1,965 Users Into One
HubSpot Portal
Enda Mullaney
VP of Business Development Operations, Inizio
CASE STUDY
SUMMARY
WHO ARE THE
Inizio?
Inizio is a global organisation of nearly 10,000 people that supports the world’s leading pharmaceutical companies in commercialising their products.
They provide end-to-end services that take new drugs from pre-launch through to full market availability, helping clients successfully bring their treatments to market across multiple regions.
Over the years, Inizio has brought together several specialist companies under one group, each contributing expertise across the product lifecycle - from strategy and marketing to sales and medical communications.
THEIR
CHALLENGES
The programme involved bringing 13 business units onto one centralised HubSpot platform over an 18-month period.
Each business had its own processes, data structures and CRM system, including HubSpot, Microsoft Dynamics and Salesforce. The challenge was to consolidate these into a single, structured environment while aligning pipelines and reporting in a way that worked for the wider organisation.
Alongside the CRM consolidation, integrations with project management and finance systems needed to be maintained. A strong focus on change management was also essential to ensure teams across regions understood the value of moving to one shared platform and were confident adopting it.
OUR
APPROACH
We onboarded each business unit in structured waves, assessing their existing systems, reviewing data and aligning processes before migrating them into a central HubSpot environment.
Using our five-stage implementation framework, we mobilised stakeholders, defined strategy and reporting structures, designed and configured pipelines and workflows, and managed data migration and integrations. Each phase was delivered against a clear project plan to ensure consistency across the programme.
Alongside the technical rollout, we supported Inizio’s internal change management team with structured training, including train-the-trainer sessions, best practice guidance and ongoing onboarding support to embed adoption across the organisation.
The
Results
The project delivered transformative results for Inizio, uniting 13 global business units and thousands of users under one HubSpot CRM. Enda described its impact as pivotal in achieving visibility and efficiency across the organisation:
“Ultimately, the success of this project is in our ability now as a large organisation like us, having all of our sales and our pipeline reported in one place. That was a primary goal and that’s been some of what the primary success of it is.”
Beyond operational clarity, the consolidation unlocked collaboration and insight across previously disconnected teams. As Enda explained,
“It’s better user experience, it’s having everybody in one place, and it’s really getting those core insightful data insights out of the system... we are now able to see across Inizio, understand who’s working with who, and provide really good solutions to those customers.”
