PantherRx Now Has Optimized Tailored Interfaces, Fostering Efficiency and Effectiveness



PantherRx faced the challenge of managing multiple teams in one HubSpot environment, resulting in a proliferation of pipelines and custom properties. This abundance of data led to a cluttered interface and confusion among team members regarding navigation, tasks, and information retrieval. The need for clarity and efficiency in HubSpot utilization became evident as users grappled with the overwhelming presence of unnecessary information.

What we did

To address the issue, FullFunnel collaborated closely with the two teams, devising distinct pipelines, custom properties, and tailored reports and dashboards. By establishing separate HubSpot teams, we effectively segmented visibility, enabling each team member to access only the information pertinent to their role. This strategic partitioning significantly reduced the overwhelming volume of data within HubSpot, rendering the platform more navigable and user-friendly for the teams. They were equipped with clear pathways to locate their respective contacts, companies, deals, and reporting metrics. Furthermore, we streamlined the interface by organizing key properties into customized sidebars, ensuring each team had easy access to the specific data they needed to capture. Following the setup and customization of each team's HubSpot environment, comprehensive training sessions were conducted to ensure team members felt confident and proficient in utilizing their newly optimized setup.


As a result of customizing team views within a unified HubSpot account, both teams now operate within tailored interfaces optimized for their specific needs, fostering efficiency and effectiveness. This tailored approach enables seamless access to key information essential for each team's success, streamlining workflows and facilitating informed decision-making. Notably, the customized HubSpot setup has not only enhanced the usability of the platform but also sparked increased engagement among users, instilling a sense of excitement and enthusiasm for utilizing HubSpot's capabilities to their fullest potential.

Hear It From Our Clients

FullFunnel provided us with the sales and marketing strategies, processes, and experts we needed, and were instrumental to the growth at EnableSoft. Their team became an extension of our team and were invested in our success. I’d recommend FullFunnel to any company interested in scaling their business.

Craig Petersen

COO, Enablesoft

I have been impressed with FullFunnel’s ability to quickly learn and acquire the needed acumen to pitch our technical services. FullFunnel was able to accelerate our outreach beyond our existing resources and thus strike the delicate balance between optimized at-scale outreach with the critical aspect of personalized sales.

Jason Youmazzo

Director of Sales Operations, NTS

When your personal name is attached to revenue goals, you have to have the right outside partners by your side. They have to be strategic thinkers, have the technical expertise, bring the right attitude, and combine it all with a business acumen to understand your business and that of your prospects. FullFunnel brings that and more. We are enormously grateful for their partnership, agility, doggedness, and even candor when needed. I know they won’t stop until we reach our goals and everyone is happy.

Kristin Richardson

Chief Sales & Marketing Officer, PartnerMD

"The FullFunnel team has exceeded expectations and has proven to be a great partner, providing the resources, support, and expertise we needed to hit our growth targets."

Lucy Levy

VP of Global Acquisition, Zumba

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