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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.
memeify the blog!
Blogs Listing - UPDATE 2024 (Jordan)
HubSpot Architects + HubSpot Developers = PERFECT Custom HubSpot Integrations
HubSpot Architects and HubSpot Developers are the perfect combination for the success of your HubSpot integration. Here's why:
The very real cost of a mishandled HubSpot implementation: employees
Mishandled HubSpot implementations are more than headaches, they can annihilate productivity and cause very real issues...
Why you Might Hate your HubSpot Architect.
Feeling a little hatred towards your HubSpot Architect? Change isn't always easy, but it's always worth it.
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.
Why clients are slashing budgets : here's why a HubSpot Architect can help.
Budget cuts suck for agencies. Here's why a HubSpot architect can help save your portfolio during a recession.
We’ve talked about love stories before, most recently in our Dear John break up letter with WordPress, but this is a different sort of coupling. We spend a lot of our time working with HubSpot sales reps and client prospects, trying to better understand their tech stack and determine what’s important when it comes to integrating their existing software with HubSpot. Bringing on any new software is daunting and can be disruptive to workflow, impact efficiency and even impact employee happiness, resulting in increased turnover. By vetting HubSpot in advance and discussing how native and custom integrations can help your existing applications work with the HubSpot platform, you can better really change how you look at your data analytics.
We’ve talked about love stories before, most recently in our Dear John break up letter with WordPress, but this is a different sort of coupling. We spend a lot of our time working with HubSpot sales reps and client prospects, trying to better understand their tech stack and determine what’s important when it comes to integrating their existing software with HubSpot. Bringing on any new software is daunting and can be disruptive to workflow, impact efficiency and even impact employee happiness, resulting in increased turnover. By vetting HubSpot in advance and discussing how native and custom integrations can help your existing applications work with the HubSpot platform, you can better really change how you look at your data analytics.
Related: The Very Real Cost of a Mishandled HubSpot Implementation
\n![](\"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/know%20my%20calculus-jpg-2.jpeg\")
Your tech stack is probably a little… bloated to say the least. The average tech stack for most small businesses with fewer than 500 employees is 172 apps, according to Zylo’s 2023 Saas Management Index. For mid-market companies up to 2000 employees? 291. The amount of data being collected by these apps, reporting dashboards, and tools and features are largely underutilized and don’t necessarily talk to one another in a way that makes sense for the workflow inside your organization at large.
The logical next step when this happens is to hire a developer to build a custom integration to bridge your data so that you can reduce duplicate data entry and have more visibility inside the different applications that your organization uses to collect and analyze your data. Makes sense, right?
While you might be considering reaching out to a HubSpot Development Partner to help you integrate a major line of business or enterprise application with your HubSpot platform, we have some news for you:
You shouldn’t complete any custom HubSpot integration without a HubSpot Developer AND a HubSpot Architect.
What’s a HubSpot Architect?
\nA HubSpot Architect is a technical strategist that digs into your business processes, your tech stack, your reporting and your goals to come up with the perfect configuration of integration, data reporting and tools to help you make more educated business decisions that will help you deliver on your goals.
\n
Sounds amazing, doesn’t it?
HubSpot Architects and HubSpot Developers are the perfect pairing to deliver you the most impactful custom HubSpot integration. In fact, we’re willing to say that including a HubSpot Architect in your HubSpot integration is a complete game changer across the board … and here’s why:
More insight into the flow of your data.
\n
The right HubSpot Architect will use data mapping tools to help understand how the data inside your organization flows. They’ll dig into your individual systems from sales to marketing and service and export and import data to really determine - how are your tools speaking to one another right now? He or she will dig deep into your tech stack to really understand - how is data flowing? Where are there redundancies in features across applications? What is the total budget spend for the tech stack? How can this be consolidated or reduced?
Customers so often approach us thinking they know exactly what data they need moved from a business application into HubSpot. We’ll hear things like, “Well, accounting just wants to be able to attribute the revenue.” Or “Marketing needs to better understand the ROI of this campaign.”
But less often do we see really comprehensive strategic planning happening with application integrations. And a HubSpot Architect? They're here to do all of that for you - and more.
By executing actual discovery on your full tech stack, the way your data moves and the goals you’re trying to reach in HubSpot, a HubSpot Architect may make some recommendations that you didn’t even consider when it comes to integrated reporting, analytics and data mapping. And if they’re really good at what they do? The discovery process will probably completely transform the way you use HubSpot, look at analytics and data reporting, and make decisions inside your organization.
It avoids costly delays.
\n\n
Quite often, when we allow the client to be in charge of determining what data they want to move over to HubSpot, we end up in integration development delays. What one individual thought was the important integration ends up becoming a rabbit hole of discussion for additional data integration with sometimes completely erroneous data that hasn’t been adequately planned or mapped within the tools and capabilities of HubSpot.
\n
What if, for example, you have a big goal that you really want to achieve, and by using a different feature that’s inside a higher tier of the HubSpot Platform you can achieve that and more? You might not even be aware that this is something HubSpot is capable of, or how big of a game changer it could be towards your data and goals to unlock that feature with your integration.
By enlisting the help of a HubSpot Architect, you map it all out before you even start the conversation of how an integration will be built. It’s strategic movement, skilled planning and it’s a real game changer for how efficiently we can get it done and how happy you’ll be with the result.
You’ll architect a proactive integration strategy… for the long term.
\n
What’s your goal? More insight into your sales pipeline? Understanding the most successful marketing campaigns? Determining your best customers, your highest performing account reps or the products that really move inside your business? Any goal is attainable when you get proactive about how your data moves through your applications and HubSpot.
I don’t know how many different ways I can say the exact same thing, but sometimes repetition is needed. If you don’t have an unbiased party that really understands HubSpot and its features and tools digging into your data and seeing how it fits together like a puzzle, you're likely missing opportunities. Once you put the time in (and let us do the same) to dig into what you really need and what you don’t need, we can eliminate the noise and proactively plan. The data that you thought needed to move through HubSpot might be completely different than what you envisioned. But you won’t know until you complete an integration and tech stack audit.
Listen - We can build simple integrations no problem. All day long. You wanna see a piece of data inside HubSpot? Sure, we can do that. Think you know exactly what you want? Tell us what to do, boss. We have no issues taking direction. But maybe you haven’t thought of everything. Maybe a simple data mapping and discovery by a HubSpot Architect can not only help you reach goals that you’ve been trying to reach, but goals that you haven’t even set yet because you didn’t know how to map them out?
The pairing of a gifted HubSpot Developer and HubSpot Architect are what dreams are made of when it comes to a custom HubSpot integration.
\n
What dreams can we make come true for you?
\n
\n
","rss_summary":"
We’ve talked about love stories before, most recently in our Dear John break up letter with WordPress, but this is a different sort of coupling. We spend a lot of our time working with HubSpot sales reps and client prospects, trying to better understand their tech stack and determine what’s important when it comes to integrating their existing software with HubSpot. Bringing on any new software is daunting and can be disruptive to workflow, impact efficiency and even impact employee happiness, resulting in increased turnover. By vetting HubSpot in advance and discussing how native and custom integrations can help your existing applications work with the HubSpot platform, you can better really change how you look at your data analytics.
We’ve talked about love stories before, most recently in our Dear John break up letter with WordPress, but this is a different sort of coupling. We spend a lot of our time working with HubSpot sales reps and client prospects, trying to better understand their tech stack and determine what’s important when it comes to integrating their existing software with HubSpot. Bringing on any new software is daunting and can be disruptive to workflow, impact efficiency and even impact employee happiness, resulting in increased turnover. By vetting HubSpot in advance and discussing how native and custom integrations can help your existing applications work with the HubSpot platform, you can better really change how you look at your data analytics.
Related: The Very Real Cost of a Mishandled HubSpot Implementation
\nYour tech stack is probably a little… bloated to say the least. The average tech stack for most small businesses with fewer than 500 employees is 172 apps, according to Zylo’s 2023 Saas Management Index. For mid-market companies up to 2000 employees? 291. The amount of data being collected by these apps, reporting dashboards, and tools and features are largely underutilized and don’t necessarily talk to one another in a way that makes sense for the workflow inside your organization at large.
The logical next step when this happens is to hire a developer to build a custom integration to bridge your data so that you can reduce duplicate data entry and have more visibility inside the different applications that your organization uses to collect and analyze your data. Makes sense, right?
While you might be considering reaching out to a HubSpot Development Partner to help you integrate a major line of business or enterprise application with your HubSpot platform, we have some news for you:
You shouldn’t complete any custom HubSpot integration without a HubSpot Developer AND a HubSpot Architect.
What’s a HubSpot Architect?
\nA HubSpot Architect is a technical strategist that digs into your business processes, your tech stack, your reporting and your goals to come up with the perfect configuration of integration, data reporting and tools to help you make more educated business decisions that will help you deliver on your goals.
\n
Sounds amazing, doesn’t it?
HubSpot Architects and HubSpot Developers are the perfect pairing to deliver you the most impactful custom HubSpot integration. In fact, we’re willing to say that including a HubSpot Architect in your HubSpot integration is a complete game changer across the board … and here’s why:
More insight into the flow of your data.
\n
The right HubSpot Architect will use data mapping tools to help understand how the data inside your organization flows. They’ll dig into your individual systems from sales to marketing and service and export and import data to really determine - how are your tools speaking to one another right now? He or she will dig deep into your tech stack to really understand - how is data flowing? Where are there redundancies in features across applications? What is the total budget spend for the tech stack? How can this be consolidated or reduced?
Customers so often approach us thinking they know exactly what data they need moved from a business application into HubSpot. We’ll hear things like, “Well, accounting just wants to be able to attribute the revenue.” Or “Marketing needs to better understand the ROI of this campaign.”
But less often do we see really comprehensive strategic planning happening with application integrations. And a HubSpot Architect? They're here to do all of that for you - and more.
By executing actual discovery on your full tech stack, the way your data moves and the goals you’re trying to reach in HubSpot, a HubSpot Architect may make some recommendations that you didn’t even consider when it comes to integrated reporting, analytics and data mapping. And if they’re really good at what they do? The discovery process will probably completely transform the way you use HubSpot, look at analytics and data reporting, and make decisions inside your organization.
It avoids costly delays.
\n\n
Quite often, when we allow the client to be in charge of determining what data they want to move over to HubSpot, we end up in integration development delays. What one individual thought was the important integration ends up becoming a rabbit hole of discussion for additional data integration with sometimes completely erroneous data that hasn’t been adequately planned or mapped within the tools and capabilities of HubSpot.
\n
What if, for example, you have a big goal that you really want to achieve, and by using a different feature that’s inside a higher tier of the HubSpot Platform you can achieve that and more? You might not even be aware that this is something HubSpot is capable of, or how big of a game changer it could be towards your data and goals to unlock that feature with your integration.
By enlisting the help of a HubSpot Architect, you map it all out before you even start the conversation of how an integration will be built. It’s strategic movement, skilled planning and it’s a real game changer for how efficiently we can get it done and how happy you’ll be with the result.
You’ll architect a proactive integration strategy… for the long term.
\n
What’s your goal? More insight into your sales pipeline? Understanding the most successful marketing campaigns? Determining your best customers, your highest performing account reps or the products that really move inside your business? Any goal is attainable when you get proactive about how your data moves through your applications and HubSpot.
I don’t know how many different ways I can say the exact same thing, but sometimes repetition is needed. If you don’t have an unbiased party that really understands HubSpot and its features and tools digging into your data and seeing how it fits together like a puzzle, you're likely missing opportunities. Once you put the time in (and let us do the same) to dig into what you really need and what you don’t need, we can eliminate the noise and proactively plan. The data that you thought needed to move through HubSpot might be completely different than what you envisioned. But you won’t know until you complete an integration and tech stack audit.
Listen - We can build simple integrations no problem. All day long. You wanna see a piece of data inside HubSpot? Sure, we can do that. Think you know exactly what you want? Tell us what to do, boss. We have no issues taking direction. But maybe you haven’t thought of everything. Maybe a simple data mapping and discovery by a HubSpot Architect can not only help you reach goals that you’ve been trying to reach, but goals that you haven’t even set yet because you didn’t know how to map them out?
The pairing of a gifted HubSpot Developer and HubSpot Architect are what dreams are made of when it comes to a custom HubSpot integration.
\n
What dreams can we make come true for you?
\n
\n
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We’ve talked about love stories before, most recently in our Dear John break up letter with WordPress, but this is a different sort of coupling. We spend a lot of our time working with HubSpot sales reps and client prospects, trying to better understand their tech stack and determine what’s important when it comes to integrating their existing software with HubSpot. Bringing on any new software is daunting and can be disruptive to workflow, impact efficiency and even impact employee happiness, resulting in increased turnover. By vetting HubSpot in advance and discussing how native and custom integrations can help your existing applications work with the HubSpot platform, you can better really change how you look at your data analytics.
Related: The Very Real Cost of a Mishandled HubSpot Implementation
\nYour tech stack is probably a little… bloated to say the least. The average tech stack for most small businesses with fewer than 500 employees is 172 apps, according to Zylo’s 2023 Saas Management Index. For mid-market companies up to 2000 employees? 291. The amount of data being collected by these apps, reporting dashboards, and tools and features are largely underutilized and don’t necessarily talk to one another in a way that makes sense for the workflow inside your organization at large.
The logical next step when this happens is to hire a developer to build a custom integration to bridge your data so that you can reduce duplicate data entry and have more visibility inside the different applications that your organization uses to collect and analyze your data. Makes sense, right?
While you might be considering reaching out to a HubSpot Development Partner to help you integrate a major line of business or enterprise application with your HubSpot platform, we have some news for you:
You shouldn’t complete any custom HubSpot integration without a HubSpot Developer AND a HubSpot Architect.
What’s a HubSpot Architect?
\nA HubSpot Architect is a technical strategist that digs into your business processes, your tech stack, your reporting and your goals to come up with the perfect configuration of integration, data reporting and tools to help you make more educated business decisions that will help you deliver on your goals.
\n
Sounds amazing, doesn’t it?
HubSpot Architects and HubSpot Developers are the perfect pairing to deliver you the most impactful custom HubSpot integration. In fact, we’re willing to say that including a HubSpot Architect in your HubSpot integration is a complete game changer across the board … and here’s why:
More insight into the flow of your data.
\n
The right HubSpot Architect will use data mapping tools to help understand how the data inside your organization flows. They’ll dig into your individual systems from sales to marketing and service and export and import data to really determine - how are your tools speaking to one another right now? He or she will dig deep into your tech stack to really understand - how is data flowing? Where are there redundancies in features across applications? What is the total budget spend for the tech stack? How can this be consolidated or reduced?
Customers so often approach us thinking they know exactly what data they need moved from a business application into HubSpot. We’ll hear things like, “Well, accounting just wants to be able to attribute the revenue.” Or “Marketing needs to better understand the ROI of this campaign.”
But less often do we see really comprehensive strategic planning happening with application integrations. And a HubSpot Architect? They're here to do all of that for you - and more.
By executing actual discovery on your full tech stack, the way your data moves and the goals you’re trying to reach in HubSpot, a HubSpot Architect may make some recommendations that you didn’t even consider when it comes to integrated reporting, analytics and data mapping. And if they’re really good at what they do? The discovery process will probably completely transform the way you use HubSpot, look at analytics and data reporting, and make decisions inside your organization.
It avoids costly delays.
\n\n
Quite often, when we allow the client to be in charge of determining what data they want to move over to HubSpot, we end up in integration development delays. What one individual thought was the important integration ends up becoming a rabbit hole of discussion for additional data integration with sometimes completely erroneous data that hasn’t been adequately planned or mapped within the tools and capabilities of HubSpot.
\n
What if, for example, you have a big goal that you really want to achieve, and by using a different feature that’s inside a higher tier of the HubSpot Platform you can achieve that and more? You might not even be aware that this is something HubSpot is capable of, or how big of a game changer it could be towards your data and goals to unlock that feature with your integration.
By enlisting the help of a HubSpot Architect, you map it all out before you even start the conversation of how an integration will be built. It’s strategic movement, skilled planning and it’s a real game changer for how efficiently we can get it done and how happy you’ll be with the result.
You’ll architect a proactive integration strategy… for the long term.
