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Some Recent Thoughts...
Juicy Tidbits Without the "Tech Speak"
A compilation of ramblings about everything from HubSpot CMS development to data architecture, integrations and all the tech stuff you never knew you needed to know.
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The Tech Stack Diet: Cutting Back while Reducing Collateral Damage
Looking to cut back on your tech stack? Here's your tech stack diet guide.
Optimize your HubSpot Reporting with a HubSpot Data Architecture Audit
A HubSpot Data Architecture Audit will help you gain more valuable business insights, optimize your workflows and make better informed business decisions.
Signs your HubSpot Reporting Configuration isn’t helping you scale
Your Hubspot reporting configuration should unlock the data you need to make the best decisions for scale - here are signs you need some help.
Managing a growing tech stack as a new CMO or Marketing Director or even in a consulting role can be, well, complicated to say the least. It’s your job to optimize their marketing technology and budget, get more return out of their investments, bridge the gap between sales and marketing and really hone in their messaging, voice and strategy. No pressure. You already know what it’ll take to get this done: Hard conversations, getting as deep into the granular details of existing sales and marketing structures as possible and inevitably - pulling apart that tech stack and sometimes even ruffling feathers in other departments or with the rest of the executive team.
\n","post_body":"Managing a growing tech stack as a new CMO or Marketing Director or even in a consulting role can be, well, complicated to say the least. It’s your job to optimize their marketing technology and budget, get more return out of their investments, bridge the gap between sales and marketing and really hone in their messaging, voice and strategy. No pressure. You already know what it’ll take to get this done: Hard conversations, getting as deep into the granular details of existing sales and marketing structures as possible and inevitably - pulling apart that tech stack and sometimes even ruffling feathers in other departments or with the rest of the executive team.
\n\n![\"tech](\"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/tech%20stack%20diet.jpg\")
Increasingly, employees and managers inside departments are seeking approval for applications that help make their job easier. While these applications may be inexpensive on their own, they can quickly add up and disrupt workflow, sometimes hiding access to important data for other aligned departments and overlapping features with existing technology inside the organization that isn’t widely adopted.
A bloated tech stack is an issue plaguing so many organizations and those tasked with cutting back the fat often catch the wrath of the employees, management and executives that brought in the application to begin with. In a complicated dance of compromise, here are our best tips for cutting back your tech stack while reducing collateral damage:
Log your calories.
\nAccording to ChiefMarTec.com, The average small business with 500 employees or less has 172 applications. Midmarket? 255 applications, on average. Enterprise organizations? 664 applications. The best way to cut fat is always to consume consciously and just like your calorie counting diet tracker, you need a document that establishes the long list of applications used inside your organization. A simple spreadsheet will do. Once you create it, you’ll want to add the following columns:
\n- \n
- name of the application \n
- the department that uses it \n
- who is in charge of the billing \n
- what role it plays in business processes \n
- number of users \n
- number of app integrations \n
- apps that you own that it integrates with already \n
- number of integrations you’re using \n
- renewal date / contract period \n
- total application cost \n
Through this exercise you’ll have a better understanding of the total budget spend throughout your organization on business applications, which may have overlapping features and learn how widely adopted they are throughout the organization.It is important not to cut applications based on budget spend alone, but to do a comprehensive analysis of the company’s overall application spend and see where consolidation may be available.
\n
Do some research.
\n
Picking the best diet for you requires that you rabbit hole into macro and micronutrients and create a plan and lifestyle around it - this is a great parallel for trimming down your tech stack, as well. By conducting individual interviews with the users of each application, you can gain a better understanding for how deeply this application is ingrained into the day to day lives of your employees.
Questions that you may want to ask:
\n- \n
- How often do you use this application? \n
- Which functions are most important to you? \n
- If you could gain the functionality that you have with this application through another application, would you consider
adopting another application? \n - Are you relying on the apps analytics? \n
- Are the analytics available to you sufficient? \n
- Would it be better to centralize your analytics instead? \n
- What features would you like to see that aren’t included in this app? \n
- What are the biggest workflow redundancies you’re experiencing in your role? \n
- What challenges still exist for you to most effectively execute in your role? \n
By asking questions not just about the application itself and understanding the big picture of the struggles of each individual role inside your organization, you can explore how other applications, integrations or process improvements can optimize while also potentially cutting expenses for underutilized or feature-redundant applications.
Analyze the value of what you’re consuming.
\n
It isn’t the amount of food you consume that causes the extra fat to accumulate, it’s the lacking nutrients in some of the food you’re consuming. So often analysts go into an organization’s technology stack looking to cut as much spend as possible, but we find that quality over quantity is the best approach here.
After you conduct your interviews, you can dig deeply into the ROI and use that you’re seeing from the applications used in each department. You can create test user accounts and dig into the features, create a short list of applications that may be up for renewal that you want to either negotiate down or eliminate entirely.
This is where the hard conversations will come in. Nothing worth having comes easy and there’s plenty of chance here to ruffle feathers and upset people that are responsible for bringing in those applications or who may be adverse to adopting new applications, even if they integrate better or provide the same functionality.
\n
In any difficult conversation, logic and facts are the most important, even though hierarchies and organizational politics have their own role. Present your data logically and unemotionally. While you may not always win, you can always be certain that if you’ve done your diligence in showing which applications are showing ROI and which are unnecessary when you stick to the facts.
Don’t miss hidden calories.
\n
You log all your meals, but might’ve forgotten that gas station candy bar. For the long term success of your technology, you need to catch all the missing pieces. Shadow IT is something that many don’t take into account when they’re performing technology audits, and it’s a very important consideration. Employees persistently pay for technology on their own and submit for reimbursement inside their organizations in the form of an expense report, yet these applications are rarely measured inside an organization’s tech stack.
While individual costs for applications may not be extreme, when small subscription costs for multiple applications multiply across hundreds of employees, they can have a significant impact on a business’ budget and application count. That doesn’t even take into account the potential issue for data privacy and security issues with employee-owned application subscriptions.
Take the time to do an audit of these subscriptions separately and determine where there may be trending needs and whether or not it may make sense to roll out this application companywide or which existing application inside the organization may suit this user’s needs just as well without the added expense.
Create a plan and stick to it.
\n
Take time to establish a strategy surrounding consolidating your technology application list without losing functionality. After analysis, execution will always net you the greatest results. What do you do with a diet plan? You execute it.
The features you need to save you money with one application may sometimes be obtained by upgrading your subscription with another software application. Having a beat on where your subscriptions are at, leveraging exactly what you’re paying for and consolidating where possible is the perfect starting point to reducing your technology spend and optimizing your budget, and potentially ultimately positively impacting data access, efficiency and productivity across your organization as a whole.
While this is a massive undertaking for any individual, especially a brand new CMO that may be new and transitioning from another role, it’s incredibly rewarding. By taking your time, diligently interviewing users, and establishing overall spend and number of applications, you can quickly help your executive team see where a lot of your budget is being spent and how best to optimize it. Always approach any tech stack audit with the company’s long term goals and vision in mind and choose compromise with technology that supports your users and their productivity.
If you encounter issues as you’re digging into your tech stack, and not quite sure where and how to optimize your analytics, or bridge the gap between your applications - a technical partner can help exponentially here.
","rss_summary":"
Managing a growing tech stack as a new CMO or Marketing Director or even in a consulting role can be, well, complicated to say the least. It’s your job to optimize their marketing technology and budget, get more return out of their investments, bridge the gap between sales and marketing and really hone in their messaging, voice and strategy. No pressure. You already know what it’ll take to get this done: Hard conversations, getting as deep into the granular details of existing sales and marketing structures as possible and inevitably - pulling apart that tech stack and sometimes even ruffling feathers in other departments or with the rest of the executive team.
\n","rss_body":"Managing a growing tech stack as a new CMO or Marketing Director or even in a consulting role can be, well, complicated to say the least. It’s your job to optimize their marketing technology and budget, get more return out of their investments, bridge the gap between sales and marketing and really hone in their messaging, voice and strategy. No pressure. You already know what it’ll take to get this done: Hard conversations, getting as deep into the granular details of existing sales and marketing structures as possible and inevitably - pulling apart that tech stack and sometimes even ruffling feathers in other departments or with the rest of the executive team.
\n\n
Increasingly, employees and managers inside departments are seeking approval for applications that help make their job easier. While these applications may be inexpensive on their own, they can quickly add up and disrupt workflow, sometimes hiding access to important data for other aligned departments and overlapping features with existing technology inside the organization that isn’t widely adopted.
A bloated tech stack is an issue plaguing so many organizations and those tasked with cutting back the fat often catch the wrath of the employees, management and executives that brought in the application to begin with. In a complicated dance of compromise, here are our best tips for cutting back your tech stack while reducing collateral damage:
Log your calories.
\nAccording to ChiefMarTec.com, The average small business with 500 employees or less has 172 applications. Midmarket? 255 applications, on average. Enterprise organizations? 664 applications. The best way to cut fat is always to consume consciously and just like your calorie counting diet tracker, you need a document that establishes the long list of applications used inside your organization. A simple spreadsheet will do. Once you create it, you’ll want to add the following columns:
\n- \n
- name of the application \n
- the department that uses it \n
- who is in charge of the billing \n
- what role it plays in business processes \n
- number of users \n
- number of app integrations \n
- apps that you own that it integrates with already \n
- number of integrations you’re using \n
- renewal date / contract period \n
- total application cost \n
Through this exercise you’ll have a better understanding of the total budget spend throughout your organization on business applications, which may have overlapping features and learn how widely adopted they are throughout the organization.It is important not to cut applications based on budget spend alone, but to do a comprehensive analysis of the company’s overall application spend and see where consolidation may be available.
\n
Do some research.
\n
Picking the best diet for you requires that you rabbit hole into macro and micronutrients and create a plan and lifestyle around it - this is a great parallel for trimming down your tech stack, as well. By conducting individual interviews with the users of each application, you can gain a better understanding for how deeply this application is ingrained into the day to day lives of your employees.
Questions that you may want to ask:
\n- \n
- How often do you use this application? \n
- Which functions are most important to you? \n
- If you could gain the functionality that you have with this application through another application, would you consider
adopting another application? \n - Are you relying on the apps analytics? \n
- Are the analytics available to you sufficient? \n
- Would it be better to centralize your analytics instead? \n
- What features would you like to see that aren’t included in this app? \n
- What are the biggest workflow redundancies you’re experiencing in your role? \n
- What challenges still exist for you to most effectively execute in your role? \n
By asking questions not just about the application itself and understanding the big picture of the struggles of each individual role inside your organization, you can explore how other applications, integrations or process improvements can optimize while also potentially cutting expenses for underutilized or feature-redundant applications.
Analyze the value of what you’re consuming.
\n
It isn’t the amount of food you consume that causes the extra fat to accumulate, it’s the lacking nutrients in some of the food you’re consuming. So often analysts go into an organization’s technology stack looking to cut as much spend as possible, but we find that quality over quantity is the best approach here.
After you conduct your interviews, you can dig deeply into the ROI and use that you’re seeing from the applications used in each department. You can create test user accounts and dig into the features, create a short list of applications that may be up for renewal that you want to either negotiate down or eliminate entirely.
This is where the hard conversations will come in. Nothing worth having comes easy and there’s plenty of chance here to ruffle feathers and upset people that are responsible for bringing in those applications or who may be adverse to adopting new applications, even if they integrate better or provide the same functionality.
\n
In any difficult conversation, logic and facts are the most important, even though hierarchies and organizational politics have their own role. Present your data logically and unemotionally. While you may not always win, you can always be certain that if you’ve done your diligence in showing which applications are showing ROI and which are unnecessary when you stick to the facts.
Don’t miss hidden calories.
\n
You log all your meals, but might’ve forgotten that gas station candy bar. For the long term success of your technology, you need to catch all the missing pieces. Shadow IT is something that many don’t take into account when they’re performing technology audits, and it’s a very important consideration. Employees persistently pay for technology on their own and submit for reimbursement inside their organizations in the form of an expense report, yet these applications are rarely measured inside an organization’s tech stack.
While individual costs for applications may not be extreme, when small subscription costs for multiple applications multiply across hundreds of employees, they can have a significant impact on a business’ budget and application count. That doesn’t even take into account the potential issue for data privacy and security issues with employee-owned application subscriptions.
Take the time to do an audit of these subscriptions separately and determine where there may be trending needs and whether or not it may make sense to roll out this application companywide or which existing application inside the organization may suit this user’s needs just as well without the added expense.
Create a plan and stick to it.
\n
Take time to establish a strategy surrounding consolidating your technology application list without losing functionality. After analysis, execution will always net you the greatest results. What do you do with a diet plan? You execute it.
The features you need to save you money with one application may sometimes be obtained by upgrading your subscription with another software application. Having a beat on where your subscriptions are at, leveraging exactly what you’re paying for and consolidating where possible is the perfect starting point to reducing your technology spend and optimizing your budget, and potentially ultimately positively impacting data access, efficiency and productivity across your organization as a whole.
While this is a massive undertaking for any individual, especially a brand new CMO that may be new and transitioning from another role, it’s incredibly rewarding. By taking your time, diligently interviewing users, and establishing overall spend and number of applications, you can quickly help your executive team see where a lot of your budget is being spent and how best to optimize it. Always approach any tech stack audit with the company’s long term goals and vision in mind and choose compromise with technology that supports your users and their productivity.
If you encounter issues as you’re digging into your tech stack, and not quite sure where and how to optimize your analytics, or bridge the gap between your applications - a technical partner can help exponentially here.
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Managing a growing tech stack as a new CMO or Marketing Director or even in a consulting role can be, well, complicated to say the least. It’s your job to optimize their marketing technology and budget, get more return out of their investments, bridge the gap between sales and marketing and really hone in their messaging, voice and strategy. No pressure. You already know what it’ll take to get this done: Hard conversations, getting as deep into the granular details of existing sales and marketing structures as possible and inevitably - pulling apart that tech stack and sometimes even ruffling feathers in other departments or with the rest of the executive team.
\n\n
Increasingly, employees and managers inside departments are seeking approval for applications that help make their job easier. While these applications may be inexpensive on their own, they can quickly add up and disrupt workflow, sometimes hiding access to important data for other aligned departments and overlapping features with existing technology inside the organization that isn’t widely adopted.
A bloated tech stack is an issue plaguing so many organizations and those tasked with cutting back the fat often catch the wrath of the employees, management and executives that brought in the application to begin with. In a complicated dance of compromise, here are our best tips for cutting back your tech stack while reducing collateral damage:
Log your calories.
\nAccording to ChiefMarTec.com, The average small business with 500 employees or less has 172 applications. Midmarket? 255 applications, on average. Enterprise organizations? 664 applications. The best way to cut fat is always to consume consciously and just like your calorie counting diet tracker, you need a document that establishes the long list of applications used inside your organization. A simple spreadsheet will do. Once you create it, you’ll want to add the following columns:
\n- \n
- name of the application \n
- the department that uses it \n
- who is in charge of the billing \n
- what role it plays in business processes \n
- number of users \n
- number of app integrations \n
- apps that you own that it integrates with already \n
- number of integrations you’re using \n
- renewal date / contract period \n
- total application cost \n
Through this exercise you’ll have a better understanding of the total budget spend throughout your organization on business applications, which may have overlapping features and learn how widely adopted they are throughout the organization.It is important not to cut applications based on budget spend alone, but to do a comprehensive analysis of the company’s overall application spend and see where consolidation may be available.
