From Ready to Walk Away to 3× Close Rates. How m|devices Turned HubSpot Around
m|devices were weeks away from replacing HubSpot altogether. Instead, a full customer journey rebuild and portal optimisation transformed sales and service performance and restored confidence in the platform.
- The problems m|devices had
- The solutions we developed
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The results m|devices achieved with us
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The impact of our approach
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What's next for m|devices
m|devices' Challenges
Before RedPandas came in, m|devices’ service team relied on a largely manual ticketing process.
Incoming requests weren’t automatically routed or prioritised, which meant that urgent cases were often buried under routine queries.
And, over time, this manual-heavy process:
- Caused delays in assigning tasks.
- Slowed down escalation to the right team members.
- And, created inconsistent customer experiences.
Everyday processes like creating new deals, scheduling follow-up tasks, or escalating a ticket required manual intervention because key workflows weren’t automated in HubSpot.
As volumes grew, this created:
- Unnecessary admin work.
- Bottlenecks in customer support process.
- And, human error.
Together, these three outcomes reduced the team’s productivity and increased lost sales opportunities.
m|devices' customers had no quick way to find answers on their own.
Without a central knowledge base or FAQ section, even simple questions came through as tickets.
This added to the service team’s workload and slowed response times for more complex cases.
Marketing activity was scattered across channels without consistent UTM tagging or campaign tracking in HubSpot.
Website behaviour data wasn’t feeding into a single view of the customer, leaving the marketing and sales teams without the insight they needed to target or personalise campaigns effectively.
Sales leaders at m|devices struggled to forecast accurately.
Industry unpredictability might have compounded the issue, but a lack of robust pipeline reporting and historical data in HubSpot made it difficult to project revenue, prioritise opportunities, and plan for demand.
m|devices' Sales and Service teams often worked in silos.
Shared contacts and opportunities weren’t easily visible across both teams, which led to:
- Duplicate efforts.
- Missed hand-offs.
- And, sometimes, conflicting communications with the same customers.
The Solution
RedPandas designed a comprehensive HubSpot Optimisation Program, delivered in just three months, over three phases.
The project:
- Brought Sales, Service, and Marketing together under a single customer-journey framework.
- Standardised critical data.
- And, introduced the right mix of automation to reduce manual effort and improve visibility.

Phase 1 - Strategic Mapping & Enablement
- Customer Journey Mapping Workshop
- Weekly Coaching Sessions
- Marketing Hub Training
- Data Clean-up & Segmentation
Phase 2 - Automation & Service Hub Optimisation
- Designed a New Ticket Pipeline
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Automated Ticket Routing
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Implemented 10+ Automation Workflows
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Introduced Shared Inboxes, CSAT Feedback Surveys
- Built Custom Dashboards
Phase 3 - Reporting & Insights
- Improved activity reporting for reps, allowing managers to have better visibility on daily sales rep activity.
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Delivered custom deal-tracking reports to ensure proper attribution and visibility for sales process improvement.
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Trained m|devices' marketing and sales teams on how to use the HubSpot Portal set-up based on findings from initial portal test runs for long-term adoption.
The Impact of Our Work With m|devices
1. Deal Pipeline
Visibility
Leaders could instantly see pipeline movement, ticket status and campaign performance, making it easier to spot bottlenecks and prioritise action.
2. Accurate and Actionable Reporting
Here are some of the reports that were set up for m|devices:
This allows management accurate insights for active and closed tickets tracked in the Product Incident pipeline within HubSpot Service Hub.
It lists each ticket owner, ticket ID, ticket status (open or closed), and the related account number, allowing managers to quickly monitor volume, ownership, and progress of product-related incidents.
This report displays the total number of deals successfully closed by each sales representative, offering clear visibility into individual performance and helping managers identify top performers and coaching opportunities.
This report tracks the number of deals lost by each sales representative, providing managers with insight into loss trends and enabling follow-up on close-lost reasons to improve future conversion rates.
- Deal closed totals vs goal
- Deal Revenue forecast by stages
- Deals created most recently by rep with most deals
- Deal average time spent in each stage
- Team activity totals
- Not pursued reason (report showcasing deals that were not pursued, breaking them up by the reason for not pursuing)
- Ticket volume received by CSS
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Average Time to First Response
- Closed Totals by CSS
- Conversation Totals by CSS
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Retained HubSpot licence
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Achieved faster ticket routing and response times
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Reduced manual admin with 10+ automated workflows across Sales and Service.
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Gained visibility of the full customer journey via new dashboards.
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Marketing team adopted consistent UTM tagging and campaign tracking.
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Increased user confidence after targeted training sessions.
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Leadership gained accurate, real-time reports for pipeline and activity tracking.
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Established a scalable, centralised data structure to support future growth.
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Built a culture of cross-department collaboration around a unified CJM which positioned HubSpot as the single source of truth for customer data and insights.
- Here’s an article we wrote that explains the long term impact complete sales visibility can have on an organisation
The Results m|devices Achieved With Us
hours saved per week in reporting
faster customer response rates
visibility around productivity, deals and pipelines
"It was great working with Tasha, Anna, and the wider RedPandas team. The way they communicated and guided us through HubSpot made a complex setup feel much more manageable. The team was professional, clear, and easy to work with, and I’m sure we’ll continue working together as we roll things out further."
"RedPandas’ strategic involvement with m|devices was critical. It not only solidified our relationship with a valued customer but also ensured that m|devices gained a clear, successful path toward their growth objectives. Working with RedPandas is always an efficient and successful collaboration, thanks to their professional approach and deep HubSpot expertise."
"I wanted to take a moment to express my gratitude for the incredible experience I've had so far with RedPandas. The support from the team has been outstanding. I particularly appreciate the constant and open communication, which has helped me feel confident and connected to the wider goals of the company. Thank you for fostering such a supportive and growth-oriented environment. I'm grateful for the opportunities I've been given and am very excited about what's next."
What's Next for m|devices?
m|devices will continue to expand its Knowledge Base for self-service, refine dashboards for forecasting accuracy, and roll out ongoing HubSpot up-skilling as new product lines and markets are added.