\n
What’s your goal? More insight into your sales pipeline? Understanding the most successful marketing campaigns? Determining your best customers, your highest performing account reps or the products that really move inside your business? Any goal is attainable when you get proactive about how your data moves through your applications and HubSpot.
I don’t know how many different ways I can say the exact same thing, but sometimes repetition is needed. If you don’t have an unbiased party that really understands HubSpot and its features and tools digging into your data and seeing how it fits together like a puzzle, you're likely missing opportunities. Once you put the time in (and let us do the same) to dig into what you really need and what you don’t need, we can eliminate the noise and proactively plan. The data that you thought needed to move through HubSpot might be completely different than what you envisioned. But you won’t know until you complete an integration and tech stack audit.
Listen - We can build simple integrations no problem. All day long. You wanna see a piece of data inside HubSpot? Sure, we can do that. Think you know exactly what you want? Tell us what to do, boss. We have no issues taking direction. But maybe you haven’t thought of everything. Maybe a simple data mapping and discovery by a HubSpot Architect can not only help you reach goals that you’ve been trying to reach, but goals that you haven’t even set yet because you didn’t know how to map them out?
The pairing of a gifted HubSpot Developer and HubSpot Architect are what dreams are made of when it comes to a custom HubSpot integration.
\n
What dreams can we make come true for you?
\n
\n
","postBodyRss":"
We’ve talked about love stories before, most recently in our Dear John break up letter with WordPress, but this is a different sort of coupling. We spend a lot of our time working with HubSpot sales reps and client prospects, trying to better understand their tech stack and determine what’s important when it comes to integrating their existing software with HubSpot. Bringing on any new software is daunting and can be disruptive to workflow, impact efficiency and even impact employee happiness, resulting in increased turnover. By vetting HubSpot in advance and discussing how native and custom integrations can help your existing applications work with the HubSpot platform, you can better really change how you look at your data analytics.
Related: The Very Real Cost of a Mishandled HubSpot Implementation
\nYour tech stack is probably a little… bloated to say the least. The average tech stack for most small businesses with fewer than 500 employees is 172 apps, according to Zylo’s 2023 Saas Management Index. For mid-market companies up to 2000 employees? 291. The amount of data being collected by these apps, reporting dashboards, and tools and features are largely underutilized and don’t necessarily talk to one another in a way that makes sense for the workflow inside your organization at large.
The logical next step when this happens is to hire a developer to build a custom integration to bridge your data so that you can reduce duplicate data entry and have more visibility inside the different applications that your organization uses to collect and analyze your data. Makes sense, right?
While you might be considering reaching out to a HubSpot Development Partner to help you integrate a major line of business or enterprise application with your HubSpot platform, we have some news for you:
You shouldn’t complete any custom HubSpot integration without a HubSpot Developer AND a HubSpot Architect.
What’s a HubSpot Architect?
\nA HubSpot Architect is a technical strategist that digs into your business processes, your tech stack, your reporting and your goals to come up with the perfect configuration of integration, data reporting and tools to help you make more educated business decisions that will help you deliver on your goals.
\n
Sounds amazing, doesn’t it?
HubSpot Architects and HubSpot Developers are the perfect pairing to deliver you the most impactful custom HubSpot integration. In fact, we’re willing to say that including a HubSpot Architect in your HubSpot integration is a complete game changer across the board … and here’s why:
More insight into the flow of your data.
\n
The right HubSpot Architect will use data mapping tools to help understand how the data inside your organization flows. They’ll dig into your individual systems from sales to marketing and service and export and import data to really determine - how are your tools speaking to one another right now? He or she will dig deep into your tech stack to really understand - how is data flowing? Where are there redundancies in features across applications? What is the total budget spend for the tech stack? How can this be consolidated or reduced?
Customers so often approach us thinking they know exactly what data they need moved from a business application into HubSpot. We’ll hear things like, “Well, accounting just wants to be able to attribute the revenue.” Or “Marketing needs to better understand the ROI of this campaign.”
But less often do we see really comprehensive strategic planning happening with application integrations. And a HubSpot Architect? They're here to do all of that for you - and more.
By executing actual discovery on your full tech stack, the way your data moves and the goals you’re trying to reach in HubSpot, a HubSpot Architect may make some recommendations that you didn’t even consider when it comes to integrated reporting, analytics and data mapping. And if they’re really good at what they do? The discovery process will probably completely transform the way you use HubSpot, look at analytics and data reporting, and make decisions inside your organization.
It avoids costly delays.
\n\n
Quite often, when we allow the client to be in charge of determining what data they want to move over to HubSpot, we end up in integration development delays. What one individual thought was the important integration ends up becoming a rabbit hole of discussion for additional data integration with sometimes completely erroneous data that hasn’t been adequately planned or mapped within the tools and capabilities of HubSpot.
\n
What if, for example, you have a big goal that you really want to achieve, and by using a different feature that’s inside a higher tier of the HubSpot Platform you can achieve that and more? You might not even be aware that this is something HubSpot is capable of, or how big of a game changer it could be towards your data and goals to unlock that feature with your integration.
By enlisting the help of a HubSpot Architect, you map it all out before you even start the conversation of how an integration will be built. It’s strategic movement, skilled planning and it’s a real game changer for how efficiently we can get it done and how happy you’ll be with the result.
You’ll architect a proactive integration strategy… for the long term.
\n
What’s your goal? More insight into your sales pipeline? Understanding the most successful marketing campaigns? Determining your best customers, your highest performing account reps or the products that really move inside your business? Any goal is attainable when you get proactive about how your data moves through your applications and HubSpot.
I don’t know how many different ways I can say the exact same thing, but sometimes repetition is needed. If you don’t have an unbiased party that really understands HubSpot and its features and tools digging into your data and seeing how it fits together like a puzzle, you're likely missing opportunities. Once you put the time in (and let us do the same) to dig into what you really need and what you don’t need, we can eliminate the noise and proactively plan. The data that you thought needed to move through HubSpot might be completely different than what you envisioned. But you won’t know until you complete an integration and tech stack audit.
Listen - We can build simple integrations no problem. All day long. You wanna see a piece of data inside HubSpot? Sure, we can do that. Think you know exactly what you want? Tell us what to do, boss. We have no issues taking direction. But maybe you haven’t thought of everything. Maybe a simple data mapping and discovery by a HubSpot Architect can not only help you reach goals that you’ve been trying to reach, but goals that you haven’t even set yet because you didn’t know how to map them out?
The pairing of a gifted HubSpot Developer and HubSpot Architect are what dreams are made of when it comes to a custom HubSpot integration.
\n
What dreams can we make come true for you?
\n
\n
","postEmailContent":"
We’ve talked about love stories before, most recently in our Dear John break up letter with WordPress, but this is a different sort of coupling. We spend a lot of our time working with HubSpot sales reps and client prospects, trying to better understand their tech stack and determine what’s important when it comes to integrating their existing software with HubSpot. Bringing on any new software is daunting and can be disruptive to workflow, impact efficiency and even impact employee happiness, resulting in increased turnover. By vetting HubSpot in advance and discussing how native and custom integrations can help your existing applications work with the HubSpot platform, you can better really change how you look at your data analytics.
We’ve talked about love stories before, most recently in our Dear John break up letter with WordPress, but this is a different sort of coupling. We spend a lot of our time working with HubSpot sales reps and client prospects, trying to better understand their tech stack and determine what’s important when it comes to integrating their existing software with HubSpot. Bringing on any new software is daunting and can be disruptive to workflow, impact efficiency and even impact employee happiness, resulting in increased turnover. By vetting HubSpot in advance and discussing how native and custom integrations can help your existing applications work with the HubSpot platform, you can better really change how you look at your data analytics.
We’ve talked about love stories before, most recently in our Dear John break up letter with WordPress, but this is a different sort of coupling. We spend a lot of our time working with HubSpot sales reps and client prospects, trying to better understand their tech stack and determine what’s important when it comes to integrating their existing software with HubSpot. Bringing on any new software is daunting and can be disruptive to workflow, impact efficiency and even impact employee happiness, resulting in increased turnover. By vetting HubSpot in advance and discussing how native and custom integrations can help your existing applications work with the HubSpot platform, you can better really change how you look at your data analytics.
We’ve talked about love stories before, most recently in our Dear John break up letter with WordPress, but this is a different sort of coupling. We spend a lot of our time working with HubSpot sales reps and client prospects, trying to better understand their tech stack and determine what’s important when it comes to integrating their existing software with HubSpot. Bringing on any new software is daunting and can be disruptive to workflow, impact efficiency and even impact employee happiness, resulting in increased turnover. By vetting HubSpot in advance and discussing how native and custom integrations can help your existing applications work with the HubSpot platform, you can better really change how you look at your data analytics.
We’ve talked about love stories before, most recently in our Dear John break up letter with WordPress, but this is a different sort of coupling. We spend a lot of our time working with HubSpot sales reps and client prospects, trying to better understand their tech stack and determine what’s important when it comes to integrating their existing software with HubSpot. Bringing on any new software is daunting and can be disruptive to workflow, impact efficiency and even impact employee happiness, resulting in increased turnover. By vetting HubSpot in advance and discussing how native and custom integrations can help your existing applications work with the HubSpot platform, you can better really change how you look at your data analytics.
We’ve talked about love stories before, most recently in our Dear John break up letter with WordPress, but this is a different sort of coupling. We spend a lot of our time working with HubSpot sales reps and client prospects, trying to better understand their tech stack and determine what’s important when it comes to integrating their existing software with HubSpot. Bringing on any new software is daunting and can be disruptive to workflow, impact efficiency and even impact employee happiness, resulting in increased turnover. By vetting HubSpot in advance and discussing how native and custom integrations can help your existing applications work with the HubSpot platform, you can better really change how you look at your data analytics.
Related: The Very Real Cost of a Mishandled HubSpot Implementation
\nYour tech stack is probably a little… bloated to say the least. The average tech stack for most small businesses with fewer than 500 employees is 172 apps, according to Zylo’s 2023 Saas Management Index. For mid-market companies up to 2000 employees? 291. The amount of data being collected by these apps, reporting dashboards, and tools and features are largely underutilized and don’t necessarily talk to one another in a way that makes sense for the workflow inside your organization at large.
The logical next step when this happens is to hire a developer to build a custom integration to bridge your data so that you can reduce duplicate data entry and have more visibility inside the different applications that your organization uses to collect and analyze your data. Makes sense, right?
While you might be considering reaching out to a HubSpot Development Partner to help you integrate a major line of business or enterprise application with your HubSpot platform, we have some news for you:
You shouldn’t complete any custom HubSpot integration without a HubSpot Developer AND a HubSpot Architect.
What’s a HubSpot Architect?
\nA HubSpot Architect is a technical strategist that digs into your business processes, your tech stack, your reporting and your goals to come up with the perfect configuration of integration, data reporting and tools to help you make more educated business decisions that will help you deliver on your goals.
\n
Sounds amazing, doesn’t it?
HubSpot Architects and HubSpot Developers are the perfect pairing to deliver you the most impactful custom HubSpot integration. In fact, we’re willing to say that including a HubSpot Architect in your HubSpot integration is a complete game changer across the board … and here’s why:
More insight into the flow of your data.
\n
The right HubSpot Architect will use data mapping tools to help understand how the data inside your organization flows. They’ll dig into your individual systems from sales to marketing and service and export and import data to really determine - how are your tools speaking to one another right now? He or she will dig deep into your tech stack to really understand - how is data flowing? Where are there redundancies in features across applications? What is the total budget spend for the tech stack? How can this be consolidated or reduced?
Customers so often approach us thinking they know exactly what data they need moved from a business application into HubSpot. We’ll hear things like, “Well, accounting just wants to be able to attribute the revenue.” Or “Marketing needs to better understand the ROI of this campaign.”
But less often do we see really comprehensive strategic planning happening with application integrations. And a HubSpot Architect? They're here to do all of that for you - and more.
By executing actual discovery on your full tech stack, the way your data moves and the goals you’re trying to reach in HubSpot, a HubSpot Architect may make some recommendations that you didn’t even consider when it comes to integrated reporting, analytics and data mapping. And if they’re really good at what they do? The discovery process will probably completely transform the way you use HubSpot, look at analytics and data reporting, and make decisions inside your organization.
It avoids costly delays.
\n\n
Quite often, when we allow the client to be in charge of determining what data they want to move over to HubSpot, we end up in integration development delays. What one individual thought was the important integration ends up becoming a rabbit hole of discussion for additional data integration with sometimes completely erroneous data that hasn’t been adequately planned or mapped within the tools and capabilities of HubSpot.
\n
What if, for example, you have a big goal that you really want to achieve, and by using a different feature that’s inside a higher tier of the HubSpot Platform you can achieve that and more? You might not even be aware that this is something HubSpot is capable of, or how big of a game changer it could be towards your data and goals to unlock that feature with your integration.
By enlisting the help of a HubSpot Architect, you map it all out before you even start the conversation of how an integration will be built. It’s strategic movement, skilled planning and it’s a real game changer for how efficiently we can get it done and how happy you’ll be with the result.
You’ll architect a proactive integration strategy… for the long term.
\n
What’s your goal? More insight into your sales pipeline? Understanding the most successful marketing campaigns? Determining your best customers, your highest performing account reps or the products that really move inside your business? Any goal is attainable when you get proactive about how your data moves through your applications and HubSpot.
I don’t know how many different ways I can say the exact same thing, but sometimes repetition is needed. If you don’t have an unbiased party that really understands HubSpot and its features and tools digging into your data and seeing how it fits together like a puzzle, you're likely missing opportunities. Once you put the time in (and let us do the same) to dig into what you really need and what you don’t need, we can eliminate the noise and proactively plan. The data that you thought needed to move through HubSpot might be completely different than what you envisioned. But you won’t know until you complete an integration and tech stack audit.
Listen - We can build simple integrations no problem. All day long. You wanna see a piece of data inside HubSpot? Sure, we can do that. Think you know exactly what you want? Tell us what to do, boss. We have no issues taking direction. But maybe you haven’t thought of everything. Maybe a simple data mapping and discovery by a HubSpot Architect can not only help you reach goals that you’ve been trying to reach, but goals that you haven’t even set yet because you didn’t know how to map them out?
The pairing of a gifted HubSpot Developer and HubSpot Architect are what dreams are made of when it comes to a custom HubSpot integration.
\n
What dreams can we make come true for you?
\n
\n
","rssSummary":"
We’ve talked about love stories before, most recently in our Dear John break up letter with WordPress, but this is a different sort of coupling. We spend a lot of our time working with HubSpot sales reps and client prospects, trying to better understand their tech stack and determine what’s important when it comes to integrating their existing software with HubSpot. Bringing on any new software is daunting and can be disruptive to workflow, impact efficiency and even impact employee happiness, resulting in increased turnover. By vetting HubSpot in advance and discussing how native and custom integrations can help your existing applications work with the HubSpot platform, you can better really change how you look at your data analytics.
We’re not much for talking around the point, so we’re just going to get straight into it: you pay a lot for HubSpot. And while that might sound like a no shit statement, clearly we need to iterate the INVESTMENT side of this platform. Last night, I was having a discussion with a friend about some certifications I was taking inside HubSpot Academy to maintain our accreditation and we had the following exchange:
\n","post_body":"We’re not much for talking around the point, so we’re just going to get straight into it: you pay a lot for HubSpot. And while that might sound like a no shit statement, clearly we need to iterate the INVESTMENT side of this platform. Last night, I was having a discussion with a friend about some certifications I was taking inside HubSpot Academy to maintain our accreditation and we had the following exchange:
\n\n![\"HubSpot](\"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/HubSpot%20is%20a%20pain%20in%20the%20assssss-1.jpg\")
Our resident HubSpot Architect laments often about his belief that only Technical Partners should complete onboarding implementations, but until there are more of us, that may not be a reality that can manifest itself anytime soon. While I won’t share the majority of our conversation, I’ll tell you that this friend is considering leaving this company because they have put implementation on the shoulders of their salespeople. Trying to bring onboarding for one of the most complex automation platforms around is not only the worst case scenario for getting the best ROI from HubSpot, but it’s a guaranteed way to boost your employee turnover and tank employee satisfaction, productivity and efficiency.
When we talk about the cost of mishandled HubSpot implementation - employee satisfaction and increased turnover are near the top of the list as symptoms. Here are a few reasons (with data to back it up) that employees may be frustrated with your mishandled HubSpot implementation and what you can do about it.
