Amiad Water Systems is a publicly traded global manufacturer of water filtration and treatment solutions, with operations spanning dozens of countries across industrial, agricultural, and municipal markets.
Managing a global sales organization with regional teams, distributors, channel partners, and direct customers, Amiad operates in one of the most relationship-driven, long-cycle B2B verticals in the industrial manufacturing space.
open websiteBring Amiad’s sales and marketing operations into one unified HubSpot ecosystem, replacing the disconnected setup between Zoho CRM and HubSpot.
Improve alignment between marketing and sales by ensuring every lead enters the sales process with full engagement context, campaign source, and lifecycle stage data.
Create a scalable CRM foundation for a global sales organization, with structured pipelines, mandatory deal fields, and real-time visibility into sales performance.
Sales Reps Onboarded Across Regions
Weeks to Complete the HubSpot Rollout
Reduction in CRM Operating Costs
1. Disconnected sales and marketing operations. Amiad’s marketing team was already using HubSpot to manage campaigns, capture leads, and track engagement, while the sales team continued working in Zoho CRM. With no native sync between the two systems, leads generated by marketing had no structured path into the sales pipeline, creating manual handoffs, inconsistent follow-up, and a significant gap between marketing activity and sales execution.
2. Limited visibility into lead engagement and pipeline health. Sales representatives lacked a clear view of which contacts had engaged with campaigns, attended webinars, or expressed interest through marketing channels. At the same time, leadership did not have reliable real-time visibility into pipeline health, deal progress, or forecasting, making it difficult to manage a global sales organization with confidence.
3. Inconsistent CRM structure and data quality. Amiad’s existing sales process was not fully reflected in the CRM, with incomplete deal properties, unclear stage criteria, and inconsistent data hygiene across regions and teams. For a company managing 30+ sales representatives across multiple regions and business units, this made it harder to maintain clean records, enforce a consistent sales process, and build accurate forecasts.
A Unified HubSpot Revenue Platform. SAGE migrated Amiad’s sales operation from Zoho CRM into HubSpot Sales Hub, bringing sales and marketing into one shared environment. This gave the organization a single operational foundation for managing contacts, companies, deals, customer interactions, and marketing engagement data.
CRM Architecture Built Around Amiad’s Sales Process. SAGE rebuilt the sales pipeline to reflect Amiad’s real-world sales motion, from initial qualification through technical evaluation, commercial negotiation, and close. Custom properties were added for region, product line, distributor relationships, and stage exit criteria, creating a structure that matched how the global sales team actually works.
Data Quality and Forecasting Infrastructure. As part of the migration, SAGE cleaned, standardized, and restructured Amiad’s contact and company records according to HubSpot best practices. Mandatory fields and stage criteria were implemented to reduce incomplete records, improve data integrity, and support more reliable forecasting.
Sales Enablement and Global Team Onboarding. To drive adoption, SAGE delivered a structured live training program for 30+ sales representatives across regions. The training covered daily sales workflows, deal management, email and calendar integration, task management, and custom views tailored to each rep’s focus area.
"SAGE Marketing enabled us to bring our entire sales and marketing operation under one roof. For the first time, our sales team has full context on every lead, and our marketing team can clearly see how their efforts translate into pipeline."
Come closer! What did you say your name was?
