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HubSpot Consultancy
Consultancy designed to release the power of HubSpot for Marketing, Sales and Customer Support
through strategic development,  implementation and optimising your investment in HubSpot

HubSpot Audit

 

The HubSpot Audit is a valuable service for businesses looking to assess their HubSpot usage, troubleshoot and identify opportunities to optimise the account. 

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Many companies that have scaled, looking to scale, had HubSpot for a while or a change in team structure have found the audit useful.

 

The HubSpot Audit consists of four key steps:

  1. A call to discuss your objectives, processes, plans, team structure & skillset plus any current issues

  2. An audit and review of your HubSpot account is then conducted and a report written with practical recommendations for optimising your HubSpot account, suggestions for improvements and if the current Tier / Hubs still suit your requirements

  3. A call to present / discuss the report with team members

  4. Agree next steps to implementing recommendations and if any further consultancy or training support is required

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Suitable for Starter, Professional and Enterprise Tiers

 

By working with Indigo Iris, businesses can get expert insights and guidance on how to optimise their HubSpot account to drive growth and improve efficiency.

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 HubSpot Onboarding & Implementation 

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HubSpot's CRM provides a centralised platform for storing customer data, tracking interactions, managing deals, and analysing sales performance. 

 

Setting up, configuring and managing HubSpot's CRM is a critical step in ensuring your success. Indigo Iris can help set-up and optimise your account to get your teams up and running in no time. 

 

Onboarding and Implementation can include:

Customising your Properties, Creating Lists & Segments, Building workflow and Providing recommendations for processes and data quality. Data from an existing CRM can also be imported if required

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Indigo Iris can also help users get set-up in the account with connecting inboxes, calendars, notifications, adding branding to the account and user permissions.

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Other areas of support can include building Forms, CTAs, Deal & Pipelines, Surveys, Email etc.. and Training if needed

HubSpot Troubleshooting

 

Advice and support for HubSpot users who may need help troubleshooting issues or seeking expert help.

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Having access to support like this can be incredibly helpful if you're looking to maximise your use of HubSpot's CRM, Sales, Marketing, Operations or Service hub, especially if you don't have dedicated in-house resources to manage the platform.

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If you have any specific questions about HubSpot or need help with troubleshooting, please get in touch for an initial chat.

HubSpot Sales Hub

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HubSpot's CRM and Sales Hub can help you streamline your sales processes, close more deals, and grow your business. 

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HubSpot enables you to create deals, track their progress through different stages, assign them to sales reps, and set deal amounts and probabilities. You can also customize deal stages and pipelines to match your sales process.

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You can also monitor sales activities via HubSpot's CRM providing a timeline view of all sales activities such as emails, calls, meetings, and notes, allowing you to track interactions with prospects and customers. You can also set up tasks and reminders to follow up with leads and deals.

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HubSpot also provides detailed reports and dashboards to analyse sales performance metrics such as deals closed, deal amounts, win rates, and pipeline velocity. You can also track team and individual performance using custom reports.

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Indigo Iris provides consultancy and technical support with: 

  • Deals, Deal properties,  Pipeline stages and automation

  • Lead and Contact Management including Lifecycles and Lead Scores

  • Buyer's Journeys

  • Automation planning and building (sequences)

  • Reports and Dashboard creation

  • Asset creation such as email templates, documents, snippets and playbooks

  • Using features such 1-2-1 emails, Calls, Notes, Meetings, Prospect tool and Integrations 

HubSpot Marketing Hub

 

Marketing hub is designed to give your marketing team everything they need to capture and nurture leads, run events, manage campaigns and provide reporting and insight to inform future decision-making in one place.

 

With Indigo Iris' support, your marketing team can leverage the full potential of HubSpot Marketing Hub to capture and nurture leads, run events, manage campaigns, and provide reporting and insights to inform future decision-making. Consultancy include:  

  • Email marketing including smart content, email health, A/B testing and reporting

  • Inbound marketing

  • Campaigns and campaign ROI

  • Lists

  • Automating strategy, planning and building

  • Building static and active lists

  • Using list to identify data gaps

  • Forms

  • Importing data

  • Managing marketing contacts

  • Integrating apps such as social media channels and event 

  • Lifecycle management and hand-off to sales

  • HubSpot Scores

  • Managing Events

  • Reporting

HubSpot Service Hub

 

Service Hub can provide your business with a powerful toolset to streamline customer experience and create seamless handovers between departments.

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Setting up a knowledge base where customers can find information for themselves can be incredibly useful for reducing support requests and improving the customer experience.

 

Additionally, having support for ticket management, workflows, live chat,  conversations inbox, onboarding and reporting can help your business optimise your customer experience processes and identify areas for improvement.​

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Indigo Iris can support your customer experience strategy and processes with: 

  • Ticket and Ticket management

  • Knowledge base creation, where customers and find information for themselves

  • Workflows and automation

  • Live chat

  • Conversation Inbox

  • Form creation

  • Asset creation such as templates, documents and snippets

  • Reporting and Insight

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HubSpot Consultancy
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