The Challenge
One HubSpot account, two teams, and too much noise.
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 became evident as users grappled with an overwhelming presence of unnecessary information.
The Approach
Segment visibility by team, then simplify what each one sees.
FullFunnel collaborated closely with both teams, devising distinct pipelines, custom properties, and tailored reports and dashboards.
Layer 1
Team-based segmentation
Established separate HubSpot teams, segmenting visibility so each team member could access only the information pertinent to their role — significantly reducing the overwhelming data volume.
Layer 2
Customized sidebars
Streamlined the interface by organizing key properties into customized sidebars, giving each team easy access to the specific data they needed to capture.
Layer 3
Training
Conducted comprehensive training sessions after setup so team members felt confident and proficient in their newly optimized workspace.