.svg)
.svg)
.svg)
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)
4 Ways You’re Sabotaging Your Success with HubSpot
Maybe HubSpot isn't the problem after all? Here are some ways you might be sabotaging your success with HubSpot... and what you can do about 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.
\n","post_body":"
\n\n
![\"40-1\"](\"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/BLOG%20Images/40-1.png\")
Taking on client onboardings wasn’t originally in our business model, but after spending far too much time working the technical aspects of portals that were implemented terribly and fixing train wreck HubSpot CMS migrations, we really (REALLY) needed to get into this game. While we really wanted to “stay in our lane” we just needed more control over the technical implementation and strategy surrounding our client’s initial adoption of the HubSpot software to better ensure their long term success.
\n
Enter Will Appenzeller, our resident onboarding and implementation specialist. If you believe in fate or universal destinies - it was in a passing conversation that Nick insisted to Jessica we must figure out a way to bring Will on, and this decision changed the game and really the trajectory of deckerdevs as a whole.
\n\n
Prior to bringing Will into our workflow, we were fielding a lot of break-and-fix situations where budget had been exhausted, strategy was lacking and the situation was largely reactive. While we love to make people happy - we love even more working with clients that can trust us to be their go to resource for their technology needs. We prefer and find ourselves more successful in the long term when we can proactively plan in a way that situates a client for scalability and success, not situations where the budget has been exhausted and we’re the final destination before they give up. As we’ve completed more and more HubSpot onboarding and migrations for new HubSpot customers, we’ve observed quite a few scenarios already where a client gets in the way of their own success. We’re here to share that information with anyone that might be looking for a more strategic, comprehensive approach to HubSpot to help them avoid some of the pitfalls we’ve witnessed along the way.
\n\n
So, here they are - 5 ways you’re sabotaging your success with HubSpot, from the perspective of a technical HubSpot Partner:
\n\n
You bailed on HubSpot Onboarding
\n\n
I mean, we’re not gonna tell on you, but there’s a reason that HubSpot requires onboarding either through them or a registered partner agency. Clients bail on onboarding for any number of reasons - turnover in marketing, lack of budget, change in leadership or lack of commitment to the value and features of the platform. Ultimately, visionary leadership that is committed to making HubSpot part of their growth strategy understands the importance of formal onboarding and comprehensive training in HubSpot.
\n\n
HubSpot isn’t just a marketing automation software anymore. It’s not just a CRM and sales tool with a setup of marketing features slapped in there. It needs to be integrated deeply within your workflows and processes and you can’t do that without comprehensive training. Training on how objects work, building really valuable custom reports and storing your data in the best possible way is something that’s going to come with the knowledge that you gain in the onboarding process.
\n\n
We recently had a client that bailed on onboarding and to be honest, we saw the writing on the wall with this one. It was only a matter of time before they dropped off in their onboarding calls and we believe if they don’t recommit to HubSpot and really get the team trained and implemented on this tool, they’ll fall off the HubSpot Platform altogether.
\n\n
HubSpot doesn’t require onboarding for no reason. If you’re trying to really get the most from this platform, rev up your marketing machine, amp up your customer service and more adequately predict your pipeline, you need to go through at least a basic onboarding with HubSpot or a HubSpot Partner. An implementation would be even better (especially if you have high level license tiers or multiple Hubs to implement or think you might need an integration at some point).
\n\n
Related: HubSpot Setup vs Implementation - what's the difference?
\n\n
You aren't taking advantage of native integrations... or planning for custom ones.
\n\n
If you’re a business of any size, odds are good that you have a number of applications and industry-specific software that you use on an everyday basis. Whether that’s a shipping/ logistics software, a CRM, a database, an ERP, a patient-management software or any other application - you need to take that into consideration when Adopting HubSpot as a platform.
\n\n
HubSpot isn’t just one more application that you’re adding to your tech stack. It’s the missing piece that will help you finally bridge together all the activities and information you get with your applications - as long as you treat it as such and invest in it. HubSpot can either be an entire pain in the ass for your staff and management, or it can be the platform that completely revolutionizes your business.
\n\n
So often, leaders and managers bring on HubSpot and don’t fully integrate it into the workflows of their departments and employees. This can cause double-duty data entry, frustration among your staff and lack of adoption across the board inside your organization. The cost of mishandling an implementation or not fully integrating HubSpot in your business isn’t just the money you invested in the platform, but you can also lose employees as a result of a mishandled implementation
\n\n
We’ve discussed HubSpot’s app marketplace that has hundreds of apps with native integrations to help you move data to and from HubSpot. What we haven’t spent as much time discussing is what happens when you lack the foresight to proactively integrate your applications with HubSpot. While not every business has the budget to build a custom integration, when you join forces with the right technical partner, they can help you plan for the future so that you can configure your data properly and understand how you’ll scale into HubSpot as you build our technology budget and do a comprehensive analysis of your tech stack.
\n\n
Related: The Tech Stack Diet - cutting back while reducing collateral damage
\nMaking the time to proactively plan for custom and native integrations with HubSpot allows you to refine your data reporting, make your employees more efficient and make better decisions as you scale your business. Not planning proactively for that and moving forward with HubSpot anyway is shooting yourself in the foot.
\n\n
You bought before you did a tech stack audit or had internal buy in
\n\n
Sometimes the pressure in sales can be intense. We are adamant about doing enough exploration with our prospects considering HubSpot and giving them the time they need to better understand their technology and the pieces that fit into the puzzle before they go making a final decision on HubSpot.
\n\n
It is not a small decision to bring HubSpot into your organization if you want to be successful in the long term.
