How SaaS Company Achieved Stellar Results with AutomateNow HubSpot Training

Challenge 

As a growing business, the SaaS company was no stranger to challenges, but making sure that your data is streamlined, clean, and in order can feel like a mammoth task as your database begins to grow. And, with the deep desire to help as many brands as possible, that database is only going to get bigger.

So what were we tasked with? We needed to:

• Ensure data cleanliness across contacts, companies, and deals within HubSpot.
• Identify and address data gaps to maintain high data quality.
• Implement a streamlined process for adding new prospects.
• Train the sales and marketing teams to use HubSpot effectively for their respective roles.
• Create a comprehensive reporting system to provide insights at various organisational levels.

And that’s exactly what we did. 

Solution

Dedicated to helping the Client improve their data quality, segmentation, and reporting across the board, we identified more than a few solutions.

Together, we focused on a comprehensive data cleanse, training for the sales and marketing teams, and the creation of detailed dashboards for various stakeholders.

By addressing these challenges, we worked to:

• Improve overall data hygiene and segmentation within their CRM.
• Enable the sales team to work more efficiently with accurate and segmented data.
• Equip the marketing team to conduct targeted campaigns effectively.
• Provide management with detailed reports and dashboards to facilitate data-driven decision-making.

Deliverables 

Here’s how our awesome team, led by Anna Drogon, did it.

• Anna’s team conducted a thorough data cleanse of contacts, companies, and deals.
• We then created robust segmentation strategies to organise and categorise data accurately, with an easy-to-follow process that the team could use.

• Together with the Client, we established a streamlined process for adding new prospects into HubSpot, ensuring consistent data entry and quality.

• Anna provided comprehensive training for the sales team, focusing on logging sales activities and utilising HubSpot for daily tasks to make life easier.
• Anna also conducted overall training on HubSpot as a platform, emphasising its capabilities and best practices, and offered specialised training for the marketing team to leverage HubSpot for targeted marketing campaigns.

• Not settling at that, we also created a library of dashboards tailored to various roles within the organisation:
  • As mentioned, we created a data hygiene dashboard to monitor and maintain data quality - preventing data fires before we even smelled smoke.
  • We created two specific dashboards for sales managers to track team performance and sales metrics, so they could reward and course-correct folks as needed. 
  • We drafted individual dashboards for each sales representative, providing personalised insights and metrics.
  • We also created dynamic marketing dashboards to help the marketing team track campaign performance and effectiveness.
  • And, finally, we crafted dashboards for the CEO to offer high-level insights and strategic overviews to help with data-driven decision making. 

• We implemented a comprehensive reporting system to ensure that nothing could get lost or forgotten in the CRM.
• In doing this, and as part of the data cleanse, we ensured every contact and company was accounted for, segmented, and proactively worked on, for great client relationships.

Results 

What was the outcome? Significant! Our Client are now benefiting from:

• Enhanced Data Quality: The thorough data cleanse and segmentation efforts made for clean, organised, and actionable data across contacts, companies, and deals.
• Improved Sales Efficiency: With accurate data and personalised dashboards, the sales team are working more efficiently than ever before, to help their customers fight fakes and copycats!
• Targeted Marketing Campaigns: The marketing team, thanks to targeted training and specific dashboards, are equipped to create more effective marketing campaigns that really speak to different audience segments. 
• Informed Decision-Making: The senior leadership team are always up-to-date, thanks to detailed dashboards and reports, providing all the insights necessary for informed decision-making and strategic planning.
• Ongoing Data Integrity: Client should never have to worry about a data cleanse again, thanks to our bespoke data hygiene dashboard and their new data quality maintenance process.