\n
Do some research.
\n
Picking the best diet for you requires that you rabbit hole into macro and micronutrients and create a plan and lifestyle around it - this is a great parallel for trimming down your tech stack, as well. By conducting individual interviews with the users of each application, you can gain a better understanding for how deeply this application is ingrained into the day to day lives of your employees.
Questions that you may want to ask:
\n- \n
- How often do you use this application? \n
- Which functions are most important to you? \n
- If you could gain the functionality that you have with this application through another application, would you consider
adopting another application? \n - Are you relying on the apps analytics? \n
- Are the analytics available to you sufficient? \n
- Would it be better to centralize your analytics instead? \n
- What features would you like to see that aren’t included in this app? \n
- What are the biggest workflow redundancies you’re experiencing in your role? \n
- What challenges still exist for you to most effectively execute in your role? \n
By asking questions not just about the application itself and understanding the big picture of the struggles of each individual role inside your organization, you can explore how other applications, integrations or process improvements can optimize while also potentially cutting expenses for underutilized or feature-redundant applications.
Analyze the value of what you’re consuming.
\n
It isn’t the amount of food you consume that causes the extra fat to accumulate, it’s the lacking nutrients in some of the food you’re consuming. So often analysts go into an organization’s technology stack looking to cut as much spend as possible, but we find that quality over quantity is the best approach here.
After you conduct your interviews, you can dig deeply into the ROI and use that you’re seeing from the applications used in each department. You can create test user accounts and dig into the features, create a short list of applications that may be up for renewal that you want to either negotiate down or eliminate entirely.
This is where the hard conversations will come in. Nothing worth having comes easy and there’s plenty of chance here to ruffle feathers and upset people that are responsible for bringing in those applications or who may be adverse to adopting new applications, even if they integrate better or provide the same functionality.
\n
In any difficult conversation, logic and facts are the most important, even though hierarchies and organizational politics have their own role. Present your data logically and unemotionally. While you may not always win, you can always be certain that if you’ve done your diligence in showing which applications are showing ROI and which are unnecessary when you stick to the facts.
Don’t miss hidden calories.
\n
You log all your meals, but might’ve forgotten that gas station candy bar. For the long term success of your technology, you need to catch all the missing pieces. Shadow IT is something that many don’t take into account when they’re performing technology audits, and it’s a very important consideration. Employees persistently pay for technology on their own and submit for reimbursement inside their organizations in the form of an expense report, yet these applications are rarely measured inside an organization’s tech stack.
While individual costs for applications may not be extreme, when small subscription costs for multiple applications multiply across hundreds of employees, they can have a significant impact on a business’ budget and application count. That doesn’t even take into account the potential issue for data privacy and security issues with employee-owned application subscriptions.
Take the time to do an audit of these subscriptions separately and determine where there may be trending needs and whether or not it may make sense to roll out this application companywide or which existing application inside the organization may suit this user’s needs just as well without the added expense.
Create a plan and stick to it.
\n
Take time to establish a strategy surrounding consolidating your technology application list without losing functionality. After analysis, execution will always net you the greatest results. What do you do with a diet plan? You execute it.
The features you need to save you money with one application may sometimes be obtained by upgrading your subscription with another software application. Having a beat on where your subscriptions are at, leveraging exactly what you’re paying for and consolidating where possible is the perfect starting point to reducing your technology spend and optimizing your budget, and potentially ultimately positively impacting data access, efficiency and productivity across your organization as a whole.
While this is a massive undertaking for any individual, especially a brand new CMO that may be new and transitioning from another role, it’s incredibly rewarding. By taking your time, diligently interviewing users, and establishing overall spend and number of applications, you can quickly help your executive team see where a lot of your budget is being spent and how best to optimize it. Always approach any tech stack audit with the company’s long term goals and vision in mind and choose compromise with technology that supports your users and their productivity.
If you encounter issues as you’re digging into your tech stack, and not quite sure where and how to optimize your analytics, or bridge the gap between your applications - a technical partner can help exponentially here.
","postBodyRss":"
Managing a growing tech stack as a new CMO or Marketing Director or even in a consulting role can be, well, complicated to say the least. It’s your job to optimize their marketing technology and budget, get more return out of their investments, bridge the gap between sales and marketing and really hone in their messaging, voice and strategy. No pressure. You already know what it’ll take to get this done: Hard conversations, getting as deep into the granular details of existing sales and marketing structures as possible and inevitably - pulling apart that tech stack and sometimes even ruffling feathers in other departments or with the rest of the executive team.
\n\n
Increasingly, employees and managers inside departments are seeking approval for applications that help make their job easier. While these applications may be inexpensive on their own, they can quickly add up and disrupt workflow, sometimes hiding access to important data for other aligned departments and overlapping features with existing technology inside the organization that isn’t widely adopted.
A bloated tech stack is an issue plaguing so many organizations and those tasked with cutting back the fat often catch the wrath of the employees, management and executives that brought in the application to begin with. In a complicated dance of compromise, here are our best tips for cutting back your tech stack while reducing collateral damage:
Log your calories.
\nAccording to ChiefMarTec.com, The average small business with 500 employees or less has 172 applications. Midmarket? 255 applications, on average. Enterprise organizations? 664 applications. The best way to cut fat is always to consume consciously and just like your calorie counting diet tracker, you need a document that establishes the long list of applications used inside your organization. A simple spreadsheet will do. Once you create it, you’ll want to add the following columns:
\n- \n
- name of the application \n
- the department that uses it \n
- who is in charge of the billing \n
- what role it plays in business processes \n
- number of users \n
- number of app integrations \n
- apps that you own that it integrates with already \n
- number of integrations you’re using \n
- renewal date / contract period \n
- total application cost \n
Through this exercise you’ll have a better understanding of the total budget spend throughout your organization on business applications, which may have overlapping features and learn how widely adopted they are throughout the organization.It is important not to cut applications based on budget spend alone, but to do a comprehensive analysis of the company’s overall application spend and see where consolidation may be available.
\n
Do some research.
\n
Picking the best diet for you requires that you rabbit hole into macro and micronutrients and create a plan and lifestyle around it - this is a great parallel for trimming down your tech stack, as well. By conducting individual interviews with the users of each application, you can gain a better understanding for how deeply this application is ingrained into the day to day lives of your employees.
Questions that you may want to ask:
\n- \n
- How often do you use this application? \n
- Which functions are most important to you? \n
- If you could gain the functionality that you have with this application through another application, would you consider
adopting another application? \n - Are you relying on the apps analytics? \n
- Are the analytics available to you sufficient? \n
- Would it be better to centralize your analytics instead? \n
- What features would you like to see that aren’t included in this app? \n
- What are the biggest workflow redundancies you’re experiencing in your role? \n
- What challenges still exist for you to most effectively execute in your role? \n
By asking questions not just about the application itself and understanding the big picture of the struggles of each individual role inside your organization, you can explore how other applications, integrations or process improvements can optimize while also potentially cutting expenses for underutilized or feature-redundant applications.
Analyze the value of what you’re consuming.
\n
It isn’t the amount of food you consume that causes the extra fat to accumulate, it’s the lacking nutrients in some of the food you’re consuming. So often analysts go into an organization’s technology stack looking to cut as much spend as possible, but we find that quality over quantity is the best approach here.
After you conduct your interviews, you can dig deeply into the ROI and use that you’re seeing from the applications used in each department. You can create test user accounts and dig into the features, create a short list of applications that may be up for renewal that you want to either negotiate down or eliminate entirely.
This is where the hard conversations will come in. Nothing worth having comes easy and there’s plenty of chance here to ruffle feathers and upset people that are responsible for bringing in those applications or who may be adverse to adopting new applications, even if they integrate better or provide the same functionality.
\n
In any difficult conversation, logic and facts are the most important, even though hierarchies and organizational politics have their own role. Present your data logically and unemotionally. While you may not always win, you can always be certain that if you’ve done your diligence in showing which applications are showing ROI and which are unnecessary when you stick to the facts.
Don’t miss hidden calories.
\n
You log all your meals, but might’ve forgotten that gas station candy bar. For the long term success of your technology, you need to catch all the missing pieces. Shadow IT is something that many don’t take into account when they’re performing technology audits, and it’s a very important consideration. Employees persistently pay for technology on their own and submit for reimbursement inside their organizations in the form of an expense report, yet these applications are rarely measured inside an organization’s tech stack.
While individual costs for applications may not be extreme, when small subscription costs for multiple applications multiply across hundreds of employees, they can have a significant impact on a business’ budget and application count. That doesn’t even take into account the potential issue for data privacy and security issues with employee-owned application subscriptions.
Take the time to do an audit of these subscriptions separately and determine where there may be trending needs and whether or not it may make sense to roll out this application companywide or which existing application inside the organization may suit this user’s needs just as well without the added expense.
Create a plan and stick to it.
\n
Take time to establish a strategy surrounding consolidating your technology application list without losing functionality. After analysis, execution will always net you the greatest results. What do you do with a diet plan? You execute it.
The features you need to save you money with one application may sometimes be obtained by upgrading your subscription with another software application. Having a beat on where your subscriptions are at, leveraging exactly what you’re paying for and consolidating where possible is the perfect starting point to reducing your technology spend and optimizing your budget, and potentially ultimately positively impacting data access, efficiency and productivity across your organization as a whole.
While this is a massive undertaking for any individual, especially a brand new CMO that may be new and transitioning from another role, it’s incredibly rewarding. By taking your time, diligently interviewing users, and establishing overall spend and number of applications, you can quickly help your executive team see where a lot of your budget is being spent and how best to optimize it. Always approach any tech stack audit with the company’s long term goals and vision in mind and choose compromise with technology that supports your users and their productivity.
If you encounter issues as you’re digging into your tech stack, and not quite sure where and how to optimize your analytics, or bridge the gap between your applications - a technical partner can help exponentially here.
","postEmailContent":"
Managing a growing tech stack as a new CMO or Marketing Director or even in a consulting role can be, well, complicated to say the least. It’s your job to optimize their marketing technology and budget, get more return out of their investments, bridge the gap between sales and marketing and really hone in their messaging, voice and strategy. No pressure. You already know what it’ll take to get this done: Hard conversations, getting as deep into the granular details of existing sales and marketing structures as possible and inevitably - pulling apart that tech stack and sometimes even ruffling feathers in other departments or with the rest of the executive team.
","postFeaturedImageIfEnabled":"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/tech%20stack%20diet.jpg","postListContent":"Managing a growing tech stack as a new CMO or Marketing Director or even in a consulting role can be, well, complicated to say the least. It’s your job to optimize their marketing technology and budget, get more return out of their investments, bridge the gap between sales and marketing and really hone in their messaging, voice and strategy. No pressure. You already know what it’ll take to get this done: Hard conversations, getting as deep into the granular details of existing sales and marketing structures as possible and inevitably - pulling apart that tech stack and sometimes even ruffling feathers in other departments or with the rest of the executive team.
","postListSummaryFeaturedImage":"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/tech%20stack%20diet.jpg","postRssContent":"Managing a growing tech stack as a new CMO or Marketing Director or even in a consulting role can be, well, complicated to say the least. It’s your job to optimize their marketing technology and budget, get more return out of their investments, bridge the gap between sales and marketing and really hone in their messaging, voice and strategy. No pressure. You already know what it’ll take to get this done: Hard conversations, getting as deep into the granular details of existing sales and marketing structures as possible and inevitably - pulling apart that tech stack and sometimes even ruffling feathers in other departments or with the rest of the executive team.
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\n\n
Increasingly, employees and managers inside departments are seeking approval for applications that help make their job easier. While these applications may be inexpensive on their own, they can quickly add up and disrupt workflow, sometimes hiding access to important data for other aligned departments and overlapping features with existing technology inside the organization that isn’t widely adopted.
A bloated tech stack is an issue plaguing so many organizations and those tasked with cutting back the fat often catch the wrath of the employees, management and executives that brought in the application to begin with. In a complicated dance of compromise, here are our best tips for cutting back your tech stack while reducing collateral damage:
Log your calories.
\nAccording to ChiefMarTec.com, The average small business with 500 employees or less has 172 applications. Midmarket? 255 applications, on average. Enterprise organizations? 664 applications. The best way to cut fat is always to consume consciously and just like your calorie counting diet tracker, you need a document that establishes the long list of applications used inside your organization. A simple spreadsheet will do. Once you create it, you’ll want to add the following columns:
\n- \n
- name of the application \n
- the department that uses it \n
- who is in charge of the billing \n
- what role it plays in business processes \n
- number of users \n
- number of app integrations \n
- apps that you own that it integrates with already \n
- number of integrations you’re using \n
- renewal date / contract period \n
- total application cost \n
Through this exercise you’ll have a better understanding of the total budget spend throughout your organization on business applications, which may have overlapping features and learn how widely adopted they are throughout the organization.It is important not to cut applications based on budget spend alone, but to do a comprehensive analysis of the company’s overall application spend and see where consolidation may be available.
\n
Do some research.
\n
Picking the best diet for you requires that you rabbit hole into macro and micronutrients and create a plan and lifestyle around it - this is a great parallel for trimming down your tech stack, as well. By conducting individual interviews with the users of each application, you can gain a better understanding for how deeply this application is ingrained into the day to day lives of your employees.
Questions that you may want to ask:
\n- \n
- How often do you use this application? \n
- Which functions are most important to you? \n
- If you could gain the functionality that you have with this application through another application, would you consider
adopting another application? \n - Are you relying on the apps analytics? \n
- Are the analytics available to you sufficient? \n
- Would it be better to centralize your analytics instead? \n
- What features would you like to see that aren’t included in this app? \n
- What are the biggest workflow redundancies you’re experiencing in your role? \n
- What challenges still exist for you to most effectively execute in your role? \n
By asking questions not just about the application itself and understanding the big picture of the struggles of each individual role inside your organization, you can explore how other applications, integrations or process improvements can optimize while also potentially cutting expenses for underutilized or feature-redundant applications.
Analyze the value of what you’re consuming.
\n
It isn’t the amount of food you consume that causes the extra fat to accumulate, it’s the lacking nutrients in some of the food you’re consuming. So often analysts go into an organization’s technology stack looking to cut as much spend as possible, but we find that quality over quantity is the best approach here.
After you conduct your interviews, you can dig deeply into the ROI and use that you’re seeing from the applications used in each department. You can create test user accounts and dig into the features, create a short list of applications that may be up for renewal that you want to either negotiate down or eliminate entirely.
This is where the hard conversations will come in. Nothing worth having comes easy and there’s plenty of chance here to ruffle feathers and upset people that are responsible for bringing in those applications or who may be adverse to adopting new applications, even if they integrate better or provide the same functionality.