\n\n
Read that again. Don’t let your marketing coordinator or CMO make this decision alone. There has to be company wide buy-in to the HubSpot Platform from your entire executive team, your marketing department, your sales staff and managerial staff at a minimum - but buy-in from service and accounting can be helpful too. Ideally, you have had internal meetings with all managers, departments and staff prior to bringing on the software and have prepared them all for discussions for how best to integrate existing applications or work processes with HubSpot.
\n\n
Check out our tech stack audit worksheet to help you along in this process.
\n\n
We have seen too many situations where employees or executives not only didn’t take the time to audit their tech stack and how HubSpot will help organize it, but also didn’t get companywide buy-in before purchasing HubSpot. In these scenarios, the marketing director made the decision unilaterally, didn’t get buy-in from the executive team, and when the marketing person left, the executive team didn’t retain HubSpot or hire someone that was familiar with HubSpot as a platform. This lack of adoption cost the company not just tens of thousands in the investment for HubSpot and onboarding that wasn’t fully leveraged, but even more in lost productivity and potential for where the software and reporting capabilities could have taken them.
\n\n
Your reporting isn't configured properly
\n\n
From lacking insight into your sales pipeline to poorly configured marketing campaigns - you’ve got tons of holes in your data. You think you might know which products are selling the best, which marketing campaigns are the most successful, but you can’t be certain. If you would’ve gotten a custom implementation, you might be situated a little better, but for now - you’re not sure where to go from here.
\n\n
One of the biggest issues we see in portals that we audit are configuration issues with how the data is organized. So often companies implement their reporting based on their workflows and data organization when really what needs to happen is configuring their data and processes around how HubSpot works.
\n\n
While it may seem counterintuitive or you may be uncertain how to do this, a HubSpot Architect can take a look at your data and configure your reporting in a way that works best with HubSpot and helps display your data in an organized way to help you make the best decisions you need to make in order to scale.
\n\n
Why get an architect involved?
\n\n
HubSpot Architects have an intimate understanding of the intricacies and features available in HubSpot. They’ll ask your some preliminary questions regarding your HubSpot licenses, dig deep into understanding how your data flow works and bridge the gap by creating custom reports that give your marketing team, sales team and leadership the insight they need to make the decisions that matter.
\n\n
Related: Optimize your HubSpot reporting with a HubSpot Data Architecture Audit
\n\n
Over the last decade+ of working inside HubSpot, we’ve seen it evolve. We’ve noticed how agencies sell the platform and which customers stick with it and which customers fall off. We’ve looked at more portals that we should have, and gotten involved in messy, messy projects in an attempt to clean them up. In that time, we’ve learned that on a fundamental level there are things that need to be done from the outset to avoid issues that will end up costing your organization a lot of money.
\n\n
From internal buy-in to doing the right analysis beforehand with your tech stack, to completing onboarding and budgeting appropriately for integrations and long term goals - there are so many things you can do to make sure your relationship with HubSpot is a long and happy one.
\n\n
Avoid buyer's remorse and a premature breakup by investing in the resources and proactive strategy you need to ensure your success with the HubSpot Platform.
\n
\n
\n
\n","rss_body":"
\n\n
Taking on client onboardings wasn’t originally in our business model, but after spending far too much time working the technical aspects of portals that were implemented terribly and fixing train wreck HubSpot CMS migrations, we really (REALLY) needed to get into this game. While we really wanted to “stay in our lane” we just needed more control over the technical implementation and strategy surrounding our client’s initial adoption of the HubSpot software to better ensure their long term success.
\n
Enter Will Appenzeller, our resident onboarding and implementation specialist. If you believe in fate or universal destinies - it was in a passing conversation that Nick insisted to Jessica we must figure out a way to bring Will on, and this decision changed the game and really the trajectory of deckerdevs as a whole.
\n\n
Prior to bringing Will into our workflow, we were fielding a lot of break-and-fix situations where budget had been exhausted, strategy was lacking and the situation was largely reactive. While we love to make people happy - we love even more working with clients that can trust us to be their go to resource for their technology needs. We prefer and find ourselves more successful in the long term when we can proactively plan in a way that situates a client for scalability and success, not situations where the budget has been exhausted and we’re the final destination before they give up. As we’ve completed more and more HubSpot onboarding and migrations for new HubSpot customers, we’ve observed quite a few scenarios already where a client gets in the way of their own success. We’re here to share that information with anyone that might be looking for a more strategic, comprehensive approach to HubSpot to help them avoid some of the pitfalls we’ve witnessed along the way.
\n\n
So, here they are - 5 ways you’re sabotaging your success with HubSpot, from the perspective of a technical HubSpot Partner:
\n\n
You bailed on HubSpot Onboarding
\n\n
I mean, we’re not gonna tell on you, but there’s a reason that HubSpot requires onboarding either through them or a registered partner agency. Clients bail on onboarding for any number of reasons - turnover in marketing, lack of budget, change in leadership or lack of commitment to the value and features of the platform. Ultimately, visionary leadership that is committed to making HubSpot part of their growth strategy understands the importance of formal onboarding and comprehensive training in HubSpot.
\n\n
HubSpot isn’t just a marketing automation software anymore. It’s not just a CRM and sales tool with a setup of marketing features slapped in there. It needs to be integrated deeply within your workflows and processes and you can’t do that without comprehensive training. Training on how objects work, building really valuable custom reports and storing your data in the best possible way is something that’s going to come with the knowledge that you gain in the onboarding process.
