HubSpot CRM and Data Optimization

Leverage the Full Power of HubSpot Tech Stack

HubSpot Gold Partner

Construct and Maintain a Valuable HubSpot Data Framework

Communicate Effectively and Track Progress

Data Plan and Process

Set the rules for the game, and get ready for action!
Data Plan and Process
  • Define the Target Buyer: Know your ideal profitable customer criteria.

  • Outline the Sales Process: Align sales and marketing to move conversations forward.

  • CRM Configuration: Make it easy for data to flow.

Data Management

Know your prospects and customers.

Data Management
  • Data Cleaning: Data accuracy throughout the sales cycle.

  • Email Deliverability: Communications effectively reach their intended targets.

  • GDPR and Other Laws: Data policies follow the rules.

Data Usability

Let the data do the talking.

Data Usability
  • KPI Dashboards and Reports: Track progress and results and analyze outcomes for data-driven decision-making.

  • Engaged Prospect Lists: Create sales views and lead scoring to keep qualified prospects at the top of the pile.

  • List Management: Create and manage marketing lists for email marketing.

  • Workflows: Automate work to make it as easy as possible to move data through the sales and marketing system.

Customized Training

Ensure HubSpot user success.

Customized Training

Create and maintain a customized training library on how to use the CRM for specific stakeholders, and provide customized training and support.

  • Policies

  • Procedures

  • Videos

  • Workbooks

  • Live or Virtual Workshops

Curious? Read on.

What to Expect During and After a CRM Migration

How to Track Prospects Through Sales Funnel Stages

The Ultimate Guide to Hiring an Inbound Agency

CRM Data

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