Mid-Market Case Study·Manufacturing
Scaling in the Mid‑Market
How a 90-year-old industry leader modernized its revenue operations—and doubled revenue in one year
Perricone Farms adopted HubSpot and partnered with Serendipity to unify its systems and create the visibility needed to support its next stage of growth.
The Opportunity
Achieving Growth at Scale
Perricone Farms, a nationally recognized leader in juice manufacturing, had ambitious, private-equity-backed growth plans—but manual processes and disconnected systems made them difficult to execute. Data was fragmented across the organization, processes varied between teams, and leadership lacked a reliable, unified view of sales performance.
Large distributed team
With team members across the country, Perricone needed a consistent way to manage activity and opportunities.
Acquisition strategy
Backed by private equity, Perricone needed scalable processes that acquired companies could be seamlessly integrated into.
Disconnected data
Information lived across separate systems, preventing the company from establishing a single source of truth.
Disparate processes
Without a unified platform, teams struggled to streamline operations.
Ambitious growth goals
Perricone's leadership needed stronger systems and reporting to support the next stage of growth.
The mandate wasn't cleanup. It was a revenue operating system that could scale with the company—and with every acquisition after it.
The Solution
A Unified Revenue Operating System
Serendipity implemented HubSpot as Perricone Farms' central revenue platform—bringing its data, processes, and people together in one system designed to scale.
- 01
HubSpot as the CRM
Serendipity configured HubSpot as Perricone's central source of truth, giving teams access to accurate, real-time revenue data.
- 02
Acquisition-ready infrastructure
With the RevOps support in place, Perricone had the systems needed to acquire and integrate a major competitor.
- 03
Hands-on training
Serendipity created consistent adoption and reduced the risk of deals falling through the cracks.
- 04
Integrated systems
HubSpot is connected with other areas of the business to improve data flow and clarity across the organization.
- 05
Reporting and visibility
Centralized data gave leadership a clearer view of revenue—supporting faster, more informed decision-making.
The Results
The visibility, consistency, and adoption Perricone Farms needed to scale
Serendipity is an outstanding partner because they bring structure, clarity, and expertise to every project. Their guidance and organization made implementing HubSpot seamless and highly effective. HubSpot itself is a powerful tool that provides visibility into our sales pipeline and simplifies managing goals. Together, Serendipity's strategic approach and HubSpot's functionality have transformed our process into something efficient and easy to use. I highly recommend Serendipity and HubSpot for anyone looking to improve their sales and marketing operations.
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Contact us today to see how Serendipity can help grow your business. Tell us where you are, and we'll map what a unified revenue operating system looks like for your team.
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