\n\n
We recently had a client that bailed on onboarding and to be honest, we saw the writing on the wall with this one. It was only a matter of time before they dropped off in their onboarding calls and we believe if they don’t recommit to HubSpot and really get the team trained and implemented on this tool, they’ll fall off the HubSpot Platform altogether.
\n\n
HubSpot doesn’t require onboarding for no reason. If you’re trying to really get the most from this platform, rev up your marketing machine, amp up your customer service and more adequately predict your pipeline, you need to go through at least a basic onboarding with HubSpot or a HubSpot Partner. An implementation would be even better (especially if you have high level license tiers or multiple Hubs to implement or think you might need an integration at some point).
\n\n
Related: HubSpot Setup vs Implementation - what's the difference?
\n\n
You aren't taking advantage of native integrations... or planning for custom ones.
\n\n
If you’re a business of any size, odds are good that you have a number of applications and industry-specific software that you use on an everyday basis. Whether that’s a shipping/ logistics software, a CRM, a database, an ERP, a patient-management software or any other application - you need to take that into consideration when Adopting HubSpot as a platform.
\n\n
HubSpot isn’t just one more application that you’re adding to your tech stack. It’s the missing piece that will help you finally bridge together all the activities and information you get with your applications - as long as you treat it as such and invest in it. HubSpot can either be an entire pain in the ass for your staff and management, or it can be the platform that completely revolutionizes your business.
\n\n
So often, leaders and managers bring on HubSpot and don’t fully integrate it into the workflows of their departments and employees. This can cause double-duty data entry, frustration among your staff and lack of adoption across the board inside your organization. The cost of mishandling an implementation or not fully integrating HubSpot in your business isn’t just the money you invested in the platform, but you can also lose employees as a result of a mishandled implementation
\n\n
We’ve discussed HubSpot’s app marketplace that has hundreds of apps with native integrations to help you move data to and from HubSpot. What we haven’t spent as much time discussing is what happens when you lack the foresight to proactively integrate your applications with HubSpot. While not every business has the budget to build a custom integration, when you join forces with the right technical partner, they can help you plan for the future so that you can configure your data properly and understand how you’ll scale into HubSpot as you build our technology budget and do a comprehensive analysis of your tech stack.
\n\n
Related: The Tech Stack Diet - cutting back while reducing collateral damage
\nMaking the time to proactively plan for custom and native integrations with HubSpot allows you to refine your data reporting, make your employees more efficient and make better decisions as you scale your business. Not planning proactively for that and moving forward with HubSpot anyway is shooting yourself in the foot.
\n\n
You bought before you did a tech stack audit or had internal buy in
\n\n
Sometimes the pressure in sales can be intense. We are adamant about doing enough exploration with our prospects considering HubSpot and giving them the time they need to better understand their technology and the pieces that fit into the puzzle before they go making a final decision on HubSpot.
\n\n
It is not a small decision to bring HubSpot into your organization if you want to be successful in the long term.
\n\n
Read that again. Don’t let your marketing coordinator or CMO make this decision alone. There has to be company wide buy-in to the HubSpot Platform from your entire executive team, your marketing department, your sales staff and managerial staff at a minimum - but buy-in from service and accounting can be helpful too. Ideally, you have had internal meetings with all managers, departments and staff prior to bringing on the software and have prepared them all for discussions for how best to integrate existing applications or work processes with HubSpot.
\n\n
Check out our tech stack audit worksheet to help you along in this process.
\n\n
We have seen too many situations where employees or executives not only didn’t take the time to audit their tech stack and how HubSpot will help organize it, but also didn’t get companywide buy-in before purchasing HubSpot. In these scenarios, the marketing director made the decision unilaterally, didn’t get buy-in from the executive team, and when the marketing person left, the executive team didn’t retain HubSpot or hire someone that was familiar with HubSpot as a platform. This lack of adoption cost the company not just tens of thousands in the investment for HubSpot and onboarding that wasn’t fully leveraged, but even more in lost productivity and potential for where the software and reporting capabilities could have taken them.
\n\n
Your reporting isn't configured properly
\n\n
From lacking insight into your sales pipeline to poorly configured marketing campaigns - you’ve got tons of holes in your data. You think you might know which products are selling the best, which marketing campaigns are the most successful, but you can’t be certain. If you would’ve gotten a custom implementation, you might be situated a little better, but for now - you’re not sure where to go from here.
\n\n
One of the biggest issues we see in portals that we audit are configuration issues with how the data is organized. So often companies implement their reporting based on their workflows and data organization when really what needs to happen is configuring their data and processes around how HubSpot works.
\n\n
While it may seem counterintuitive or you may be uncertain how to do this, a HubSpot Architect can take a look at your data and configure your reporting in a way that works best with HubSpot and helps display your data in an organized way to help you make the best decisions you need to make in order to scale.
\n\n
Why get an architect involved?
\n\n
HubSpot Architects have an intimate understanding of the intricacies and features available in HubSpot. They’ll ask your some preliminary questions regarding your HubSpot licenses, dig deep into understanding how your data flow works and bridge the gap by creating custom reports that give your marketing team, sales team and leadership the insight they need to make the decisions that matter.
\n\n
Related: Optimize your HubSpot reporting with a HubSpot Data Architecture Audit
\n\n
Over the last decade+ of working inside HubSpot, we’ve seen it evolve. We’ve noticed how agencies sell the platform and which customers stick with it and which customers fall off. We’ve looked at more portals that we should have, and gotten involved in messy, messy projects in an attempt to clean them up. In that time, we’ve learned that on a fundamental level there are things that need to be done from the outset to avoid issues that will end up costing your organization a lot of money.
