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How Ardigen saved 10 hours/month per salesperson with HubSpot data automation

An AI-driven precision-medicine company automated its sales process with a custom resource-data-management system built in HubSpot. Using Custom Objects and workflows, 6Minded streamlined the sales process from 11 steps to 7 and saved each salesperson around 10 hours a month.

In numbers

10 h

Saved per person each month
on manual data input

15 %

Of data recording fully
automated

85 %

Of monthly data points
organized & error-proofed

About Ardigen

Life Science (AI precision medicine)

Sales Hub (with Custom Objects & workflows)

HubSpot Sales Hub — custom resource data management system

Ardigen uses artificial intelligence and data science to advance precision medicine. Its platforms translate complex biological data into actionable insights, partnering with biotech and pharma companies to help researchers accelerate therapy discovery.

The challenge

Each custom services project requires an in-depth analysis of challenges and opportunities. As the number of custom projects grew, Ardigen needed a simplified data-management and resource-allocation solution to free the sales team from administrative work.

“The dynamic expansion of Ardigen’s global sales team required a modern, scalable, and customizable CRM system that would accommodate growth and easily adapt to a rapidly growing organization’s changing requirements.”

Łukasz Nowak, MBA, COO, Ardigen

Our role & approach

Leveraging our HubSpot CRM expertise, we built a system giving clear insight into available experts, their rates, availability, and fit with project requirements. After weighing options like line items, we created a custom Resources object to track expert engagement on specific projects — streamlining data input and improving reporting.

Three areas we focused on

Standardized, repeatable processes

Removing friction from routine tasks and lead management so reps have more time to scale sales operations.

Aligned inbound & outbound

Bringing leads from inbound and outbound campaigns into one manageable, consistent process.

Personalized dashboards & reporting

Custom dashboards and regular reports that give insight into daily operations, campaign performance, and growth.

“We ultimately settled on creating a custom Resources object. This let the client track the engagement of different expert types in specific projects, which streamlined data input and improved reporting.”

Stanisław Bartczak, Principal Solutions Architect

Deliverables & Recommendations

How we delivered,
step by step

Expert type selection

The sales rep selects expert types from a multi-select property of available options.

Automated resource-type generation

For each expert type, a matching resource type is created automatically through HubSpot workflows.

Number of person-days

The rep enters person-days per resource type and month; calculated properties add them up and multiply by the rate in multiple currencies.

Total values calculation

Roll-up properties sum the totals of all associated resources, and the correct total transfers to the deal amount in the deal’s currency.

HubSpot development and implementation

Our developers built a custom HubSpot theme with editable modules, populated it with content, and ran final checks to ensure everything ran smoothly before launch.

Conclusion

Following our HubSpot workflows-based solution, Ardigen streamlined its sales process from 11 steps to 7. With automated resource calculations and data recording, sales teams now focus on more complex, rewarding work instead of manual data entry.

“HubSpot has rich, intuitive out-of-the-box functionality, but each business has specific requirements. Thanks to 6Minded, we got the best out of HubSpot, tailored it to Ardigen’s needs, and integrated it with financial and operational planning — critical for a services company.”