Winning alignment for a full-platform switch.
The business need
A software company was evaluating a full replacement of its incumbent customer platform. Marketing, sales, and service each had priorities to address, with legal and procurement involved in the purchase decision.
Multithreading the deal
Over a five-month sales cycle, I built buy-in across marketing, sales, and service, engaging individual contributors, managers, directors, and the CEO. I connected each department’s needs to a shared decision on the full HubSpot customer platform.
My contribution
I used a Trumpet deal room to give the buying group a shared place for the evaluation and next steps. I worked through each team’s questions and navigated legal and procurement to move the competitor replacement forward.
Business impact
The full-platform switch aimed to generate more qualified pipeline at the top of the funnel, strengthen lead-to-customer conversion, and improve customer satisfaction (CSAT) by connecting marketing, sales, and service workflows.