\n
In any difficult conversation, logic and facts are the most important, even though hierarchies and organizational politics have their own role. Present your data logically and unemotionally. While you may not always win, you can always be certain that if you’ve done your diligence in showing which applications are showing ROI and which are unnecessary when you stick to the facts.
Don’t miss hidden calories.
\n
You log all your meals, but might’ve forgotten that gas station candy bar. For the long term success of your technology, you need to catch all the missing pieces. Shadow IT is something that many don’t take into account when they’re performing technology audits, and it’s a very important consideration. Employees persistently pay for technology on their own and submit for reimbursement inside their organizations in the form of an expense report, yet these applications are rarely measured inside an organization’s tech stack.
While individual costs for applications may not be extreme, when small subscription costs for multiple applications multiply across hundreds of employees, they can have a significant impact on a business’ budget and application count. That doesn’t even take into account the potential issue for data privacy and security issues with employee-owned application subscriptions.
Take the time to do an audit of these subscriptions separately and determine where there may be trending needs and whether or not it may make sense to roll out this application companywide or which existing application inside the organization may suit this user’s needs just as well without the added expense.
Create a plan and stick to it.
\n
Take time to establish a strategy surrounding consolidating your technology application list without losing functionality. After analysis, execution will always net you the greatest results. What do you do with a diet plan? You execute it.
The features you need to save you money with one application may sometimes be obtained by upgrading your subscription with another software application. Having a beat on where your subscriptions are at, leveraging exactly what you’re paying for and consolidating where possible is the perfect starting point to reducing your technology spend and optimizing your budget, and potentially ultimately positively impacting data access, efficiency and productivity across your organization as a whole.
While this is a massive undertaking for any individual, especially a brand new CMO that may be new and transitioning from another role, it’s incredibly rewarding. By taking your time, diligently interviewing users, and establishing overall spend and number of applications, you can quickly help your executive team see where a lot of your budget is being spent and how best to optimize it. Always approach any tech stack audit with the company’s long term goals and vision in mind and choose compromise with technology that supports your users and their productivity.
If you encounter issues as you’re digging into your tech stack, and not quite sure where and how to optimize your analytics, or bridge the gap between your applications - a technical partner can help exponentially here.
","rssSummary":"
Managing a growing tech stack as a new CMO or Marketing Director or even in a consulting role can be, well, complicated to say the least. It’s your job to optimize their marketing technology and budget, get more return out of their investments, bridge the gap between sales and marketing and really hone in their messaging, voice and strategy. No pressure. You already know what it’ll take to get this done: Hard conversations, getting as deep into the granular details of existing sales and marketing structures as possible and inevitably - pulling apart that tech stack and sometimes even ruffling feathers in other departments or with the rest of the executive team.
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The flowchart in our minds of how data, deals, prospects and sales should move around gets established as we grow. Whoever is in charge of processes inside the organization establishes a flow for how things should move that makes logical sense to the departments involved.
If it isn’t broken, why fix it… right?
There may come a point, however, that as you adopt new technologies, new roles inside your organization and new tools to help you grow - that your business processes need to be tweaked. This is especially true when it comes to complex HubSpot reporting and data architecture configurations in HubSpot.
If you’re struggling with symptoms of misconfigured data in HubSpot I’m here to tell you, it’s not HubSpot, it’s your data configuration INSIDE HubSpot.
Don’t kill the messenger.![](\"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/undefined-4.png\")
What came first? The chicken or the egg?
While we all might believe that we have to configure a tool like HubSpot to match the data processes that we’ve set up inside our organization, sometimes it makes more sense to reconfigure our processes and reverse engineer our HubSpot setup to work with the structure of how data is managed in HubSpot. We can even consider making tweaks to how we manage reporting and data inside the organization as well as the processes we’ve associated with it.
In short:
Sometimes you have to rethink your data architecture and processes entirely to really make your HubSpot data configuration work for reporting purposes.
Not sure how you can do that, where you’d even start or what any of that looks like?
Not to worry. We interviewed a HubSpot Architect that spends all day geeking out on data in HubSpot portals and is intimately familiar with the inner workings of HubSpot at all levels. We’ve made it our mission to help you understand why your data may be misconfigured, how to optimize your workflows and properties and why an ongoing relationship after a data architecture audit and diagnostic can save your company exponential amounts of money along the way.
What should you expect during a HubSpot Data Architecture Audit?
I’ll tell you all about it. Let’s dig in. ::Cracks knuckles::
Sometimes, the way that we’ve established our processes in business doesn’t work the same way as we scale and introduce new tools to manage those processes. The flowchart in our minds of how data, deals, prospects and sales should move around gets established as we grow. Whoever is in charge of processes inside the organization establishes a flow for how things should move that makes logical sense to the departments involved.
If it isn’t broken, why fix it… right?
There may come a point, however, that as you adopt new technologies, new roles inside your organization and new tools to help you grow - that your business processes need to be tweaked. This is especially true when it comes to complex HubSpot reporting and data architecture configurations in HubSpot.
If you’re struggling with symptoms of misconfigured data in HubSpot I’m here to tell you, it’s not HubSpot, it’s your data configuration INSIDE HubSpot.
Don’t kill the messenger.
What came first? The chicken or the egg?
While we all might believe that we have to configure a tool like HubSpot to match the data processes that we’ve set up inside our organization, sometimes it makes more sense to reconfigure our processes and reverse engineer our HubSpot setup to work with the structure of how data is managed in HubSpot. We can even consider making tweaks to how we manage reporting and data inside the organization as well as the processes we’ve associated with it.
In short:
Sometimes you have to rethink your data architecture and processes entirely to really make your HubSpot data configuration work for reporting purposes.
Not sure how you can do that, where you’d even start or what any of that looks like?
Not to worry. We interviewed a HubSpot Architect that spends all day geeking out on data in HubSpot portals and is intimately familiar with the inner workings of HubSpot at all levels. We’ve made it our mission to help you understand why your data may be misconfigured, how to optimize your workflows and properties and why an ongoing relationship after a data architecture audit and diagnostic can save your company exponential amounts of money along the way.
What should you expect during a HubSpot Data Architecture Audit?
I’ll tell you all about it. Let’s dig in. ::Cracks knuckles::
First, we’ll need to know your HubSpot Product subscriptions.
\nYou’ll be limited (or unlimited) by which HubSpot product subscription you have, and knowing that from the starting gate will help us approach your data and processes in the best possible way. Because each tier for HubSpot’s Hubs varies in the capabilities included within it, knowing this before we get started discussing your data will help your Architect unpack what the possibilities are moving into the next phase of your audit.
There’s even a possibility that based on your current subscription, your processes, your goals and your workflow, that your HubSpot Architect may make recommendations to scale up or down in certain Hubs, or eliminate or add more on. Don’t worry - we have your best interest at heart here and we’re not in this for Partner Tier commissions, we’re in it to make sure you have everything you need.
If there’s one thing we want you to know from the outset - your Data Architect, much like a Fractional CTO or CRM Administrator, is your advocate for making sure HubSpot is working for you and giving you the ability to scale as you need to with the right tools at your disposal. In order to make the best recommendations, we need to know exactly what the situation is, so make sure you understand which subscriptions and tiers you subscribe to in advance of our initial consultation.
Next, we’ll learn just enough about your company to determine how deep the rabbit hole is.
\n![](\"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/undefined-May-25-2023-04-42-42-7557-PM.png\")
We can Alice in Wonderland all day long over data, data structures, your tech stack, integrations and data workflows and reporting / dashboard configurations. And if things go well on this initial audit (and they usually do), we’ll end up digging deep into your organization’s data structure and tech stack even deeper. But for the most part, a preliminary HubSpot data architecture audit starts with us getting to know your workflow.
In our initial discovery call, we’ll talk to the necessary parties to understand the flow of data through your organization, the tools you use, how you make and optimize decisions now and any goals and pain points you might have.
Things we might hear on a call with a potential client that needs an architecture overhaul?
- \n
- We are lacking clarity on true ROI for our marketing campaigns. \n
- We don’t have enough grasp of our sales pipeline outlook. \n
- We aren’t positive about how to formulate a budget based on the analytics currently available to us. \n
Just so you’re aware - this is not uncommon at *all*. Many HubSpot customers just like you struggle with this as well. (Which is why we suggest engaging a HubSpot Architect BEFORE you migrate). Sitting down with deckerdevs gives us the insight we need to tackle your HubSpot portal and really get a birds eye view of what is happening inside your organization, which pieces of data you need to best reach your goals, and how we can configure things moving forward to help you get there faster, for less money. (Are you chomping at the bit to work with us yet?)
That all starts with a call. The more we understand about your tech stack, your processes, and how your organization is structured now, the bigger the picture we have in our heads when we go into the trenches to analyze the existing data structure as it sits inside your HubSpot Portal.
Maybe, we’ll screenshare a little bit.
\nOnce we understand more about how your business works, there’s a little ad-libbing here depending on how excited we are to get started. We may ask for access to your Portal or ask you to screen share a little bit of what your portal looks like to ask some questions and make sure that we’ve got everything right.
We need to make sure that we understand your goals entirely before we dig into how we’ll need to configure your reporting and data architecture to suit your needs. So, be ready on our call and provide access to our architect as soon as you feel comfortable.
Then, the fun stuff happens.
\nWell. Not the fun stuff for you. The fun stuff that our data architect loves to geek out on. A self proclaimed Vulcan (hi Trekkies! we’re still a tech company over here), he’s digging deep into the logic behind your configurations. This will help him determine, based on your subscriptions and tiers and the capabilities you have access to - which configuration is going to be most efficient and help you best reach those goals you outlined in that initial call.
He gets the birds eye view of your data configuration and then segments into each of your objects, properties and custom objects. His goal? Reverse engineer your entire HubSpot portal. Don’t be scared, when we come out on the other side of this, you’ll never want to think of life without deckerdevs ever again. This isn’t about codependency, this is about a deep business intelligence expert, here to unravel the kinks in the hose of your organization’s funnel so money comes flying out your pipeline. (Feeling better already, right?)
Finally? He comes to you with the solutions to your HubSpot data configuration woes.
\nIf I get to too technical here, I know I might lose you, so I’ll sift through all the fancy jargon used around predicate logic and If-then conditional workflow statements and tell you this - he will take your processes, expand and move things around and create a flow board with branches and options for your data configuration to best suit the business based on how HubSpot operates and the rules that apply within HubSpot’s capabilities (again, based on your Hub subscription and tier).
He’ll present you with your options, the re-configuration of your data architecture and discuss which solutions best suit your organization and why. So often (and through no fault of their own) HubSpot customers don’t know enough about the capabilities within their reach inside HubSpot. He's here not just to make things more efficient, but educate you on the logic behind the configuration. This might start with him re-configuring your sales pipeline reporting to give you more clarity by configuring objects and properties differently so that you don’t just have a mess of data to look at. Instead, you’ll come out with an organized report that helps you make the best decisions for growth.
It’s really easy to get lost in the tech speak when it comes to understanding how your business needs to configure data architecture in HubSpot, but it all comes down to a language that any manager, executive or employee can speak - efficiency. We want your employees to operate more efficiently, your marketers to have the best insight on their actions, your CFO to be able to analyze and rationalize budgets and your salespeople and sales managers to know exactly where they stand so they can best report back and thrive, continuing to bring in revenue and creating a healthier, happier organization at large.
We’re not just helping you Marie Kondo your data, we’re saving money, giving you happier employees, making your organization an easier place to work and dare I say it - maybe even changing the world one HubSpot Data Re-Configuration at a time.
Are you having trouble with your data architecture, reporting and making big decisions based on the data available to you in your dashboard right now? Let’s talk.
Sometimes, the way that we’ve established our processes in business doesn’t work the same way as we scale and introduce new tools to manage those processes. The flowchart in our minds of how data, deals, prospects and sales should move around gets established as we grow. Whoever is in charge of processes inside the organization establishes a flow for how things should move that makes logical sense to the departments involved.
If it isn’t broken, why fix it… right?
There may come a point, however, that as you adopt new technologies, new roles inside your organization and new tools to help you grow - that your business processes need to be tweaked. This is especially true when it comes to complex HubSpot reporting and data architecture configurations in HubSpot.
If you’re struggling with symptoms of misconfigured data in HubSpot I’m here to tell you, it’s not HubSpot, it’s your data configuration INSIDE HubSpot.
Don’t kill the messenger.
What came first? The chicken or the egg?
While we all might believe that we have to configure a tool like HubSpot to match the data processes that we’ve set up inside our organization, sometimes it makes more sense to reconfigure our processes and reverse engineer our HubSpot setup to work with the structure of how data is managed in HubSpot. We can even consider making tweaks to how we manage reporting and data inside the organization as well as the processes we’ve associated with it.
In short:
Sometimes you have to rethink your data architecture and processes entirely to really make your HubSpot data configuration work for reporting purposes.
Not sure how you can do that, where you’d even start or what any of that looks like?
Not to worry. We interviewed a HubSpot Architect that spends all day geeking out on data in HubSpot portals and is intimately familiar with the inner workings of HubSpot at all levels. We’ve made it our mission to help you understand why your data may be misconfigured, how to optimize your workflows and properties and why an ongoing relationship after a data architecture audit and diagnostic can save your company exponential amounts of money along the way.
What should you expect during a HubSpot Data Architecture Audit?
I’ll tell you all about it. Let’s dig in. ::Cracks knuckles::
Sometimes, the way that we’ve established our processes in business doesn’t work the same way as we scale and introduce new tools to manage those processes. The flowchart in our minds of how data, deals, prospects and sales should move around gets established as we grow. Whoever is in charge of processes inside the organization establishes a flow for how things should move that makes logical sense to the departments involved.
If it isn’t broken, why fix it… right?
There may come a point, however, that as you adopt new technologies, new roles inside your organization and new tools to help you grow - that your business processes need to be tweaked. This is especially true when it comes to complex HubSpot reporting and data architecture configurations in HubSpot.
If you’re struggling with symptoms of misconfigured data in HubSpot I’m here to tell you, it’s not HubSpot, it’s your data configuration INSIDE HubSpot.
Don’t kill the messenger.
What came first? The chicken or the egg?
While we all might believe that we have to configure a tool like HubSpot to match the data processes that we’ve set up inside our organization, sometimes it makes more sense to reconfigure our processes and reverse engineer our HubSpot setup to work with the structure of how data is managed in HubSpot. We can even consider making tweaks to how we manage reporting and data inside the organization as well as the processes we’ve associated with it.
In short:
Sometimes you have to rethink your data architecture and processes entirely to really make your HubSpot data configuration work for reporting purposes.
Not sure how you can do that, where you’d even start or what any of that looks like?
Not to worry. We interviewed a HubSpot Architect that spends all day geeking out on data in HubSpot portals and is intimately familiar with the inner workings of HubSpot at all levels. We’ve made it our mission to help you understand why your data may be misconfigured, how to optimize your workflows and properties and why an ongoing relationship after a data architecture audit and diagnostic can save your company exponential amounts of money along the way.
