A client using HubSpot for customer relationship management was looking for an easy way to track lead and deal progression across all inbound and outbound channels. The client wanted to tie deal value directly to leads and understand conversion rates throughout the funnels.
This project required:
- Determining the best reporting solution that would integrate with HubSpot and provide real-time updates
- Calculated fields, custom visualizations, and data blending to display data according to the client’s needs
This solution gave the client access to information and insights that they were not able to gather from HubSpot without hours of manual work. With real-time updates and an easily accessible set of dashboards, the client is now empowered to view KPIs and track funnel progression at a moment’s notice.