How Esemtia standardized B2B lead management in HubSpot

6Minded implemented HubSpot Sales and Marketing Hub for Esemtia — conducting the entire project in Spanish and introducing the standardized customer-journey framework co-designed by 6Minded that captures, analyzes, and reports sales metrics (including BANT) in a structured B2B workflow.

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About Esemtia

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Edtech — school & education management

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HubSpot implementation (in Spanish and English)

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Sales Hub Professional & Marketing Hub Starter

Esemtia, acquired by Everfield in 2024, is a Spanish edtech company that helps schools and educational institutions streamline operations. 6Minded implemented HubSpot and the Everfield customer-journey template — entirely in Spanish — to standardize B2B lead management and investor-grade reporting.

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The challenge

Esemtia's key sales information was scattered and unorganized, making accurate, timely reporting for Everfield difficult; there was no unified framework to track lead progress and sales outcomes; and many tasks required manual handling, pulling the team away from high-value activities.

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Our role & approach

6Minded implemented Sales Hub Professional and Marketing Hub Starter and introduced the Everfield Template — a standardized set of data fields and processes — so Esemtia can capture, analyze, and report sales metrics in a structured B2B lead-management workflow, with the whole project delivered in Spanish.

Three areas we focused on

Mapping to existing framework

A standardized customer-journey framework with the fields and processes to capture, analyze, and report sales metrics, including BANT.

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Structured data

A unified database aligned with  reporting requirements.

Automation & integration

Automated journey stages and a WordPress–HubSpot integration for lead capture.

Deliverables & Recommendations

A clear overview of what we did to help drive stronger performance. Each deliverable is designed to support a more effective digital presence, improve the customer journey, and create a scalable foundation for continued growth.

Customer journey
Data & reporting
Website integration
Enablement

Conclusion

By implementing HubSpot Sales Hub Professional and Marketing Hub Professional and designing a tailored customer-journey framework, 6Minded helped Esemtia centralize data, automate workflows, and standardize lead management — a scalable, efficient, and measurable solution for B2B sales success.

“The project showcased a successful collaboration between our team and Esemtia, implementing a fully customized CRM framework in Spanish. The Everfield Template enabled structured lead management and reporting, allowing the client to focus on strategic sales activities.”

CRM Solutions Delivery Team, 6Minded

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