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Case Study: Myenergi’s HubSpot CRM Transformation with CNVRG’s SIMPLIFI Framework

Struggling to Get Results from HubSpot?

Myenergi, a fast-growing cleantech company, had already invested in HubSpot CRM to align its sales, marketing, and customer success operations. But fragmented adoption, legacy systems, and a lack of visibility across departments created barriers to success. HubSpot wasn’t delivering the value they expected.

To move forward with clarity and purpose, Myenergi partnered with CNVRG and our proven SIMPLIFI Framework. 

 

The Solution: Applying the SIMPLIFI Framework

At CNVRG, we addressed Myenergi’s adoption challenges by focusing on technical debt, inconsistent usage, and leadership alignment.

Using the SIMPLIFI Framework, we:

S - Set the Scene

Connected HubSpot goals to Myenergi's commercial strategy and growth priorities.

L - Lead the Adoption

Equipped senior leaders with the tools and clarity to drive adoption from the top down.

I - Interview Key Stakeholders

Engaged Sales, Marketing, and Ops teams to understand pain points and adoption gaps.

I - Implement Changes

Deployed improved pipelines, tools, and training tailored to Myenergi's needs.

M - Map Processes

Audited workflows and legacy structures to identify opportunities for CRM value.

F - Fix What Breaks

Addressed blockers iteratively and refined system configurations for usability.

P - Plan the Way Forward

Created a CRM Management Control System with clear milestones and accountability.

I - Iterate for Growth

Maintained momentum with ongoing training, feedback loops, and optimisation.

"Closing the adoption gap is crucial yet often overlooked; without proper leadership alignment and change management, even the best tools fail to deliver their full potential."


 — Tony Dowling

The Outcome

By applying the SIMPLIFI Framework, Myenergi achieved:

  • CRM Usage Growth: Over 50% increase across Sales, Marketing, and Operations.
  • Unified Oversight: A single, centralised view of pipeline and team performance.
  • Operational Efficiency: Streamlined processes enabled faster onboarding and cross-team collaboration.
  • Strategic Visibility: Leadership gained access to real-time insights and performance data.
  • Scalable Foundation: HubSpot became a launchpad for further tool adoption and growth.

With teams empowered and leadership aligned, Myenergi is realising HubSpot’s full potential.

 

Key Takeaway

CRM success doesn’t come from tools alone—it comes from strategy, structure, and leadership buy-in. With the SIMPLIFI Framework, CNVRG helped Myenergi close the adoption gap and turn HubSpot into a business-critical growth engine.

 

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