How Supreme Group Runs Nine Businesses Inside One HubSpot Account

Overview

"The most valuable piece of our engagement was the strategic guidance MergeYourData's team provided. Our team had ideas and goals in mind, but we needed their expertise to create the roadmap, ask the right questions about our business, and lay the proper framework going forward."

Brian Schilling is EVP of Revenue Operations at Supreme Group, a platform of marketing and PR companies serving the healthcare and life science industries. Supreme runs those companies inside a single HubSpot account. This is how they made that work at scale.

Background

Supreme Group grows by bringing marketing and PR companies onto one platform. Each business arrives with its own sales model, its own team structure, and its own way of using the tools it came in with. All of them share one HubSpot instance.

That shared instance is the challenge. Running one company well in HubSpot is already a real project. Running a growing platform of them in the same account, without the businesses stepping on each other, is a different order of problem.

The Challenge

Before the engagement, Supreme had roughly five companies inside one HubSpot instance, each at a different stage of adoption.

"We quickly realized we weren't running things in a way that was going to be scalable," Brian said. "Different sales models, different team structures, really different use cases for the tool itself."

Years of well-intentioned workarounds had built up. They worked at the time, but as Supreme looked to future-proof for scale, the same customizations were creating data integrity issues and inconsistent definitions across the platform.

"Even just basic definitions were inconsistent," Brian said. "That was leading to data integrity issues and confusion across the board."

The board-level problem underneath it: with every business structured differently, there was no clean way to see the whole platform at once, and no confidence that a report from one company meant the same thing as the same report from another.

Why MergeYourData

"We had heard great things about MergeYourData and their intimate knowledge of the HubSpot platform," Brian said. "We spoke with Dan and his team and felt it was the right partner to bring in, not just to consult from the beginning, but to execute on the restructure and the rebuild."

Our Approach

The work started with strategy, not configuration.

MergeYourData ran a deep assessment of Supreme's current state, spending real time listening to the team and learning the businesses before proposing anything. Only then did the team craft the roadmap: a ground-up plan for how a multi-entity platform should be structured in a single HubSpot account, with consistent definitions, a shared data model, and reporting that holds across every business.

"Setting up HubSpot is probably not easy for one company, let alone multiple companies in the same instance," Brian said. "There were a lot of nuances to consider. Partnering with MergeYourData got us to our end goal much faster than we could have expected."

The sequence mattered. Strategy and alignment came first, then the technical rebuild, then adoption. As Brian put it, the build phase would have been slower and less successful if the strategic work had not been done up front.

The engagement did not end at launch. MergeYourData handled the execution of the rebuild, then trained Supreme's team and built out the dashboards and reports they rely on today. The team also stood up Supered inside HubSpot, where Supreme's operating procedures and process documentation now live as an in-context training guide that flags missing data and reminds the team of definitions and pipeline stages.

The Results

Three months after relaunch, Supreme was running nine businesses inside the rebuilt HubSpot instance, up from five, with the framework in place to keep scaling.

For the first time, the team has a full view of sales activity across every business in the account, and they trust what they see. "I can go back in time as far as I need to and pull reports on closed-won deals, and my team can be confident in that data, because it's structured the same across all of our businesses," Brian said. "We're comparing things apples to apples, same definitions and same processes."

The rebuild also surfaced untapped opportunity sitting in existing accounts. "They were great at helping us connect the dots and uncover hidden opportunities our sales team could work," Brian said.

In Brian's Words

"If you're considering whether you need a partner for HubSpot, embarking on a build is a serious undertaking whether you're one business or nine. There's so much strategic work that needs to go into it to be successful. Your future self will thank you for bringing in MergeYourData to guide you through the ins and outs of the platform and build a strategy that helps you succeed where your business is today and sets you up for your growth path as well."