\n\n
From internal buy-in to doing the right analysis beforehand with your tech stack, to completing onboarding and budgeting appropriately for integrations and long term goals - there are so many things you can do to make sure your relationship with HubSpot is a long and happy one.
\n\n
Avoid buyer's remorse and a premature breakup by investing in the resources and proactive strategy you need to ensure your success with the HubSpot Platform.
\n
\n
\n
\n\n
Taking on client onboardings wasn’t originally in our business model, but after spending far too much time working the technical aspects of portals that were implemented terribly and fixing train wreck HubSpot CMS migrations, we really (REALLY) needed to get into this game. While we really wanted to “stay in our lane” we just needed more control over the technical implementation and strategy surrounding our client’s initial adoption of the HubSpot software to better ensure their long term success.
\n
Enter Will Appenzeller, our resident onboarding and implementation specialist. If you believe in fate or universal destinies - it was in a passing conversation that Nick insisted to Jessica we must figure out a way to bring Will on, and this decision changed the game and really the trajectory of deckerdevs as a whole.
\n\n
Prior to bringing Will into our workflow, we were fielding a lot of break-and-fix situations where budget had been exhausted, strategy was lacking and the situation was largely reactive. While we love to make people happy - we love even more working with clients that can trust us to be their go to resource for their technology needs. We prefer and find ourselves more successful in the long term when we can proactively plan in a way that situates a client for scalability and success, not situations where the budget has been exhausted and we’re the final destination before they give up. As we’ve completed more and more HubSpot onboarding and migrations for new HubSpot customers, we’ve observed quite a few scenarios already where a client gets in the way of their own success. We’re here to share that information with anyone that might be looking for a more strategic, comprehensive approach to HubSpot to help them avoid some of the pitfalls we’ve witnessed along the way.
\n\n
So, here they are - 5 ways you’re sabotaging your success with HubSpot, from the perspective of a technical HubSpot Partner:
\n\n
You bailed on HubSpot Onboarding
\n\n
I mean, we’re not gonna tell on you, but there’s a reason that HubSpot requires onboarding either through them or a registered partner agency. Clients bail on onboarding for any number of reasons - turnover in marketing, lack of budget, change in leadership or lack of commitment to the value and features of the platform. Ultimately, visionary leadership that is committed to making HubSpot part of their growth strategy understands the importance of formal onboarding and comprehensive training in HubSpot.
\n\n
HubSpot isn’t just a marketing automation software anymore. It’s not just a CRM and sales tool with a setup of marketing features slapped in there. It needs to be integrated deeply within your workflows and processes and you can’t do that without comprehensive training. Training on how objects work, building really valuable custom reports and storing your data in the best possible way is something that’s going to come with the knowledge that you gain in the onboarding process.
\n\n
We recently had a client that bailed on onboarding and to be honest, we saw the writing on the wall with this one. It was only a matter of time before they dropped off in their onboarding calls and we believe if they don’t recommit to HubSpot and really get the team trained and implemented on this tool, they’ll fall off the HubSpot Platform altogether.
\n\n
HubSpot doesn’t require onboarding for no reason. If you’re trying to really get the most from this platform, rev up your marketing machine, amp up your customer service and more adequately predict your pipeline, you need to go through at least a basic onboarding with HubSpot or a HubSpot Partner. An implementation would be even better (especially if you have high level license tiers or multiple Hubs to implement or think you might need an integration at some point).
\n\n
Related: HubSpot Setup vs Implementation - what's the difference?
\n\n
You aren't taking advantage of native integrations... or planning for custom ones.
\n\n
If you’re a business of any size, odds are good that you have a number of applications and industry-specific software that you use on an everyday basis. Whether that’s a shipping/ logistics software, a CRM, a database, an ERP, a patient-management software or any other application - you need to take that into consideration when Adopting HubSpot as a platform.
\n\n
HubSpot isn’t just one more application that you’re adding to your tech stack. It’s the missing piece that will help you finally bridge together all the activities and information you get with your applications - as long as you treat it as such and invest in it. HubSpot can either be an entire pain in the ass for your staff and management, or it can be the platform that completely revolutionizes your business.
\n\n
So often, leaders and managers bring on HubSpot and don’t fully integrate it into the workflows of their departments and employees. This can cause double-duty data entry, frustration among your staff and lack of adoption across the board inside your organization. The cost of mishandling an implementation or not fully integrating HubSpot in your business isn’t just the money you invested in the platform, but you can also lose employees as a result of a mishandled implementation
\n\n
We’ve discussed HubSpot’s app marketplace that has hundreds of apps with native integrations to help you move data to and from HubSpot. What we haven’t spent as much time discussing is what happens when you lack the foresight to proactively integrate your applications with HubSpot. While not every business has the budget to build a custom integration, when you join forces with the right technical partner, they can help you plan for the future so that you can configure your data properly and understand how you’ll scale into HubSpot as you build our technology budget and do a comprehensive analysis of your tech stack.
\n\n
Related: The Tech Stack Diet - cutting back while reducing collateral damage
\nMaking the time to proactively plan for custom and native integrations with HubSpot allows you to refine your data reporting, make your employees more efficient and make better decisions as you scale your business. Not planning proactively for that and moving forward with HubSpot anyway is shooting yourself in the foot.
\n\n
You bought before you did a tech stack audit or had internal buy in
\n\n
Sometimes the pressure in sales can be intense. We are adamant about doing enough exploration with our prospects considering HubSpot and giving them the time they need to better understand their technology and the pieces that fit into the puzzle before they go making a final decision on HubSpot.
\n\n
It is not a small decision to bring HubSpot into your organization if you want to be successful in the long term.