What should you expect during a HubSpot Data Architecture Audit?
I’ll tell you all about it. Let’s dig in. ::Cracks knuckles::
First, we’ll need to know your HubSpot Product subscriptions.
\nYou’ll be limited (or unlimited) by which HubSpot product subscription you have, and knowing that from the starting gate will help us approach your data and processes in the best possible way. Because each tier for HubSpot’s Hubs varies in the capabilities included within it, knowing this before we get started discussing your data will help your Architect unpack what the possibilities are moving into the next phase of your audit.
There’s even a possibility that based on your current subscription, your processes, your goals and your workflow, that your HubSpot Architect may make recommendations to scale up or down in certain Hubs, or eliminate or add more on. Don’t worry - we have your best interest at heart here and we’re not in this for Partner Tier commissions, we’re in it to make sure you have everything you need.
If there’s one thing we want you to know from the outset - your Data Architect, much like a Fractional CTO or CRM Administrator, is your advocate for making sure HubSpot is working for you and giving you the ability to scale as you need to with the right tools at your disposal. In order to make the best recommendations, we need to know exactly what the situation is, so make sure you understand which subscriptions and tiers you subscribe to in advance of our initial consultation.
Next, we’ll learn just enough about your company to determine how deep the rabbit hole is.
\nWe can Alice in Wonderland all day long over data, data structures, your tech stack, integrations and data workflows and reporting / dashboard configurations. And if things go well on this initial audit (and they usually do), we’ll end up digging deep into your organization’s data structure and tech stack even deeper. But for the most part, a preliminary HubSpot data architecture audit starts with us getting to know your workflow.
In our initial discovery call, we’ll talk to the necessary parties to understand the flow of data through your organization, the tools you use, how you make and optimize decisions now and any goals and pain points you might have.
Things we might hear on a call with a potential client that needs an architecture overhaul?
- \n
- We are lacking clarity on true ROI for our marketing campaigns. \n
- We don’t have enough grasp of our sales pipeline outlook. \n
- We aren’t positive about how to formulate a budget based on the analytics currently available to us. \n
Just so you’re aware - this is not uncommon at *all*. Many HubSpot customers just like you struggle with this as well. (Which is why we suggest engaging a HubSpot Architect BEFORE you migrate). Sitting down with deckerdevs gives us the insight we need to tackle your HubSpot portal and really get a birds eye view of what is happening inside your organization, which pieces of data you need to best reach your goals, and how we can configure things moving forward to help you get there faster, for less money. (Are you chomping at the bit to work with us yet?)
That all starts with a call. The more we understand about your tech stack, your processes, and how your organization is structured now, the bigger the picture we have in our heads when we go into the trenches to analyze the existing data structure as it sits inside your HubSpot Portal.
Maybe, we’ll screenshare a little bit.
\nOnce we understand more about how your business works, there’s a little ad-libbing here depending on how excited we are to get started. We may ask for access to your Portal or ask you to screen share a little bit of what your portal looks like to ask some questions and make sure that we’ve got everything right.
We need to make sure that we understand your goals entirely before we dig into how we’ll need to configure your reporting and data architecture to suit your needs. So, be ready on our call and provide access to our architect as soon as you feel comfortable.
Then, the fun stuff happens.
\nWell. Not the fun stuff for you. The fun stuff that our data architect loves to geek out on. A self proclaimed Vulcan (hi Trekkies! we’re still a tech company over here), he’s digging deep into the logic behind your configurations. This will help him determine, based on your subscriptions and tiers and the capabilities you have access to - which configuration is going to be most efficient and help you best reach those goals you outlined in that initial call.
He gets the birds eye view of your data configuration and then segments into each of your objects, properties and custom objects. His goal? Reverse engineer your entire HubSpot portal. Don’t be scared, when we come out on the other side of this, you’ll never want to think of life without deckerdevs ever again. This isn’t about codependency, this is about a deep business intelligence expert, here to unravel the kinks in the hose of your organization’s funnel so money comes flying out your pipeline. (Feeling better already, right?)
Finally? He comes to you with the solutions to your HubSpot data configuration woes.
\nIf I get to too technical here, I know I might lose you, so I’ll sift through all the fancy jargon used around predicate logic and If-then conditional workflow statements and tell you this - he will take your processes, expand and move things around and create a flow board with branches and options for your data configuration to best suit the business based on how HubSpot operates and the rules that apply within HubSpot’s capabilities (again, based on your Hub subscription and tier).
He’ll present you with your options, the re-configuration of your data architecture and discuss which solutions best suit your organization and why. So often (and through no fault of their own) HubSpot customers don’t know enough about the capabilities within their reach inside HubSpot. He's here not just to make things more efficient, but educate you on the logic behind the configuration. This might start with him re-configuring your sales pipeline reporting to give you more clarity by configuring objects and properties differently so that you don’t just have a mess of data to look at. Instead, you’ll come out with an organized report that helps you make the best decisions for growth.
It’s really easy to get lost in the tech speak when it comes to understanding how your business needs to configure data architecture in HubSpot, but it all comes down to a language that any manager, executive or employee can speak - efficiency. We want your employees to operate more efficiently, your marketers to have the best insight on their actions, your CFO to be able to analyze and rationalize budgets and your salespeople and sales managers to know exactly where they stand so they can best report back and thrive, continuing to bring in revenue and creating a healthier, happier organization at large.
We’re not just helping you Marie Kondo your data, we’re saving money, giving you happier employees, making your organization an easier place to work and dare I say it - maybe even changing the world one HubSpot Data Re-Configuration at a time.
Are you having trouble with your data architecture, reporting and making big decisions based on the data available to you in your dashboard right now? Let’s talk.
Sometimes, the way that we’ve established our processes in business doesn’t work the same way as we scale and introduce new tools to manage those processes. The flowchart in our minds of how data, deals, prospects and sales should move around gets established as we grow. Whoever is in charge of processes inside the organization establishes a flow for how things should move that makes logical sense to the departments involved.
If it isn’t broken, why fix it… right?
There may come a point, however, that as you adopt new technologies, new roles inside your organization and new tools to help you grow - that your business processes need to be tweaked. This is especially true when it comes to complex HubSpot reporting and data architecture configurations in HubSpot.
If you’re struggling with symptoms of misconfigured data in HubSpot I’m here to tell you, it’s not HubSpot, it’s your data configuration INSIDE HubSpot.
Don’t kill the messenger.
What came first? The chicken or the egg?
While we all might believe that we have to configure a tool like HubSpot to match the data processes that we’ve set up inside our organization, sometimes it makes more sense to reconfigure our processes and reverse engineer our HubSpot setup to work with the structure of how data is managed in HubSpot. We can even consider making tweaks to how we manage reporting and data inside the organization as well as the processes we’ve associated with it.
In short:
Sometimes you have to rethink your data architecture and processes entirely to really make your HubSpot data configuration work for reporting purposes.
Not sure how you can do that, where you’d even start or what any of that looks like?
Not to worry. We interviewed a HubSpot Architect that spends all day geeking out on data in HubSpot portals and is intimately familiar with the inner workings of HubSpot at all levels. We’ve made it our mission to help you understand why your data may be misconfigured, how to optimize your workflows and properties and why an ongoing relationship after a data architecture audit and diagnostic can save your company exponential amounts of money along the way.
What should you expect during a HubSpot Data Architecture Audit?
I’ll tell you all about it. Let’s dig in. ::Cracks knuckles::
First, we’ll need to know your HubSpot Product subscriptions.
\nYou’ll be limited (or unlimited) by which HubSpot product subscription you have, and knowing that from the starting gate will help us approach your data and processes in the best possible way. Because each tier for HubSpot’s Hubs varies in the capabilities included within it, knowing this before we get started discussing your data will help your Architect unpack what the possibilities are moving into the next phase of your audit.
There’s even a possibility that based on your current subscription, your processes, your goals and your workflow, that your HubSpot Architect may make recommendations to scale up or down in certain Hubs, or eliminate or add more on. Don’t worry - we have your best interest at heart here and we’re not in this for Partner Tier commissions, we’re in it to make sure you have everything you need.
If there’s one thing we want you to know from the outset - your Data Architect, much like a Fractional CTO or CRM Administrator, is your advocate for making sure HubSpot is working for you and giving you the ability to scale as you need to with the right tools at your disposal. In order to make the best recommendations, we need to know exactly what the situation is, so make sure you understand which subscriptions and tiers you subscribe to in advance of our initial consultation.
Next, we’ll learn just enough about your company to determine how deep the rabbit hole is.
\nWe can Alice in Wonderland all day long over data, data structures, your tech stack, integrations and data workflows and reporting / dashboard configurations. And if things go well on this initial audit (and they usually do), we’ll end up digging deep into your organization’s data structure and tech stack even deeper. But for the most part, a preliminary HubSpot data architecture audit starts with us getting to know your workflow.
In our initial discovery call, we’ll talk to the necessary parties to understand the flow of data through your organization, the tools you use, how you make and optimize decisions now and any goals and pain points you might have.
Things we might hear on a call with a potential client that needs an architecture overhaul?
- \n
- We are lacking clarity on true ROI for our marketing campaigns. \n
- We don’t have enough grasp of our sales pipeline outlook. \n
- We aren’t positive about how to formulate a budget based on the analytics currently available to us. \n
Just so you’re aware - this is not uncommon at *all*. Many HubSpot customers just like you struggle with this as well. (Which is why we suggest engaging a HubSpot Architect BEFORE you migrate). Sitting down with deckerdevs gives us the insight we need to tackle your HubSpot portal and really get a birds eye view of what is happening inside your organization, which pieces of data you need to best reach your goals, and how we can configure things moving forward to help you get there faster, for less money. (Are you chomping at the bit to work with us yet?)
That all starts with a call. The more we understand about your tech stack, your processes, and how your organization is structured now, the bigger the picture we have in our heads when we go into the trenches to analyze the existing data structure as it sits inside your HubSpot Portal.
Maybe, we’ll screenshare a little bit.
\nOnce we understand more about how your business works, there’s a little ad-libbing here depending on how excited we are to get started. We may ask for access to your Portal or ask you to screen share a little bit of what your portal looks like to ask some questions and make sure that we’ve got everything right.
We need to make sure that we understand your goals entirely before we dig into how we’ll need to configure your reporting and data architecture to suit your needs. So, be ready on our call and provide access to our architect as soon as you feel comfortable.
Then, the fun stuff happens.
\nWell. Not the fun stuff for you. The fun stuff that our data architect loves to geek out on. A self proclaimed Vulcan (hi Trekkies! we’re still a tech company over here), he’s digging deep into the logic behind your configurations. This will help him determine, based on your subscriptions and tiers and the capabilities you have access to - which configuration is going to be most efficient and help you best reach those goals you outlined in that initial call.
He gets the birds eye view of your data configuration and then segments into each of your objects, properties and custom objects. His goal? Reverse engineer your entire HubSpot portal. Don’t be scared, when we come out on the other side of this, you’ll never want to think of life without deckerdevs ever again. This isn’t about codependency, this is about a deep business intelligence expert, here to unravel the kinks in the hose of your organization’s funnel so money comes flying out your pipeline. (Feeling better already, right?)
Finally? He comes to you with the solutions to your HubSpot data configuration woes.
\nIf I get to too technical here, I know I might lose you, so I’ll sift through all the fancy jargon used around predicate logic and If-then conditional workflow statements and tell you this - he will take your processes, expand and move things around and create a flow board with branches and options for your data configuration to best suit the business based on how HubSpot operates and the rules that apply within HubSpot’s capabilities (again, based on your Hub subscription and tier).
He’ll present you with your options, the re-configuration of your data architecture and discuss which solutions best suit your organization and why. So often (and through no fault of their own) HubSpot customers don’t know enough about the capabilities within their reach inside HubSpot. He's here not just to make things more efficient, but educate you on the logic behind the configuration. This might start with him re-configuring your sales pipeline reporting to give you more clarity by configuring objects and properties differently so that you don’t just have a mess of data to look at. Instead, you’ll come out with an organized report that helps you make the best decisions for growth.
It’s really easy to get lost in the tech speak when it comes to understanding how your business needs to configure data architecture in HubSpot, but it all comes down to a language that any manager, executive or employee can speak - efficiency. We want your employees to operate more efficiently, your marketers to have the best insight on their actions, your CFO to be able to analyze and rationalize budgets and your salespeople and sales managers to know exactly where they stand so they can best report back and thrive, continuing to bring in revenue and creating a healthier, happier organization at large.
We’re not just helping you Marie Kondo your data, we’re saving money, giving you happier employees, making your organization an easier place to work and dare I say it - maybe even changing the world one HubSpot Data Re-Configuration at a time.
Are you having trouble with your data architecture, reporting and making big decisions based on the data available to you in your dashboard right now? Let’s talk.
Sometimes, the way that we’ve established our processes in business doesn’t work the same way as we scale and introduce new tools to manage those processes. The flowchart in our minds of how data, deals, prospects and sales should move around gets established as we grow. Whoever is in charge of processes inside the organization establishes a flow for how things should move that makes logical sense to the departments involved.
If it isn’t broken, why fix it… right?
There may come a point, however, that as you adopt new technologies, new roles inside your organization and new tools to help you grow - that your business processes need to be tweaked. This is especially true when it comes to complex HubSpot reporting and data architecture configurations in HubSpot.
If you’re struggling with symptoms of misconfigured data in HubSpot I’m here to tell you, it’s not HubSpot, it’s your data configuration INSIDE HubSpot.
Don’t kill the messenger.
What came first? The chicken or the egg?
While we all might believe that we have to configure a tool like HubSpot to match the data processes that we’ve set up inside our organization, sometimes it makes more sense to reconfigure our processes and reverse engineer our HubSpot setup to work with the structure of how data is managed in HubSpot. We can even consider making tweaks to how we manage reporting and data inside the organization as well as the processes we’ve associated with it.
In short:
Sometimes you have to rethink your data architecture and processes entirely to really make your HubSpot data configuration work for reporting purposes.
Not sure how you can do that, where you’d even start or what any of that looks like?
Not to worry. We interviewed a HubSpot Architect that spends all day geeking out on data in HubSpot portals and is intimately familiar with the inner workings of HubSpot at all levels. We’ve made it our mission to help you understand why your data may be misconfigured, how to optimize your workflows and properties and why an ongoing relationship after a data architecture audit and diagnostic can save your company exponential amounts of money along the way.
What should you expect during a HubSpot Data Architecture Audit?
I’ll tell you all about it. Let’s dig in. ::Cracks knuckles::
First, we’ll need to know your HubSpot Product subscriptions.
\nYou’ll be limited (or unlimited) by which HubSpot product subscription you have, and knowing that from the starting gate will help us approach your data and processes in the best possible way. Because each tier for HubSpot’s Hubs varies in the capabilities included within it, knowing this before we get started discussing your data will help your Architect unpack what the possibilities are moving into the next phase of your audit.
There’s even a possibility that based on your current subscription, your processes, your goals and your workflow, that your HubSpot Architect may make recommendations to scale up or down in certain Hubs, or eliminate or add more on. Don’t worry - we have your best interest at heart here and we’re not in this for Partner Tier commissions, we’re in it to make sure you have everything you need.
