What can be delivered under our Optimisation & Admin Support offer?
Underpinning this offering we will proactively:
Audit your HubSpot Portal – A through initial audit from our experts to identify any inefficiencies or areas of improvement. This will be re-reviewed and updated quarterly at no cost to you.
Check HubSpot Updates & Feature Releases – Review new features and updates, activate them for you when relevant, and provide relevant documentation for using them
Keeping us in your HubSpot portal as Partner Admins will allow us to provide the following:
1. Data Quality & Integrity
Duplicate Management – Highlight duplicate records (contacts, companies, deals).
Invalid or Incomplete Data – Identify missing key properties (e.g., emails, phone numbers, deal amounts).
Data Hygiene – Archive outdated or inactive properties.
Unassociated Records – Highlight when contacts are not associated with companies, deals, and tickets where relevant.
2. CRM & Pipeline Health
Deal Pipeline Clean-up – Keep you accountable for making sure old deals are updated, closed, or moved forward.
Stalled Deals – Identify deals that have been stuck in a stage too long.
Custom Properties Audit – Check for outdated or unused properties.
Pipeline Configuration – Ensure required fields, stage automations, and deal movements are working correctly.
3. Automation & Workflows
Workflow Performance Review – Check if workflows are running as expected and provide recommendations for you.
Workflow Errors – Identify any errors in automation.
Unused or Duplicated Workflows – Clean up of workflows that are no longer in use.
Lead Scoring & Assignment Rules – Ensure scoring models are accurate and leads are routing correctly.
4. Lists & Segmentation
List Organisation – Review naming and folders to keep lists organised.
List Clean-up – Remove outdated or redundant lists.
Marketing & Sales Segments – Ensure key lists are still relevant and being used effectively.
5. Reporting & Dashboards
Accuracy of Reports – Validate key reports and dashboards for accuracy.
Unused Reports – Archive or remove reports that are no longer needed.
Enhanced reporting – Proactive highlighting of new reports that will help you in tracking key metrics.
6. Email & Marketing Performance
Email Deliverability – Review email performance and provide recommendations.
Subscription Management – Ensure compliance with opt-in/opt-out preferences.
Campaign ROI Review – Check the effectiveness of ongoing campaigns.
Forms & CTAs – Ensure forms are working, capturing correct data, and mapped properly.
7. User & Permissions Management
User Activity Review – Identify inactive users and remove or update roles.
Permission Audit – Ensure users have appropriate access levels.
Security Checks – Confirm MFA is enforced and review login activity for anomalies.
8. Integrations & Connected Apps
Sync Health – Ensure integrations are functioning properly.
API Usage & Errors – Check for any API failures or data sync issues.
New Integration Needs – Identify opportunities to improve your mapping or integrations.