CaPow is a robotics energy technology company redefining how mobile robot fleets are powered. Its Power-in-Motion technology enables robots to receive power while they operate, helping eliminate charging downtime and unlock greater productivity across automated environments.
The company’s Genesis solution is designed for operators, OEMs, and integrators working with mobile robot fleets. CaPow’s technology supports different robot makes, models, and battery types, and is positioned as a flexible, hardware-agnostic solution for automated operations.
As CaPow continued to grow, HubSpot needed to become more than a CRM and marketing system. It had to evolve into a scalable revenue operations engine that connects marketing and sales, supports clean data, improves audience activation and nurturing, enables consistent sales follow-up, provides clear pipeline visibility, and gives management better insight into performance and attribution.
open websiteBuild a scalable HubSpot revenue operations foundation. CaPow needed HubSpot to better support its go-to-market process, from lead management and ownership to lifecycle stages, lead statuses, and source attribution. The goal was to create a cleaner CRM foundation that could scale with the company’s sales and marketing activity.
Improve visibility across marketing, sales, and SDR activity. The team needed a clearer view of how leads entered the system, how SDR activity progressed, and how campaigns, meetings, and deals performed. A key goal was to create reliable dashboards and reports that would help the team identify gaps faster and make better decisions.
Activate CRM data for nurturing and faster follow-up. CaPow had valuable contacts in HubSpot, but needed a better way to segment, nurture, and follow up with them at scale. The project aimed to improve data quality, expand the reachable marketing audience, and turn HubSpot into a more active engine for engagement and commercial opportunity creation.
Automated workflows created or optimized
Increase in reachable marketing audience
Improvement in lead response time
1. CaPow’s HubSpot portal needed a stronger operational structure to support the company’s growing go-to-market motion. Lead statuses, lifecycle stages, contact types, and ownership logic were not fully aligned, which made it harder to understand where contacts stood in the funnel and what action should be taken next. Without a clearer structure, the team risked inconsistent follow-up, fragmented reporting, and limited visibility into the real customer journey.
2. The team also needed better visibility into sales and marketing performance. SDR activity, inbound leads, campaign performance, list performance, meetings, and deals all required a more organized reporting layer. Without dedicated dashboards and consistent reporting logic, it was difficult to identify which activities were generating engagement, which leads required attention, and how marketing and sales efforts were contributing to pipeline activity.
3. Data quality and operational consistency were also key challenges. CaPow had a valuable CRM database, but parts of it were not fully usable for marketing activation, segmentation, nurturing, or clear attribution. Issues around marketing contact status, imports, duplicate records, and incomplete source data limited the team’s ability to systematically engage existing contacts and connect marketing activity to sales outcomes.
SAGE Marketing worked with CaPow to optimize its HubSpot portal and turn it into a scalable revenue operations engine. The project began with a HubSpot audit and optimization checklist, followed by a prioritized work plan focused on CRM structure, automation, reporting, data quality, campaign operations, and sales follow-up.
A major part of the solution focused on aligning CaPow’s core CRM logic. SAGE mapped and optimized the relationships between contact type, lead status, lifecycle stage, lead object logic, lead source, and ownership. This included creating and activating workflows to align lead status and lifecycle stage, stamp lead status dates, manage contact type, support lead assignment, and improve lead-source tracking across contacts and companies.
SAGE also helped CaPow improve segmentation, campaign execution, and follow-up processes. This included building and supporting forms, email workflows, event and webinar processes, marketing and non-marketing contact lists, scheduled emails, and import templates. The team also built a large nurturing workflow around segmented audiences, nurture emails, campaign tracking, HubSpot documents, and follow-up visibility, giving CaPow a more consistent way to manage different audiences and campaign motions inside HubSpot.
Beyond improving the portal structure, SAGE helped CaPow turn its CRM database into a more active marketing and sales asset. By optimizing marketing contact management, cleaning imports, improving lead-source attribution, and expanding the active marketing contact base, SAGE enabled CaPow to nurture more than 3,000 previously unengaged contacts. This created a stronger connection between CRM data, email engagement, meetings, sales follow-up, and commercial opportunity creation.
To improve visibility, SAGE built dashboards and reports covering SDR activity, inbound leads, list performance, campaigns, meetings, deals, email performance, and marketing influence. Alongside the reporting work, SAGE supported data cleanup, duplicate management, property review, source attribution fixes, and training around import processes and operational best practices.
“SAGE rebuilt our CRM structure and HubSpot architecture from the ground up, including our data model, lead scoring, buyer intent tracking, reporting framework, and critical workflows. It has been a game-changer. We now have the structure and visibility we need to optimize faster and manage our revenue operations with much greater confidence.”
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