If there’s one thing we want you to know from the outset - your Data Architect, much like a Fractional CTO or CRM Administrator, is your advocate for making sure HubSpot is working for you and giving you the ability to scale as you need to with the right tools at your disposal. In order to make the best recommendations, we need to know exactly what the situation is, so make sure you understand which subscriptions and tiers you subscribe to in advance of our initial consultation.
Next, we’ll learn just enough about your company to determine how deep the rabbit hole is.
\nWe can Alice in Wonderland all day long over data, data structures, your tech stack, integrations and data workflows and reporting / dashboard configurations. And if things go well on this initial audit (and they usually do), we’ll end up digging deep into your organization’s data structure and tech stack even deeper. But for the most part, a preliminary HubSpot data architecture audit starts with us getting to know your workflow.
In our initial discovery call, we’ll talk to the necessary parties to understand the flow of data through your organization, the tools you use, how you make and optimize decisions now and any goals and pain points you might have.
Things we might hear on a call with a potential client that needs an architecture overhaul?
- \n
- We are lacking clarity on true ROI for our marketing campaigns. \n
- We don’t have enough grasp of our sales pipeline outlook. \n
- We aren’t positive about how to formulate a budget based on the analytics currently available to us. \n
Just so you’re aware - this is not uncommon at *all*. Many HubSpot customers just like you struggle with this as well. (Which is why we suggest engaging a HubSpot Architect BEFORE you migrate). Sitting down with deckerdevs gives us the insight we need to tackle your HubSpot portal and really get a birds eye view of what is happening inside your organization, which pieces of data you need to best reach your goals, and how we can configure things moving forward to help you get there faster, for less money. (Are you chomping at the bit to work with us yet?)
That all starts with a call. The more we understand about your tech stack, your processes, and how your organization is structured now, the bigger the picture we have in our heads when we go into the trenches to analyze the existing data structure as it sits inside your HubSpot Portal.
Maybe, we’ll screenshare a little bit.
\nOnce we understand more about how your business works, there’s a little ad-libbing here depending on how excited we are to get started. We may ask for access to your Portal or ask you to screen share a little bit of what your portal looks like to ask some questions and make sure that we’ve got everything right.
We need to make sure that we understand your goals entirely before we dig into how we’ll need to configure your reporting and data architecture to suit your needs. So, be ready on our call and provide access to our architect as soon as you feel comfortable.
Then, the fun stuff happens.
\nWell. Not the fun stuff for you. The fun stuff that our data architect loves to geek out on. A self proclaimed Vulcan (hi Trekkies! we’re still a tech company over here), he’s digging deep into the logic behind your configurations. This will help him determine, based on your subscriptions and tiers and the capabilities you have access to - which configuration is going to be most efficient and help you best reach those goals you outlined in that initial call.
He gets the birds eye view of your data configuration and then segments into each of your objects, properties and custom objects. His goal? Reverse engineer your entire HubSpot portal. Don’t be scared, when we come out on the other side of this, you’ll never want to think of life without deckerdevs ever again. This isn’t about codependency, this is about a deep business intelligence expert, here to unravel the kinks in the hose of your organization’s funnel so money comes flying out your pipeline. (Feeling better already, right?)
Finally? He comes to you with the solutions to your HubSpot data configuration woes.
\nIf I get to too technical here, I know I might lose you, so I’ll sift through all the fancy jargon used around predicate logic and If-then conditional workflow statements and tell you this - he will take your processes, expand and move things around and create a flow board with branches and options for your data configuration to best suit the business based on how HubSpot operates and the rules that apply within HubSpot’s capabilities (again, based on your Hub subscription and tier).
He’ll present you with your options, the re-configuration of your data architecture and discuss which solutions best suit your organization and why. So often (and through no fault of their own) HubSpot customers don’t know enough about the capabilities within their reach inside HubSpot. He's here not just to make things more efficient, but educate you on the logic behind the configuration. This might start with him re-configuring your sales pipeline reporting to give you more clarity by configuring objects and properties differently so that you don’t just have a mess of data to look at. Instead, you’ll come out with an organized report that helps you make the best decisions for growth.
It’s really easy to get lost in the tech speak when it comes to understanding how your business needs to configure data architecture in HubSpot, but it all comes down to a language that any manager, executive or employee can speak - efficiency. We want your employees to operate more efficiently, your marketers to have the best insight on their actions, your CFO to be able to analyze and rationalize budgets and your salespeople and sales managers to know exactly where they stand so they can best report back and thrive, continuing to bring in revenue and creating a healthier, happier organization at large.
We’re not just helping you Marie Kondo your data, we’re saving money, giving you happier employees, making your organization an easier place to work and dare I say it - maybe even changing the world one HubSpot Data Re-Configuration at a time.
Are you having trouble with your data architecture, reporting and making big decisions based on the data available to you in your dashboard right now? Let’s talk.
Sometimes, the way that we’ve established our processes in business doesn’t work the same way as we scale and introduce new tools to manage those processes. The flowchart in our minds of how data, deals, prospects and sales should move around gets established as we grow. Whoever is in charge of processes inside the organization establishes a flow for how things should move that makes logical sense to the departments involved.
If it isn’t broken, why fix it… right?
There may come a point, however, that as you adopt new technologies, new roles inside your organization and new tools to help you grow - that your business processes need to be tweaked. This is especially true when it comes to complex HubSpot reporting and data architecture configurations in HubSpot.
If you’re struggling with symptoms of misconfigured data in HubSpot I’m here to tell you, it’s not HubSpot, it’s your data configuration INSIDE HubSpot.
Don’t kill the messenger.
What came first? The chicken or the egg?
While we all might believe that we have to configure a tool like HubSpot to match the data processes that we’ve set up inside our organization, sometimes it makes more sense to reconfigure our processes and reverse engineer our HubSpot setup to work with the structure of how data is managed in HubSpot. We can even consider making tweaks to how we manage reporting and data inside the organization as well as the processes we’ve associated with it.
In short:
Sometimes you have to rethink your data architecture and processes entirely to really make your HubSpot data configuration work for reporting purposes.
Not sure how you can do that, where you’d even start or what any of that looks like?
Not to worry. We interviewed a HubSpot Architect that spends all day geeking out on data in HubSpot portals and is intimately familiar with the inner workings of HubSpot at all levels. We’ve made it our mission to help you understand why your data may be misconfigured, how to optimize your workflows and properties and why an ongoing relationship after a data architecture audit and diagnostic can save your company exponential amounts of money along the way.
What should you expect during a HubSpot Data Architecture Audit?
I’ll tell you all about it. Let’s dig in. ::Cracks knuckles::
Sometimes, the way that we’ve established our processes in business doesn’t work the same way as we scale and introduce new tools to manage those processes. The flowchart in our minds of how data, deals, prospects and sales should move around gets established as we grow. Whoever is in charge of processes inside the organization establishes a flow for how things should move that makes logical sense to the departments involved.
If it isn’t broken, why fix it… right?
There may come a point, however, that as you adopt new technologies, new roles inside your organization and new tools to help you grow - that your business processes need to be tweaked. This is especially true when it comes to complex HubSpot reporting and data architecture configurations in HubSpot.
If you’re struggling with symptoms of misconfigured data in HubSpot I’m here to tell you, it’s not HubSpot, it’s your data configuration INSIDE HubSpot.
Don’t kill the messenger.
What came first? The chicken or the egg?
While we all might believe that we have to configure a tool like HubSpot to match the data processes that we’ve set up inside our organization, sometimes it makes more sense to reconfigure our processes and reverse engineer our HubSpot setup to work with the structure of how data is managed in HubSpot. We can even consider making tweaks to how we manage reporting and data inside the organization as well as the processes we’ve associated with it.
In short:
Sometimes you have to rethink your data architecture and processes entirely to really make your HubSpot data configuration work for reporting purposes.
Not sure how you can do that, where you’d even start or what any of that looks like?
Not to worry. We interviewed a HubSpot Architect that spends all day geeking out on data in HubSpot portals and is intimately familiar with the inner workings of HubSpot at all levels. We’ve made it our mission to help you understand why your data may be misconfigured, how to optimize your workflows and properties and why an ongoing relationship after a data architecture audit and diagnostic can save your company exponential amounts of money along the way.
What should you expect during a HubSpot Data Architecture Audit?
I’ll tell you all about it. Let’s dig in. ::Cracks knuckles::
Sometimes, the way that we’ve established our processes in business doesn’t work the same way as we scale and introduce new tools to manage those processes. The flowchart in our minds of how data, deals, prospects and sales should move around gets established as we grow. Whoever is in charge of processes inside the organization establishes a flow for how things should move that makes logical sense to the departments involved.
If it isn’t broken, why fix it… right?
There may come a point, however, that as you adopt new technologies, new roles inside your organization and new tools to help you grow - that your business processes need to be tweaked. This is especially true when it comes to complex HubSpot reporting and data architecture configurations in HubSpot.
If you’re struggling with symptoms of misconfigured data in HubSpot I’m here to tell you, it’s not HubSpot, it’s your data configuration INSIDE HubSpot.
Don’t kill the messenger.
What came first? The chicken or the egg?
While we all might believe that we have to configure a tool like HubSpot to match the data processes that we’ve set up inside our organization, sometimes it makes more sense to reconfigure our processes and reverse engineer our HubSpot setup to work with the structure of how data is managed in HubSpot. We can even consider making tweaks to how we manage reporting and data inside the organization as well as the processes we’ve associated with it.
In short:
Sometimes you have to rethink your data architecture and processes entirely to really make your HubSpot data configuration work for reporting purposes.
Not sure how you can do that, where you’d even start or what any of that looks like?
Not to worry. We interviewed a HubSpot Architect that spends all day geeking out on data in HubSpot portals and is intimately familiar with the inner workings of HubSpot at all levels. We’ve made it our mission to help you understand why your data may be misconfigured, how to optimize your workflows and properties and why an ongoing relationship after a data architecture audit and diagnostic can save your company exponential amounts of money along the way.
What should you expect during a HubSpot Data Architecture Audit?
I’ll tell you all about it. Let’s dig in. ::Cracks knuckles::
Sometimes, the way that we’ve established our processes in business doesn’t work the same way as we scale and introduce new tools to manage those processes. The flowchart in our minds of how data, deals, prospects and sales should move around gets established as we grow. Whoever is in charge of processes inside the organization establishes a flow for how things should move that makes logical sense to the departments involved.
If it isn’t broken, why fix it… right?
There may come a point, however, that as you adopt new technologies, new roles inside your organization and new tools to help you grow - that your business processes need to be tweaked. This is especially true when it comes to complex HubSpot reporting and data architecture configurations in HubSpot.
If you’re struggling with symptoms of misconfigured data in HubSpot I’m here to tell you, it’s not HubSpot, it’s your data configuration INSIDE HubSpot.
Don’t kill the messenger.
What came first? The chicken or the egg?
While we all might believe that we have to configure a tool like HubSpot to match the data processes that we’ve set up inside our organization, sometimes it makes more sense to reconfigure our processes and reverse engineer our HubSpot setup to work with the structure of how data is managed in HubSpot. We can even consider making tweaks to how we manage reporting and data inside the organization as well as the processes we’ve associated with it.
In short:
Sometimes you have to rethink your data architecture and processes entirely to really make your HubSpot data configuration work for reporting purposes.
Not sure how you can do that, where you’d even start or what any of that looks like?
Not to worry. We interviewed a HubSpot Architect that spends all day geeking out on data in HubSpot portals and is intimately familiar with the inner workings of HubSpot at all levels. We’ve made it our mission to help you understand why your data may be misconfigured, how to optimize your workflows and properties and why an ongoing relationship after a data architecture audit and diagnostic can save your company exponential amounts of money along the way.
What should you expect during a HubSpot Data Architecture Audit?
I’ll tell you all about it. Let’s dig in. ::Cracks knuckles::
Sometimes, the way that we’ve established our processes in business doesn’t work the same way as we scale and introduce new tools to manage those processes. The flowchart in our minds of how data, deals, prospects and sales should move around gets established as we grow. Whoever is in charge of processes inside the organization establishes a flow for how things should move that makes logical sense to the departments involved.
If it isn’t broken, why fix it… right?
There may come a point, however, that as you adopt new technologies, new roles inside your organization and new tools to help you grow - that your business processes need to be tweaked. This is especially true when it comes to complex HubSpot reporting and data architecture configurations in HubSpot.
If you’re struggling with symptoms of misconfigured data in HubSpot I’m here to tell you, it’s not HubSpot, it’s your data configuration INSIDE HubSpot.
Don’t kill the messenger.
What came first? The chicken or the egg?
While we all might believe that we have to configure a tool like HubSpot to match the data processes that we’ve set up inside our organization, sometimes it makes more sense to reconfigure our processes and reverse engineer our HubSpot setup to work with the structure of how data is managed in HubSpot. We can even consider making tweaks to how we manage reporting and data inside the organization as well as the processes we’ve associated with it.
In short:
Sometimes you have to rethink your data architecture and processes entirely to really make your HubSpot data configuration work for reporting purposes.
Not sure how you can do that, where you’d even start or what any of that looks like?
Not to worry. We interviewed a HubSpot Architect that spends all day geeking out on data in HubSpot portals and is intimately familiar with the inner workings of HubSpot at all levels. We’ve made it our mission to help you understand why your data may be misconfigured, how to optimize your workflows and properties and why an ongoing relationship after a data architecture audit and diagnostic can save your company exponential amounts of money along the way.
What should you expect during a HubSpot Data Architecture Audit?
I’ll tell you all about it. Let’s dig in. ::Cracks knuckles::
Sometimes, the way that we’ve established our processes in business doesn’t work the same way as we scale and introduce new tools to manage those processes. The flowchart in our minds of how data, deals, prospects and sales should move around gets established as we grow. Whoever is in charge of processes inside the organization establishes a flow for how things should move that makes logical sense to the departments involved.
If it isn’t broken, why fix it… right?
There may come a point, however, that as you adopt new technologies, new roles inside your organization and new tools to help you grow - that your business processes need to be tweaked. This is especially true when it comes to complex HubSpot reporting and data architecture configurations in HubSpot.
If you’re struggling with symptoms of misconfigured data in HubSpot I’m here to tell you, it’s not HubSpot, it’s your data configuration INSIDE HubSpot.
Don’t kill the messenger.
What came first? The chicken or the egg?
While we all might believe that we have to configure a tool like HubSpot to match the data processes that we’ve set up inside our organization, sometimes it makes more sense to reconfigure our processes and reverse engineer our HubSpot setup to work with the structure of how data is managed in HubSpot. We can even consider making tweaks to how we manage reporting and data inside the organization as well as the processes we’ve associated with it.
In short:
Sometimes you have to rethink your data architecture and processes entirely to really make your HubSpot data configuration work for reporting purposes.
Not sure how you can do that, where you’d even start or what any of that looks like?