Workplace technology needs to work. (duh)
\n
Every single thing we do on a day to day basis is app based and related to fast-moving technology. Users don’t even want to stay longer than 3 seconds for a website to load, yet you’re trying to make your employees take 5 different actions and login to separate software just to do their job properly? Technology that isn’t integrated takes time away from more important tasks and annihilates employee productivity.
According to Freshworks, 91% of employees say they are frustrated with workplace technology. From too many applications to disintegrated applications to impacted productivity, this is a massive issue that businesses can no longer afford to ignore.
And yet, here’s another interesting stat from the same study: 71% of leaders acknowledge that employees will consider looking for a new job if their current employer does not provide access to the tools, technology or information they need to do their jobs well.
We know that our technology is causing frustration and leaders are acknowledging that, yet we continue to not budget to integrate it, cheap out on implementation and lose employees to the productivity gaps we’re creating for them. AND MOST OF LEADERSHIP KNOWS ABOUT IT, YET CHOOSES TO DO NOTHING? Oof. Complacency never wins.
Bogged down employees don’t stick around.
\n
Increasingly, employees are leaving the workforce to start their own thing. 46% of Millennials and 43% of Gen Z are now freelancers as of 2022, according to Statista.
Why are they leaving?
One of the top 10 reasons that employees leave jobs, according to 15Five.com, is due to too much workload — 40% of employees have left their jobs due to burnout.
Society for Human Resource Management states that the average cost to hire an employee is $4,129. And when you lose them? The average cost of replacement can be 50-60% of that lost employees salary and overall cost to the company can be as much as 200% of that salary.
When I heard from a friend that he was leaving his job because they were making them implement HubSpot themselves, my thoughts immediately went to the costs associated with the loss of his position (1 of only 3 customer acquisition roles in the entire organization) and the fallout of additional work that his coworkers would have to take on and additional expenses incurred by the company in the rehire and new employees acquisition process.
Does this organization realize that they’ll pay much more to replace their frustrated employees than they will to actually implement their HubSpot software?
Happier employees are more productive.
\n\n
According to a study from The University of Oxford, happy employees are 13% more productive. And in the realm of sales? Happy salespeople can increase sales by 37%. And we haven’t even dug into the boosted efficiency we usually see with HubSpot Sales Reports.
When you invest in a comprehensive HubSpot implementation, rather than a basic HubSpot onboarding or relying on your salespeople or employees to configure everything for you, you can really benefit from customized reporting, really comprehensive data analytics and insights that can help optimize your efficiency and tell your employee what is working.
A more comprehensive implementation leads to higher adoption inside organizations, the elimination of extraneous tech and a really complete overhaul of your tech stack and processes to make sure that your company is operating with as much agility as it can. This is particularly valuable inside a smaller organization.
Related: API Integrations Improve Organizational Health
\n
The right HubSpot implementation is a total game changer.
Of course you want to get setup on HubSpot and begin using the software as quickly as possible, but HubSpot implementations must be tailored to your business and setup so that your reporting can help you analyze your sales pipeline and configure reports that give you business intelligence to make the best decisions for budget allocation and scalability.
Long story short?
If you don’t spend money setting up HubSpot properly from the get go, you’re not going to get anything out of it, you’re going to have lower adoption rates across your organization and you’re probably not going to keep it around for long.
We’re not much for talking around the point, so we’re just going to get straight into it: you pay a lot for HubSpot. And while that might sound like a no shit statement, clearly we need to iterate the INVESTMENT side of this platform. Last night, I was having a discussion with a friend about some certifications I was taking inside HubSpot Academy to maintain our accreditation and we had the following exchange:
\n","rss_body":"We’re not much for talking around the point, so we’re just going to get straight into it: you pay a lot for HubSpot. And while that might sound like a no shit statement, clearly we need to iterate the INVESTMENT side of this platform. Last night, I was having a discussion with a friend about some certifications I was taking inside HubSpot Academy to maintain our accreditation and we had the following exchange:
\n\n
Our resident HubSpot Architect laments often about his belief that only Technical Partners should complete onboarding implementations, but until there are more of us, that may not be a reality that can manifest itself anytime soon. While I won’t share the majority of our conversation, I’ll tell you that this friend is considering leaving this company because they have put implementation on the shoulders of their salespeople. Trying to bring onboarding for one of the most complex automation platforms around is not only the worst case scenario for getting the best ROI from HubSpot, but it’s a guaranteed way to boost your employee turnover and tank employee satisfaction, productivity and efficiency.
When we talk about the cost of mishandled HubSpot implementation - employee satisfaction and increased turnover are near the top of the list as symptoms. Here are a few reasons (with data to back it up) that employees may be frustrated with your mishandled HubSpot implementation and what you can do about it.
Workplace technology needs to work. (duh)
\n
Every single thing we do on a day to day basis is app based and related to fast-moving technology. Users don’t even want to stay longer than 3 seconds for a website to load, yet you’re trying to make your employees take 5 different actions and login to separate software just to do their job properly? Technology that isn’t integrated takes time away from more important tasks and annihilates employee productivity.
According to Freshworks, 91% of employees say they are frustrated with workplace technology. From too many applications to disintegrated applications to impacted productivity, this is a massive issue that businesses can no longer afford to ignore.
And yet, here’s another interesting stat from the same study: 71% of leaders acknowledge that employees will consider looking for a new job if their current employer does not provide access to the tools, technology or information they need to do their jobs well.
We know that our technology is causing frustration and leaders are acknowledging that, yet we continue to not budget to integrate it, cheap out on implementation and lose employees to the productivity gaps we’re creating for them. AND MOST OF LEADERSHIP KNOWS ABOUT IT, YET CHOOSES TO DO NOTHING? Oof. Complacency never wins.
Bogged down employees don’t stick around.
\n
Increasingly, employees are leaving the workforce to start their own thing. 46% of Millennials and 43% of Gen Z are now freelancers as of 2022, according to Statista.
Why are they leaving?
One of the top 10 reasons that employees leave jobs, according to 15Five.com, is due to too much workload — 40% of employees have left their jobs due to burnout.
Society for Human Resource Management states that the average cost to hire an employee is $4,129. And when you lose them? The average cost of replacement can be 50-60% of that lost employees salary and overall cost to the company can be as much as 200% of that salary.
When I heard from a friend that he was leaving his job because they were making them implement HubSpot themselves, my thoughts immediately went to the costs associated with the loss of his position (1 of only 3 customer acquisition roles in the entire organization) and the fallout of additional work that his coworkers would have to take on and additional expenses incurred by the company in the rehire and new employees acquisition process.
Does this organization realize that they’ll pay much more to replace their frustrated employees than they will to actually implement their HubSpot software?
Happier employees are more productive.
\n\n
According to a study from The University of Oxford, happy employees are 13% more productive. And in the realm of sales? Happy salespeople can increase sales by 37%. And we haven’t even dug into the boosted efficiency we usually see with HubSpot Sales Reports.
When you invest in a comprehensive HubSpot implementation, rather than a basic HubSpot onboarding or relying on your salespeople or employees to configure everything for you, you can really benefit from customized reporting, really comprehensive data analytics and insights that can help optimize your efficiency and tell your employee what is working.
A more comprehensive implementation leads to higher adoption inside organizations, the elimination of extraneous tech and a really complete overhaul of your tech stack and processes to make sure that your company is operating with as much agility as it can. This is particularly valuable inside a smaller organization.
Related: API Integrations Improve Organizational Health
\n
The right HubSpot implementation is a total game changer.
Of course you want to get setup on HubSpot and begin using the software as quickly as possible, but HubSpot implementations must be tailored to your business and setup so that your reporting can help you analyze your sales pipeline and configure reports that give you business intelligence to make the best decisions for budget allocation and scalability.
Long story short?
If you don’t spend money setting up HubSpot properly from the get go, you’re not going to get anything out of it, you’re going to have lower adoption rates across your organization and you’re probably not going to keep it around for long.
We’re not much for talking around the point, so we’re just going to get straight into it: you pay a lot for HubSpot. And while that might sound like a no shit statement, clearly we need to iterate the INVESTMENT side of this platform. Last night, I was having a discussion with a friend about some certifications I was taking inside HubSpot Academy to maintain our accreditation and we had the following exchange:
\n\n
Our resident HubSpot Architect laments often about his belief that only Technical Partners should complete onboarding implementations, but until there are more of us, that may not be a reality that can manifest itself anytime soon. While I won’t share the majority of our conversation, I’ll tell you that this friend is considering leaving this company because they have put implementation on the shoulders of their salespeople. Trying to bring onboarding for one of the most complex automation platforms around is not only the worst case scenario for getting the best ROI from HubSpot, but it’s a guaranteed way to boost your employee turnover and tank employee satisfaction, productivity and efficiency.
When we talk about the cost of mishandled HubSpot implementation - employee satisfaction and increased turnover are near the top of the list as symptoms. Here are a few reasons (with data to back it up) that employees may be frustrated with your mishandled HubSpot implementation and what you can do about it.
Workplace technology needs to work. (duh)
\n
Every single thing we do on a day to day basis is app based and related to fast-moving technology. Users don’t even want to stay longer than 3 seconds for a website to load, yet you’re trying to make your employees take 5 different actions and login to separate software just to do their job properly? Technology that isn’t integrated takes time away from more important tasks and annihilates employee productivity.
According to Freshworks, 91% of employees say they are frustrated with workplace technology. From too many applications to disintegrated applications to impacted productivity, this is a massive issue that businesses can no longer afford to ignore.
And yet, here’s another interesting stat from the same study: 71% of leaders acknowledge that employees will consider looking for a new job if their current employer does not provide access to the tools, technology or information they need to do their jobs well.
We know that our technology is causing frustration and leaders are acknowledging that, yet we continue to not budget to integrate it, cheap out on implementation and lose employees to the productivity gaps we’re creating for them. AND MOST OF LEADERSHIP KNOWS ABOUT IT, YET CHOOSES TO DO NOTHING? Oof. Complacency never wins.
Bogged down employees don’t stick around.
\n
Increasingly, employees are leaving the workforce to start their own thing. 46% of Millennials and 43% of Gen Z are now freelancers as of 2022, according to Statista.
Why are they leaving?
One of the top 10 reasons that employees leave jobs, according to 15Five.com, is due to too much workload — 40% of employees have left their jobs due to burnout.
Society for Human Resource Management states that the average cost to hire an employee is $4,129. And when you lose them? The average cost of replacement can be 50-60% of that lost employees salary and overall cost to the company can be as much as 200% of that salary.
When I heard from a friend that he was leaving his job because they were making them implement HubSpot themselves, my thoughts immediately went to the costs associated with the loss of his position (1 of only 3 customer acquisition roles in the entire organization) and the fallout of additional work that his coworkers would have to take on and additional expenses incurred by the company in the rehire and new employees acquisition process.
Does this organization realize that they’ll pay much more to replace their frustrated employees than they will to actually implement their HubSpot software?
Happier employees are more productive.
\n\n
According to a study from The University of Oxford, happy employees are 13% more productive. And in the realm of sales? Happy salespeople can increase sales by 37%. And we haven’t even dug into the boosted efficiency we usually see with HubSpot Sales Reports.
When you invest in a comprehensive HubSpot implementation, rather than a basic HubSpot onboarding or relying on your salespeople or employees to configure everything for you, you can really benefit from customized reporting, really comprehensive data analytics and insights that can help optimize your efficiency and tell your employee what is working.
A more comprehensive implementation leads to higher adoption inside organizations, the elimination of extraneous tech and a really complete overhaul of your tech stack and processes to make sure that your company is operating with as much agility as it can. This is particularly valuable inside a smaller organization.
Related: API Integrations Improve Organizational Health
\n
The right HubSpot implementation is a total game changer.
Of course you want to get setup on HubSpot and begin using the software as quickly as possible, but HubSpot implementations must be tailored to your business and setup so that your reporting can help you analyze your sales pipeline and configure reports that give you business intelligence to make the best decisions for budget allocation and scalability.
Long story short?
If you don’t spend money setting up HubSpot properly from the get go, you’re not going to get anything out of it, you’re going to have lower adoption rates across your organization and you’re probably not going to keep it around for long.
We’re not much for talking around the point, so we’re just going to get straight into it: you pay a lot for HubSpot. And while that might sound like a no shit statement, clearly we need to iterate the INVESTMENT side of this platform. Last night, I was having a discussion with a friend about some certifications I was taking inside HubSpot Academy to maintain our accreditation and we had the following exchange:
\n\n
Our resident HubSpot Architect laments often about his belief that only Technical Partners should complete onboarding implementations, but until there are more of us, that may not be a reality that can manifest itself anytime soon. While I won’t share the majority of our conversation, I’ll tell you that this friend is considering leaving this company because they have put implementation on the shoulders of their salespeople. Trying to bring onboarding for one of the most complex automation platforms around is not only the worst case scenario for getting the best ROI from HubSpot, but it’s a guaranteed way to boost your employee turnover and tank employee satisfaction, productivity and efficiency.
When we talk about the cost of mishandled HubSpot implementation - employee satisfaction and increased turnover are near the top of the list as symptoms. Here are a few reasons (with data to back it up) that employees may be frustrated with your mishandled HubSpot implementation and what you can do about it.
Workplace technology needs to work. (duh)
\n
Every single thing we do on a day to day basis is app based and related to fast-moving technology. Users don’t even want to stay longer than 3 seconds for a website to load, yet you’re trying to make your employees take 5 different actions and login to separate software just to do their job properly? Technology that isn’t integrated takes time away from more important tasks and annihilates employee productivity.
According to Freshworks, 91% of employees say they are frustrated with workplace technology. From too many applications to disintegrated applications to impacted productivity, this is a massive issue that businesses can no longer afford to ignore.
And yet, here’s another interesting stat from the same study: 71% of leaders acknowledge that employees will consider looking for a new job if their current employer does not provide access to the tools, technology or information they need to do their jobs well.
We know that our technology is causing frustration and leaders are acknowledging that, yet we continue to not budget to integrate it, cheap out on implementation and lose employees to the productivity gaps we’re creating for them. AND MOST OF LEADERSHIP KNOWS ABOUT IT, YET CHOOSES TO DO NOTHING? Oof. Complacency never wins.
Bogged down employees don’t stick around.
\n
Increasingly, employees are leaving the workforce to start their own thing. 46% of Millennials and 43% of Gen Z are now freelancers as of 2022, according to Statista.
Why are they leaving?
One of the top 10 reasons that employees leave jobs, according to 15Five.com, is due to too much workload — 40% of employees have left their jobs due to burnout.
Society for Human Resource Management states that the average cost to hire an employee is $4,129. And when you lose them? The average cost of replacement can be 50-60% of that lost employees salary and overall cost to the company can be as much as 200% of that salary.
When I heard from a friend that he was leaving his job because they were making them implement HubSpot themselves, my thoughts immediately went to the costs associated with the loss of his position (1 of only 3 customer acquisition roles in the entire organization) and the fallout of additional work that his coworkers would have to take on and additional expenses incurred by the company in the rehire and new employees acquisition process.
Does this organization realize that they’ll pay much more to replace their frustrated employees than they will to actually implement their HubSpot software?
Happier employees are more productive.
\n\n
According to a study from The University of Oxford, happy employees are 13% more productive. And in the realm of sales? Happy salespeople can increase sales by 37%. And we haven’t even dug into the boosted efficiency we usually see with HubSpot Sales Reports.
When you invest in a comprehensive HubSpot implementation, rather than a basic HubSpot onboarding or relying on your salespeople or employees to configure everything for you, you can really benefit from customized reporting, really comprehensive data analytics and insights that can help optimize your efficiency and tell your employee what is working.
A more comprehensive implementation leads to higher adoption inside organizations, the elimination of extraneous tech and a really complete overhaul of your tech stack and processes to make sure that your company is operating with as much agility as it can. This is particularly valuable inside a smaller organization.
Related: API Integrations Improve Organizational Health
\n
The right HubSpot implementation is a total game changer.
Of course you want to get setup on HubSpot and begin using the software as quickly as possible, but HubSpot implementations must be tailored to your business and setup so that your reporting can help you analyze your sales pipeline and configure reports that give you business intelligence to make the best decisions for budget allocation and scalability.
Long story short?