\n\n
Read that again. Don’t let your marketing coordinator or CMO make this decision alone. There has to be company wide buy-in to the HubSpot Platform from your entire executive team, your marketing department, your sales staff and managerial staff at a minimum - but buy-in from service and accounting can be helpful too. Ideally, you have had internal meetings with all managers, departments and staff prior to bringing on the software and have prepared them all for discussions for how best to integrate existing applications or work processes with HubSpot.
\n\n
Check out our tech stack audit worksheet to help you along in this process.
\n\n
We have seen too many situations where employees or executives not only didn’t take the time to audit their tech stack and how HubSpot will help organize it, but also didn’t get companywide buy-in before purchasing HubSpot. In these scenarios, the marketing director made the decision unilaterally, didn’t get buy-in from the executive team, and when the marketing person left, the executive team didn’t retain HubSpot or hire someone that was familiar with HubSpot as a platform. This lack of adoption cost the company not just tens of thousands in the investment for HubSpot and onboarding that wasn’t fully leveraged, but even more in lost productivity and potential for where the software and reporting capabilities could have taken them.
\n\n
Your reporting isn't configured properly
\n\n
From lacking insight into your sales pipeline to poorly configured marketing campaigns - you’ve got tons of holes in your data. You think you might know which products are selling the best, which marketing campaigns are the most successful, but you can’t be certain. If you would’ve gotten a custom implementation, you might be situated a little better, but for now - you’re not sure where to go from here.
\n\n
One of the biggest issues we see in portals that we audit are configuration issues with how the data is organized. So often companies implement their reporting based on their workflows and data organization when really what needs to happen is configuring their data and processes around how HubSpot works.
\n\n
While it may seem counterintuitive or you may be uncertain how to do this, a HubSpot Architect can take a look at your data and configure your reporting in a way that works best with HubSpot and helps display your data in an organized way to help you make the best decisions you need to make in order to scale.
\n\n
Why get an architect involved?
\n\n
HubSpot Architects have an intimate understanding of the intricacies and features available in HubSpot. They’ll ask your some preliminary questions regarding your HubSpot licenses, dig deep into understanding how your data flow works and bridge the gap by creating custom reports that give your marketing team, sales team and leadership the insight they need to make the decisions that matter.
\n\n
Related: Optimize your HubSpot reporting with a HubSpot Data Architecture Audit
\n\n
Over the last decade+ of working inside HubSpot, we’ve seen it evolve. We’ve noticed how agencies sell the platform and which customers stick with it and which customers fall off. We’ve looked at more portals that we should have, and gotten involved in messy, messy projects in an attempt to clean them up. In that time, we’ve learned that on a fundamental level there are things that need to be done from the outset to avoid issues that will end up costing your organization a lot of money.
\n\n
From internal buy-in to doing the right analysis beforehand with your tech stack, to completing onboarding and budgeting appropriately for integrations and long term goals - there are so many things you can do to make sure your relationship with HubSpot is a long and happy one.
\n\n
Avoid buyer's remorse and a premature breakup by investing in the resources and proactive strategy you need to ensure your success with the HubSpot Platform.
\n
\n
\n
\n\n
Taking on client onboardings wasn’t originally in our business model, but after spending far too much time working the technical aspects of portals that were implemented terribly and fixing train wreck HubSpot CMS migrations, we really (REALLY) needed to get into this game. While we really wanted to “stay in our lane” we just needed more control over the technical implementation and strategy surrounding our client’s initial adoption of the HubSpot software to better ensure their long term success.
\n
Enter Will Appenzeller, our resident onboarding and implementation specialist. If you believe in fate or universal destinies - it was in a passing conversation that Nick insisted to Jessica we must figure out a way to bring Will on, and this decision changed the game and really the trajectory of deckerdevs as a whole.
\n\n
Prior to bringing Will into our workflow, we were fielding a lot of break-and-fix situations where budget had been exhausted, strategy was lacking and the situation was largely reactive. While we love to make people happy - we love even more working with clients that can trust us to be their go to resource for their technology needs. We prefer and find ourselves more successful in the long term when we can proactively plan in a way that situates a client for scalability and success, not situations where the budget has been exhausted and we’re the final destination before they give up. As we’ve completed more and more HubSpot onboarding and migrations for new HubSpot customers, we’ve observed quite a few scenarios already where a client gets in the way of their own success. We’re here to share that information with anyone that might be looking for a more strategic, comprehensive approach to HubSpot to help them avoid some of the pitfalls we’ve witnessed along the way.
\n\n
So, here they are - 5 ways you’re sabotaging your success with HubSpot, from the perspective of a technical HubSpot Partner:
\n\n
You bailed on HubSpot Onboarding
\n\n
I mean, we’re not gonna tell on you, but there’s a reason that HubSpot requires onboarding either through them or a registered partner agency. Clients bail on onboarding for any number of reasons - turnover in marketing, lack of budget, change in leadership or lack of commitment to the value and features of the platform. Ultimately, visionary leadership that is committed to making HubSpot part of their growth strategy understands the importance of formal onboarding and comprehensive training in HubSpot.
\n\n
HubSpot isn’t just a marketing automation software anymore. It’s not just a CRM and sales tool with a setup of marketing features slapped in there. It needs to be integrated deeply within your workflows and processes and you can’t do that without comprehensive training. Training on how objects work, building really valuable custom reports and storing your data in the best possible way is something that’s going to come with the knowledge that you gain in the onboarding process.
\n\n
We recently had a client that bailed on onboarding and to be honest, we saw the writing on the wall with this one. It was only a matter of time before they dropped off in their onboarding calls and we believe if they don’t recommit to HubSpot and really get the team trained and implemented on this tool, they’ll fall off the HubSpot Platform altogether.