Not to worry. We interviewed a HubSpot Architect that spends all day geeking out on data in HubSpot portals and is intimately familiar with the inner workings of HubSpot at all levels. We’ve made it our mission to help you understand why your data may be misconfigured, how to optimize your workflows and properties and why an ongoing relationship after a data architecture audit and diagnostic can save your company exponential amounts of money along the way.
What should you expect during a HubSpot Data Architecture Audit?
I’ll tell you all about it. Let’s dig in. ::Cracks knuckles::
First, we’ll need to know your HubSpot Product subscriptions.
\nYou’ll be limited (or unlimited) by which HubSpot product subscription you have, and knowing that from the starting gate will help us approach your data and processes in the best possible way. Because each tier for HubSpot’s Hubs varies in the capabilities included within it, knowing this before we get started discussing your data will help your Architect unpack what the possibilities are moving into the next phase of your audit.
There’s even a possibility that based on your current subscription, your processes, your goals and your workflow, that your HubSpot Architect may make recommendations to scale up or down in certain Hubs, or eliminate or add more on. Don’t worry - we have your best interest at heart here and we’re not in this for Partner Tier commissions, we’re in it to make sure you have everything you need.
If there’s one thing we want you to know from the outset - your Data Architect, much like a Fractional CTO or CRM Administrator, is your advocate for making sure HubSpot is working for you and giving you the ability to scale as you need to with the right tools at your disposal. In order to make the best recommendations, we need to know exactly what the situation is, so make sure you understand which subscriptions and tiers you subscribe to in advance of our initial consultation.
Next, we’ll learn just enough about your company to determine how deep the rabbit hole is.
\nWe can Alice in Wonderland all day long over data, data structures, your tech stack, integrations and data workflows and reporting / dashboard configurations. And if things go well on this initial audit (and they usually do), we’ll end up digging deep into your organization’s data structure and tech stack even deeper. But for the most part, a preliminary HubSpot data architecture audit starts with us getting to know your workflow.
In our initial discovery call, we’ll talk to the necessary parties to understand the flow of data through your organization, the tools you use, how you make and optimize decisions now and any goals and pain points you might have.
Things we might hear on a call with a potential client that needs an architecture overhaul?
- \n
- We are lacking clarity on true ROI for our marketing campaigns. \n
- We don’t have enough grasp of our sales pipeline outlook. \n
- We aren’t positive about how to formulate a budget based on the analytics currently available to us. \n
Just so you’re aware - this is not uncommon at *all*. Many HubSpot customers just like you struggle with this as well. (Which is why we suggest engaging a HubSpot Architect BEFORE you migrate). Sitting down with deckerdevs gives us the insight we need to tackle your HubSpot portal and really get a birds eye view of what is happening inside your organization, which pieces of data you need to best reach your goals, and how we can configure things moving forward to help you get there faster, for less money. (Are you chomping at the bit to work with us yet?)
That all starts with a call. The more we understand about your tech stack, your processes, and how your organization is structured now, the bigger the picture we have in our heads when we go into the trenches to analyze the existing data structure as it sits inside your HubSpot Portal.
Maybe, we’ll screenshare a little bit.
\nOnce we understand more about how your business works, there’s a little ad-libbing here depending on how excited we are to get started. We may ask for access to your Portal or ask you to screen share a little bit of what your portal looks like to ask some questions and make sure that we’ve got everything right.
We need to make sure that we understand your goals entirely before we dig into how we’ll need to configure your reporting and data architecture to suit your needs. So, be ready on our call and provide access to our architect as soon as you feel comfortable.
Then, the fun stuff happens.
\nWell. Not the fun stuff for you. The fun stuff that our data architect loves to geek out on. A self proclaimed Vulcan (hi Trekkies! we’re still a tech company over here), he’s digging deep into the logic behind your configurations. This will help him determine, based on your subscriptions and tiers and the capabilities you have access to - which configuration is going to be most efficient and help you best reach those goals you outlined in that initial call.
He gets the birds eye view of your data configuration and then segments into each of your objects, properties and custom objects. His goal? Reverse engineer your entire HubSpot portal. Don’t be scared, when we come out on the other side of this, you’ll never want to think of life without deckerdevs ever again. This isn’t about codependency, this is about a deep business intelligence expert, here to unravel the kinks in the hose of your organization’s funnel so money comes flying out your pipeline. (Feeling better already, right?)
Finally? He comes to you with the solutions to your HubSpot data configuration woes.
\nIf I get to too technical here, I know I might lose you, so I’ll sift through all the fancy jargon used around predicate logic and If-then conditional workflow statements and tell you this - he will take your processes, expand and move things around and create a flow board with branches and options for your data configuration to best suit the business based on how HubSpot operates and the rules that apply within HubSpot’s capabilities (again, based on your Hub subscription and tier).
He’ll present you with your options, the re-configuration of your data architecture and discuss which solutions best suit your organization and why. So often (and through no fault of their own) HubSpot customers don’t know enough about the capabilities within their reach inside HubSpot. He's here not just to make things more efficient, but educate you on the logic behind the configuration. This might start with him re-configuring your sales pipeline reporting to give you more clarity by configuring objects and properties differently so that you don’t just have a mess of data to look at. Instead, you’ll come out with an organized report that helps you make the best decisions for growth.
It’s really easy to get lost in the tech speak when it comes to understanding how your business needs to configure data architecture in HubSpot, but it all comes down to a language that any manager, executive or employee can speak - efficiency. We want your employees to operate more efficiently, your marketers to have the best insight on their actions, your CFO to be able to analyze and rationalize budgets and your salespeople and sales managers to know exactly where they stand so they can best report back and thrive, continuing to bring in revenue and creating a healthier, happier organization at large.
We’re not just helping you Marie Kondo your data, we’re saving money, giving you happier employees, making your organization an easier place to work and dare I say it - maybe even changing the world one HubSpot Data Re-Configuration at a time.
Are you having trouble with your data architecture, reporting and making big decisions based on the data available to you in your dashboard right now? Let’s talk.
Sometimes, the way that we’ve established our processes in business doesn’t work the same way as we scale and introduce new tools to manage those processes. The flowchart in our minds of how data, deals, prospects and sales should move around gets established as we grow. Whoever is in charge of processes inside the organization establishes a flow for how things should move that makes logical sense to the departments involved.
If it isn’t broken, why fix it… right?
There may come a point, however, that as you adopt new technologies, new roles inside your organization and new tools to help you grow - that your business processes need to be tweaked. This is especially true when it comes to complex HubSpot reporting and data architecture configurations in HubSpot.
If you’re struggling with symptoms of misconfigured data in HubSpot I’m here to tell you, it’s not HubSpot, it’s your data configuration INSIDE HubSpot.
Don’t kill the messenger.
What came first? The chicken or the egg?
While we all might believe that we have to configure a tool like HubSpot to match the data processes that we’ve set up inside our organization, sometimes it makes more sense to reconfigure our processes and reverse engineer our HubSpot setup to work with the structure of how data is managed in HubSpot. We can even consider making tweaks to how we manage reporting and data inside the organization as well as the processes we’ve associated with it.
In short:
Sometimes you have to rethink your data architecture and processes entirely to really make your HubSpot data configuration work for reporting purposes.
Not sure how you can do that, where you’d even start or what any of that looks like?
Not to worry. We interviewed a HubSpot Architect that spends all day geeking out on data in HubSpot portals and is intimately familiar with the inner workings of HubSpot at all levels. We’ve made it our mission to help you understand why your data may be misconfigured, how to optimize your workflows and properties and why an ongoing relationship after a data architecture audit and diagnostic can save your company exponential amounts of money along the way.
What should you expect during a HubSpot Data Architecture Audit?
I’ll tell you all about it. Let’s dig in. ::Cracks knuckles::
It’s a pretty accurate description to say that most scaling businesses have more data at their disposal than they can handle. They struggle to store it, they struggle to manage it, they struggle to create valuable reports out of it and they struggle to secure it. But the one thing that far too many businesses don’t do is synthesize that data into analysis and reporting that actually helps them make critical growth decisions.
It’s a pretty accurate description to say that most scaling businesses have more data at their disposal than they can handle. They struggle to store it, they struggle to manage it, they struggle to create valuable reports out of it and they struggle to secure it. But the one thing that far too many businesses don’t do is synthesize that data into analysis and reporting that actually helps them make critical growth decisions.
![](\"https://i.imgflip.com/7m8pct.jpg\")
According to IBM, Poor data quality costs the US economy up to $3.1 trillion every year.
It’s a pretty common issue we see when customers come to us for simple application integrations. “We have all this data, but we need it to patch it into HubSpot.” Or, it gets patched into HubSpot and then they don’t know what’s next.
What they should have led with is, “We need an integration and some architecture insights so we can make sense of the data that lives in multiple places right now. Then we need to understand how to map it out and really glean the insight to determine ROI.”
Return. On. Investment.
It’s probably the most common complaint we get from our prospects looking for help with HubSpot Reporting and Architecture Consulting. They’ve invested thousands of dollars into an analytics software and they’re literally drowning in data - yet lack of structure and configuration for all of those insights is preventing them from understanding trends, making business process decisions and really digging into the ROI behind all their efforts.
According to Forbes, via TechJury.net: 95% of businesses cite the need to manage unstructured data as a problem for their business.
In order to save money, really nail down your data structure and make the decisions that will allow your business to scale in the long term, you’re going to have to invest into appropriate HubSpot reporting configuration - and that means hiring a HubSpot architect as soon as possible after you start working in your HubSpot Portal (or, ideally, beforehand).
Drowning in data analytics and dashboards? Here are some signs your HubSpot reporting configuration isn’t helping you scale.
You pay a lot for your tech stack, yet you’re still doing double duty data entry.
\nYou spend thousands a month for HubSpot, and even more on a legacy line of business application, accounting software, call center software, live chat, help desk software, ticket management, meeting scheduling, call tracking, and a CRM. What would happen if they not only all spoke to one another, but fed your reports in a way that provided you with a comprehensive viewpoint on exactly what your marketing is doing?
\nHear me out. We’ll use a Managed Services Provider as an example:
MSPs typically manage their client base with a CRM software. Sometimes that’s HubSpot CRM, sometimes it's software like SalesForce. They use a marketing automation platform - maybe in this case it's HubSpot Marketing Hub, or maybe they’re using an automation platform like Marketo or Pardot or ActiveCampaign.
They get great insights as to email open rates, blog views, bounce rates, and conversion rates as far as converting customers with different marketing efforts. They can see how a customer interacts with all of their marketing information.
They also might have a billing platform like Quickbooks that allows them to bill customers by project or on retainer for their technology services. They manage their Helpdesk tickets with Helpdesk software, so they have a good understanding of some of the struggles and trends that happen on an everyday basis with their customers.
Maybe they even have a fractional CIO that is offering expertise and technology strategy to each client… He probably makes recommendations via e-mail that may go into their CRM.
They have all these different platforms that are managing their data that aren’t speaking to one another. They have dashboards upon dashboards to provide them with customer satisfaction scores, to understand how their marketing is moving the needle, and where their revenue is coming from.
But what if they could integrate this and share all of this data in a central location?
Imagine the power of all that insight integrated together.
Imagine the type of intelligence that might allow you to grade your customers after the fact and continue to glean insight not only into the campaigns that are moving them towards buyer decisions, but the deep intelligence of their technology and pain points.
Imagine being able to integrate them all together and take that data and make really, really smart scalability decisions based on trends, client needs, marketing spend?
\nImagine knowing exactly where the ROI is?
\nThat’s the magic that can happen when you enlist help to really hone in on your HubSpot reporting configuration and combine that with integration builds.
\nHaving data insights at your disposal is great, but how can you take all that data and create a more cohesive customer experience?
\nYour email engagement is down, your unsubscribe rate is up and the sales pipeline is looking cloudy.
\nOoof. Not a great forecast, am I right? The number of touch points that your organization has with your customer during their customer journey is ever-increasing. You name it, it’s going out:
\n- \n
- engagement surveys \n
- customer service responses \n
- automated marketing messages \n
- order tracking notifications \n
- billing insights and notifications \n
This list goes on and on and on.
According to LSAInsider.com, a Google study found that touch points along the customer journey can reach anywhere from 20-500 depending on the complexity of the purchase.
That’s a lot of interaction. Creating a cohesive brand experience is essential to not only help you maintain your reputation with your customer, but also to boost your revenue and prevent attrition as a result of too many departments hammering your customers with requests and promotions.
Consider the number of interactions you yourself have with a brand and how that occupies a space in your brain (and your inbox). For example, let's say you purchased a really cool product online - but all of a sudden you’ve received not just your order confirmation, but in a matter of minutes you’ve received marketing messaging, a promotional email, a “how’d we do” survey and your tracking information for your order. Seems like a lot, right? Inside the organization those are all separate departments. There’s billing, there’s shipping, there’s marketing, there’s customer service. On the customer’s end, though? All you can think is, this is too much to delete out of my inbox, as you quickly unsubscribe to all emails. Just like that this brand hasn’t just lost a marketing opportunity, but reputation ranking with you. There is a negative association where there was once a positive experience, and you’ll have to weigh that negative association next time they reach you in targeted ads.
If that company had the ability to integrate its technology, though, maybe you’d receive a customer survey embedded inside an order confirmation with a little promo code for a future order and a request asking how often you want to hear from them? Would an effort like that move the needle? Is their reporting configured in a way that they can actually determine if their follow-up marketing and customer service is successful or not? These are the things that a HubSpot architect and integration can help with.
Your biases are really hampering your ability to make decisions for scale.
\nJust because you have all the data you think you need at your disposal, or have certain integrations in place, that doesn’t mean that you still aren’t struggling to determine what those important scaling decisions should be.
According to a recent Gartner Survey on Marketing Analytics:
- \n
- Data management challenges and cognitive biases are the top barriers to marketing analytics’ influence. \n
- One-third of respondents reported that decision makers cherry-pick data to try to tell a story that aligns with their preconceived decision or opinion. \n
A quote from that same article:
“CMOs often believe that achieving marketing data integration goals will lead to greater influence and increased value of marketing analytics,” said Joseph Enever, Sr. Director Analyst in Gartner Marketing. “The reality is that better data won’t increase marketing analytics’ decision influence alone. CMOs must address the real challenges — cognitive biases and the need for a data-informed culture.”
By defining benchmarks and goals ahead of time with an unbiased HubSpot Architect, you can configure your HubSpot reports to not only include the data that you need, but to guide you in the decisions that you’ll need to make to scale properly as you analyze that data. You can also make the decision to have your HubSpot Architect help you analyze the data and provide an unbiased opinion that has no internal agenda to best make sense of your analytics.
Small to Medium Sized businesses can invest anywhere from $10,000 to $100,000 annually in data analytics. These are large investments that bring some insight that can be easily improved upon with an unbiased HubSpot Architect that can supercharge your reporting and analytics and bring focus that truly helps your organization come to an agreement on decisions for scale.
You can continue to fight inside your organization, sifting through data, or you can enlist some help, move more efficiently and make the right decisions for less.