If you don’t spend money setting up HubSpot properly from the get go, you’re not going to get anything out of it, you’re going to have lower adoption rates across your organization and you’re probably not going to keep it around for long.
We’re not much for talking around the point, so we’re just going to get straight into it: you pay a lot for HubSpot. And while that might sound like a no shit statement, clearly we need to iterate the INVESTMENT side of this platform. Last night, I was having a discussion with a friend about some certifications I was taking inside HubSpot Academy to maintain our accreditation and we had the following exchange:
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\n\n
Our resident HubSpot Architect laments often about his belief that only Technical Partners should complete onboarding implementations, but until there are more of us, that may not be a reality that can manifest itself anytime soon. While I won’t share the majority of our conversation, I’ll tell you that this friend is considering leaving this company because they have put implementation on the shoulders of their salespeople. Trying to bring onboarding for one of the most complex automation platforms around is not only the worst case scenario for getting the best ROI from HubSpot, but it’s a guaranteed way to boost your employee turnover and tank employee satisfaction, productivity and efficiency.
When we talk about the cost of mishandled HubSpot implementation - employee satisfaction and increased turnover are near the top of the list as symptoms. Here are a few reasons (with data to back it up) that employees may be frustrated with your mishandled HubSpot implementation and what you can do about it.
Workplace technology needs to work. (duh)
\n
Every single thing we do on a day to day basis is app based and related to fast-moving technology. Users don’t even want to stay longer than 3 seconds for a website to load, yet you’re trying to make your employees take 5 different actions and login to separate software just to do their job properly? Technology that isn’t integrated takes time away from more important tasks and annihilates employee productivity.
According to Freshworks, 91% of employees say they are frustrated with workplace technology. From too many applications to disintegrated applications to impacted productivity, this is a massive issue that businesses can no longer afford to ignore.
And yet, here’s another interesting stat from the same study: 71% of leaders acknowledge that employees will consider looking for a new job if their current employer does not provide access to the tools, technology or information they need to do their jobs well.
We know that our technology is causing frustration and leaders are acknowledging that, yet we continue to not budget to integrate it, cheap out on implementation and lose employees to the productivity gaps we’re creating for them. AND MOST OF LEADERSHIP KNOWS ABOUT IT, YET CHOOSES TO DO NOTHING? Oof. Complacency never wins.
Bogged down employees don’t stick around.
\n
Increasingly, employees are leaving the workforce to start their own thing. 46% of Millennials and 43% of Gen Z are now freelancers as of 2022, according to Statista.
Why are they leaving?
One of the top 10 reasons that employees leave jobs, according to 15Five.com, is due to too much workload — 40% of employees have left their jobs due to burnout.
Society for Human Resource Management states that the average cost to hire an employee is $4,129. And when you lose them? The average cost of replacement can be 50-60% of that lost employees salary and overall cost to the company can be as much as 200% of that salary.
When I heard from a friend that he was leaving his job because they were making them implement HubSpot themselves, my thoughts immediately went to the costs associated with the loss of his position (1 of only 3 customer acquisition roles in the entire organization) and the fallout of additional work that his coworkers would have to take on and additional expenses incurred by the company in the rehire and new employees acquisition process.
Does this organization realize that they’ll pay much more to replace their frustrated employees than they will to actually implement their HubSpot software?
Happier employees are more productive.
\n\n
According to a study from The University of Oxford, happy employees are 13% more productive. And in the realm of sales? Happy salespeople can increase sales by 37%. And we haven’t even dug into the boosted efficiency we usually see with HubSpot Sales Reports.
When you invest in a comprehensive HubSpot implementation, rather than a basic HubSpot onboarding or relying on your salespeople or employees to configure everything for you, you can really benefit from customized reporting, really comprehensive data analytics and insights that can help optimize your efficiency and tell your employee what is working.
A more comprehensive implementation leads to higher adoption inside organizations, the elimination of extraneous tech and a really complete overhaul of your tech stack and processes to make sure that your company is operating with as much agility as it can. This is particularly valuable inside a smaller organization.
Related: API Integrations Improve Organizational Health
\n
The right HubSpot implementation is a total game changer.
Of course you want to get setup on HubSpot and begin using the software as quickly as possible, but HubSpot implementations must be tailored to your business and setup so that your reporting can help you analyze your sales pipeline and configure reports that give you business intelligence to make the best decisions for budget allocation and scalability.
Long story short?
If you don’t spend money setting up HubSpot properly from the get go, you’re not going to get anything out of it, you’re going to have lower adoption rates across your organization and you’re probably not going to keep it around for long.
We’re not much for talking around the point, so we’re just going to get straight into it: you pay a lot for HubSpot. And while that might sound like a no shit statement, clearly we need to iterate the INVESTMENT side of this platform. Last night, I was having a discussion with a friend about some certifications I was taking inside HubSpot Academy to maintain our accreditation and we had the following exchange:
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Your HubSpot Partner is here to help you succeed. We have a vested interest in making sure that your technology, HubSpot configuration, and reporting are all working towards your needs - and not just because we’re people pleasers by nature. We geek out on organizational efficiency and whatever we can do to make your life easier, we’re here for.
Working with a HubSpot Architect isn’t always the simplest process, because it requires an open mind and willingness to be flexible on how you’ve always done things. Working with an architect and Technical Partner can be disruptive to your current workflow, require that you learn new skills and mean rethinking the way you use HubSpot. It’s not the easy road, but at the end of it - we think that you’ll be much happier.
If you’re struggling inside HubSpot, or haven’t quite figured out the best way to set up custom objects, reporting, properties, are struggling with organizing your portal across all departments or simply haven’t implemented your Hubs entirely - odds are good you need a HubSpot Architect.
A HubSpot Architect will help you run through your organizational processes and dissect them all to optimize the configuration of your contact records, deals, properties, custom objects and reporting so that you can get the most intelligible information from your HubSpot analytics and reports.
What you might not realize is that this process, while critical to the success of your organization inside HubSpot, will never be simple - but it’s always worth it.
Here are a few reasons you might hate your HubSpot Architect:
Your HubSpot Partner is here to help you succeed. We have a vested interest in making sure that your technology, HubSpot configuration, and reporting are all working towards your needs - and not just because we’re people pleasers by nature. We geek out on organizational efficiency and whatever we can do to make your life easier, we’re here for.
Working with a HubSpot Architect isn’t always the simplest process, because it requires an open mind and willingness to be flexible on how you’ve always done things. Working with an architect and Technical Partner can be disruptive to your current workflow, require that you learn new skills and mean rethinking the way you use HubSpot. It’s not the easy road, but at the end of it - we think that you’ll be much happier.
If you’re struggling inside HubSpot, or haven’t quite figured out the best way to set up custom objects, reporting, properties, are struggling with organizing your portal across all departments or simply haven’t implemented your Hubs entirely - odds are good you need a HubSpot Architect.
A HubSpot Architect will help you run through your organizational processes and dissect them all to optimize the configuration of your contact records, deals, properties, custom objects and reporting so that you can get the most intelligible information from your HubSpot analytics and reports.
What you might not realize is that this process, while critical to the success of your organization inside HubSpot, will never be simple - but it’s always worth it.
Here are a few reasons you might hate your HubSpot Architect:
You might’ve been pushed in the wrong direction by another Partner or Consultant and need to change direction.
\n
One time I was incredibly tired and went the wrong way on the interstate for MILES before I realized it. Being pushed in the wrong direction by a well-meaning, but inexperienced consultant only to have to turn around, back track and start again from Mile 0 can be incredibly frustrating and is part of the reason why working with a HubSpot Architect may be a little frustrating at first.
Your Hubspot Architect should be the very first talent acquisition you make long before you start the process of purchasing the HubSpot software for this very reason. It’s so easy to be led astray by consultants that aren’t experienced enough in HubSpot or are only experienced in HubSpot Marketing Hub. It’s a fairly simple process to become a HubSpot partner and even advanced Tier partners, because HubSpot Partners are sometimes too focused on new sales, aren’t necessarily the best fit to get you set up the right way from the start.
Paying for an inexpensive HubSpot setup or onboarding is usually the first step in the wrong direction in implementing your HubSpot portal, but it’s a common mistake that we see. Basic HubSpot setup is great, but you need a really comprehensive implementation to get the most from your HubSpot subscription.
Don’t be frustrated if we’re unwinding some of the work you’ve done in HubSpot and re-configuring it. These are the most important steps for building the foundation that you need inside HubSpot to make the most intelligent business decisions down the road. We’ll try to be as delicate as possible when we tell you how things may be misconfigured, but don’t kill the messenger, we’re here for the same goal.
Related: Onboarding with HubSpot - Setup vs Implementation - what’s the difference?
\nWe’re gonna ask too many questions.
\n
The number of companies that bandwagon themselves into a new technology preemptively without exploring the impact on their organization or how they’ll truly integrate it into their business processes is astounding, but understandable. Millennials have replaced older executives in many organizations and they want agile, cloud-based software that replaces legacy systems and enables flexible work environments, data collection and simple change. But change isn’t always simple.
In an (admittedly dated, but still incredible relevant) article from Harvard Business Review titled, “Why So Many High Profile Digital Transformations Fail”, authors Davenport and Westerman explain this well, stating:
“[…] digital is not just a thing that you can buy and plug into the organization. It is multi-faceted and diffuse, and doesn’t just involve technology. Digital transformation is an ongoing process of changing the way you do business. It requires foundational investments in skills, projects, infrastructure, and, often, in cleaning up IT systems. It requires mixing people, machines, and business processes, with all of the messiness that entails. It also requires continuous monitoring and intervention, from the top, to ensure that both digital leaders and non-digital leaders are making good decisions about their transformation efforts.”
Don’t sign on for an implementation and overhaul project thinking that we’re just going to come, do all the work to overhaul your infrastructure ourselves, and you can continue on your merry way. We’re not able to do all the work for you. Adopting HubSpot into your organization in a truly transformative way that optimizes your processes, delivers the right analytics and ensures the scalability you’re looking for, is a process that requires adoption, buy-in, and an open mind.
We’re going to dive deep into your business processes and we may even have to explore changing some of those processes to help you best scale. Your HubSpot architect isn’t just there to review some data, re-configure some reports and roll out. They’re going to ask why you’re doing everything you’re doing, suggest better ways of doing it and continually challenge and poke at every aspect of your business in every single department and maybe even for every single employee.
You may feel like we’re disrupting your workflow. It might seem a little cumbersome, but this is the information that we need to determine how to implement real change inside your organization. HubSpot isn’t just a software, it’s the adoption of a comprehensive new way of doing business where departments all have access to the same critical information, and they can make more intelligent business decisions as a result. Be patient with the questions, because they’re going to help us do great things together.
You might have to re-learn the way you’re doing things and, in some cases, change them entirely.
\n
It’s not you, it’s just your company’s HubSpot configuration. So often there is frustration around the adoption of a new technology, that employees can be a little… reluctant to change. We get it - you’ve already made changes to adopt a new software into your workflow and the last thing you want to do is change that entire workflow. But the fact of the matter is, it is in your best interest to familiarize yourself with the intricacies of HubSpot configuration.
The World Economic Forum predicted that half of all employees would require significant re-skilling by 2022. Not only that, they predicted that 85% of companies would adopt big data analytics by the same timeframe. Well, we’re here. The time for change has already passed, and if you’re working inside a new tech stack with configuration that isn’t servicing you - you’re not doing much for your marketability as an employee and you’re doing even less for the productivity of that organization as a whole.
It might be a tough pill to swallow, but the fact of the matter is that you hired a HubSpot Architect to overhaul the technology that has already been brought inside your organization. It’s not always easy to change the way that you’re doing things, but when you adopt new processes and configuration reports for your organization with ease, the happier your executive team is going to be and the more likely when that employee review rolls around you’ll be to get that promotion, raise or other bonus that you’ve been hoping for.
HubSpot Architects are hired to make your life easier, so believe me when I say that we are not here with the exclusive purpose to frustrate you, we may just find that along the way we have to make some tweaks so that we can be most successful in the long term.
Our HubSpot Architects are good at what they do and they have logical minds that pick apart workflows and optimize your reporting and data so that every department can operate more efficiently.
Multiple departments performing more efficiently inside a company frees up a lot of time, money and allows organizations to scale - this means less headaches for employees, executives and business owners as a whole.
Long story short? Change is never easy. But if you give your HubSpot Architect the benefit of the doubt and listen to them fully and really embrace the changes they’re suggesting - you’re not going to be disappointed. Trust the process and let’s work together to make your HubSpot portal more efficient and make your organization leaner and better positioned to grow.
Your HubSpot Partner is here to help you succeed. We have a vested interest in making sure that your technology, HubSpot configuration, and reporting are all working towards your needs - and not just because we’re people pleasers by nature. We geek out on organizational efficiency and whatever we can do to make your life easier, we’re here for.
Working with a HubSpot Architect isn’t always the simplest process, because it requires an open mind and willingness to be flexible on how you’ve always done things. Working with an architect and Technical Partner can be disruptive to your current workflow, require that you learn new skills and mean rethinking the way you use HubSpot. It’s not the easy road, but at the end of it - we think that you’ll be much happier.
If you’re struggling inside HubSpot, or haven’t quite figured out the best way to set up custom objects, reporting, properties, are struggling with organizing your portal across all departments or simply haven’t implemented your Hubs entirely - odds are good you need a HubSpot Architect.
A HubSpot Architect will help you run through your organizational processes and dissect them all to optimize the configuration of your contact records, deals, properties, custom objects and reporting so that you can get the most intelligible information from your HubSpot analytics and reports.
What you might not realize is that this process, while critical to the success of your organization inside HubSpot, will never be simple - but it’s always worth it.
Here are a few reasons you might hate your HubSpot Architect:
Your HubSpot Partner is here to help you succeed. We have a vested interest in making sure that your technology, HubSpot configuration, and reporting are all working towards your needs - and not just because we’re people pleasers by nature. We geek out on organizational efficiency and whatever we can do to make your life easier, we’re here for.
Working with a HubSpot Architect isn’t always the simplest process, because it requires an open mind and willingness to be flexible on how you’ve always done things. Working with an architect and Technical Partner can be disruptive to your current workflow, require that you learn new skills and mean rethinking the way you use HubSpot. It’s not the easy road, but at the end of it - we think that you’ll be much happier.
If you’re struggling inside HubSpot, or haven’t quite figured out the best way to set up custom objects, reporting, properties, are struggling with organizing your portal across all departments or simply haven’t implemented your Hubs entirely - odds are good you need a HubSpot Architect.
A HubSpot Architect will help you run through your organizational processes and dissect them all to optimize the configuration of your contact records, deals, properties, custom objects and reporting so that you can get the most intelligible information from your HubSpot analytics and reports.
What you might not realize is that this process, while critical to the success of your organization inside HubSpot, will never be simple - but it’s always worth it.
Here are a few reasons you might hate your HubSpot Architect:
You might’ve been pushed in the wrong direction by another Partner or Consultant and need to change direction.
\n
One time I was incredibly tired and went the wrong way on the interstate for MILES before I realized it. Being pushed in the wrong direction by a well-meaning, but inexperienced consultant only to have to turn around, back track and start again from Mile 0 can be incredibly frustrating and is part of the reason why working with a HubSpot Architect may be a little frustrating at first.
Your Hubspot Architect should be the very first talent acquisition you make long before you start the process of purchasing the HubSpot software for this very reason. It’s so easy to be led astray by consultants that aren’t experienced enough in HubSpot or are only experienced in HubSpot Marketing Hub. It’s a fairly simple process to become a HubSpot partner and even advanced Tier partners, because HubSpot Partners are sometimes too focused on new sales, aren’t necessarily the best fit to get you set up the right way from the start.
Paying for an inexpensive HubSpot setup or onboarding is usually the first step in the wrong direction in implementing your HubSpot portal, but it’s a common mistake that we see. Basic HubSpot setup is great, but you need a really comprehensive implementation to get the most from your HubSpot subscription.
Don’t be frustrated if we’re unwinding some of the work you’ve done in HubSpot and re-configuring it. These are the most important steps for building the foundation that you need inside HubSpot to make the most intelligent business decisions down the road. We’ll try to be as delicate as possible when we tell you how things may be misconfigured, but don’t kill the messenger, we’re here for the same goal.
