Consolidating Marketing in HubSpot for Efficiency and Growth
Security Blue Team, a leader in providing accessible cyber security training, wanted to unify its marketing operations within HubSpot. While the sales team was already making use of the platform, marketing activity was scattered across different tools, limiting efficiency and visibility.
The goal was to consolidate operations, train the team, and set a strong foundation for upcoming campaigns, with success measured by a fully functional HubSpot Marketing Hub in active use by the team.

Security Blue Team
The Challenge

Outgrowing disconnected tools and needing a CRM built for bespoke, project-led sales
Marketing processes at Security Blue Team relied on multiple disconnected platforms. Social accounts, analytics, and campaign activity were managed separately from the CRM, making it difficult to track results or align with sales. Reporting was fragmented, data capture inconsistent, and upcoming campaigns lacked a clear operational structure.
The team needed a solution that could:
- Bring marketing and sales onto the same platform
- Integrate social channels and analytics tracking
- Improve reporting and data quality
- Provide hands-on training for confident adoption
- Create a solid foundation for campaigns, starting with the CJDE launch
Security Blue Team
What we did
To achieve these goals, we implemented HubSpot as the central hub for marketing, fully integrated with the existing sales portal. The project combined technical setup with enablement and campaign readiness.
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1
Foundation Setup
Configured HubSpot marketing settings, integrated with the sales portal, and ensured all essentials were in place.
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2
Integrations
Connected social accounts, added analytics tracking (including Tag Manager and data layer considerations), and ensured Sprout compatibility for scheduling.
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3
Landing Pages & Email Templates
Built branded landing page templates with custom styling and created campaign-ready email templates.
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4
Reporting & Dashboards
Set up key dashboards, including Data Hygiene, with deduplication reminders to support data quality.
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5
Training & Onboarding
Delivered hands-on workshops covering campaigns, workflows, reporting, and asset creation.
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0
Collaboration Tools
Used Motion for project task tracking, giving the team clear visibility of next steps.
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0
Campaign Readiness
Prepared HubSpot for the CJDE campaign launch with landing page builds and workflows.
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0
Sales Alignment Foundations
Identified opportunities for smoother lead handovers and pipeline consolidation, to be addressed in a follow-up phase.
Security Blue Team
The impact
By consolidating its marketing operations into HubSpot, Security Blue Team has achieved a stronger, more efficient setup that aligns with sales and supports campaign delivery. The team is already seeing time savings, better visibility, and increased confidence in using the platform.
- Improved efficiency - Centralised tools and templates reduce manual effort.
- Greater confidence – Training and enablement ensure the marketing team can manage campaigns independently.
- Stronger reporting – Dashboards and data hygiene processes improve visibility and accuracy.
- Campaign readiness – Their first campaign in HubSpot is ready to launch with workflows and assets in place.
- Sales alignment – Early steps taken toward unifying marketing and sales process.
With a solid foundation in place, Security Blue Team is now positioned to run its upcoming campaigns with confidence while continuing to refine data, segmentation, and sales processes in the next project phase.
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