How we carried out a thorough HubSpot Audit and improved data hygiene
The client:
ASquared are a mobile and web app development agency based in Brighton & Bristol. They create positive, sustainable and impactful digital products & services. With a wealth of experience as mobile app, web and digital platform specialists, they bring a flexible and scalable approach to all of their projects.
How we helped:
We helped optimise their HubSpot portal with a focus on data hygiene, pipeline organisation, user experience, and reporting. Our initial data audit, identified and cleaned 32 contact lists and removed duplicates using HubSpot's deduplication tool, improving data accuracy and overall health. We streamlined their sales pipeline by cleaning up stages, making it easier to track and report on deals. By using a simple migration, we were able to transfer existing deals from old pipelines seamlessly, saving time and effort.
To enhance user experience, we removed unnecessary fields and improved functionality with better input options, like radio buttons and date fields. We also cleared out outdated tasks cluttering the HubSpot task view, improving efficiency. Finally, we set up two customised dashboards, including a detailed sales dashboard, to enable data-driven decisions and improve forecasting, empowering ASquared to work smarter and more effectively.
The impact:
Our work helped enhance efficiency, accuracy, and decision-making within their HubSpot portal. By improving data hygiene and eliminating duplicates, we ensured a reliable foundation for their CRM. Streamlining the sales pipeline and simplifying deal migration saved time and reduced effort, while the removal of unnecessary fields and outdated tasks improved usability and workflow clarity.
The custom dashboards have provided actionable insights and accurate forecasting, empowering ASquared to make data-driven decisions and operate with greater precision and productivity.
What we achieved
32
Contact lists cleaned
96
Outstanding tasks actioned
2
Crucial dashboards set up
“The team at Disruptive Thinking helped us reconfigure the system to suit how we work today and how we want to work moving forward.”
Sophie Smith, Head of Growth, ASquared