Related: Onboarding with HubSpot - Setup vs Implementation - what’s the difference?
\nWe’re gonna ask too many questions.
\n
The number of companies that bandwagon themselves into a new technology preemptively without exploring the impact on their organization or how they’ll truly integrate it into their business processes is astounding, but understandable. Millennials have replaced older executives in many organizations and they want agile, cloud-based software that replaces legacy systems and enables flexible work environments, data collection and simple change. But change isn’t always simple.
In an (admittedly dated, but still incredible relevant) article from Harvard Business Review titled, “Why So Many High Profile Digital Transformations Fail”, authors Davenport and Westerman explain this well, stating:
“[…] digital is not just a thing that you can buy and plug into the organization. It is multi-faceted and diffuse, and doesn’t just involve technology. Digital transformation is an ongoing process of changing the way you do business. It requires foundational investments in skills, projects, infrastructure, and, often, in cleaning up IT systems. It requires mixing people, machines, and business processes, with all of the messiness that entails. It also requires continuous monitoring and intervention, from the top, to ensure that both digital leaders and non-digital leaders are making good decisions about their transformation efforts.”
Don’t sign on for an implementation and overhaul project thinking that we’re just going to come, do all the work to overhaul your infrastructure ourselves, and you can continue on your merry way. We’re not able to do all the work for you. Adopting HubSpot into your organization in a truly transformative way that optimizes your processes, delivers the right analytics and ensures the scalability you’re looking for, is a process that requires adoption, buy-in, and an open mind.
We’re going to dive deep into your business processes and we may even have to explore changing some of those processes to help you best scale. Your HubSpot architect isn’t just there to review some data, re-configure some reports and roll out. They’re going to ask why you’re doing everything you’re doing, suggest better ways of doing it and continually challenge and poke at every aspect of your business in every single department and maybe even for every single employee.
You may feel like we’re disrupting your workflow. It might seem a little cumbersome, but this is the information that we need to determine how to implement real change inside your organization. HubSpot isn’t just a software, it’s the adoption of a comprehensive new way of doing business where departments all have access to the same critical information, and they can make more intelligent business decisions as a result. Be patient with the questions, because they’re going to help us do great things together.
You might have to re-learn the way you’re doing things and, in some cases, change them entirely.
\n
It’s not you, it’s just your company’s HubSpot configuration. So often there is frustration around the adoption of a new technology, that employees can be a little… reluctant to change. We get it - you’ve already made changes to adopt a new software into your workflow and the last thing you want to do is change that entire workflow. But the fact of the matter is, it is in your best interest to familiarize yourself with the intricacies of HubSpot configuration.
The World Economic Forum predicted that half of all employees would require significant re-skilling by 2022. Not only that, they predicted that 85% of companies would adopt big data analytics by the same timeframe. Well, we’re here. The time for change has already passed, and if you’re working inside a new tech stack with configuration that isn’t servicing you - you’re not doing much for your marketability as an employee and you’re doing even less for the productivity of that organization as a whole.
It might be a tough pill to swallow, but the fact of the matter is that you hired a HubSpot Architect to overhaul the technology that has already been brought inside your organization. It’s not always easy to change the way that you’re doing things, but when you adopt new processes and configuration reports for your organization with ease, the happier your executive team is going to be and the more likely when that employee review rolls around you’ll be to get that promotion, raise or other bonus that you’ve been hoping for.
HubSpot Architects are hired to make your life easier, so believe me when I say that we are not here with the exclusive purpose to frustrate you, we may just find that along the way we have to make some tweaks so that we can be most successful in the long term.
Our HubSpot Architects are good at what they do and they have logical minds that pick apart workflows and optimize your reporting and data so that every department can operate more efficiently.
Multiple departments performing more efficiently inside a company frees up a lot of time, money and allows organizations to scale - this means less headaches for employees, executives and business owners as a whole.
Long story short? Change is never easy. But if you give your HubSpot Architect the benefit of the doubt and listen to them fully and really embrace the changes they’re suggesting - you’re not going to be disappointed. Trust the process and let’s work together to make your HubSpot portal more efficient and make your organization leaner and better positioned to grow.
Your HubSpot Partner is here to help you succeed. We have a vested interest in making sure that your technology, HubSpot configuration, and reporting are all working towards your needs - and not just because we’re people pleasers by nature. We geek out on organizational efficiency and whatever we can do to make your life easier, we’re here for.
Working with a HubSpot Architect isn’t always the simplest process, because it requires an open mind and willingness to be flexible on how you’ve always done things. Working with an architect and Technical Partner can be disruptive to your current workflow, require that you learn new skills and mean rethinking the way you use HubSpot. It’s not the easy road, but at the end of it - we think that you’ll be much happier.
If you’re struggling inside HubSpot, or haven’t quite figured out the best way to set up custom objects, reporting, properties, are struggling with organizing your portal across all departments or simply haven’t implemented your Hubs entirely - odds are good you need a HubSpot Architect.
A HubSpot Architect will help you run through your organizational processes and dissect them all to optimize the configuration of your contact records, deals, properties, custom objects and reporting so that you can get the most intelligible information from your HubSpot analytics and reports.
What you might not realize is that this process, while critical to the success of your organization inside HubSpot, will never be simple - but it’s always worth it.
Here are a few reasons you might hate your HubSpot Architect:
You might’ve been pushed in the wrong direction by another Partner or Consultant and need to change direction.
\n
One time I was incredibly tired and went the wrong way on the interstate for MILES before I realized it. Being pushed in the wrong direction by a well-meaning, but inexperienced consultant only to have to turn around, back track and start again from Mile 0 can be incredibly frustrating and is part of the reason why working with a HubSpot Architect may be a little frustrating at first.
Your Hubspot Architect should be the very first talent acquisition you make long before you start the process of purchasing the HubSpot software for this very reason. It’s so easy to be led astray by consultants that aren’t experienced enough in HubSpot or are only experienced in HubSpot Marketing Hub. It’s a fairly simple process to become a HubSpot partner and even advanced Tier partners, because HubSpot Partners are sometimes too focused on new sales, aren’t necessarily the best fit to get you set up the right way from the start.
Paying for an inexpensive HubSpot setup or onboarding is usually the first step in the wrong direction in implementing your HubSpot portal, but it’s a common mistake that we see. Basic HubSpot setup is great, but you need a really comprehensive implementation to get the most from your HubSpot subscription.
Don’t be frustrated if we’re unwinding some of the work you’ve done in HubSpot and re-configuring it. These are the most important steps for building the foundation that you need inside HubSpot to make the most intelligent business decisions down the road. We’ll try to be as delicate as possible when we tell you how things may be misconfigured, but don’t kill the messenger, we’re here for the same goal.
Related: Onboarding with HubSpot - Setup vs Implementation - what’s the difference?
\nWe’re gonna ask too many questions.
\n
The number of companies that bandwagon themselves into a new technology preemptively without exploring the impact on their organization or how they’ll truly integrate it into their business processes is astounding, but understandable. Millennials have replaced older executives in many organizations and they want agile, cloud-based software that replaces legacy systems and enables flexible work environments, data collection and simple change. But change isn’t always simple.
In an (admittedly dated, but still incredible relevant) article from Harvard Business Review titled, “Why So Many High Profile Digital Transformations Fail”, authors Davenport and Westerman explain this well, stating:
“[…] digital is not just a thing that you can buy and plug into the organization. It is multi-faceted and diffuse, and doesn’t just involve technology. Digital transformation is an ongoing process of changing the way you do business. It requires foundational investments in skills, projects, infrastructure, and, often, in cleaning up IT systems. It requires mixing people, machines, and business processes, with all of the messiness that entails. It also requires continuous monitoring and intervention, from the top, to ensure that both digital leaders and non-digital leaders are making good decisions about their transformation efforts.”
Don’t sign on for an implementation and overhaul project thinking that we’re just going to come, do all the work to overhaul your infrastructure ourselves, and you can continue on your merry way. We’re not able to do all the work for you. Adopting HubSpot into your organization in a truly transformative way that optimizes your processes, delivers the right analytics and ensures the scalability you’re looking for, is a process that requires adoption, buy-in, and an open mind.
We’re going to dive deep into your business processes and we may even have to explore changing some of those processes to help you best scale. Your HubSpot architect isn’t just there to review some data, re-configure some reports and roll out. They’re going to ask why you’re doing everything you’re doing, suggest better ways of doing it and continually challenge and poke at every aspect of your business in every single department and maybe even for every single employee.
You may feel like we’re disrupting your workflow. It might seem a little cumbersome, but this is the information that we need to determine how to implement real change inside your organization. HubSpot isn’t just a software, it’s the adoption of a comprehensive new way of doing business where departments all have access to the same critical information, and they can make more intelligent business decisions as a result. Be patient with the questions, because they’re going to help us do great things together.
You might have to re-learn the way you’re doing things and, in some cases, change them entirely.
\n
It’s not you, it’s just your company’s HubSpot configuration. So often there is frustration around the adoption of a new technology, that employees can be a little… reluctant to change. We get it - you’ve already made changes to adopt a new software into your workflow and the last thing you want to do is change that entire workflow. But the fact of the matter is, it is in your best interest to familiarize yourself with the intricacies of HubSpot configuration.
The World Economic Forum predicted that half of all employees would require significant re-skilling by 2022. Not only that, they predicted that 85% of companies would adopt big data analytics by the same timeframe. Well, we’re here. The time for change has already passed, and if you’re working inside a new tech stack with configuration that isn’t servicing you - you’re not doing much for your marketability as an employee and you’re doing even less for the productivity of that organization as a whole.
It might be a tough pill to swallow, but the fact of the matter is that you hired a HubSpot Architect to overhaul the technology that has already been brought inside your organization. It’s not always easy to change the way that you’re doing things, but when you adopt new processes and configuration reports for your organization with ease, the happier your executive team is going to be and the more likely when that employee review rolls around you’ll be to get that promotion, raise or other bonus that you’ve been hoping for.
HubSpot Architects are hired to make your life easier, so believe me when I say that we are not here with the exclusive purpose to frustrate you, we may just find that along the way we have to make some tweaks so that we can be most successful in the long term.
Our HubSpot Architects are good at what they do and they have logical minds that pick apart workflows and optimize your reporting and data so that every department can operate more efficiently.
Multiple departments performing more efficiently inside a company frees up a lot of time, money and allows organizations to scale - this means less headaches for employees, executives and business owners as a whole.
Long story short? Change is never easy. But if you give your HubSpot Architect the benefit of the doubt and listen to them fully and really embrace the changes they’re suggesting - you’re not going to be disappointed. Trust the process and let’s work together to make your HubSpot portal more efficient and make your organization leaner and better positioned to grow.
Your HubSpot Partner is here to help you succeed. We have a vested interest in making sure that your technology, HubSpot configuration, and reporting are all working towards your needs - and not just because we’re people pleasers by nature. We geek out on organizational efficiency and whatever we can do to make your life easier, we’re here for.
Working with a HubSpot Architect isn’t always the simplest process, because it requires an open mind and willingness to be flexible on how you’ve always done things. Working with an architect and Technical Partner can be disruptive to your current workflow, require that you learn new skills and mean rethinking the way you use HubSpot. It’s not the easy road, but at the end of it - we think that you’ll be much happier.
If you’re struggling inside HubSpot, or haven’t quite figured out the best way to set up custom objects, reporting, properties, are struggling with organizing your portal across all departments or simply haven’t implemented your Hubs entirely - odds are good you need a HubSpot Architect.
A HubSpot Architect will help you run through your organizational processes and dissect them all to optimize the configuration of your contact records, deals, properties, custom objects and reporting so that you can get the most intelligible information from your HubSpot analytics and reports.
What you might not realize is that this process, while critical to the success of your organization inside HubSpot, will never be simple - but it’s always worth it.
Here are a few reasons you might hate your HubSpot Architect:
You might’ve been pushed in the wrong direction by another Partner or Consultant and need to change direction.
\n
One time I was incredibly tired and went the wrong way on the interstate for MILES before I realized it. Being pushed in the wrong direction by a well-meaning, but inexperienced consultant only to have to turn around, back track and start again from Mile 0 can be incredibly frustrating and is part of the reason why working with a HubSpot Architect may be a little frustrating at first.
Your Hubspot Architect should be the very first talent acquisition you make long before you start the process of purchasing the HubSpot software for this very reason. It’s so easy to be led astray by consultants that aren’t experienced enough in HubSpot or are only experienced in HubSpot Marketing Hub. It’s a fairly simple process to become a HubSpot partner and even advanced Tier partners, because HubSpot Partners are sometimes too focused on new sales, aren’t necessarily the best fit to get you set up the right way from the start.
Paying for an inexpensive HubSpot setup or onboarding is usually the first step in the wrong direction in implementing your HubSpot portal, but it’s a common mistake that we see. Basic HubSpot setup is great, but you need a really comprehensive implementation to get the most from your HubSpot subscription.
Don’t be frustrated if we’re unwinding some of the work you’ve done in HubSpot and re-configuring it. These are the most important steps for building the foundation that you need inside HubSpot to make the most intelligent business decisions down the road. We’ll try to be as delicate as possible when we tell you how things may be misconfigured, but don’t kill the messenger, we’re here for the same goal.
Related: Onboarding with HubSpot - Setup vs Implementation - what’s the difference?
\nWe’re gonna ask too many questions.
\n
The number of companies that bandwagon themselves into a new technology preemptively without exploring the impact on their organization or how they’ll truly integrate it into their business processes is astounding, but understandable. Millennials have replaced older executives in many organizations and they want agile, cloud-based software that replaces legacy systems and enables flexible work environments, data collection and simple change. But change isn’t always simple.
In an (admittedly dated, but still incredible relevant) article from Harvard Business Review titled, “Why So Many High Profile Digital Transformations Fail”, authors Davenport and Westerman explain this well, stating:
“[…] digital is not just a thing that you can buy and plug into the organization. It is multi-faceted and diffuse, and doesn’t just involve technology. Digital transformation is an ongoing process of changing the way you do business. It requires foundational investments in skills, projects, infrastructure, and, often, in cleaning up IT systems. It requires mixing people, machines, and business processes, with all of the messiness that entails. It also requires continuous monitoring and intervention, from the top, to ensure that both digital leaders and non-digital leaders are making good decisions about their transformation efforts.”
Don’t sign on for an implementation and overhaul project thinking that we’re just going to come, do all the work to overhaul your infrastructure ourselves, and you can continue on your merry way. We’re not able to do all the work for you. Adopting HubSpot into your organization in a truly transformative way that optimizes your processes, delivers the right analytics and ensures the scalability you’re looking for, is a process that requires adoption, buy-in, and an open mind.
We’re going to dive deep into your business processes and we may even have to explore changing some of those processes to help you best scale. Your HubSpot architect isn’t just there to review some data, re-configure some reports and roll out. They’re going to ask why you’re doing everything you’re doing, suggest better ways of doing it and continually challenge and poke at every aspect of your business in every single department and maybe even for every single employee.
You may feel like we’re disrupting your workflow. It might seem a little cumbersome, but this is the information that we need to determine how to implement real change inside your organization. HubSpot isn’t just a software, it’s the adoption of a comprehensive new way of doing business where departments all have access to the same critical information, and they can make more intelligent business decisions as a result. Be patient with the questions, because they’re going to help us do great things together.
You might have to re-learn the way you’re doing things and, in some cases, change them entirely.
\n
It’s not you, it’s just your company’s HubSpot configuration. So often there is frustration around the adoption of a new technology, that employees can be a little… reluctant to change. We get it - you’ve already made changes to adopt a new software into your workflow and the last thing you want to do is change that entire workflow. But the fact of the matter is, it is in your best interest to familiarize yourself with the intricacies of HubSpot configuration.
The World Economic Forum predicted that half of all employees would require significant re-skilling by 2022. Not only that, they predicted that 85% of companies would adopt big data analytics by the same timeframe. Well, we’re here. The time for change has already passed, and if you’re working inside a new tech stack with configuration that isn’t servicing you - you’re not doing much for your marketability as an employee and you’re doing even less for the productivity of that organization as a whole.
It might be a tough pill to swallow, but the fact of the matter is that you hired a HubSpot Architect to overhaul the technology that has already been brought inside your organization. It’s not always easy to change the way that you’re doing things, but when you adopt new processes and configuration reports for your organization with ease, the happier your executive team is going to be and the more likely when that employee review rolls around you’ll be to get that promotion, raise or other bonus that you’ve been hoping for.
