Central Cycle Trail

HubSpot Optimization & CRM Enhancement

Project type

RevOps

Project Scope

HubSpot CRM Optimization

Client Location

Otago, NZ
 

About the project

We conducted a comprehensive analysis of the company’s HubSpot usage to optimize CRM efficiency, improve sales processes, and enhance marketing automation. The goal was to refine workflows, increase data accuracy, and provide actionable insights through customized reporting and dashboards.

Key Features:

  • HubSpot CRM Optimization: Identified inefficiencies and provided recommendations for sales process improvements.
  • Sales Process Enhancement: Configured CRM to streamline deal tracking and customer interactions.
  • Reporting & Dashboards: Set up custom reports and dashboards for real-time performance monitoring.
  • Marketing Automation Audit: Evaluated workflows, email campaigns, and lead nurturing sequences.
  • SEO Audit & Website Optimization: Identified and fixed technical and styling issues to improve site performance.

The optimization helped the client identify bottlenecks in sales and marketing processes, leading to improved efficiency and data-driven decision-making. The website’s SEO improvements contributed to increased conversion rates, while enhanced reporting became a key tool for ongoing performance analysis.

Lets Discuss Your Project

Discuss your project with us

 

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Contact us

We work on direct contract, via UpWork or Deel.