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HubSpot onboarding with business units for Janison

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HubSpot onboarding for Janison, an EdTech company
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Janison is a global education technology company that provides digital assessment solutions for schools, governments, and businesses. With rapid growth across their product portfolio, they needed to modernise how they managed renewals, tracked customer activity, and reported performance.

The problem

Janison had made the strategic decision to implement HubSpot, but like many fast-moving tech companies, they didn’t have time to waste on trial-and-error configuration. With multiple teams needing access, clear processes, and reliable reporting, they couldn’t afford to fumble the rollout. The challenge was onboarding quickly without compromising on structure or future scalability.

 

Problem 1:

Excel was doing the heavy lifting for renewals, rejection reasons, and contact tracking. It worked — until it didn’t. Processes were slow, manual, and hard to scale.

Problem 2:

With both Janison Assessments and Janison Solutions under one umbrella, the company needed a way to segment, report, and market without risking data integrity.

The solution

Engaging.io provided a fully guided HubSpot onboarding program that was both strategic and tactical. We ran discovery sessions to understand how Janison’s sales and BD teams operated, then mapped their workflows to HubSpot’s structure.

We configured pipelines with clear deal stages and definitions, set up contact and company properties, and applied lifecycle stage logic to match their marketing and sales funnel.

To ensure adoption, we trained their team in how to use HubSpot confidently—from activity tracking and deal management to basic reporting. By the end of the project, Janison had a clean, purpose-built HubSpot instance that the entire commercial team could use out of the box.

The Strategic Plan
The Implementation
Focus area
  • Identified sales workflows and key CRM pain points
  • Defined reporting requirements for commercial team
  • Reviewed existing data structure and sources
Strategic Discovery
Focus area
  • Identified sales workflows and key CRM pain points
  • Defined reporting requirements for commercial team
  • Reviewed existing data structure and sources
HubSpot Configuration
Focus area
  • Set up deal pipelines and sales stages
  • Created lead status and lifecycle stage logic
  • Configured contact, company, and deal properties
Team Training & Adoption
Focus area
  • Delivered live HubSpot training sessions
  • Supplied quick-start guides and role-specific tips
  • Handover session to internal HubSpot champion
The Implementation


We built a scalable HubSpot CRM setup that mirrored Janison’s actual sales process, avoiding generic templates and focusing instead on what would support real, day-to-day workflows.

Clear pipelines and defined deal stages made follow-ups and forecasting more efficient from the start. Alongside the technical build, we delivered practical, jargon-free training tailored to how their team works—ensuring fast adoption and confident usage.

We also configured baseline reporting dashboards to give leadership instant visibility into pipeline health, deal velocity, and team activity, making HubSpot an immediately valuable asset across the business.

The impact and results

In under six weeks, Janison went from a blank HubSpot portal to a fully configured, sales-ready CRM. Their team was trained, confident, and working from a shared structure with clean data, clear deal stages, and automated handovers.

The setup removed friction from the sales process, enabling faster follow-ups, better visibility, and clearer reporting. Commercial leaders can now monitor activity and performance in real time, while reps spend less time on admin and more time closing deals.

And because the onboarding was done strategically, Janison now has the foundation to grow into more advanced HubSpot tools like marketing automation, customer success workflows, and integration with other systems—whenever they’re ready.

 

This is a testimonial from the client in the case study. If there is no testimonial the testimonial will not appear. We also need to make sure the testimonial is not too long - short and to the point is best!

Brian Brown
CEO, Achieve Australia

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