clearer revenue and customer journey visibility
In other words, the badge recognizes an area we have been focused on for years: helping software companies make HubSpot work for the way they actually sell, onboard, retain, and grow customers.
The best way to understand what this means is to look at the kind of problems software companies ask us to solve – not only technically, but commercially and operationally.
“Software companies don’t need a generic CRM setup. They need a HubSpot environment that reflects how they actually generate pipeline, manage sales cycles, onboard customers, track product engagement, and grow recurring revenue.
This badge is meaningful because it recognizes the industry-specific work our team has been doing for software companies – helping them turn HubSpot into a real revenue operations platform, not just another disconnected tool in the stack.”
Niv Lamerovich, Head of Sales and Business Development, SAGE Marketing
What This Looks Like in Practice
Helping Octopai Migrate from Pardot to HubSpot
Octopai, a SaaS company helping organizations manage metadata, data lineage, discovery, and data catalogs, came to SAGE after several years of working with Pardot.
The company was facing challenges that are common among growing software companies: limited visibility into marketing performance, dependency on external integrations, high software costs, limited flexibility, and a time-consuming dependency on development for creating basic marketing infrastructure.
SAGE led a structured migration and consolidation process into HubSpot, tailored to Octopai’s business requirements. As part of the project, more than 25,000 contacts and their related information were migrated without data loss.
Following the migration, Octopai gained clearer campaign tracking, customizable dashboards and reports, smoother marketing-to-sales handoff, and greater self-sufficiency in using HubSpot.
The impact included:
- 58% increase in demo requests
- 36% increase in conversion rate
- 62% reduction in software costs
- 25,000+ contacts migrated without data loss
As Jodie, Marketing Operations Manager at Octopai, put it:
“I only regret not migrating sooner!”
Turning HubSpot into a Growth Engine for ThinkUp
ThinkUp, an AI-driven platform that supports entrepreneurs from early-stage ideas to investor-ready business plans, needed HubSpot to do more than manage marketing activity.
The company wanted to consolidate marketing and sales management into one unified ecosystem, integrate HubSpot with its proprietary platform and Mixpanel, gain real-time ROI visibility, and build automated journeys that would improve user engagement, retention, and monetization.
SAGE transformed HubSpot into the heart of ThinkUp’s marketing operations by connecting product data, behavioral insights, and marketing automation.
The project included:
- Integration between ThinkUp’s proprietary platform, Mixpanel, and HubSpot
- Real-time synchronization between product behavior and marketing actions
- More than 75 automated workflows
- Real-time ROI and attribution visibility
The results included:
- 30% increase in product retention
- 75+ automated workflows
- 100% real-time ROI visibility
For ThinkUp, the value was not just technical implementation. It was the combination of HubSpot expertise and deep experience with B2B technology companies.
As Dana Roitman, VP Marketing at ThinkUp, said:
“On one hand, you have a super professional company with endless HubSpot knowledge. On the other hand, they bring years of experience in marketing working with B2B and technology companies. The combination of the two is powerful.”
Continuing to Help Software Companies Grow with HubSpot
Receiving the HubSpot Software Industry Specialist badge is an important milestone for SAGE Marketing.
More importantly, it reinforces our continued commitment to helping software companies build better, smarter, and more scalable HubSpot ecosystems across marketing, sales, customer success, and RevOps.
Whether a company is migrating from another platform, optimizing an existing HubSpot CRM portal, improving sales pipeline visibility, connecting product data to marketing automation, strengthening marketing-to-sales handoff, improving attribution, or building a more structured revenue operation, the goal is the same:
To help software companies use HubSpot as a true growth platform.
Not just as a CRM.
Not just as a marketing tool.
But as the connected operating system behind their customer journey.