\n\n
HubSpot doesn’t require onboarding for no reason. If you’re trying to really get the most from this platform, rev up your marketing machine, amp up your customer service and more adequately predict your pipeline, you need to go through at least a basic onboarding with HubSpot or a HubSpot Partner. An implementation would be even better (especially if you have high level license tiers or multiple Hubs to implement or think you might need an integration at some point).
\n\n
Related: HubSpot Setup vs Implementation - what's the difference?
\n\n
You aren't taking advantage of native integrations... or planning for custom ones.
\n\n
If you’re a business of any size, odds are good that you have a number of applications and industry-specific software that you use on an everyday basis. Whether that’s a shipping/ logistics software, a CRM, a database, an ERP, a patient-management software or any other application - you need to take that into consideration when Adopting HubSpot as a platform.
\n\n
HubSpot isn’t just one more application that you’re adding to your tech stack. It’s the missing piece that will help you finally bridge together all the activities and information you get with your applications - as long as you treat it as such and invest in it. HubSpot can either be an entire pain in the ass for your staff and management, or it can be the platform that completely revolutionizes your business.
\n\n
So often, leaders and managers bring on HubSpot and don’t fully integrate it into the workflows of their departments and employees. This can cause double-duty data entry, frustration among your staff and lack of adoption across the board inside your organization. The cost of mishandling an implementation or not fully integrating HubSpot in your business isn’t just the money you invested in the platform, but you can also lose employees as a result of a mishandled implementation
\n\n
We’ve discussed HubSpot’s app marketplace that has hundreds of apps with native integrations to help you move data to and from HubSpot. What we haven’t spent as much time discussing is what happens when you lack the foresight to proactively integrate your applications with HubSpot. While not every business has the budget to build a custom integration, when you join forces with the right technical partner, they can help you plan for the future so that you can configure your data properly and understand how you’ll scale into HubSpot as you build our technology budget and do a comprehensive analysis of your tech stack.
\n\n
Related: The Tech Stack Diet - cutting back while reducing collateral damage
\nMaking the time to proactively plan for custom and native integrations with HubSpot allows you to refine your data reporting, make your employees more efficient and make better decisions as you scale your business. Not planning proactively for that and moving forward with HubSpot anyway is shooting yourself in the foot.
\n\n
You bought before you did a tech stack audit or had internal buy in
\n\n
Sometimes the pressure in sales can be intense. We are adamant about doing enough exploration with our prospects considering HubSpot and giving them the time they need to better understand their technology and the pieces that fit into the puzzle before they go making a final decision on HubSpot.
\n\n
It is not a small decision to bring HubSpot into your organization if you want to be successful in the long term.
\n\n
Read that again. Don’t let your marketing coordinator or CMO make this decision alone. There has to be company wide buy-in to the HubSpot Platform from your entire executive team, your marketing department, your sales staff and managerial staff at a minimum - but buy-in from service and accounting can be helpful too. Ideally, you have had internal meetings with all managers, departments and staff prior to bringing on the software and have prepared them all for discussions for how best to integrate existing applications or work processes with HubSpot.
\n\n
Check out our tech stack audit worksheet to help you along in this process.
\n\n
We have seen too many situations where employees or executives not only didn’t take the time to audit their tech stack and how HubSpot will help organize it, but also didn’t get companywide buy-in before purchasing HubSpot. In these scenarios, the marketing director made the decision unilaterally, didn’t get buy-in from the executive team, and when the marketing person left, the executive team didn’t retain HubSpot or hire someone that was familiar with HubSpot as a platform. This lack of adoption cost the company not just tens of thousands in the investment for HubSpot and onboarding that wasn’t fully leveraged, but even more in lost productivity and potential for where the software and reporting capabilities could have taken them.
\n\n
Your reporting isn't configured properly
\n\n
From lacking insight into your sales pipeline to poorly configured marketing campaigns - you’ve got tons of holes in your data. You think you might know which products are selling the best, which marketing campaigns are the most successful, but you can’t be certain. If you would’ve gotten a custom implementation, you might be situated a little better, but for now - you’re not sure where to go from here.
\n\n
One of the biggest issues we see in portals that we audit are configuration issues with how the data is organized. So often companies implement their reporting based on their workflows and data organization when really what needs to happen is configuring their data and processes around how HubSpot works.
\n\n
While it may seem counterintuitive or you may be uncertain how to do this, a HubSpot Architect can take a look at your data and configure your reporting in a way that works best with HubSpot and helps display your data in an organized way to help you make the best decisions you need to make in order to scale.
\n\n
Why get an architect involved?
\n\n
HubSpot Architects have an intimate understanding of the intricacies and features available in HubSpot. They’ll ask your some preliminary questions regarding your HubSpot licenses, dig deep into understanding how your data flow works and bridge the gap by creating custom reports that give your marketing team, sales team and leadership the insight they need to make the decisions that matter.
\n\n
Related: Optimize your HubSpot reporting with a HubSpot Data Architecture Audit
\n\n
Over the last decade+ of working inside HubSpot, we’ve seen it evolve. We’ve noticed how agencies sell the platform and which customers stick with it and which customers fall off. We’ve looked at more portals that we should have, and gotten involved in messy, messy projects in an attempt to clean them up. In that time, we’ve learned that on a fundamental level there are things that need to be done from the outset to avoid issues that will end up costing your organization a lot of money.
\n\n
From internal buy-in to doing the right analysis beforehand with your tech stack, to completing onboarding and budgeting appropriately for integrations and long term goals - there are so many things you can do to make sure your relationship with HubSpot is a long and happy one.