HubSpot Architects are hired to make your life easier, so believe me when I say that we are not here with the exclusive purpose to frustrate you, we may just find that along the way we have to make some tweaks so that we can be most successful in the long term.
Our HubSpot Architects are good at what they do and they have logical minds that pick apart workflows and optimize your reporting and data so that every department can operate more efficiently.
Multiple departments performing more efficiently inside a company frees up a lot of time, money and allows organizations to scale - this means less headaches for employees, executives and business owners as a whole.
Long story short? Change is never easy. But if you give your HubSpot Architect the benefit of the doubt and listen to them fully and really embrace the changes they’re suggesting - you’re not going to be disappointed. Trust the process and let’s work together to make your HubSpot portal more efficient and make your organization leaner and better positioned to grow.
Your HubSpot Partner is here to help you succeed. We have a vested interest in making sure that your technology, HubSpot configuration, and reporting are all working towards your needs - and not just because we’re people pleasers by nature. We geek out on organizational efficiency and whatever we can do to make your life easier, we’re here for.
Working with a HubSpot Architect isn’t always the simplest process, because it requires an open mind and willingness to be flexible on how you’ve always done things. Working with an architect and Technical Partner can be disruptive to your current workflow, require that you learn new skills and mean rethinking the way you use HubSpot. It’s not the easy road, but at the end of it - we think that you’ll be much happier.
If you’re struggling inside HubSpot, or haven’t quite figured out the best way to set up custom objects, reporting, properties, are struggling with organizing your portal across all departments or simply haven’t implemented your Hubs entirely - odds are good you need a HubSpot Architect.
A HubSpot Architect will help you run through your organizational processes and dissect them all to optimize the configuration of your contact records, deals, properties, custom objects and reporting so that you can get the most intelligible information from your HubSpot analytics and reports.
What you might not realize is that this process, while critical to the success of your organization inside HubSpot, will never be simple - but it’s always worth it.
Here are a few reasons you might hate your HubSpot Architect:
Your HubSpot Partner is here to help you succeed. We have a vested interest in making sure that your technology, HubSpot configuration, and reporting are all working towards your needs - and not just because we’re people pleasers by nature. We geek out on organizational efficiency and whatever we can do to make your life easier, we’re here for.
Working with a HubSpot Architect isn’t always the simplest process, because it requires an open mind and willingness to be flexible on how you’ve always done things. Working with an architect and Technical Partner can be disruptive to your current workflow, require that you learn new skills and mean rethinking the way you use HubSpot. It’s not the easy road, but at the end of it - we think that you’ll be much happier.
If you’re struggling inside HubSpot, or haven’t quite figured out the best way to set up custom objects, reporting, properties, are struggling with organizing your portal across all departments or simply haven’t implemented your Hubs entirely - odds are good you need a HubSpot Architect.
A HubSpot Architect will help you run through your organizational processes and dissect them all to optimize the configuration of your contact records, deals, properties, custom objects and reporting so that you can get the most intelligible information from your HubSpot analytics and reports.
What you might not realize is that this process, while critical to the success of your organization inside HubSpot, will never be simple - but it’s always worth it.
Here are a few reasons you might hate your HubSpot Architect:
Your HubSpot Partner is here to help you succeed. We have a vested interest in making sure that your technology, HubSpot configuration, and reporting are all working towards your needs - and not just because we’re people pleasers by nature. We geek out on organizational efficiency and whatever we can do to make your life easier, we’re here for.
Working with a HubSpot Architect isn’t always the simplest process, because it requires an open mind and willingness to be flexible on how you’ve always done things. Working with an architect and Technical Partner can be disruptive to your current workflow, require that you learn new skills and mean rethinking the way you use HubSpot. It’s not the easy road, but at the end of it - we think that you’ll be much happier.
If you’re struggling inside HubSpot, or haven’t quite figured out the best way to set up custom objects, reporting, properties, are struggling with organizing your portal across all departments or simply haven’t implemented your Hubs entirely - odds are good you need a HubSpot Architect.
A HubSpot Architect will help you run through your organizational processes and dissect them all to optimize the configuration of your contact records, deals, properties, custom objects and reporting so that you can get the most intelligible information from your HubSpot analytics and reports.
What you might not realize is that this process, while critical to the success of your organization inside HubSpot, will never be simple - but it’s always worth it.
Here are a few reasons you might hate your HubSpot Architect:
Your HubSpot Partner is here to help you succeed. We have a vested interest in making sure that your technology, HubSpot configuration, and reporting are all working towards your needs - and not just because we’re people pleasers by nature. We geek out on organizational efficiency and whatever we can do to make your life easier, we’re here for.
Working with a HubSpot Architect isn’t always the simplest process, because it requires an open mind and willingness to be flexible on how you’ve always done things. Working with an architect and Technical Partner can be disruptive to your current workflow, require that you learn new skills and mean rethinking the way you use HubSpot. It’s not the easy road, but at the end of it - we think that you’ll be much happier.
If you’re struggling inside HubSpot, or haven’t quite figured out the best way to set up custom objects, reporting, properties, are struggling with organizing your portal across all departments or simply haven’t implemented your Hubs entirely - odds are good you need a HubSpot Architect.
A HubSpot Architect will help you run through your organizational processes and dissect them all to optimize the configuration of your contact records, deals, properties, custom objects and reporting so that you can get the most intelligible information from your HubSpot analytics and reports.
What you might not realize is that this process, while critical to the success of your organization inside HubSpot, will never be simple - but it’s always worth it.
Here are a few reasons you might hate your HubSpot Architect:
Your HubSpot Partner is here to help you succeed. We have a vested interest in making sure that your technology, HubSpot configuration, and reporting are all working towards your needs - and not just because we’re people pleasers by nature. We geek out on organizational efficiency and whatever we can do to make your life easier, we’re here for.
Working with a HubSpot Architect isn’t always the simplest process, because it requires an open mind and willingness to be flexible on how you’ve always done things. Working with an architect and Technical Partner can be disruptive to your current workflow, require that you learn new skills and mean rethinking the way you use HubSpot. It’s not the easy road, but at the end of it - we think that you’ll be much happier.
If you’re struggling inside HubSpot, or haven’t quite figured out the best way to set up custom objects, reporting, properties, are struggling with organizing your portal across all departments or simply haven’t implemented your Hubs entirely - odds are good you need a HubSpot Architect.
A HubSpot Architect will help you run through your organizational processes and dissect them all to optimize the configuration of your contact records, deals, properties, custom objects and reporting so that you can get the most intelligible information from your HubSpot analytics and reports.
What you might not realize is that this process, while critical to the success of your organization inside HubSpot, will never be simple - but it’s always worth it.
Here are a few reasons you might hate your HubSpot Architect:
Your HubSpot Partner is here to help you succeed. We have a vested interest in making sure that your technology, HubSpot configuration, and reporting are all working towards your needs - and not just because we’re people pleasers by nature. We geek out on organizational efficiency and whatever we can do to make your life easier, we’re here for.
Working with a HubSpot Architect isn’t always the simplest process, because it requires an open mind and willingness to be flexible on how you’ve always done things. Working with an architect and Technical Partner can be disruptive to your current workflow, require that you learn new skills and mean rethinking the way you use HubSpot. It’s not the easy road, but at the end of it - we think that you’ll be much happier.
If you’re struggling inside HubSpot, or haven’t quite figured out the best way to set up custom objects, reporting, properties, are struggling with organizing your portal across all departments or simply haven’t implemented your Hubs entirely - odds are good you need a HubSpot Architect.
A HubSpot Architect will help you run through your organizational processes and dissect them all to optimize the configuration of your contact records, deals, properties, custom objects and reporting so that you can get the most intelligible information from your HubSpot analytics and reports.
What you might not realize is that this process, while critical to the success of your organization inside HubSpot, will never be simple - but it’s always worth it.
Here are a few reasons you might hate your HubSpot Architect:
You might’ve been pushed in the wrong direction by another Partner or Consultant and need to change direction.
\n
One time I was incredibly tired and went the wrong way on the interstate for MILES before I realized it. Being pushed in the wrong direction by a well-meaning, but inexperienced consultant only to have to turn around, back track and start again from Mile 0 can be incredibly frustrating and is part of the reason why working with a HubSpot Architect may be a little frustrating at first.
Your Hubspot Architect should be the very first talent acquisition you make long before you start the process of purchasing the HubSpot software for this very reason. It’s so easy to be led astray by consultants that aren’t experienced enough in HubSpot or are only experienced in HubSpot Marketing Hub. It’s a fairly simple process to become a HubSpot partner and even advanced Tier partners, because HubSpot Partners are sometimes too focused on new sales, aren’t necessarily the best fit to get you set up the right way from the start.
Paying for an inexpensive HubSpot setup or onboarding is usually the first step in the wrong direction in implementing your HubSpot portal, but it’s a common mistake that we see. Basic HubSpot setup is great, but you need a really comprehensive implementation to get the most from your HubSpot subscription.
Don’t be frustrated if we’re unwinding some of the work you’ve done in HubSpot and re-configuring it. These are the most important steps for building the foundation that you need inside HubSpot to make the most intelligent business decisions down the road. We’ll try to be as delicate as possible when we tell you how things may be misconfigured, but don’t kill the messenger, we’re here for the same goal.
Related: Onboarding with HubSpot - Setup vs Implementation - what’s the difference?
\nWe’re gonna ask too many questions.
\n
The number of companies that bandwagon themselves into a new technology preemptively without exploring the impact on their organization or how they’ll truly integrate it into their business processes is astounding, but understandable. Millennials have replaced older executives in many organizations and they want agile, cloud-based software that replaces legacy systems and enables flexible work environments, data collection and simple change. But change isn’t always simple.
In an (admittedly dated, but still incredible relevant) article from Harvard Business Review titled, “Why So Many High Profile Digital Transformations Fail”, authors Davenport and Westerman explain this well, stating:
“[…] digital is not just a thing that you can buy and plug into the organization. It is multi-faceted and diffuse, and doesn’t just involve technology. Digital transformation is an ongoing process of changing the way you do business. It requires foundational investments in skills, projects, infrastructure, and, often, in cleaning up IT systems. It requires mixing people, machines, and business processes, with all of the messiness that entails. It also requires continuous monitoring and intervention, from the top, to ensure that both digital leaders and non-digital leaders are making good decisions about their transformation efforts.”
Don’t sign on for an implementation and overhaul project thinking that we’re just going to come, do all the work to overhaul your infrastructure ourselves, and you can continue on your merry way. We’re not able to do all the work for you. Adopting HubSpot into your organization in a truly transformative way that optimizes your processes, delivers the right analytics and ensures the scalability you’re looking for, is a process that requires adoption, buy-in, and an open mind.
We’re going to dive deep into your business processes and we may even have to explore changing some of those processes to help you best scale. Your HubSpot architect isn’t just there to review some data, re-configure some reports and roll out. They’re going to ask why you’re doing everything you’re doing, suggest better ways of doing it and continually challenge and poke at every aspect of your business in every single department and maybe even for every single employee.
You may feel like we’re disrupting your workflow. It might seem a little cumbersome, but this is the information that we need to determine how to implement real change inside your organization. HubSpot isn’t just a software, it’s the adoption of a comprehensive new way of doing business where departments all have access to the same critical information, and they can make more intelligent business decisions as a result. Be patient with the questions, because they’re going to help us do great things together.
You might have to re-learn the way you’re doing things and, in some cases, change them entirely.
\n
It’s not you, it’s just your company’s HubSpot configuration. So often there is frustration around the adoption of a new technology, that employees can be a little… reluctant to change. We get it - you’ve already made changes to adopt a new software into your workflow and the last thing you want to do is change that entire workflow. But the fact of the matter is, it is in your best interest to familiarize yourself with the intricacies of HubSpot configuration.
The World Economic Forum predicted that half of all employees would require significant re-skilling by 2022. Not only that, they predicted that 85% of companies would adopt big data analytics by the same timeframe. Well, we’re here. The time for change has already passed, and if you’re working inside a new tech stack with configuration that isn’t servicing you - you’re not doing much for your marketability as an employee and you’re doing even less for the productivity of that organization as a whole.
It might be a tough pill to swallow, but the fact of the matter is that you hired a HubSpot Architect to overhaul the technology that has already been brought inside your organization. It’s not always easy to change the way that you’re doing things, but when you adopt new processes and configuration reports for your organization with ease, the happier your executive team is going to be and the more likely when that employee review rolls around you’ll be to get that promotion, raise or other bonus that you’ve been hoping for.
HubSpot Architects are hired to make your life easier, so believe me when I say that we are not here with the exclusive purpose to frustrate you, we may just find that along the way we have to make some tweaks so that we can be most successful in the long term.
Our HubSpot Architects are good at what they do and they have logical minds that pick apart workflows and optimize your reporting and data so that every department can operate more efficiently.
Multiple departments performing more efficiently inside a company frees up a lot of time, money and allows organizations to scale - this means less headaches for employees, executives and business owners as a whole.
Long story short? Change is never easy. But if you give your HubSpot Architect the benefit of the doubt and listen to them fully and really embrace the changes they’re suggesting - you’re not going to be disappointed. Trust the process and let’s work together to make your HubSpot portal more efficient and make your organization leaner and better positioned to grow.
Your HubSpot Partner is here to help you succeed. We have a vested interest in making sure that your technology, HubSpot configuration, and reporting are all working towards your needs - and not just because we’re people pleasers by nature. We geek out on organizational efficiency and whatever we can do to make your life easier, we’re here for.
Working with a HubSpot Architect isn’t always the simplest process, because it requires an open mind and willingness to be flexible on how you’ve always done things. Working with an architect and Technical Partner can be disruptive to your current workflow, require that you learn new skills and mean rethinking the way you use HubSpot. It’s not the easy road, but at the end of it - we think that you’ll be much happier.
If you’re struggling inside HubSpot, or haven’t quite figured out the best way to set up custom objects, reporting, properties, are struggling with organizing your portal across all departments or simply haven’t implemented your Hubs entirely - odds are good you need a HubSpot Architect.
A HubSpot Architect will help you run through your organizational processes and dissect them all to optimize the configuration of your contact records, deals, properties, custom objects and reporting so that you can get the most intelligible information from your HubSpot analytics and reports.
What you might not realize is that this process, while critical to the success of your organization inside HubSpot, will never be simple - but it’s always worth it.
Here are a few reasons you might hate your HubSpot Architect:
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.![](\"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.
It’s the ultimate question that every executive, every CMO, every owner needs answered, and while some of us older Millennials and Gen X are laughing about the reference to the acclaimed Wendy’s commercial with the little old lady peering into the bun - it really is time to get into the meat of it.
\n","post_body":"It’s the ultimate question that every executive, every CMO, every owner needs answered, and while some of us older Millennials and Gen X are laughing about the reference to the acclaimed Wendy’s commercial with the little old lady peering into the bun - it really is time to get into the meat of it.
\n\n![](\"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/undefined-1.png\")
We’re seeing marketing agencies everywhere encounter the SAME song and dance from all their clients: “We’ve just gotta cut the budget. There's a recession happening.\" Agencies are scrambling to write content about why cutting the marketing budget of all things during a recession is counter intuitive (we agree, for the record). They’re trying to explain to clients how it churns salespeople, how it annihilates your pipeline, how you can lean out your efforts without slashing your budget like a freakin’ WalMart rollback… but what some of them AREN’T doing? They’re not seeing how they’re failing to prove their own ROI.
It’s an unfortunate conundrum as an agency, sometimes, isn’t it? We’ve painted ourselves into a corner putting against a print ad, “We’ll take your marketing dollars FURTHER! Don’t toss away thousands on that print ad or billboard with no measurable impact! DO INBOUND MARKETING! You can SEE EVERYTHING…”
And then they did. They saw all the analytics. All the data points. And once they stopped being impressed by organic traffic growth and that one viral reel and some sales here and there, they really started to see… we can waste money in inbound marketing too, and we’ll demand more than we ever did from that silly little magazine ad we totally forgot about while our marketing teams stress more than they ever have to figure out a way to measure the results of their efforts.
Have we shot ourselves in the foot demanding clients shell out hundreds or thousands a month on a marketing automation tool that actually (gasp) holds us accountable?