It’s a pretty accurate description to say that most scaling businesses have more data at their disposal than they can handle. They struggle to store it, they struggle to manage it, they struggle to create valuable reports out of it and they struggle to secure it. But the one thing that far too many businesses don’t do is synthesize that data into analysis and reporting that actually helps them make critical growth decisions.
It’s a pretty accurate description to say that most scaling businesses have more data at their disposal than they can handle. They struggle to store it, they struggle to manage it, they struggle to create valuable reports out of it and they struggle to secure it. But the one thing that far too many businesses don’t do is synthesize that data into analysis and reporting that actually helps them make critical growth decisions.
According to IBM, Poor data quality costs the US economy up to $3.1 trillion every year.
It’s a pretty common issue we see when customers come to us for simple application integrations. “We have all this data, but we need it to patch it into HubSpot.” Or, it gets patched into HubSpot and then they don’t know what’s next.
What they should have led with is, “We need an integration and some architecture insights so we can make sense of the data that lives in multiple places right now. Then we need to understand how to map it out and really glean the insight to determine ROI.”
Return. On. Investment.
It’s probably the most common complaint we get from our prospects looking for help with HubSpot Reporting and Architecture Consulting. They’ve invested thousands of dollars into an analytics software and they’re literally drowning in data - yet lack of structure and configuration for all of those insights is preventing them from understanding trends, making business process decisions and really digging into the ROI behind all their efforts.
According to Forbes, via TechJury.net: 95% of businesses cite the need to manage unstructured data as a problem for their business.
In order to save money, really nail down your data structure and make the decisions that will allow your business to scale in the long term, you’re going to have to invest into appropriate HubSpot reporting configuration - and that means hiring a HubSpot architect as soon as possible after you start working in your HubSpot Portal (or, ideally, beforehand).
Drowning in data analytics and dashboards? Here are some signs your HubSpot reporting configuration isn’t helping you scale.
You pay a lot for your tech stack, yet you’re still doing double duty data entry.
\nYou spend thousands a month for HubSpot, and even more on a legacy line of business application, accounting software, call center software, live chat, help desk software, ticket management, meeting scheduling, call tracking, and a CRM. What would happen if they not only all spoke to one another, but fed your reports in a way that provided you with a comprehensive viewpoint on exactly what your marketing is doing?
\nHear me out. We’ll use a Managed Services Provider as an example:
MSPs typically manage their client base with a CRM software. Sometimes that’s HubSpot CRM, sometimes it's software like SalesForce. They use a marketing automation platform - maybe in this case it's HubSpot Marketing Hub, or maybe they’re using an automation platform like Marketo or Pardot or ActiveCampaign.
They get great insights as to email open rates, blog views, bounce rates, and conversion rates as far as converting customers with different marketing efforts. They can see how a customer interacts with all of their marketing information.
They also might have a billing platform like Quickbooks that allows them to bill customers by project or on retainer for their technology services. They manage their Helpdesk tickets with Helpdesk software, so they have a good understanding of some of the struggles and trends that happen on an everyday basis with their customers.
Maybe they even have a fractional CIO that is offering expertise and technology strategy to each client… He probably makes recommendations via e-mail that may go into their CRM.
They have all these different platforms that are managing their data that aren’t speaking to one another. They have dashboards upon dashboards to provide them with customer satisfaction scores, to understand how their marketing is moving the needle, and where their revenue is coming from.
But what if they could integrate this and share all of this data in a central location?
Imagine the power of all that insight integrated together.
Imagine the type of intelligence that might allow you to grade your customers after the fact and continue to glean insight not only into the campaigns that are moving them towards buyer decisions, but the deep intelligence of their technology and pain points.
Imagine being able to integrate them all together and take that data and make really, really smart scalability decisions based on trends, client needs, marketing spend?
\nImagine knowing exactly where the ROI is?
\nThat’s the magic that can happen when you enlist help to really hone in on your HubSpot reporting configuration and combine that with integration builds.
\nHaving data insights at your disposal is great, but how can you take all that data and create a more cohesive customer experience?
\nYour email engagement is down, your unsubscribe rate is up and the sales pipeline is looking cloudy.
\nOoof. Not a great forecast, am I right? The number of touch points that your organization has with your customer during their customer journey is ever-increasing. You name it, it’s going out:
\n- \n
- engagement surveys \n
- customer service responses \n
- automated marketing messages \n
- order tracking notifications \n
- billing insights and notifications \n
This list goes on and on and on.
According to LSAInsider.com, a Google study found that touch points along the customer journey can reach anywhere from 20-500 depending on the complexity of the purchase.
That’s a lot of interaction. Creating a cohesive brand experience is essential to not only help you maintain your reputation with your customer, but also to boost your revenue and prevent attrition as a result of too many departments hammering your customers with requests and promotions.
Consider the number of interactions you yourself have with a brand and how that occupies a space in your brain (and your inbox). For example, let's say you purchased a really cool product online - but all of a sudden you’ve received not just your order confirmation, but in a matter of minutes you’ve received marketing messaging, a promotional email, a “how’d we do” survey and your tracking information for your order. Seems like a lot, right? Inside the organization those are all separate departments. There’s billing, there’s shipping, there’s marketing, there’s customer service. On the customer’s end, though? All you can think is, this is too much to delete out of my inbox, as you quickly unsubscribe to all emails. Just like that this brand hasn’t just lost a marketing opportunity, but reputation ranking with you. There is a negative association where there was once a positive experience, and you’ll have to weigh that negative association next time they reach you in targeted ads.
If that company had the ability to integrate its technology, though, maybe you’d receive a customer survey embedded inside an order confirmation with a little promo code for a future order and a request asking how often you want to hear from them? Would an effort like that move the needle? Is their reporting configured in a way that they can actually determine if their follow-up marketing and customer service is successful or not? These are the things that a HubSpot architect and integration can help with.
Your biases are really hampering your ability to make decisions for scale.
\nJust because you have all the data you think you need at your disposal, or have certain integrations in place, that doesn’t mean that you still aren’t struggling to determine what those important scaling decisions should be.
According to a recent Gartner Survey on Marketing Analytics:
- \n
- Data management challenges and cognitive biases are the top barriers to marketing analytics’ influence. \n
- One-third of respondents reported that decision makers cherry-pick data to try to tell a story that aligns with their preconceived decision or opinion. \n
A quote from that same article:
“CMOs often believe that achieving marketing data integration goals will lead to greater influence and increased value of marketing analytics,” said Joseph Enever, Sr. Director Analyst in Gartner Marketing. “The reality is that better data won’t increase marketing analytics’ decision influence alone. CMOs must address the real challenges — cognitive biases and the need for a data-informed culture.”
By defining benchmarks and goals ahead of time with an unbiased HubSpot Architect, you can configure your HubSpot reports to not only include the data that you need, but to guide you in the decisions that you’ll need to make to scale properly as you analyze that data. You can also make the decision to have your HubSpot Architect help you analyze the data and provide an unbiased opinion that has no internal agenda to best make sense of your analytics.
Small to Medium Sized businesses can invest anywhere from $10,000 to $100,000 annually in data analytics. These are large investments that bring some insight that can be easily improved upon with an unbiased HubSpot Architect that can supercharge your reporting and analytics and bring focus that truly helps your organization come to an agreement on decisions for scale.
You can continue to fight inside your organization, sifting through data, or you can enlist some help, move more efficiently and make the right decisions for less.
It’s a pretty accurate description to say that most scaling businesses have more data at their disposal than they can handle. They struggle to store it, they struggle to manage it, they struggle to create valuable reports out of it and they struggle to secure it. But the one thing that far too many businesses don’t do is synthesize that data into analysis and reporting that actually helps them make critical growth decisions.
According to IBM, Poor data quality costs the US economy up to $3.1 trillion every year.
It’s a pretty common issue we see when customers come to us for simple application integrations. “We have all this data, but we need it to patch it into HubSpot.” Or, it gets patched into HubSpot and then they don’t know what’s next.
What they should have led with is, “We need an integration and some architecture insights so we can make sense of the data that lives in multiple places right now. Then we need to understand how to map it out and really glean the insight to determine ROI.”
Return. On. Investment.
It’s probably the most common complaint we get from our prospects looking for help with HubSpot Reporting and Architecture Consulting. They’ve invested thousands of dollars into an analytics software and they’re literally drowning in data - yet lack of structure and configuration for all of those insights is preventing them from understanding trends, making business process decisions and really digging into the ROI behind all their efforts.
According to Forbes, via TechJury.net: 95% of businesses cite the need to manage unstructured data as a problem for their business.
In order to save money, really nail down your data structure and make the decisions that will allow your business to scale in the long term, you’re going to have to invest into appropriate HubSpot reporting configuration - and that means hiring a HubSpot architect as soon as possible after you start working in your HubSpot Portal (or, ideally, beforehand).
Drowning in data analytics and dashboards? Here are some signs your HubSpot reporting configuration isn’t helping you scale.
You pay a lot for your tech stack, yet you’re still doing double duty data entry.
\nYou spend thousands a month for HubSpot, and even more on a legacy line of business application, accounting software, call center software, live chat, help desk software, ticket management, meeting scheduling, call tracking, and a CRM. What would happen if they not only all spoke to one another, but fed your reports in a way that provided you with a comprehensive viewpoint on exactly what your marketing is doing?
\nHear me out. We’ll use a Managed Services Provider as an example:
MSPs typically manage their client base with a CRM software. Sometimes that’s HubSpot CRM, sometimes it's software like SalesForce. They use a marketing automation platform - maybe in this case it's HubSpot Marketing Hub, or maybe they’re using an automation platform like Marketo or Pardot or ActiveCampaign.
They get great insights as to email open rates, blog views, bounce rates, and conversion rates as far as converting customers with different marketing efforts. They can see how a customer interacts with all of their marketing information.
They also might have a billing platform like Quickbooks that allows them to bill customers by project or on retainer for their technology services. They manage their Helpdesk tickets with Helpdesk software, so they have a good understanding of some of the struggles and trends that happen on an everyday basis with their customers.
Maybe they even have a fractional CIO that is offering expertise and technology strategy to each client… He probably makes recommendations via e-mail that may go into their CRM.
They have all these different platforms that are managing their data that aren’t speaking to one another. They have dashboards upon dashboards to provide them with customer satisfaction scores, to understand how their marketing is moving the needle, and where their revenue is coming from.
But what if they could integrate this and share all of this data in a central location?
Imagine the power of all that insight integrated together.
Imagine the type of intelligence that might allow you to grade your customers after the fact and continue to glean insight not only into the campaigns that are moving them towards buyer decisions, but the deep intelligence of their technology and pain points.
Imagine being able to integrate them all together and take that data and make really, really smart scalability decisions based on trends, client needs, marketing spend?
\nImagine knowing exactly where the ROI is?
\nThat’s the magic that can happen when you enlist help to really hone in on your HubSpot reporting configuration and combine that with integration builds.
\nHaving data insights at your disposal is great, but how can you take all that data and create a more cohesive customer experience?
\nYour email engagement is down, your unsubscribe rate is up and the sales pipeline is looking cloudy.
\nOoof. Not a great forecast, am I right? The number of touch points that your organization has with your customer during their customer journey is ever-increasing. You name it, it’s going out:
\n- \n
- engagement surveys \n
- customer service responses \n
- automated marketing messages \n
- order tracking notifications \n
- billing insights and notifications \n
This list goes on and on and on.
According to LSAInsider.com, a Google study found that touch points along the customer journey can reach anywhere from 20-500 depending on the complexity of the purchase.
That’s a lot of interaction. Creating a cohesive brand experience is essential to not only help you maintain your reputation with your customer, but also to boost your revenue and prevent attrition as a result of too many departments hammering your customers with requests and promotions.
Consider the number of interactions you yourself have with a brand and how that occupies a space in your brain (and your inbox). For example, let's say you purchased a really cool product online - but all of a sudden you’ve received not just your order confirmation, but in a matter of minutes you’ve received marketing messaging, a promotional email, a “how’d we do” survey and your tracking information for your order. Seems like a lot, right? Inside the organization those are all separate departments. There’s billing, there’s shipping, there’s marketing, there’s customer service. On the customer’s end, though? All you can think is, this is too much to delete out of my inbox, as you quickly unsubscribe to all emails. Just like that this brand hasn’t just lost a marketing opportunity, but reputation ranking with you. There is a negative association where there was once a positive experience, and you’ll have to weigh that negative association next time they reach you in targeted ads.
If that company had the ability to integrate its technology, though, maybe you’d receive a customer survey embedded inside an order confirmation with a little promo code for a future order and a request asking how often you want to hear from them? Would an effort like that move the needle? Is their reporting configured in a way that they can actually determine if their follow-up marketing and customer service is successful or not? These are the things that a HubSpot architect and integration can help with.
Your biases are really hampering your ability to make decisions for scale.
\nJust because you have all the data you think you need at your disposal, or have certain integrations in place, that doesn’t mean that you still aren’t struggling to determine what those important scaling decisions should be.
According to a recent Gartner Survey on Marketing Analytics:
- \n
- Data management challenges and cognitive biases are the top barriers to marketing analytics’ influence. \n
- One-third of respondents reported that decision makers cherry-pick data to try to tell a story that aligns with their preconceived decision or opinion. \n
A quote from that same article:
“CMOs often believe that achieving marketing data integration goals will lead to greater influence and increased value of marketing analytics,” said Joseph Enever, Sr. Director Analyst in Gartner Marketing. “The reality is that better data won’t increase marketing analytics’ decision influence alone. CMOs must address the real challenges — cognitive biases and the need for a data-informed culture.”
By defining benchmarks and goals ahead of time with an unbiased HubSpot Architect, you can configure your HubSpot reports to not only include the data that you need, but to guide you in the decisions that you’ll need to make to scale properly as you analyze that data. You can also make the decision to have your HubSpot Architect help you analyze the data and provide an unbiased opinion that has no internal agenda to best make sense of your analytics.
Small to Medium Sized businesses can invest anywhere from $10,000 to $100,000 annually in data analytics. These are large investments that bring some insight that can be easily improved upon with an unbiased HubSpot Architect that can supercharge your reporting and analytics and bring focus that truly helps your organization come to an agreement on decisions for scale.
You can continue to fight inside your organization, sifting through data, or you can enlist some help, move more efficiently and make the right decisions for less.
It’s a pretty accurate description to say that most scaling businesses have more data at their disposal than they can handle. They struggle to store it, they struggle to manage it, they struggle to create valuable reports out of it and they struggle to secure it. But the one thing that far too many businesses don’t do is synthesize that data into analysis and reporting that actually helps them make critical growth decisions.
According to IBM, Poor data quality costs the US economy up to $3.1 trillion every year.
It’s a pretty common issue we see when customers come to us for simple application integrations. “We have all this data, but we need it to patch it into HubSpot.” Or, it gets patched into HubSpot and then they don’t know what’s next.
What they should have led with is, “We need an integration and some architecture insights so we can make sense of the data that lives in multiple places right now. Then we need to understand how to map it out and really glean the insight to determine ROI.”
Return. On. Investment.
