Custom HubSpot CRM Extensions for CNH Media

CNH Media's HubSpot Integration: Custom CRM Extensions for Marketing Excellence

Industry: Media & Entertainment
Company size: Mid-Sized company (11-50 employees)
Services: HubSpot CRM Extensions Development

Case study cover - template-Aug-04-2025-01-38-48-9136-PM

Summary

CNH Media overcame scattered customer data challenges and gained centralized marketing intelligence with custom HubSpot CRM extensions. Now equipped with instant access to customer search insights, streamlined data management, and enhanced team productivity, CNH Media can deliver faster, more accurate marketing assessments and outpace their competition.

Access complete customer search profiles instantly

Eliminate external platform dependencies

Enable instant access to search optimization data

The challenge

Fast-Paced Marketing, Fragmented Information

CNH Media excelled at improving customer visibility through Google Adwords and SEO optimizations, but their internal processes were creating unnecessary friction. As a specialized online marketing agency serving clients across multiple industries, they needed comprehensive customer insights at their fingertips.

Customer information scattered across systems

CNH's team was storing critical customer data in screenshots, text documents, and shared folders rather than their primary CRM. This fragmented approach meant valuable search results, keyword analysis, and improvement areas were buried in external platforms instead of being accessible where decisions were made.

Time-consuming data retrieval processes

Every customer interaction required opening multiple external files and platforms to access relevant marketing intelligence. In their fast-paced agency environment, these manual processes were consuming valuable time that should have been spent on strategic customer engagement and service delivery.

Limited HubSpot visibility for marketing insights

While CNH used HubSpot as their main customer management tool, marketing-specific data remained isolated in separate systems. Sales teams lacked immediate access to search optimization insights, targeted keywords, and improvement recommendations when engaging with prospects and customers.

A Digital Transformation, Not Just a CRM Extension

CNH Media needed more than just another integration, they required a complete marketing intelligence ecosystem that would:

Centralize all customer marketing data within HubSpot's interface
Eliminate dependency on external platforms and file storage
Enable one-click access to comprehensive customer search profiles
Streamline team collaboration with shared, real-time insights

1. Requirements Analysis and Strategic Planning

We conducted comprehensive stakeholder interviews with CNH's sales and marketing teams to understand their specific workflow challenges. Our team mapped their existing processes and identified critical data points that needed immediate HubSpot accessibility, creating a detailed development roadmap aligned with their agency operations.

2. CRM Extension Architecture and Development

We designed and built custom HubSpot CRM extensions leveraging the latest HubSpot technologies. The solution included a new "Create Company Ad" button integrated directly into company profiles, allowing users to input mock-ups, targeted keywords, search engine preferences, and improvement recommendations without leaving HubSpot.

3. Data Integration and User Interface Design

We developed intuitive forms and display interfaces that captured comprehensive marketing intelligence including existing advertisements, keyword targeting strategies, and optimization opportunities. The system was designed to present complex marketing data in a clean, scannable format accessible to all team members.

4. Implementation and Team Training

We provided hands-on training sessions covering the new CRM extension functionality and established workflows for consistent data entry and retrieval. Our team created custom documentation and implemented ongoing support systems to ensure smooth adoption across all user levels.

Custom CRM Extension for Enhanced Marketing Intelligence

We built a specialized CRM extension that transformed how CNH Media manages and accesses customer marketing data. This solution addressed their unique need to centralize search optimization intelligence within their primary customer management platform.

When opening any company profile in HubSpot, users now see a new "Create Company Ad" button that provides immediate access to comprehensive marketing intelligence tools.

The extension enables users to create detailed customer advertising profiles directly within HubSpot company records. Teams can input mock-ups of existing ads, targeted keywords, desired search engines, and areas for improvement on customer offers.

Instant Data Access: Sales teams can view comprehensive marketing intelligence without switching platforms or searching through external files.
Team Collaboration: All marketing insights are immediately available to every team member through HubSpot's shared interface.
Streamlined Workflows: The one-click creation and editing functionality eliminates manual file management and reduces preparation time for customer interactions.

This custom solution enabled CNH Media to maintain their fast-paced service delivery while ensuring no critical marketing intelligence was ever buried in external systems. The team can now focus on strategic customer engagement rather than data retrieval, significantly improving their operational efficiency and customer response capabilities.

The Impact

What Success Looks Like

Access Complete Customer Search Profiles Instantly

Enable Instant Access to Search Optimization Data

Eliminate External Platform Dependencies

Enhanced Team Collaboration and Workflow Efficiency

Take the next step

Ready to centralize your customers' data?

Book a free consultation with our HubSpot integration specialists to discover how custom CRM extensions can transform your marketing operations and eliminate data silos.

SUCCESS STORIES