How Kroolo Unified Multi-Region Lead and Deal Management in HubSpot
A HubSpot CRM implementation connecting Apollo.io lead generation to deal creation, with transparent, region-by-region pipeline visibility for a fast-growing SaaS company.
Kroolo
Kroolo partnered with Unleash Tech Worx to bring structure to a sales process spanning multiple regions. The team was already using Apollo.io for lead generation, but nothing connected that activity to a transparent, forecastable deal pipeline inside a single CRM.
The Challenge
Before the implementation, Kroolo's multi-region sales motion ran on disconnected tools:
Cross-region lead management: Leads across different regions had no consistent, unified process.
Forecast management: There was no reliable way to forecast revenue across the business.
Apollo.io integration: Lead generation in Apollo.io wasn't connected to deal creation in the CRM.
Segmentation: Leads and customers weren't segmented in a way that supported targeted outreach.
Opportunity management: Deals lacked a structured process from opportunity to close.
The Approach
Unleash Tech Worx connected Kroolo's lead generation directly to its deal pipeline and built out region-level visibility from the ground up:
Apollo.io integration from lead generation through to deal creation
Transparent deal view across all regions
Effective forecast management built into the pipeline
Seamless data flow from leads to deals to customers
Segmentation built around Kroolo's actual customer base
The Shift
Before
- Leads managed inconsistently across regions
- No reliable forecast management
- Apollo.io disconnected from the CRM
- No structured segmentation
- Opportunity management ad hoc
After
- Apollo.io integrated end-to-end, lead generation to deal creation
- Transparent deal view across every region
- Effective, structured forecast management
- Seamless data flow from leads to deals to customers
In their words
UTW was spot on in understanding our requirement from the first call. Having used Salesforce.com in the past, I was skeptical how HubSpot would work. They helped in setting up a well architected CRM and an excellent training to the entire team.
Services Provided
The Outcome
Kroolo now runs lead generation and deal management as one connected motion — Apollo.io feeding directly into a transparent, region-by-region pipeline, with forecast management the leadership team can finally rely on.