HubSpot Audit

Are you getting maximum value from your investment in the market-leading HubSpot platform?

ARE YOU USING THE POTENTIAL TO THE FULL?

A HubSpot implementation should be a catalyst for a company to continue growing. But this is not always the case. The HubSpot platform is a unique system built from the ground up where all parts are deeply integrated such as sales, marketing and service.

How do we work with implementations?

Discovery

Every company has unique circumstances when it comes to implementing a CRM. We start our projects with a "Discovery" where we identify your specific challenge and conditions.

Planning

After a completed Discovery, we plan the implementation together with all stakeholders. Here we prioritise that the whole implementation team agrees on the scope and objectives for a successful implementation.

Implementation

Now we are ready to start the implementation of HubSpot. We'll take each task in turn and make sure we follow the schedule. If anything unforeseen comes up during this period, we handle it according to an agile project methodology.

Off-boarding

Once the implementation is complete, it's time for your organisation to take over and create value. We'll make sure you have the tools you need to use the system on your own. Once the project is complete, we hope you'll take the time to give us a review.

OUR HUBSPOT AUDIT WILL HELP YOU ENSURE THAT

Processes are optimally set up and follow Hubspot best practices

Cooperation between marketing and sales works

Any adaptations are scalable and easy to maintain

Structure the database using naming and tags

Use of Scoring Model to Identify MQLs (Marketing Qualified Lead)

Nurturing programs to warm up leads through their buying journey

Handling of personal data in compliance with EU directives (GDPR)

A roadmap of priority actions is established

Maximise the value of your investment

START WITH A BASELINE ANALYSIS

It is important to understand how the platform is currently being used, what challenges you are experiencing and what vision and goals you are striving for.

ADAPTATIONS THAT DELIVER BUSINESS RESULTS

Your CRM system should increase the relevance of communication with your customers and prospects, as well as improve and streamline collaboration for the sales department. Clear processes between departments result in a seamless customer experience across all channels.

A clear vision produces a good result

LINK TO GOALS AND INSIGHTS

It is rarely uncommon to lack clarity on how Marketing Automation and CRM support business objectives and provide insights.

FOLLOW-UP AND ADJUSTMENTS

Clear objectives can be used as a framework to configure the platform. The solution can then be measured, evaluated and adjusted to maximise your business results.

PROCESS

Based on your current processes, we compare them with HubSpot best practices. We check your current use of the system and return with suggestions for optimization.

TECHNOLOGY

The system should allow you to understand your target audience, personalize your communication and offer the right content to the right person and in the right channels.

HUMAN

A software system is of no use if it is not used. We help your users understand the platform's possibilities and get started with HubSpot.

We'd love to talk to you!

Take the next step and book a meeting with us using the form below. If you can't find a convenient time, you can always call or email us.

+46(0)8252352

hej@leadfront.com