\n\n
Avoid buyer's remorse and a premature breakup by investing in the resources and proactive strategy you need to ensure your success with the HubSpot Platform.
\n
\n
\n
","postFeaturedImageIfEnabled":"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/BLOG%20Images/39-1.png","postListContent":"
","postListSummaryFeaturedImage":"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/BLOG%20Images/39-1.png","postRssContent":"
","postRssSummaryFeaturedImage":"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/BLOG%20Images/39-1.png","postSummary":"
\n","postSummaryRss":"
","postTemplate":"deckerdevs-theme/templates/blog-content.html","previewImageSrc":null,"previewKey":"IrvSaoyz","previousPostFeaturedImage":"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/BLOG%20Images/jcpenny.jpg","previousPostFeaturedImageAltText":"","previousPostName":"JCPenny’s is dead, and so are discount HubSpot Partner services","previousPostSlug":"blogs/jcpennys-is-dead-and-so-are-discount-hubspot-partner-services","processingStatus":"PUBLISHED","propertyForDynamicPageCanonicalUrl":null,"propertyForDynamicPageFeaturedImage":null,"propertyForDynamicPageMetaDescription":null,"propertyForDynamicPageSlug":null,"propertyForDynamicPageTitle":null,"publicAccessRules":[],"publicAccessRulesEnabled":false,"publishDate":1699373711000,"publishDateLocalTime":1699373711000,"publishDateLocalized":{"date":1699373711000,"format":"medium","language":null},"publishImmediately":true,"publishTimezoneOffset":null,"publishedAt":1713188454856,"publishedByEmail":null,"publishedById":8982263,"publishedByName":null,"publishedUrl":"https://deckerdevs.com/blogs/4-ways-youre-sabotaging-your-success-with-hubspot","resolvedDomain":"deckerdevs.com","resolvedLanguage":null,"rssBody":"
\n\n
Taking on client onboardings wasn’t originally in our business model, but after spending far too much time working the technical aspects of portals that were implemented terribly and fixing train wreck HubSpot CMS migrations, we really (REALLY) needed to get into this game. While we really wanted to “stay in our lane” we just needed more control over the technical implementation and strategy surrounding our client’s initial adoption of the HubSpot software to better ensure their long term success.
\n
Enter Will Appenzeller, our resident onboarding and implementation specialist. If you believe in fate or universal destinies - it was in a passing conversation that Nick insisted to Jessica we must figure out a way to bring Will on, and this decision changed the game and really the trajectory of deckerdevs as a whole.
\n\n
Prior to bringing Will into our workflow, we were fielding a lot of break-and-fix situations where budget had been exhausted, strategy was lacking and the situation was largely reactive. While we love to make people happy - we love even more working with clients that can trust us to be their go to resource for their technology needs. We prefer and find ourselves more successful in the long term when we can proactively plan in a way that situates a client for scalability and success, not situations where the budget has been exhausted and we’re the final destination before they give up. As we’ve completed more and more HubSpot onboarding and migrations for new HubSpot customers, we’ve observed quite a few scenarios already where a client gets in the way of their own success. We’re here to share that information with anyone that might be looking for a more strategic, comprehensive approach to HubSpot to help them avoid some of the pitfalls we’ve witnessed along the way.
\n\n
So, here they are - 5 ways you’re sabotaging your success with HubSpot, from the perspective of a technical HubSpot Partner:
\n\n
You bailed on HubSpot Onboarding
\n\n
I mean, we’re not gonna tell on you, but there’s a reason that HubSpot requires onboarding either through them or a registered partner agency. Clients bail on onboarding for any number of reasons - turnover in marketing, lack of budget, change in leadership or lack of commitment to the value and features of the platform. Ultimately, visionary leadership that is committed to making HubSpot part of their growth strategy understands the importance of formal onboarding and comprehensive training in HubSpot.
\n\n
HubSpot isn’t just a marketing automation software anymore. It’s not just a CRM and sales tool with a setup of marketing features slapped in there. It needs to be integrated deeply within your workflows and processes and you can’t do that without comprehensive training. Training on how objects work, building really valuable custom reports and storing your data in the best possible way is something that’s going to come with the knowledge that you gain in the onboarding process.
\n\n
We recently had a client that bailed on onboarding and to be honest, we saw the writing on the wall with this one. It was only a matter of time before they dropped off in their onboarding calls and we believe if they don’t recommit to HubSpot and really get the team trained and implemented on this tool, they’ll fall off the HubSpot Platform altogether.
\n\n
HubSpot doesn’t require onboarding for no reason. If you’re trying to really get the most from this platform, rev up your marketing machine, amp up your customer service and more adequately predict your pipeline, you need to go through at least a basic onboarding with HubSpot or a HubSpot Partner. An implementation would be even better (especially if you have high level license tiers or multiple Hubs to implement or think you might need an integration at some point).
\n\n
Related: HubSpot Setup vs Implementation - what's the difference?
\n\n
You aren't taking advantage of native integrations... or planning for custom ones.
\n\n
If you’re a business of any size, odds are good that you have a number of applications and industry-specific software that you use on an everyday basis. Whether that’s a shipping/ logistics software, a CRM, a database, an ERP, a patient-management software or any other application - you need to take that into consideration when Adopting HubSpot as a platform.
\n\n
HubSpot isn’t just one more application that you’re adding to your tech stack. It’s the missing piece that will help you finally bridge together all the activities and information you get with your applications - as long as you treat it as such and invest in it. HubSpot can either be an entire pain in the ass for your staff and management, or it can be the platform that completely revolutionizes your business.
