How a Global Precious Metals Dealer Increased Revenue 68% with a Full HubSpot Revenue Operations Overhaul

"We had grown a large, loyal customer base but our systems could not keep up. Celumai migrated years of sensitive transaction history without losing a single record, then gave our sales, marketing, and service teams one shared view of every customer. The revenue impact was real, but what changed our business day-to-day was finally being able to trust our own data."

- VP of Operations, Global Precious Metals & Retirement Investment Dealer

Our sales, marketing, and customer service teams had grown up around separate tools that never talked to each other. Every handoff between teams meant re-explaining the customer relationship from scratch, and our support team was working from partial information on accounts that involved real money and, in many cases, people's retirement savings.

Sales, marketing, and customer service operated on separate, disconnected systems with no shared view of the customer. High-value transactions — physical bullion purchases and IRA/retirement account rollovers — required careful, compliant handling of sensitive financial data, leaving no room for error during any system migration. Customer service tickets, often tied to time-sensitive account or delivery issues, took too long to resolve because agents lacked full context on the customer relationship.

Because the data involved was sensitive and high-value — bullion transactions and IRA account details for clients across more than 100 countries — migration had to be planned with zero tolerance for data loss. We mapped every record type before touching a single migration, then built the HubSpot Revenue Operations foundation first so that Sales Hub, Marketing Hub, and Service Hub were all reading from the same trusted customer data from day one.

We ran a complete HubSpot onboarding with a zero-data-loss migration plan for all historical customer, transaction, and communication records. On top of that foundation, we built a unified Revenue Operations layer connecting sales, marketing, and service data into one system of record. We configured Sales Hub for the firm's high-value, consultative sales motion around bullion and IRA products, set up Marketing Hub operations to convert their large existing content and newsletter audience into qualified leads, and deployed Service Hub with structured ticket routing and SLAs so agents could resolve time-sensitive customer issues far faster.

Revenue increased 68% following the RevOps overhaul. Customer service ticket resolution time improved 5x. With sales, marketing, and service data finally unified, the business gained a single reliable view of every customer relationship — from first newsletter signup through to high-value account servicing.

Is this familiar?

HubSpot challenges in BFSI - what we see most often

Financial services businesses selling high-value products — physical bullion, retirement accounts, structured investments — face a particular challenge when adopting HubSpot: the migration itself is high-stakes, since transaction and account history cannot be lost or corrupted in the process.

Celumai specialises in HubSpot onboarding and Revenue Operations builds for financial services and BFSI companies where data integrity during migration is non-negotiable. The starting point is always a complete map of every record type before any migration begins, followed by a unified RevOps foundation so Sales Hub, Marketing Hub, and Service Hub all operate from the same trusted customer data.

If your sales, marketing, and service teams are working from disconnected systems and support tickets take too long to resolve because agents lack full context, the fix is architectural — not another point solution layered on top.

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