Case Studies

See how these companies optimized HubSpot with Simple Strat, from fixing portals and sales pipelines to outsourcing admin to help drive ROI.

Marketing Plan Template

How a Property Tech Company Fixed HubSpot to Increase Adoption and Streamline Sales

HomeViews partnered with Simple Strat for the “Fix My HubSpot” service. This included a HubSpot portal audit, a Buyer’s Journey Workshop, and the implementation of specific recommendations.

Read the HomeViews Case Study

Marketing Plan Template

Multiplying RevOps Capacity with HubSpot Optimization

AIA partnered with Simple Strat to optimize operations and improve data reliability and reporting capabilities. The collaboration involved a thorough audit of AIA’s HubSpot portal, custom workflow optimizations, and data alignment strategies.

Read the AIA Case Study

Marketing Plan Template

Faster Sales and Quick ROI with Custom HubSpot Implementation

Diode Technology partnered with Simple Strat to select the right level and hubs needed for their efforts and launched with a Buyer Journey Workshop. This provided a tailored approach to sales pipeline management and opportunity prioritization.

Read the Diode Tech Case Study

Marketing Plan Template

Salesforce to HubSpot: DriveSure’s Upgrade to a Holistic CRM

DriveSure partnered with Simple Strat for a HubSpot migration from Salesforce. This included expert guidance on content transfer, data import processes, and a clear migration plan, ensuring a smooth transition with minimal disruption.

Read the DriveSure Case Study

Marketing Plan Template

Optimizing HubSpot for Improved Sales Engagement and Simplified Segmentation

RAZR partnered with Simple Strat for their HubSpot expertise and customized strategic approach. This included a Buyer Journey Workshop and flexible consultation hours, focusing on segment-specific strategies and team education.

Read the RAZR Case Study