Together, we build better.
Boundary is now using HubSpot — a more connected, efficient, and collaborative way to support our customers and teams.
01 · Context
Why We Made the Change
Boundary is implementing HubSpot to improve collaboration, streamline customer communication, strengthen reporting, and support long-term growth across all Boundary Mining Group companies.
This platform will help teams better manage customer relationships, sales activities, service opportunities, and internal visibility — creating a more consistent experience across the organization.
The transition to HubSpot is an important step in continuing to build a scalable, process-driven, customer-focused organization.
02 · Benefits
Built for how Boundary works.
Better customer visibility
One source of truth across every interaction, account, and opportunity.
Improved team communication
Sales, service, and operations working in sync — no more silos.
Centralized reporting
Live dashboards and shared KPIs across all BMG companies.
Long-term scalability
A process-driven platform built to grow with Boundary.
03 · Rollout
CRM Rollout Phases
Track our launch milestones from soft launch to official go-live.
04 · Resources
HubSpot SOPs & Training Resources
Standardized procedures to keep every team aligned.
Creating New Records
Standards for creating Companies, Contacts, and Tasks in HubSpot.
Customer Communication Standards
Tone, templates, and response expectations for customer outreach.
New RFQ — Inside Sales Team
Process for handling new RFQs on the inside sales team.
New RFQ — Outside Sales Team
Process for handling new RFQs on the outside sales team.
HubSpot is more than a software implementation. It is an investment in stronger communication, better visibility, accountability, and long-term operational excellence across Boundary Mining Group.
The success of this rollout depends on consistency, teamwork, and continuous improvement from all of us.
05 · FAQ
Frequently Asked Questions
06 · Feedback
Questions, Suggestions, or Feedback?
We want continuous feedback to improve the system, processes, and user experience.