4
Businesses Unified in One Dashboard
Multi-entity reporting consolidated into a single view
3
HubSpot Hubs Activated
Marketing, Sales, and Service Hubs
Entire
Organization Trained
Every team across 51 to 200 humans
1 Platform
Tech Stack Consolidated
Scattered systems replaced by unified HubSpot CRM
The Challenge
Where Things Stood Before
A Growing Organization Outgrowing Its Tools
RetroFoam isn't a small operation. With 51 to 200 humans spread across four distinct business entities, they've built something serious in the insulation industry. But the tools holding it all together weren't keeping pace. Their old CRM had become a bottleneck, not an asset. And the data that leadership needed to make smart decisions? Scattered across systems, siloed by business unit, and nearly impossible to pull together into a single coherent picture.
They'd done their homework. Deanna Campbell, RetroFoam's VP of Marketing, and her team had researched the options. They knew HubSpot was probably the right fit. But "probably" isn't the same as "definitely," especially when you're talking about a platform investment that touches every department in a multi-entity organization. The price tag was real. The commitment was significant. And the stakes were high.
The team had only ever used Marketing Hub. That meant Sales Hub, Service Hub, and the full CRM migration were entirely new territory. Every workflow, every pipeline, every automation that their old system handled (however poorly) would need to be rebuilt, rethought, and retrained. For an entire organization. That's not a weekend project. That's a transformation.
The real question wasn't whether HubSpot could do what they needed. It was whether the ROI would justify the investment, and whether they could actually pull off the migration without losing momentum. RetroFoam needed more than software. They needed a partner who could guide them through the entire journey, from the decision itself all the way through to independence.
The Solution
What We Built Together
From Decision Making to Buildout to Independence
When RetroFoam connected with Sidekick Strategies, the engagement started before a single hub was configured. George and the team helped RetroFoam evaluate their entire tech stack and confirm that HubSpot was the right call. Not a sales pitch. A genuine assessment. Because the worst thing you can do is migrate to a platform that doesn't actually fit how your organization works.
Once the decision was made, the buildout covered three hubs: Marketing, Sales, and Service. Marketing Hub got elevated beyond what RetroFoam had been using it for. Sales Hub gave the team pipeline visibility and deal tracking they'd never had. Service Hub brought customer support into the same ecosystem, eliminating the gap between selling and serving. Three hubs, one connected system.
But the real differentiator was how Sidekick approached the work. This wasn't a "hand over the keys and figure it out" implementation. Sidekick built some things for RetroFoam directly. They talked the team through building other things themselves. And they set the organization up so they could be independent going forward. That three-part approach, build, coach, empower, meant every dollar spent on the engagement created lasting capability, not dependency.
Training covered the entire organization. Not just the marketing team. Not just the admins. Everyone. When leadership understands the reporting, when sales understands the pipeline, when service understands the ticketing, the whole system works the way it's supposed to. No more one person holding all the knowledge. No more "ask Deanna how to run that report." Everyone knows.
Communication was built into the partnership from day one. Sidekick created a dedicated Slack channel for RetroFoam, giving them timely, easy access to help whenever they needed it. No waiting for a scheduled call. No submitting a support ticket and hoping someone responds by Thursday. As Deanna put it: "The ease of working with this team is second to none."
The engagement also tackled one of the hardest challenges in any multi-entity organization: custom reporting that unifies data across all four businesses into a single view. Custom reports, standard reports, and dashboards that let leadership see everything in one place. That's not a default HubSpot feature you toggle on. That's strategic architecture, built with intent.
The Results
The Transformation
Four Businesses, One Dashboard, Total Clarity
Here's the headline result, in Deanna's own words: "We are able to report on four different businesses under one umbrella into one dashboard." For a multi-entity organization, that's the holy grail. Custom reports and standard reports, all flowing into a single place where leadership can see everything they need to make decisions. No more bouncing between systems. No more assembling data from four different sources into a spreadsheet. One dashboard. Total clarity.
The impact on decision making has been transformative. When your data is clean, unified, and accessible, you stop guessing and start knowing. RetroFoam's leadership team can now look at performance across all four entities, spot trends, identify bottlenecks, and make calls that are grounded in real numbers. Communication between teams got sharper. Processes got tighter. The kind of operational visibility that used to require hours of manual compilation now lives on a screen, updated in real time.
Time savings rippled across the organization. The scattered tech stack that used to eat hours of the team's week got consolidated into one platform. Tasks that required manual handoffs between systems disappeared. Reporting that used to take days got reduced to clicks. When you multiply that time savings across 51 to 200 humans, the productivity gains compound fast.
Team productivity improved across every department. With the entire organization trained on HubSpot, nobody's waiting for one person to pull a report or explain how a workflow functions. Sales knows their pipeline. Service knows their tickets. Marketing knows their campaigns. Leadership knows everything. That's what full organizational adoption looks like.
But the result that matters most isn't a metric. It's trust. "We literally could not have made the transition to HubSpot without George and his team." That's what Deanna said. Not "they were helpful." Not "they did a good job." They were instrumental. In the decision making. In the buildout. In the training. From start to finish, Sidekick wasn't just a vendor on the project. They were the partner that made the whole thing possible.
The ongoing partnership continues to grow. New custom reports get built. New processes get optimized. New humans get trained. RetroFoam didn't just migrate to HubSpot. They built a system that scales with them, with a team that scales alongside.
“We literally could not have made the transition to HubSpot without George and his team. They were instrumental in our decision making, our buildout, and our training. I'd highly recommend Sidekick as the only HubSpot partner you'd need.”
Deanna Campbell, VP of Marketing, RetroFoam
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