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How Lotlinx Transformed CRM Chaos into Investor-Ready Insights with Blu Mountain

About Lotlinx
Lotlinx is a digital marketing platform focused on the automotive industry, helping dealerships optimize inventory exposure and drive vehicle sales. As the company matured, operational complexities grew—especially around their marketing and sales technology stack. Recognizing the need for better integration and full-funnel visibility, Lotlinx sought to revamp their systems to support smarter, faster growth.
The Problem
When Suzanne Reimer was brought on as CMO, she immediately identified critical issues: HubSpot had been purchased months earlier but had never been implemented, leaving the team paying for a system they weren’t using. Meanwhile, key data across systems remained siloed, with no meaningful integration between marketing and sales activities.
Marketing was operating "blind," unable to track attribution or funnel progression. Executive reporting was fragmented, and without unified data, it was impossible to prove marketing's contribution to revenue. Beyond technology challenges, the organization faced frequent shifts in priorities and team structure—requiring a partner who could deliver quickly and adaptively.

What they needed
Lotlinx didn’t just need technical implementation—they needed clarity and momentum. They sought:
- Unified Data: A fully integrated environment to enable complete funnel visibility.
- Strategic Enablement: Clear frameworks and documentation to support internal adoption and future scalability.
- Agility: A partner who could keep pace with organizational change while maintaining quality and communication standards.
With high expectations and a limited runway to show results, Lotlinx needed a partner who could bring structure, expertise, and adaptability in equal measure.

Why They Chose Blu Mountain
Lotlinx selected Blu Mountain based on their deep HubSpot expertise and ability to operate flexibly in dynamic environments. "Their knowledge, adaptability, and ease of communication stood out immediately," said Reimer. "They understood the nuances of what we were dealing with and moved at the pace we needed."

The Solution
Blu Mountain quickly immersed themselves in Lotlinx’s systems and objectives. The team:
Audited and Analyzed
the HubSpot environment to uncover key gaps and inefficiencies.
Established foundational integrations
to eliminate data silos and enable full-funnel tracking.
Built a Lifecycle Model
for funnel tracking, uncovering insights that reoriented and optimized the go-to-market strategy and ad spend.
Designed and implemented an Attribution and Campaign Model
to track both online (LinkedIn Ads, Google Ads, organic) and offline (events, ad placements) sources, enabling Lotlinx to quantify ROI and optimize marketing investments.
Created a Custom Lead Scoring Model
with an automated alert system to surface hidden buying intent and prioritize leads more effectively.
Built a Prospecting Workspace
with a custom Lead Status Model to enable a robust inbound sales motion and drive better alignment and accountability around inbound leads.
Developed detailed handbooks and guides
enabling the Lotlinx team to scale internal knowledge quickly.
The Results
By building critical infrastructure around funnel management, attribution, scoring, and prospecting, Lotlinx unlocked the tools needed to align teams, validate spend, and scale more efficiently.
With Blu Mountain’s support, Lotlinx achieved:
Unified visibility
Across marketing and sales funnels
Significant productivity gains
Enabling the team to move projects forward after over a year of stalled progress
Enhanced ability to make data-driven decisions
Through reliable attribution and funnel tracking
Streamlined inbound motion and improved sales accountability
Through the custom-built prospecting workspace
Improved marketing spend optimization
Through measurable attribution of both online and offline campaigns
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