Solutions Library

Automating renewal tracking streamlined processes, reduced errors, and ensured no missed deals or upgrades for this healthcare client.

Tracking ungated content in HubSpot revealed engagement insights, improved lead nurturing, and refined content strategy without disrupting user experience.

Automating employee onboarding in HubSpot improved efficiency, ensured timely communication, and provided new hires with a smoother, more effective onboarding experience.

Automating quoting in HubSpot accelerated workflows, improved accuracy, and provided full internal visibility for seamless sales processes.

Tracking conversion rates by email to uncover trends, improve funnel visibility, and forecast upcoming opportunities with greater accuracy.

Automating multi-ticket tracking in HubSpot improved cross-team collaboration, streamlined updates, and enhanced efficiency for customer issue management.

Automated commission tracking in HubSpot streamlined payouts, eliminated manual errors, and provided real-time visibility for accurate disbursements.

Automated lead sharing between HubSpot accounts eliminated manual steps, enabling faster follow-ups and 70 closed deals in 6 months.

Saved $5,500 annually by replacing PandaDoc with HubSpot Quotes, streamlining workflows, and reducing tool overload for sales.

Automated commission reporting in HubSpot saves 20+ hours quarterly, eliminates payout errors, and ensures timely vendor payments.

Instant insights into client satisfaction: Automated feedback surveys after meetings provide real-time insights to strengthen relationships and improve processes.

Localized event reminders reduce attendee confusion, improve engagement, and save internal teams time by automating time zone formatting.

Embedded an interactive Google map into HubSpot dashboards, streamlining recruitment visibility, collaboration, and data-driven decision-making.

Automated NRR tracking in HubSpot, providing real-time insights, faster decision-making, and a centralized view of SaaS revenue trends.

Incentivized feedback surveys doubled response rates, giving the client actionable insights to improve service quality and user retention.

Automating lease date calculations and renewal workflows in HubSpot, improving accuracy, efficiency, and proactive client communication.

Building a dynamic referral tracking system in HubSpot, giving the client actionable insights into partner performance and revenue.

Centralized equipment tracking in HubSpot, enabling visibility, upsell targeting, and streamlined management for improved customer service.

Ensuring clear client communication by automating Spanish translations in marketing emails, saving time, and improving customer experience.

Automating deal data entry from HubSpot to Google Sheets for faster, more accurate reporting and better business insights.

Turning disconnected equipment data into a centralized HubSpot system that powers upsells, service alerts, and team-wide visibility.

Identifying which content triggers subscriptions or unsubscribes—giving the client data to refine and prioritize their content strategy.