Video evidence platforms for law enforcement.
A HubSpot environment nobody fully trusted.
Audit, consolidate, then build the reporting layer.
The FullFunnel sales operations team worked with the Utility team to audit all essential areas of HubSpot, starting the cleanup process and identifying gaps in their process. FullFunnel helped create consistency among the different pipelines by reducing them to seven pipelines, each with eight consistent stages. Following the pipeline reconfiguration, FullFunnel automated the quote approval process based on the quote's discount amount. As part of the cleanup process, FullFunnel also assisted in reviewing over 250 duplicate contacts and 2,000 company records, identifying and addressing broken or unused workflows, and auditing all current reports and dashboards for any issues.
During their exploration of the HubSpot environment, FullFunnel found that the use of properties needed optimization. An audit of the properties allowed the FullFunnel team to optimize record layouts for effective use by the teams. Additionally, this audit enabled the Utility team to recognize areas that were not being tracked, prompting them to work with FullFunnel to create new properties and implement changes to their team's processes to ensure all data was entered.
Once the cleanup phase was completed, FullFunnel assisted the Utility team in building reports and dashboards to track their key metrics. FullFunnel created reports to monitor marketing lead conversions, business manager activities, deal progression, deal forecasting, quote creation, and outreach to existing clients.
Pipeline consolidation
Reduced fragmented pipelines to seven, each with eight consistent stages, then automated the quote approval process based on discount amount.
Data cleanup
Reviewed over 250 duplicate contacts and 2,000 company records, identified and addressed broken or unused workflows, and audited all current reports and dashboards.
Property optimization
Audited properties to optimize record layouts, surfacing areas that weren't being tracked and creating new properties with updated team processes to ensure data got entered.
Reporting & dashboards
Built reports to monitor marketing lead conversions, business manager activities, deal progression, deal forecasting, quote creation, and outreach to existing clients.