How We Started

Paper had built a successful e-learning platform through Series D, but their HubSpot CRM had grown without a clear strategy behind it. They were paying for contacts they didn't need, missing critical Salesforce data, and had a 100,000-contact campaign ready to launch — with no clean infrastructure to run it. Revinfinity was brought in to fix the foundation and unlock what their marketing team was ready to do.

Project Process

Discovery & Audit

We started with a full audit of Paper's HubSpot account — mapping every contact, company, workflow, and integration to understand what was working, what was wasted, and what was missing. The audit revealed that the majority of their contact database was marked as "marketing eligible" despite only a fraction being relevant targets, costing them thousands per month unnecessarily.

Data Cleanup & Integration

We removed redundant contacts, defunct companies, and broken workflows, then mapped and pulled in the critical Salesforce data that was missing from HubSpot. This gave both teams a single, reliable source of truth for the first time and created a clean foundation for everything that followed.

Campaign Infrastructure Build

With a clean CRM in place, we built the data hierarchy needed for the 100,000-contact import — including proper field mapping, contact-company associations, and targeted marketing cohorts segmented by send date and occupation. We also configured A/B testing and implemented email bounce validation to protect deliverability from day one.

Key Features

Marketing Eligibility Segmentation A strategic segmentation system that ensures only relevant contacts are marked marketing eligible — directly reducing HubSpot contact tier costs by thousands per month.

Salesforce-HubSpot Data Sync Critical Salesforce fields and records were mapped into HubSpot, eliminating the data gap that had been causing inconsistencies between sales and marketing teams.

100k Contact Import Infrastructure A complete data hierarchy and import framework built to handle the scale of Paper's campaign — with proper field mapping, company associations, and audience cohorts ready to activate.

A/B Testing & Email Validation Campaign-level A/B testing configured for conversion optimization, plus bounce checking to protect sender reputation and reduce wasted sends.

Workflow Automation Intelligent automations replaced hours of manual work — including contact-company association tasks that the team had been doing by hand.

Conclusion

Paper now has a CRM that works for them instead of against them. The cleanup alone delivered immediate ROI through reduced contact costs, the Salesforce integration gave both teams a shared source of truth, and the 100,000-contact campaign that once seemed out of reach launched successfully with the infrastructure to back it. They went from a bloated, disorganized system to a lean, scalable revenue engine — ready for whatever their next stage of growth demands.