Calypso AI is a fast-scaling cybersecurity company at the forefront of trusted AI testing and validation. As their team grew and demand increased, so did the complexity of their internal systems—especially in HubSpot.
Over time, multiple team members had built out CRM workflows, pipelines, and processes that were well-intentioned but poorly documented. When those individuals moved on, they left behind a maze of disconnected automations, inconsistent data structures, and half-understood systems.
The result?
Duplicate records plagued their contact database
Lifecycle stages and pipelines didn’t reflect real buyer journeys
Offline and event leads weren’t consistently tracked or attributed
Sales reps were managing deals in inconsistent ways
Marketing lacked a reliable way to measure campaign impact
Internally, the teams were grappling with how to use HubSpot rather than focusing on what it should be helping them do. What they needed wasn’t just a quick fix—it was a strategic overhaul from a partner who understood both the technical and business sides of HubSpot.
That’s when Calypso AI partnered with Baskey Digital—to bring clarity, structure, and a documented, scalable CRM system that the entire team could trust.
We worked alongside Calypso AI’s sales and marketing teams to implement a systematic, scalable HubSpot setup with best practices tailored to their workflows:
Bulk merged thousands of duplicates
Created import templates + guides to prevent future duplicates
Delivered custom training for reps to self-manage contact issues
Differentiated original source vs. attribution for cleaner reporting
Mapped and automated lifecycle stages to match actual sales funnel
Reviewed and cleaned up deal pipeline
Built out a lead pipeline to manage top-of-funnel more effectively
Built custom dashboards for individual marketing events
Created offline lead templates to capture trade show contacts properly
Built custom views in the contact homepage by role
Implemented automations for managing marketing contacts
Provided ongoing Slack-based support with a 24-hour SLA
With Baskey Digital’s help, Calypso AI now has:
✅ A streamlined CRM that reps and marketers trust
✅ Faster onboarding of leads from both online and offline sources
✅ Clear, aligned sales stages that mirror real-world activity
✅ Ongoing support to adapt as they grow
Looking to move your website to HubSpot or optimise your current HubSpot website? Contact Baskey Digital today.