For us, around here, as HubSpot technical architects, the answer is a resounding HELL NO. We engage with HubSpot customers and agencies alike to learn - WHERE IS THE ROI and help them show the client that with a little adjustment, investment and reallocation, you can truly optimize your marketing spend and PROVE ROI.
We found the beef!!!!
We’re here to answer the question all the agencies are asking…
Why are my clients cutting marketing budget during a recession and HOW DO I STOP IT?
We have a few answers for you:
They’re paying too much for marketing when they really need to be paying for data architecture first.
\nElephant. In the room. Here it is. Hi. We said it. As the agency model continues to die (this is a whole other blog post) and Elite agencies charge hundreds of dollars more per hour while continuing to farm out the work for pennies on the dollar with little to no oversight on delivery, we’re here to tell you that the agency model is dying. And if we don’t evolve and become true business process consultants - we die with it.
Hear me out:
Your people are slowly seeing they can make more money going directly to the client on their own. The pandemic changed a lot. We started using Zoom. People started realizing they don’t need offices to do amazing work. They bailed on business casual in favor of hoodies and jeans. They started to understand that the people behind the scenes doing the work were capable of having the same conversations that large agencies were having and they could work directly with the client. And the savvier clients? They’re catching on, too.
As an agency, you should see this. Because your job is not to prevent it from happening but to evolve beyond it. We have seen how deep we, as HubSpot Partners, have to go into business processes with clients to make sure that deals can close. It’s why HubSpot introduced all the different Hubs to begin with. Our value is evolving to optimizing business processes, and we need to see that now so we can not only keep customers in HubSpot, but retain our clients, help our employees get paid more and stop inflating the true cost of marketing by holding onto our Mad Men way of doing things. We don’t need to charge less, we just need to let go of a portion of our business model and pivot into the direction of architecting and optimizing processes and data to really service their bottom line. I hate to break it to you, but in some instances, that’s gonna be reallocating the budget in a way that works for them.
Related: Ethical Outsourcing - Tips for Whitelabeling HubSpot CMS Developers
\nThey’re not seeing the results, because their reporting isn’t customized.
\nWe discussed in our blog on Marketo to HubSpot Migrations, that one of HubSpot’s weak points is reporting. Data architecture needs to be configured in a HubSpot portal from the outset, not reactively. Not only will a HubSpot customer pay more to store contacts and data they don’t need, but they’re not going to see the items they want to see that support their bottom line.
Just a few questions that sales managers, executives and other might have that aren’t getting answered:
- \n
- What deals are coming in? \n
- Where are they coming from? \n
- How are Sales & Marketing Hubs feeding one another to move prospects closer to a buying decision? \n
- Is the data clean and organized inside their portals? \n
- Are they losing deals and money because the right processes aren’t in place? \n
You know this to be true - you can get a company all the leads they want. But if you can’t keep them warm, nurture them and seamlessly play between sales and marketing, deliver service and operations and bring everything back full circle - you’re not going to retain that customer, and a lifetime customer is even more valuable than a new customer. How can we see this data if we don’t set our clients up right from the start? We have a prospect that we had a lot of conversations with recently about how their shopping cart wasn’t configured properly when they migrated to HubSpot. They’ve been paying for HubSpot for over a year with lackluster functionality and almost zero ability to see which customers are their most valuable customers and which efforts are driving the most repeat purchases.
You wouldn’t drive a car blindfolded. Why did you sell and build this marketing machine only to toss your clients in with a wave? “Godspeed, guys.” Meanwhile, they have no map, they don’t know where they’re going, they haven’t laid out their journey along the way and they don’t even know what the mile markers look like.
But somehow we can’t figure out why they’re cutting budget and bailing on HubSpot?
Is it too harsh of a conclusion to come to that poorly guided customers could be close to the root of the reason that 500 HubSpot employees were laid off earlier this year?
We have a responsibility to HubSpot, to the customer, and the world of Inbound Marketing at large to make sure that our portals perform. It’s why we get paid the way we get paid, but time and time again we’re seeing customers let down and left without any direction and we’re sick of cleaning up the mess, guys.
Related: Your Mom Doesn’t Work here - An Open Letter to HubSpot CMS Developers
\nYou don’t have a HubSpot architect on your team.
\nYou don’t build a house without an architect, so why are you selling HubSpot portals without an expert that can take a deep dive into business processes and data architecture BEFORE you sell a HubSpot Portal? We’re not trying to make you feel bad, we’re trying to make the case for change.
We see your pain. We feel your pain. But we can’t help you unless you take a good hard look at the processes that you’ve put into place to understand - HOW CAN WE DIFFERENTIATE OURSELVES IN A POOL OF PARTNERS THAT LARGELY ALL DO THE SAME THING?
You can offer ROI. You can offer the right implementation from the start. You can bring on and partner with technical experts that can completely change the game from the get go and situate your team to find the results that they’re working hard to deliver on behalf of the client.
Without the infrastructure to truly show your impact, when budget cutting time comes, you’re gonna be the last thing they want to cut. But you have to make the decision to pivot the model that has always worked in honor of the model that will serve you (and your clients) moving forward.
It’s time for a change.
It’s time to assess your processes, and it’s time to add in a HubSpot architect into the lineup.
Do it now. Before they reach out. Save the client. Optimize the revenue. Optimize the spend. Be the hero.
It’s the ultimate question that every executive, every CMO, every owner needs answered, and while some of us older Millennials and Gen X are laughing about the reference to the acclaimed Wendy’s commercial with the little old lady peering into the bun - it really is time to get into the meat of it.
\n","rss_body":"It’s the ultimate question that every executive, every CMO, every owner needs answered, and while some of us older Millennials and Gen X are laughing about the reference to the acclaimed Wendy’s commercial with the little old lady peering into the bun - it really is time to get into the meat of it.
\n\n
We’re seeing marketing agencies everywhere encounter the SAME song and dance from all their clients: “We’ve just gotta cut the budget. There's a recession happening.\" Agencies are scrambling to write content about why cutting the marketing budget of all things during a recession is counter intuitive (we agree, for the record). They’re trying to explain to clients how it churns salespeople, how it annihilates your pipeline, how you can lean out your efforts without slashing your budget like a freakin’ WalMart rollback… but what some of them AREN’T doing? They’re not seeing how they’re failing to prove their own ROI.
It’s an unfortunate conundrum as an agency, sometimes, isn’t it? We’ve painted ourselves into a corner putting against a print ad, “We’ll take your marketing dollars FURTHER! Don’t toss away thousands on that print ad or billboard with no measurable impact! DO INBOUND MARKETING! You can SEE EVERYTHING…”
And then they did. They saw all the analytics. All the data points. And once they stopped being impressed by organic traffic growth and that one viral reel and some sales here and there, they really started to see… we can waste money in inbound marketing too, and we’ll demand more than we ever did from that silly little magazine ad we totally forgot about while our marketing teams stress more than they ever have to figure out a way to measure the results of their efforts.
Have we shot ourselves in the foot demanding clients shell out hundreds or thousands a month on a marketing automation tool that actually (gasp) holds us accountable?
For us, around here, as HubSpot technical architects, the answer is a resounding HELL NO. We engage with HubSpot customers and agencies alike to learn - WHERE IS THE ROI and help them show the client that with a little adjustment, investment and reallocation, you can truly optimize your marketing spend and PROVE ROI.
We found the beef!!!!
We’re here to answer the question all the agencies are asking…
Why are my clients cutting marketing budget during a recession and HOW DO I STOP IT?
We have a few answers for you:
They’re paying too much for marketing when they really need to be paying for data architecture first.
\nElephant. In the room. Here it is. Hi. We said it. As the agency model continues to die (this is a whole other blog post) and Elite agencies charge hundreds of dollars more per hour while continuing to farm out the work for pennies on the dollar with little to no oversight on delivery, we’re here to tell you that the agency model is dying. And if we don’t evolve and become true business process consultants - we die with it.
Hear me out:
Your people are slowly seeing they can make more money going directly to the client on their own. The pandemic changed a lot. We started using Zoom. People started realizing they don’t need offices to do amazing work. They bailed on business casual in favor of hoodies and jeans. They started to understand that the people behind the scenes doing the work were capable of having the same conversations that large agencies were having and they could work directly with the client. And the savvier clients? They’re catching on, too.
As an agency, you should see this. Because your job is not to prevent it from happening but to evolve beyond it. We have seen how deep we, as HubSpot Partners, have to go into business processes with clients to make sure that deals can close. It’s why HubSpot introduced all the different Hubs to begin with. Our value is evolving to optimizing business processes, and we need to see that now so we can not only keep customers in HubSpot, but retain our clients, help our employees get paid more and stop inflating the true cost of marketing by holding onto our Mad Men way of doing things. We don’t need to charge less, we just need to let go of a portion of our business model and pivot into the direction of architecting and optimizing processes and data to really service their bottom line. I hate to break it to you, but in some instances, that’s gonna be reallocating the budget in a way that works for them.
Related: Ethical Outsourcing - Tips for Whitelabeling HubSpot CMS Developers
\nThey’re not seeing the results, because their reporting isn’t customized.
\nWe discussed in our blog on Marketo to HubSpot Migrations, that one of HubSpot’s weak points is reporting. Data architecture needs to be configured in a HubSpot portal from the outset, not reactively. Not only will a HubSpot customer pay more to store contacts and data they don’t need, but they’re not going to see the items they want to see that support their bottom line.
Just a few questions that sales managers, executives and other might have that aren’t getting answered:
- \n
- What deals are coming in? \n
- Where are they coming from? \n
- How are Sales & Marketing Hubs feeding one another to move prospects closer to a buying decision? \n
- Is the data clean and organized inside their portals? \n
- Are they losing deals and money because the right processes aren’t in place? \n
You know this to be true - you can get a company all the leads they want. But if you can’t keep them warm, nurture them and seamlessly play between sales and marketing, deliver service and operations and bring everything back full circle - you’re not going to retain that customer, and a lifetime customer is even more valuable than a new customer. How can we see this data if we don’t set our clients up right from the start? We have a prospect that we had a lot of conversations with recently about how their shopping cart wasn’t configured properly when they migrated to HubSpot. They’ve been paying for HubSpot for over a year with lackluster functionality and almost zero ability to see which customers are their most valuable customers and which efforts are driving the most repeat purchases.
You wouldn’t drive a car blindfolded. Why did you sell and build this marketing machine only to toss your clients in with a wave? “Godspeed, guys.” Meanwhile, they have no map, they don’t know where they’re going, they haven’t laid out their journey along the way and they don’t even know what the mile markers look like.
But somehow we can’t figure out why they’re cutting budget and bailing on HubSpot?
Is it too harsh of a conclusion to come to that poorly guided customers could be close to the root of the reason that 500 HubSpot employees were laid off earlier this year?
We have a responsibility to HubSpot, to the customer, and the world of Inbound Marketing at large to make sure that our portals perform. It’s why we get paid the way we get paid, but time and time again we’re seeing customers let down and left without any direction and we’re sick of cleaning up the mess, guys.
Related: Your Mom Doesn’t Work here - An Open Letter to HubSpot CMS Developers
\nYou don’t have a HubSpot architect on your team.
\nYou don’t build a house without an architect, so why are you selling HubSpot portals without an expert that can take a deep dive into business processes and data architecture BEFORE you sell a HubSpot Portal? We’re not trying to make you feel bad, we’re trying to make the case for change.
We see your pain. We feel your pain. But we can’t help you unless you take a good hard look at the processes that you’ve put into place to understand - HOW CAN WE DIFFERENTIATE OURSELVES IN A POOL OF PARTNERS THAT LARGELY ALL DO THE SAME THING?
You can offer ROI. You can offer the right implementation from the start. You can bring on and partner with technical experts that can completely change the game from the get go and situate your team to find the results that they’re working hard to deliver on behalf of the client.
Without the infrastructure to truly show your impact, when budget cutting time comes, you’re gonna be the last thing they want to cut. But you have to make the decision to pivot the model that has always worked in honor of the model that will serve you (and your clients) moving forward.
It’s time for a change.
It’s time to assess your processes, and it’s time to add in a HubSpot architect into the lineup.
Do it now. Before they reach out. Save the client. Optimize the revenue. Optimize the spend. Be the hero.
It’s the ultimate question that every executive, every CMO, every owner needs answered, and while some of us older Millennials and Gen X are laughing about the reference to the acclaimed Wendy’s commercial with the little old lady peering into the bun - it really is time to get into the meat of it.
\n\n
We’re seeing marketing agencies everywhere encounter the SAME song and dance from all their clients: “We’ve just gotta cut the budget. There's a recession happening.\" Agencies are scrambling to write content about why cutting the marketing budget of all things during a recession is counter intuitive (we agree, for the record). They’re trying to explain to clients how it churns salespeople, how it annihilates your pipeline, how you can lean out your efforts without slashing your budget like a freakin’ WalMart rollback… but what some of them AREN’T doing? They’re not seeing how they’re failing to prove their own ROI.
It’s an unfortunate conundrum as an agency, sometimes, isn’t it? We’ve painted ourselves into a corner putting against a print ad, “We’ll take your marketing dollars FURTHER! Don’t toss away thousands on that print ad or billboard with no measurable impact! DO INBOUND MARKETING! You can SEE EVERYTHING…”
And then they did. They saw all the analytics. All the data points. And once they stopped being impressed by organic traffic growth and that one viral reel and some sales here and there, they really started to see… we can waste money in inbound marketing too, and we’ll demand more than we ever did from that silly little magazine ad we totally forgot about while our marketing teams stress more than they ever have to figure out a way to measure the results of their efforts.
Have we shot ourselves in the foot demanding clients shell out hundreds or thousands a month on a marketing automation tool that actually (gasp) holds us accountable?
For us, around here, as HubSpot technical architects, the answer is a resounding HELL NO. We engage with HubSpot customers and agencies alike to learn - WHERE IS THE ROI and help them show the client that with a little adjustment, investment and reallocation, you can truly optimize your marketing spend and PROVE ROI.
We found the beef!!!!
We’re here to answer the question all the agencies are asking…
Why are my clients cutting marketing budget during a recession and HOW DO I STOP IT?
We have a few answers for you:
They’re paying too much for marketing when they really need to be paying for data architecture first.
\nElephant. In the room. Here it is. Hi. We said it. As the agency model continues to die (this is a whole other blog post) and Elite agencies charge hundreds of dollars more per hour while continuing to farm out the work for pennies on the dollar with little to no oversight on delivery, we’re here to tell you that the agency model is dying. And if we don’t evolve and become true business process consultants - we die with it.
Hear me out:
Your people are slowly seeing they can make more money going directly to the client on their own. The pandemic changed a lot. We started using Zoom. People started realizing they don’t need offices to do amazing work. They bailed on business casual in favor of hoodies and jeans. They started to understand that the people behind the scenes doing the work were capable of having the same conversations that large agencies were having and they could work directly with the client. And the savvier clients? They’re catching on, too.
As an agency, you should see this. Because your job is not to prevent it from happening but to evolve beyond it. We have seen how deep we, as HubSpot Partners, have to go into business processes with clients to make sure that deals can close. It’s why HubSpot introduced all the different Hubs to begin with. Our value is evolving to optimizing business processes, and we need to see that now so we can not only keep customers in HubSpot, but retain our clients, help our employees get paid more and stop inflating the true cost of marketing by holding onto our Mad Men way of doing things. We don’t need to charge less, we just need to let go of a portion of our business model and pivot into the direction of architecting and optimizing processes and data to really service their bottom line. I hate to break it to you, but in some instances, that’s gonna be reallocating the budget in a way that works for them.
Related: Ethical Outsourcing - Tips for Whitelabeling HubSpot CMS Developers
\nThey’re not seeing the results, because their reporting isn’t customized.
\nWe discussed in our blog on Marketo to HubSpot Migrations, that one of HubSpot’s weak points is reporting. Data architecture needs to be configured in a HubSpot portal from the outset, not reactively. Not only will a HubSpot customer pay more to store contacts and data they don’t need, but they’re not going to see the items they want to see that support their bottom line.
