Case Study

Vector is a San Francisco–based logistics technology company transforming how supply chains operate. Their electronic bills of lading (eBOL) powered Yard Management Suite enables shippers and third-party logistic firms to reduce manual paperwork, improve communication, and streamline operations across the yard and beyond.

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The Challenge

Vector had been using HubSpot SalesHub and MarketingHub for several years, but with time, the data had become stale and inaccurate, workflows and architecture were over-complicated or broken and the combination made it nearly impossible to use.

• Data clutter and duplication
• Outdated & broken workflows
• Incomplete reporting
• Operational inefficiencies
• Wasted time & confusion

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The Solution

Everpeak’s approach focused on full-funnel optimization — starting at the bottom of the funnel (to stabilize data and pipeline accuracy) and working upward to strengthen middle- and top-funnel marketing alignment.

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‍With Everpeak Partners’ RevOps expertise, Vector rebuilt its CRM from the ground up — transforming data chaos into scalable clarity.

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Bottom of Funnel (BOFU)

Data Foundations

• Data Cleanup & Deduplication: Removed redundant records and unified account hierarchies.
• Contact Audit: Identified and cleared 24,000 marketing contacts that had never been contacted.This de-cluttered searches and also freed up HubSpot credits.
• Data Enrichment: Synced verified job titles, phone numbers, and company updates from Apollo.io into HubSpot.

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Middle of Funnel (MOFU)

Process Alignment

• Attribution Model: Ensured correct source tracking for all leads entering the system.
• Lifecycle Stages: Redefined MQL-to-SQL transitions with clear, MECE (mutually exclusive, collectively exhaustive) criteria.
• Lead Journey Mapping: Visualized each stage from first touch to contract signing to identify bottlenecks and automate smooth handoffs.

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Top of Funnel (TOFU)

Lead Generation & Awareness

• Landing Pages: Designed conversion-optimized pages for content downloads.
• Website Forms: Fixed integrations to ensure proper lead capture.
• Email Newsletter: Launched a recurring campaign to re-engage dormant leads.

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By starting from the bottom of the funnel and moving upwards, Vector was able to focus on the foundations of its revenue engine. The systems, data and processes were all scaleable and well-understood before turning the focus to getting more high-quality leads.

The Impact

Vector’s CRM transformation began with training & documentation in collaboration with Everpeak to ensure that processes were simple, well-understood, and future-proofed. This allowed the Vector team to execute on its vision and deliver measurable and cultural improvements across the organization:

• Higher-Quality Leads: New data enrichment and scoring systems surfaced contacts that best matched Vector’s ideal customer profile (ICP).
• Cleaner, Simpler CRM: A more intuitive platform with fewer points of confusion and zero data duplication.
• Accurate Forecasting: Enhanced pipeline visibility led to better forecasting accuracy and stronger executive insights.
• Operational Efficiency: Reps and managers now spend less time cleaning data and more time closing deals.
• Leadership Visibility: Executives gained real-time access to key KPIs and marketing performance metrics.

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