It’s probably the most common complaint we get from our prospects looking for help with HubSpot Reporting and Architecture Consulting. They’ve invested thousands of dollars into an analytics software and they’re literally drowning in data - yet lack of structure and configuration for all of those insights is preventing them from understanding trends, making business process decisions and really digging into the ROI behind all their efforts.
According to Forbes, via TechJury.net: 95% of businesses cite the need to manage unstructured data as a problem for their business.
In order to save money, really nail down your data structure and make the decisions that will allow your business to scale in the long term, you’re going to have to invest into appropriate HubSpot reporting configuration - and that means hiring a HubSpot architect as soon as possible after you start working in your HubSpot Portal (or, ideally, beforehand).
Drowning in data analytics and dashboards? Here are some signs your HubSpot reporting configuration isn’t helping you scale.
You pay a lot for your tech stack, yet you’re still doing double duty data entry.
\nYou spend thousands a month for HubSpot, and even more on a legacy line of business application, accounting software, call center software, live chat, help desk software, ticket management, meeting scheduling, call tracking, and a CRM. What would happen if they not only all spoke to one another, but fed your reports in a way that provided you with a comprehensive viewpoint on exactly what your marketing is doing?
\nHear me out. We’ll use a Managed Services Provider as an example:
MSPs typically manage their client base with a CRM software. Sometimes that’s HubSpot CRM, sometimes it's software like SalesForce. They use a marketing automation platform - maybe in this case it's HubSpot Marketing Hub, or maybe they’re using an automation platform like Marketo or Pardot or ActiveCampaign.
They get great insights as to email open rates, blog views, bounce rates, and conversion rates as far as converting customers with different marketing efforts. They can see how a customer interacts with all of their marketing information.
They also might have a billing platform like Quickbooks that allows them to bill customers by project or on retainer for their technology services. They manage their Helpdesk tickets with Helpdesk software, so they have a good understanding of some of the struggles and trends that happen on an everyday basis with their customers.
Maybe they even have a fractional CIO that is offering expertise and technology strategy to each client… He probably makes recommendations via e-mail that may go into their CRM.
They have all these different platforms that are managing their data that aren’t speaking to one another. They have dashboards upon dashboards to provide them with customer satisfaction scores, to understand how their marketing is moving the needle, and where their revenue is coming from.
But what if they could integrate this and share all of this data in a central location?
Imagine the power of all that insight integrated together.
Imagine the type of intelligence that might allow you to grade your customers after the fact and continue to glean insight not only into the campaigns that are moving them towards buyer decisions, but the deep intelligence of their technology and pain points.
Imagine being able to integrate them all together and take that data and make really, really smart scalability decisions based on trends, client needs, marketing spend?
\nImagine knowing exactly where the ROI is?
\nThat’s the magic that can happen when you enlist help to really hone in on your HubSpot reporting configuration and combine that with integration builds.
\nHaving data insights at your disposal is great, but how can you take all that data and create a more cohesive customer experience?
\nYour email engagement is down, your unsubscribe rate is up and the sales pipeline is looking cloudy.
\nOoof. Not a great forecast, am I right? The number of touch points that your organization has with your customer during their customer journey is ever-increasing. You name it, it’s going out:
\n- \n
- engagement surveys \n
- customer service responses \n
- automated marketing messages \n
- order tracking notifications \n
- billing insights and notifications \n
This list goes on and on and on.
According to LSAInsider.com, a Google study found that touch points along the customer journey can reach anywhere from 20-500 depending on the complexity of the purchase.
That’s a lot of interaction. Creating a cohesive brand experience is essential to not only help you maintain your reputation with your customer, but also to boost your revenue and prevent attrition as a result of too many departments hammering your customers with requests and promotions.
Consider the number of interactions you yourself have with a brand and how that occupies a space in your brain (and your inbox). For example, let's say you purchased a really cool product online - but all of a sudden you’ve received not just your order confirmation, but in a matter of minutes you’ve received marketing messaging, a promotional email, a “how’d we do” survey and your tracking information for your order. Seems like a lot, right? Inside the organization those are all separate departments. There’s billing, there’s shipping, there’s marketing, there’s customer service. On the customer’s end, though? All you can think is, this is too much to delete out of my inbox, as you quickly unsubscribe to all emails. Just like that this brand hasn’t just lost a marketing opportunity, but reputation ranking with you. There is a negative association where there was once a positive experience, and you’ll have to weigh that negative association next time they reach you in targeted ads.
If that company had the ability to integrate its technology, though, maybe you’d receive a customer survey embedded inside an order confirmation with a little promo code for a future order and a request asking how often you want to hear from them? Would an effort like that move the needle? Is their reporting configured in a way that they can actually determine if their follow-up marketing and customer service is successful or not? These are the things that a HubSpot architect and integration can help with.
Your biases are really hampering your ability to make decisions for scale.
\nJust because you have all the data you think you need at your disposal, or have certain integrations in place, that doesn’t mean that you still aren’t struggling to determine what those important scaling decisions should be.
According to a recent Gartner Survey on Marketing Analytics:
- \n
- Data management challenges and cognitive biases are the top barriers to marketing analytics’ influence. \n
- One-third of respondents reported that decision makers cherry-pick data to try to tell a story that aligns with their preconceived decision or opinion. \n
A quote from that same article:
“CMOs often believe that achieving marketing data integration goals will lead to greater influence and increased value of marketing analytics,” said Joseph Enever, Sr. Director Analyst in Gartner Marketing. “The reality is that better data won’t increase marketing analytics’ decision influence alone. CMOs must address the real challenges — cognitive biases and the need for a data-informed culture.”
By defining benchmarks and goals ahead of time with an unbiased HubSpot Architect, you can configure your HubSpot reports to not only include the data that you need, but to guide you in the decisions that you’ll need to make to scale properly as you analyze that data. You can also make the decision to have your HubSpot Architect help you analyze the data and provide an unbiased opinion that has no internal agenda to best make sense of your analytics.
Small to Medium Sized businesses can invest anywhere from $10,000 to $100,000 annually in data analytics. These are large investments that bring some insight that can be easily improved upon with an unbiased HubSpot Architect that can supercharge your reporting and analytics and bring focus that truly helps your organization come to an agreement on decisions for scale.
You can continue to fight inside your organization, sifting through data, or you can enlist some help, move more efficiently and make the right decisions for less.
It’s a pretty accurate description to say that most scaling businesses have more data at their disposal than they can handle. They struggle to store it, they struggle to manage it, they struggle to create valuable reports out of it and they struggle to secure it. But the one thing that far too many businesses don’t do is synthesize that data into analysis and reporting that actually helps them make critical growth decisions.
It’s a pretty accurate description to say that most scaling businesses have more data at their disposal than they can handle. They struggle to store it, they struggle to manage it, they struggle to create valuable reports out of it and they struggle to secure it. But the one thing that far too many businesses don’t do is synthesize that data into analysis and reporting that actually helps them make critical growth decisions.
It’s a pretty accurate description to say that most scaling businesses have more data at their disposal than they can handle. They struggle to store it, they struggle to manage it, they struggle to create valuable reports out of it and they struggle to secure it. But the one thing that far too many businesses don’t do is synthesize that data into analysis and reporting that actually helps them make critical growth decisions.
It’s a pretty accurate description to say that most scaling businesses have more data at their disposal than they can handle. They struggle to store it, they struggle to manage it, they struggle to create valuable reports out of it and they struggle to secure it. But the one thing that far too many businesses don’t do is synthesize that data into analysis and reporting that actually helps them make critical growth decisions.
It’s a pretty accurate description to say that most scaling businesses have more data at their disposal than they can handle. They struggle to store it, they struggle to manage it, they struggle to create valuable reports out of it and they struggle to secure it. But the one thing that far too many businesses don’t do is synthesize that data into analysis and reporting that actually helps them make critical growth decisions.
It’s a pretty accurate description to say that most scaling businesses have more data at their disposal than they can handle. They struggle to store it, they struggle to manage it, they struggle to create valuable reports out of it and they struggle to secure it. But the one thing that far too many businesses don’t do is synthesize that data into analysis and reporting that actually helps them make critical growth decisions.
According to IBM, Poor data quality costs the US economy up to $3.1 trillion every year.
It’s a pretty common issue we see when customers come to us for simple application integrations. “We have all this data, but we need it to patch it into HubSpot.” Or, it gets patched into HubSpot and then they don’t know what’s next.
What they should have led with is, “We need an integration and some architecture insights so we can make sense of the data that lives in multiple places right now. Then we need to understand how to map it out and really glean the insight to determine ROI.”
Return. On. Investment.
It’s probably the most common complaint we get from our prospects looking for help with HubSpot Reporting and Architecture Consulting. They’ve invested thousands of dollars into an analytics software and they’re literally drowning in data - yet lack of structure and configuration for all of those insights is preventing them from understanding trends, making business process decisions and really digging into the ROI behind all their efforts.
According to Forbes, via TechJury.net: 95% of businesses cite the need to manage unstructured data as a problem for their business.
In order to save money, really nail down your data structure and make the decisions that will allow your business to scale in the long term, you’re going to have to invest into appropriate HubSpot reporting configuration - and that means hiring a HubSpot architect as soon as possible after you start working in your HubSpot Portal (or, ideally, beforehand).
Drowning in data analytics and dashboards? Here are some signs your HubSpot reporting configuration isn’t helping you scale.
You pay a lot for your tech stack, yet you’re still doing double duty data entry.
\nYou spend thousands a month for HubSpot, and even more on a legacy line of business application, accounting software, call center software, live chat, help desk software, ticket management, meeting scheduling, call tracking, and a CRM. What would happen if they not only all spoke to one another, but fed your reports in a way that provided you with a comprehensive viewpoint on exactly what your marketing is doing?
\nHear me out. We’ll use a Managed Services Provider as an example:
MSPs typically manage their client base with a CRM software. Sometimes that’s HubSpot CRM, sometimes it's software like SalesForce. They use a marketing automation platform - maybe in this case it's HubSpot Marketing Hub, or maybe they’re using an automation platform like Marketo or Pardot or ActiveCampaign.
They get great insights as to email open rates, blog views, bounce rates, and conversion rates as far as converting customers with different marketing efforts. They can see how a customer interacts with all of their marketing information.
They also might have a billing platform like Quickbooks that allows them to bill customers by project or on retainer for their technology services. They manage their Helpdesk tickets with Helpdesk software, so they have a good understanding of some of the struggles and trends that happen on an everyday basis with their customers.
Maybe they even have a fractional CIO that is offering expertise and technology strategy to each client… He probably makes recommendations via e-mail that may go into their CRM.
They have all these different platforms that are managing their data that aren’t speaking to one another. They have dashboards upon dashboards to provide them with customer satisfaction scores, to understand how their marketing is moving the needle, and where their revenue is coming from.
But what if they could integrate this and share all of this data in a central location?
Imagine the power of all that insight integrated together.
Imagine the type of intelligence that might allow you to grade your customers after the fact and continue to glean insight not only into the campaigns that are moving them towards buyer decisions, but the deep intelligence of their technology and pain points.
Imagine being able to integrate them all together and take that data and make really, really smart scalability decisions based on trends, client needs, marketing spend?
\nImagine knowing exactly where the ROI is?
\nThat’s the magic that can happen when you enlist help to really hone in on your HubSpot reporting configuration and combine that with integration builds.
\nHaving data insights at your disposal is great, but how can you take all that data and create a more cohesive customer experience?
\nYour email engagement is down, your unsubscribe rate is up and the sales pipeline is looking cloudy.
\nOoof. Not a great forecast, am I right? The number of touch points that your organization has with your customer during their customer journey is ever-increasing. You name it, it’s going out:
\n- \n
- engagement surveys \n
- customer service responses \n
- automated marketing messages \n
- order tracking notifications \n
- billing insights and notifications \n
This list goes on and on and on.
According to LSAInsider.com, a Google study found that touch points along the customer journey can reach anywhere from 20-500 depending on the complexity of the purchase.
That’s a lot of interaction. Creating a cohesive brand experience is essential to not only help you maintain your reputation with your customer, but also to boost your revenue and prevent attrition as a result of too many departments hammering your customers with requests and promotions.
Consider the number of interactions you yourself have with a brand and how that occupies a space in your brain (and your inbox). For example, let's say you purchased a really cool product online - but all of a sudden you’ve received not just your order confirmation, but in a matter of minutes you’ve received marketing messaging, a promotional email, a “how’d we do” survey and your tracking information for your order. Seems like a lot, right? Inside the organization those are all separate departments. There’s billing, there’s shipping, there’s marketing, there’s customer service. On the customer’s end, though? All you can think is, this is too much to delete out of my inbox, as you quickly unsubscribe to all emails. Just like that this brand hasn’t just lost a marketing opportunity, but reputation ranking with you. There is a negative association where there was once a positive experience, and you’ll have to weigh that negative association next time they reach you in targeted ads.
If that company had the ability to integrate its technology, though, maybe you’d receive a customer survey embedded inside an order confirmation with a little promo code for a future order and a request asking how often you want to hear from them? Would an effort like that move the needle? Is their reporting configured in a way that they can actually determine if their follow-up marketing and customer service is successful or not? These are the things that a HubSpot architect and integration can help with.
Your biases are really hampering your ability to make decisions for scale.
\nJust because you have all the data you think you need at your disposal, or have certain integrations in place, that doesn’t mean that you still aren’t struggling to determine what those important scaling decisions should be.
According to a recent Gartner Survey on Marketing Analytics:
- \n
- Data management challenges and cognitive biases are the top barriers to marketing analytics’ influence. \n
- One-third of respondents reported that decision makers cherry-pick data to try to tell a story that aligns with their preconceived decision or opinion. \n
A quote from that same article:
“CMOs often believe that achieving marketing data integration goals will lead to greater influence and increased value of marketing analytics,” said Joseph Enever, Sr. Director Analyst in Gartner Marketing. “The reality is that better data won’t increase marketing analytics’ decision influence alone. CMOs must address the real challenges — cognitive biases and the need for a data-informed culture.”
By defining benchmarks and goals ahead of time with an unbiased HubSpot Architect, you can configure your HubSpot reports to not only include the data that you need, but to guide you in the decisions that you’ll need to make to scale properly as you analyze that data. You can also make the decision to have your HubSpot Architect help you analyze the data and provide an unbiased opinion that has no internal agenda to best make sense of your analytics.
Small to Medium Sized businesses can invest anywhere from $10,000 to $100,000 annually in data analytics. These are large investments that bring some insight that can be easily improved upon with an unbiased HubSpot Architect that can supercharge your reporting and analytics and bring focus that truly helps your organization come to an agreement on decisions for scale.
You can continue to fight inside your organization, sifting through data, or you can enlist some help, move more efficiently and make the right decisions for less.
It’s a pretty accurate description to say that most scaling businesses have more data at their disposal than they can handle. They struggle to store it, they struggle to manage it, they struggle to create valuable reports out of it and they struggle to secure it. But the one thing that far too many businesses don’t do is synthesize that data into analysis and reporting that actually helps them make critical growth decisions.