Just a few questions that sales managers, executives and other might have that aren’t getting answered:
- \n
- What deals are coming in? \n
- Where are they coming from? \n
- How are Sales & Marketing Hubs feeding one another to move prospects closer to a buying decision? \n
- Is the data clean and organized inside their portals? \n
- Are they losing deals and money because the right processes aren’t in place? \n
You know this to be true - you can get a company all the leads they want. But if you can’t keep them warm, nurture them and seamlessly play between sales and marketing, deliver service and operations and bring everything back full circle - you’re not going to retain that customer, and a lifetime customer is even more valuable than a new customer. How can we see this data if we don’t set our clients up right from the start? We have a prospect that we had a lot of conversations with recently about how their shopping cart wasn’t configured properly when they migrated to HubSpot. They’ve been paying for HubSpot for over a year with lackluster functionality and almost zero ability to see which customers are their most valuable customers and which efforts are driving the most repeat purchases.
You wouldn’t drive a car blindfolded. Why did you sell and build this marketing machine only to toss your clients in with a wave? “Godspeed, guys.” Meanwhile, they have no map, they don’t know where they’re going, they haven’t laid out their journey along the way and they don’t even know what the mile markers look like.
But somehow we can’t figure out why they’re cutting budget and bailing on HubSpot?
Is it too harsh of a conclusion to come to that poorly guided customers could be close to the root of the reason that 500 HubSpot employees were laid off earlier this year?
We have a responsibility to HubSpot, to the customer, and the world of Inbound Marketing at large to make sure that our portals perform. It’s why we get paid the way we get paid, but time and time again we’re seeing customers let down and left without any direction and we’re sick of cleaning up the mess, guys.
Related: Your Mom Doesn’t Work here - An Open Letter to HubSpot CMS Developers
\nYou don’t have a HubSpot architect on your team.
\nYou don’t build a house without an architect, so why are you selling HubSpot portals without an expert that can take a deep dive into business processes and data architecture BEFORE you sell a HubSpot Portal? We’re not trying to make you feel bad, we’re trying to make the case for change.
We see your pain. We feel your pain. But we can’t help you unless you take a good hard look at the processes that you’ve put into place to understand - HOW CAN WE DIFFERENTIATE OURSELVES IN A POOL OF PARTNERS THAT LARGELY ALL DO THE SAME THING?
You can offer ROI. You can offer the right implementation from the start. You can bring on and partner with technical experts that can completely change the game from the get go and situate your team to find the results that they’re working hard to deliver on behalf of the client.
Without the infrastructure to truly show your impact, when budget cutting time comes, you’re gonna be the last thing they want to cut. But you have to make the decision to pivot the model that has always worked in honor of the model that will serve you (and your clients) moving forward.
It’s time for a change.
It’s time to assess your processes, and it’s time to add in a HubSpot architect into the lineup.
Do it now. Before they reach out. Save the client. Optimize the revenue. Optimize the spend. Be the hero.
It’s the ultimate question that every executive, every CMO, every owner needs answered, and while some of us older Millennials and Gen X are laughing about the reference to the acclaimed Wendy’s commercial with the little old lady peering into the bun - it really is time to get into the meat of it.
\n\n
We’re seeing marketing agencies everywhere encounter the SAME song and dance from all their clients: “We’ve just gotta cut the budget. There's a recession happening.\" Agencies are scrambling to write content about why cutting the marketing budget of all things during a recession is counter intuitive (we agree, for the record). They’re trying to explain to clients how it churns salespeople, how it annihilates your pipeline, how you can lean out your efforts without slashing your budget like a freakin’ WalMart rollback… but what some of them AREN’T doing? They’re not seeing how they’re failing to prove their own ROI.
It’s an unfortunate conundrum as an agency, sometimes, isn’t it? We’ve painted ourselves into a corner putting against a print ad, “We’ll take your marketing dollars FURTHER! Don’t toss away thousands on that print ad or billboard with no measurable impact! DO INBOUND MARKETING! You can SEE EVERYTHING…”
And then they did. They saw all the analytics. All the data points. And once they stopped being impressed by organic traffic growth and that one viral reel and some sales here and there, they really started to see… we can waste money in inbound marketing too, and we’ll demand more than we ever did from that silly little magazine ad we totally forgot about while our marketing teams stress more than they ever have to figure out a way to measure the results of their efforts.
Have we shot ourselves in the foot demanding clients shell out hundreds or thousands a month on a marketing automation tool that actually (gasp) holds us accountable?
For us, around here, as HubSpot technical architects, the answer is a resounding HELL NO. We engage with HubSpot customers and agencies alike to learn - WHERE IS THE ROI and help them show the client that with a little adjustment, investment and reallocation, you can truly optimize your marketing spend and PROVE ROI.
We found the beef!!!!
We’re here to answer the question all the agencies are asking…
Why are my clients cutting marketing budget during a recession and HOW DO I STOP IT?
We have a few answers for you:
They’re paying too much for marketing when they really need to be paying for data architecture first.
\nElephant. In the room. Here it is. Hi. We said it. As the agency model continues to die (this is a whole other blog post) and Elite agencies charge hundreds of dollars more per hour while continuing to farm out the work for pennies on the dollar with little to no oversight on delivery, we’re here to tell you that the agency model is dying. And if we don’t evolve and become true business process consultants - we die with it.
Hear me out:
Your people are slowly seeing they can make more money going directly to the client on their own. The pandemic changed a lot. We started using Zoom. People started realizing they don’t need offices to do amazing work. They bailed on business casual in favor of hoodies and jeans. They started to understand that the people behind the scenes doing the work were capable of having the same conversations that large agencies were having and they could work directly with the client. And the savvier clients? They’re catching on, too.
As an agency, you should see this. Because your job is not to prevent it from happening but to evolve beyond it. We have seen how deep we, as HubSpot Partners, have to go into business processes with clients to make sure that deals can close. It’s why HubSpot introduced all the different Hubs to begin with. Our value is evolving to optimizing business processes, and we need to see that now so we can not only keep customers in HubSpot, but retain our clients, help our employees get paid more and stop inflating the true cost of marketing by holding onto our Mad Men way of doing things. We don’t need to charge less, we just need to let go of a portion of our business model and pivot into the direction of architecting and optimizing processes and data to really service their bottom line. I hate to break it to you, but in some instances, that’s gonna be reallocating the budget in a way that works for them.
Related: Ethical Outsourcing - Tips for Whitelabeling HubSpot CMS Developers
\nThey’re not seeing the results, because their reporting isn’t customized.
\nWe discussed in our blog on Marketo to HubSpot Migrations, that one of HubSpot’s weak points is reporting. Data architecture needs to be configured in a HubSpot portal from the outset, not reactively. Not only will a HubSpot customer pay more to store contacts and data they don’t need, but they’re not going to see the items they want to see that support their bottom line.
Just a few questions that sales managers, executives and other might have that aren’t getting answered:
- \n
- What deals are coming in? \n
- Where are they coming from? \n
- How are Sales & Marketing Hubs feeding one another to move prospects closer to a buying decision? \n
- Is the data clean and organized inside their portals? \n
- Are they losing deals and money because the right processes aren’t in place? \n
You know this to be true - you can get a company all the leads they want. But if you can’t keep them warm, nurture them and seamlessly play between sales and marketing, deliver service and operations and bring everything back full circle - you’re not going to retain that customer, and a lifetime customer is even more valuable than a new customer. How can we see this data if we don’t set our clients up right from the start? We have a prospect that we had a lot of conversations with recently about how their shopping cart wasn’t configured properly when they migrated to HubSpot. They’ve been paying for HubSpot for over a year with lackluster functionality and almost zero ability to see which customers are their most valuable customers and which efforts are driving the most repeat purchases.
You wouldn’t drive a car blindfolded. Why did you sell and build this marketing machine only to toss your clients in with a wave? “Godspeed, guys.” Meanwhile, they have no map, they don’t know where they’re going, they haven’t laid out their journey along the way and they don’t even know what the mile markers look like.
But somehow we can’t figure out why they’re cutting budget and bailing on HubSpot?
Is it too harsh of a conclusion to come to that poorly guided customers could be close to the root of the reason that 500 HubSpot employees were laid off earlier this year?
We have a responsibility to HubSpot, to the customer, and the world of Inbound Marketing at large to make sure that our portals perform. It’s why we get paid the way we get paid, but time and time again we’re seeing customers let down and left without any direction and we’re sick of cleaning up the mess, guys.
Related: Your Mom Doesn’t Work here - An Open Letter to HubSpot CMS Developers
\nYou don’t have a HubSpot architect on your team.
\nYou don’t build a house without an architect, so why are you selling HubSpot portals without an expert that can take a deep dive into business processes and data architecture BEFORE you sell a HubSpot Portal? We’re not trying to make you feel bad, we’re trying to make the case for change.
We see your pain. We feel your pain. But we can’t help you unless you take a good hard look at the processes that you’ve put into place to understand - HOW CAN WE DIFFERENTIATE OURSELVES IN A POOL OF PARTNERS THAT LARGELY ALL DO THE SAME THING?
You can offer ROI. You can offer the right implementation from the start. You can bring on and partner with technical experts that can completely change the game from the get go and situate your team to find the results that they’re working hard to deliver on behalf of the client.
Without the infrastructure to truly show your impact, when budget cutting time comes, you’re gonna be the last thing they want to cut. But you have to make the decision to pivot the model that has always worked in honor of the model that will serve you (and your clients) moving forward.
It’s time for a change.
It’s time to assess your processes, and it’s time to add in a HubSpot architect into the lineup.
Do it now. Before they reach out. Save the client. Optimize the revenue. Optimize the spend. Be the hero.
It’s the ultimate question that every executive, every CMO, every owner needs answered, and while some of us older Millennials and Gen X are laughing about the reference to the acclaimed Wendy’s commercial with the little old lady peering into the bun - it really is time to get into the meat of it.
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\n\n
We’re seeing marketing agencies everywhere encounter the SAME song and dance from all their clients: “We’ve just gotta cut the budget. There's a recession happening.\" Agencies are scrambling to write content about why cutting the marketing budget of all things during a recession is counter intuitive (we agree, for the record). They’re trying to explain to clients how it churns salespeople, how it annihilates your pipeline, how you can lean out your efforts without slashing your budget like a freakin’ WalMart rollback… but what some of them AREN’T doing? They’re not seeing how they’re failing to prove their own ROI.
It’s an unfortunate conundrum as an agency, sometimes, isn’t it? We’ve painted ourselves into a corner putting against a print ad, “We’ll take your marketing dollars FURTHER! Don’t toss away thousands on that print ad or billboard with no measurable impact! DO INBOUND MARKETING! You can SEE EVERYTHING…”
And then they did. They saw all the analytics. All the data points. And once they stopped being impressed by organic traffic growth and that one viral reel and some sales here and there, they really started to see… we can waste money in inbound marketing too, and we’ll demand more than we ever did from that silly little magazine ad we totally forgot about while our marketing teams stress more than they ever have to figure out a way to measure the results of their efforts.
Have we shot ourselves in the foot demanding clients shell out hundreds or thousands a month on a marketing automation tool that actually (gasp) holds us accountable?
For us, around here, as HubSpot technical architects, the answer is a resounding HELL NO. We engage with HubSpot customers and agencies alike to learn - WHERE IS THE ROI and help them show the client that with a little adjustment, investment and reallocation, you can truly optimize your marketing spend and PROVE ROI.
We found the beef!!!!
We’re here to answer the question all the agencies are asking…
Why are my clients cutting marketing budget during a recession and HOW DO I STOP IT?
We have a few answers for you:
They’re paying too much for marketing when they really need to be paying for data architecture first.
\nElephant. In the room. Here it is. Hi. We said it. As the agency model continues to die (this is a whole other blog post) and Elite agencies charge hundreds of dollars more per hour while continuing to farm out the work for pennies on the dollar with little to no oversight on delivery, we’re here to tell you that the agency model is dying. And if we don’t evolve and become true business process consultants - we die with it.
Hear me out:
Your people are slowly seeing they can make more money going directly to the client on their own. The pandemic changed a lot. We started using Zoom. People started realizing they don’t need offices to do amazing work. They bailed on business casual in favor of hoodies and jeans. They started to understand that the people behind the scenes doing the work were capable of having the same conversations that large agencies were having and they could work directly with the client. And the savvier clients? They’re catching on, too.
As an agency, you should see this. Because your job is not to prevent it from happening but to evolve beyond it. We have seen how deep we, as HubSpot Partners, have to go into business processes with clients to make sure that deals can close. It’s why HubSpot introduced all the different Hubs to begin with. Our value is evolving to optimizing business processes, and we need to see that now so we can not only keep customers in HubSpot, but retain our clients, help our employees get paid more and stop inflating the true cost of marketing by holding onto our Mad Men way of doing things. We don’t need to charge less, we just need to let go of a portion of our business model and pivot into the direction of architecting and optimizing processes and data to really service their bottom line. I hate to break it to you, but in some instances, that’s gonna be reallocating the budget in a way that works for them.
Related: Ethical Outsourcing - Tips for Whitelabeling HubSpot CMS Developers
\nThey’re not seeing the results, because their reporting isn’t customized.
\nWe discussed in our blog on Marketo to HubSpot Migrations, that one of HubSpot’s weak points is reporting. Data architecture needs to be configured in a HubSpot portal from the outset, not reactively. Not only will a HubSpot customer pay more to store contacts and data they don’t need, but they’re not going to see the items they want to see that support their bottom line.
Just a few questions that sales managers, executives and other might have that aren’t getting answered:
- \n
- What deals are coming in? \n
- Where are they coming from? \n
- How are Sales & Marketing Hubs feeding one another to move prospects closer to a buying decision? \n
- Is the data clean and organized inside their portals? \n
- Are they losing deals and money because the right processes aren’t in place? \n
You know this to be true - you can get a company all the leads they want. But if you can’t keep them warm, nurture them and seamlessly play between sales and marketing, deliver service and operations and bring everything back full circle - you’re not going to retain that customer, and a lifetime customer is even more valuable than a new customer. How can we see this data if we don’t set our clients up right from the start? We have a prospect that we had a lot of conversations with recently about how their shopping cart wasn’t configured properly when they migrated to HubSpot. They’ve been paying for HubSpot for over a year with lackluster functionality and almost zero ability to see which customers are their most valuable customers and which efforts are driving the most repeat purchases.
You wouldn’t drive a car blindfolded. Why did you sell and build this marketing machine only to toss your clients in with a wave? “Godspeed, guys.” Meanwhile, they have no map, they don’t know where they’re going, they haven’t laid out their journey along the way and they don’t even know what the mile markers look like.
But somehow we can’t figure out why they’re cutting budget and bailing on HubSpot?
Is it too harsh of a conclusion to come to that poorly guided customers could be close to the root of the reason that 500 HubSpot employees were laid off earlier this year?
We have a responsibility to HubSpot, to the customer, and the world of Inbound Marketing at large to make sure that our portals perform. It’s why we get paid the way we get paid, but time and time again we’re seeing customers let down and left without any direction and we’re sick of cleaning up the mess, guys.
Related: Your Mom Doesn’t Work here - An Open Letter to HubSpot CMS Developers
\nYou don’t have a HubSpot architect on your team.
\nYou don’t build a house without an architect, so why are you selling HubSpot portals without an expert that can take a deep dive into business processes and data architecture BEFORE you sell a HubSpot Portal? We’re not trying to make you feel bad, we’re trying to make the case for change.
We see your pain. We feel your pain. But we can’t help you unless you take a good hard look at the processes that you’ve put into place to understand - HOW CAN WE DIFFERENTIATE OURSELVES IN A POOL OF PARTNERS THAT LARGELY ALL DO THE SAME THING?
You can offer ROI. You can offer the right implementation from the start. You can bring on and partner with technical experts that can completely change the game from the get go and situate your team to find the results that they’re working hard to deliver on behalf of the client.
Without the infrastructure to truly show your impact, when budget cutting time comes, you’re gonna be the last thing they want to cut. But you have to make the decision to pivot the model that has always worked in honor of the model that will serve you (and your clients) moving forward.
It’s time for a change.
It’s time to assess your processes, and it’s time to add in a HubSpot architect into the lineup.
Do it now. Before they reach out. Save the client. Optimize the revenue. Optimize the spend. Be the hero.
It’s the ultimate question that every executive, every CMO, every owner needs answered, and while some of us older Millennials and Gen X are laughing about the reference to the acclaimed Wendy’s commercial with the little old lady peering into the bun - it really is time to get into the meat of it.
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