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Take your HubSpot portal to the next level

What is HubSpot portal optimisation?

Portal optimisation

As your business continues to grow, your HubSpot portal’s information, processes and resources are sure to expand. With growth comes change. The choices you made when you first started using the system may no longer be a good match with your current processes, goals or needs.

You may start noticing that your CRM is overloaded with outdated assets, unused tools and obsolete automation. When this happens, you will also need additional HubSpot features and may want to explore its functionalities and options. We’re here to help you restore order and review your objectives.

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Process

HubSpot portal optimisation

Come and meet us

With us, creating a perfectly working portal starts with a good conversation. We want to understand how you use HubSpot for your individual Marketing, Sales and Service processes. How are things working at the moment, which KPIs are relevant, and (most importantly) how should it function?

Portal audit

Next, our experienced team conducts a comprehensive portal audit, delving deeper into various relevant aspects. We assess the quality of the data you have collected, examine how tools are used in various Hubs and make sure that they are implemented correctly. We will also adjust settings, analyse the functionality of various integrations and check security settings to ensure that everything is in order.

Time for action!

Based on the audit results, we will generate an advisory report for your organisation. This will explain how you can improve the portal’s functionalities, keeping in mind the goals and objectives discussed during our initial conversation. We are experts in translating your requirements into a perfect design within HubSpot.

Audit

The portal audit is the starting point for a full system cleaning, where we will refine and optimise your data along with you. Improved data quality results in more effective lead follow-up and a higher conversion rate into customers.

Cleaning
Remove duplicates
Clean dataset

Advisory Report

Once we’ve drafted the advisory report, it’s time to discuss the findings. You can choose to get to work on the various issues yourself or work with our team of HubSpot experts to take your portal to the next level.

Marketing, Sales & Service
Consultancy, Strategy & Onboarding
Integrations, Data & Automation

Automation

Save time and effort by automating processes, and avoid unnecessary complications. We’re ready and waiting to help you with this! Your organisation can take full advantage of the teams by automating various marketing and sales processes: reducing repetitive manual work and making the marketing and sales departments efficient and well aligned.

Workflows
Sequences
CRM

Training

If the audit reveals that incorrect use is causing a lot of pollution, we can offer training to help your team get started with HubSpot properly and as desired, tailored to their goals.

Knowledge
Try it out
Ready to get going

Our crew are at your service

The right crew member for your issue

Case study

Fairybell

Fairybell and Conversion Crew joined forces to apply and configure the Sales Professional Hub. By hosting a training and implementation session with the team, we were able to guarantee a smooth and effective transition and put this new sales process into action with everyone's collaboration.

Fairybell

Schedule a no-obligation chat

If you want to find out more about portal optimisation, don’t hesitate to get in touch.

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Frequently Asked Questions

How do you know when you need a portal audit?

Is your HubSpot portal a mess with outdated information and assets? Are your processes failing to function as they should within the HubSpot system? Do you want to use the advanced features and functions that HubSpot has to offer to your advantage? If you answered ‘yes’ to any of these questions, a portal audit is just what the doctor ordered.

What is included in the portal optimisation process?

The first step in the process is to set up a collaborative meeting to align the work perfectly with your organisation, processes and goals. Next, our experienced team conducts a thorough portal audit and puts all their findings in an advisory report. Last but not least, the choice is yours: working on the recommendations either independently or with the Conversion Crew team.

Are you considering the portal optimization service Conversion Crew has to offer?

If you are considering Conversion Crew’s portal optimisation service, we’ll be happy to help you make this decision. Get in touch now to discuss your needs – no strings attached.

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