Introduction
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.
Outcome
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.