As you probably already know, HubSpot is a powerful system with endless possibilities regarding automation and data insights. But how do you actually know if you’re getting everything out of the software? To manage your sales and marketing activities effectively, running processes efficiently, and tracking the customer journey requires a thorough setup coupled with evaluation; this requires energy, time, and knowledge.
Leapforce has demonstrable HubSpot knowledge and experience gained over the years through more than 30 successful implementations, 100+ integrations under management, and trained over 150 team members. We can bring this expertise to companies who are already using HubSpot by conducting a comprehensive HubSpot Portal Audit, which includes:
Not every HubSpot environment is the same. Thus, we take a close look at each organization to assess what’s needed to make a thorough analysis.
Preparation based on a questionnaire and existing commercial strategic documentation, and any process descriptions.
In general, the following issues are included in a HubSpot Portal Audit:
Analysis of commercial processes and buyer journey within the CRM reviewed against objective and based on best practices;
Unused functionalities, opportunities regarding automation and reporting;
Configuring the account settings;
Quality of data and possible automation/workflows and integration;
Audit & advice on optimization and use of current CRM, including a roadmap for implementing improvement opportunities.
As you probably already know, HubSpot is a powerful system with endless possibilities regarding automation and data insights. But how do you actually know if you’re taking full advantage of the software? Could your organization use a comprehensive second (expert) opinion?
This includes knowing the entire HubSpot CRM system, from Marketing to Sales and Services, including CMS and Operations. It also means that we have extensive experience with business-to-consumer and business-to-business implementations.
With a dedicated CRM team, we monitor trends and updates during weekly meetings, develop custom integrations and HubSpot scripts, have processes for implementations, and meet weekly with our HubSpot contacts.
Thanks to the intensive collaboration of our CRM and data team, we know how to connect everything and keep the data systematically clean. Due to the amount of CRM projects Leapforce has successfully executed for a diversity of customers, we offer many different methods of approach.
For much of its customer base, Leapforce provides value in CRM by:
Download our free whitepaper and find out precisely what HubSpot is, for whom HubSpot is suitable, why companies choose HubSpot, the advantages of HubSpot over other CRM solutions, and HubSpot’s pricing structure!
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The Registration Highway is a project that aims to reduce the registration process from initially five working days to just five minutes through the automation and integration of several systems.
Klaas Hartman (Sales Manager NL):
“Clear and structured process. They know what they are doing! From the kick-off in December 2020 in Amsterdam until today, we are ultimately satisfied with their cooperation. Leapforce works in a very structured way while we can follow the process via Asana and Leapboard, which makes it incredibly transparent.“
“All sprints have been successfully completed and contribute to our continuous growth, which is our main goal.”
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CRM & Digitale Sales expert