Struggling with a cluttered CRM?

HubSpot Audit & Fixes by Certified HubSpot Experts

When your business grows the need to grow the business processes are imminent. Often times, the processes get built after the business has grown and this leads to a cluttered CRM and operations with beta integrations and workflows. Under this service, our team works to upgrade your CRM operations and clean your cluttered data to make sense of your CRM again.
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The foundation of clear communication and streamlined success in every customer interaction.

We Build Standard Data Practices

An effective CRM system can help to increase lead conversion rates by 300% and reduce lead costs by 23%.

Often times in growing businesses the new processes and products get introduced and the same does not happen to the data pipelines or CRMs. This leads to a knowledge gap between the business processes and CRM and can lead to growing unmapped data in your CRM.

Learn the best practices from us through our customized CRM Audit service, where we dive into your CRM to understand these new workflows that aren't mapped and build a plan to tackle these issues to correct the future contacts and the ones in the past too.
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HubSpot Audit & Fixes

Streamlining Your HubSpot Ecosystem

Follow our comprehensive audit process to align HubSpot with your evolving business processes, ensuring a clean, organized, and efficient CRM system.
Define Objectives

Determine what you want to achieve with the audit. Clearly state the goals, whether it's to streamline processes, improve data quality, enhance user experience, or increase conversion rates.

Inventory Existing Setup

List all the components currently in use within HubSpot – properties, workflows, lists, forms, email templates, reports, and integrations. Document how each is used and by whom.

Process Mapping

Diagram your current business processes that are not reflected in HubSpot. Understand the flow of data and how it's supposed to interact with your CRM.

Data Analysis

Review the data within your CRM for cleanliness and organization. Look for duplicates, incomplete records, and outdated information that needs cleaning.

Workflow Review

Examine existing workflows for relevance to current processes. Identify any that are redundant, inactive, or not triggering as expected.

Property and Field Audit

Check all properties and fields for current relevance, proper mapping, and usage consistency across all records. Ensure that mandatory fields are correctly identified and utilized.

User Permissions and Teams

Verify that the right team members have appropriate access levels. This ensures that users have the permissions they need to do their jobs without adding unnecessary complexity to the CRM.

Integration Check

Evaluate all third-party integrations for functionality. Confirm that they are syncing correctly and that the data flow aligns with the new business processes.

Report and Dashboard Evaluation

Analyze existing reports and dashboards to ensure they provide meaningful insights. Modify or remove any that no longer serve your business objectives.

Alignment with New Processes

Align HubSpot's features with your newly mapped business processes. This may involve creating new properties, workflows, lists, or other necessary features.

Training and Documentation

Update training materials and documentation to reflect any changes. Provide training sessions for users to ensure they understand the new processes and how to use the updated system.

Continuous Monitoring and Feedback

After implementing changes, monitor the system and collect user feedback to make further adjustments. CRM optimization should be an ongoing process to adapt to evolving business needs.

Plan for Regular Audits

Establish a schedule for regular audits to keep the CRM system aligned with business processes and to avoid future clutter.

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What Our Clients Are Saying

Abhishek is very knowledgeable on digital marketing and communicates efficiently. If the service details are clear and well stated you will work great with him, which is critical if you are looking to give out the management of multiple projects at the same time.

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Abhi is one of the best digital marketers you could ever find. Thorough, knowledgeable, and has a great grasp on all aspects of digital marketing. Looking forward to continuing to work with him down the road!

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CEO of KEXY

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