\n\n
So often, leaders and managers bring on HubSpot and don’t fully integrate it into the workflows of their departments and employees. This can cause double-duty data entry, frustration among your staff and lack of adoption across the board inside your organization. The cost of mishandling an implementation or not fully integrating HubSpot in your business isn’t just the money you invested in the platform, but you can also lose employees as a result of a mishandled implementation
\n\n
We’ve discussed HubSpot’s app marketplace that has hundreds of apps with native integrations to help you move data to and from HubSpot. What we haven’t spent as much time discussing is what happens when you lack the foresight to proactively integrate your applications with HubSpot. While not every business has the budget to build a custom integration, when you join forces with the right technical partner, they can help you plan for the future so that you can configure your data properly and understand how you’ll scale into HubSpot as you build our technology budget and do a comprehensive analysis of your tech stack.
\n\n
Related: The Tech Stack Diet - cutting back while reducing collateral damage
\nMaking the time to proactively plan for custom and native integrations with HubSpot allows you to refine your data reporting, make your employees more efficient and make better decisions as you scale your business. Not planning proactively for that and moving forward with HubSpot anyway is shooting yourself in the foot.
\n\n
You bought before you did a tech stack audit or had internal buy in
\n\n
Sometimes the pressure in sales can be intense. We are adamant about doing enough exploration with our prospects considering HubSpot and giving them the time they need to better understand their technology and the pieces that fit into the puzzle before they go making a final decision on HubSpot.
\n\n
It is not a small decision to bring HubSpot into your organization if you want to be successful in the long term.
\n\n
Read that again. Don’t let your marketing coordinator or CMO make this decision alone. There has to be company wide buy-in to the HubSpot Platform from your entire executive team, your marketing department, your sales staff and managerial staff at a minimum - but buy-in from service and accounting can be helpful too. Ideally, you have had internal meetings with all managers, departments and staff prior to bringing on the software and have prepared them all for discussions for how best to integrate existing applications or work processes with HubSpot.
\n\n
Check out our tech stack audit worksheet to help you along in this process.
\n\n
We have seen too many situations where employees or executives not only didn’t take the time to audit their tech stack and how HubSpot will help organize it, but also didn’t get companywide buy-in before purchasing HubSpot. In these scenarios, the marketing director made the decision unilaterally, didn’t get buy-in from the executive team, and when the marketing person left, the executive team didn’t retain HubSpot or hire someone that was familiar with HubSpot as a platform. This lack of adoption cost the company not just tens of thousands in the investment for HubSpot and onboarding that wasn’t fully leveraged, but even more in lost productivity and potential for where the software and reporting capabilities could have taken them.
\n\n
Your reporting isn't configured properly
\n\n
From lacking insight into your sales pipeline to poorly configured marketing campaigns - you’ve got tons of holes in your data. You think you might know which products are selling the best, which marketing campaigns are the most successful, but you can’t be certain. If you would’ve gotten a custom implementation, you might be situated a little better, but for now - you’re not sure where to go from here.
\n\n
One of the biggest issues we see in portals that we audit are configuration issues with how the data is organized. So often companies implement their reporting based on their workflows and data organization when really what needs to happen is configuring their data and processes around how HubSpot works.
\n\n
While it may seem counterintuitive or you may be uncertain how to do this, a HubSpot Architect can take a look at your data and configure your reporting in a way that works best with HubSpot and helps display your data in an organized way to help you make the best decisions you need to make in order to scale.
\n\n
Why get an architect involved?
\n\n
HubSpot Architects have an intimate understanding of the intricacies and features available in HubSpot. They’ll ask your some preliminary questions regarding your HubSpot licenses, dig deep into understanding how your data flow works and bridge the gap by creating custom reports that give your marketing team, sales team and leadership the insight they need to make the decisions that matter.
\n\n
Related: Optimize your HubSpot reporting with a HubSpot Data Architecture Audit
\n\n
Over the last decade+ of working inside HubSpot, we’ve seen it evolve. We’ve noticed how agencies sell the platform and which customers stick with it and which customers fall off. We’ve looked at more portals that we should have, and gotten involved in messy, messy projects in an attempt to clean them up. In that time, we’ve learned that on a fundamental level there are things that need to be done from the outset to avoid issues that will end up costing your organization a lot of money.
\n\n
From internal buy-in to doing the right analysis beforehand with your tech stack, to completing onboarding and budgeting appropriately for integrations and long term goals - there are so many things you can do to make sure your relationship with HubSpot is a long and happy one.
\n\n
Avoid buyer's remorse and a premature breakup by investing in the resources and proactive strategy you need to ensure your success with the HubSpot Platform.
\n
\n
\n
\n","rssSummaryFeaturedImage":"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/BLOG%20Images/39-1.png","scheduledUpdateDate":0,"screenshotPreviewTakenAt":1741873254323,"screenshotPreviewUrl":"https://cdn1.hubspot.net/hubshotv3/prod/e/0/8f500cd4-e9c8-4329-a9c1-e5d5532d0416.png","sections":{},"securityState":"NONE","siteId":null,"slug":"blogs/4-ways-youre-sabotaging-your-success-with-hubspot","stagedFrom":null,"state":"PUBLISHED","stateWhenDeleted":null,"structuredContentPageType":null,"structuredContentType":null,"styleOverrideId":null,"subcategory":"normal_blog_post","syncedWithBlogRoot":true,"tagIds":[78562833827,90840659382,114393817922,116078769805,127941726788],"tagList":[{"categoryId":3,"cdnPurgeEmbargoTime":null,"contentIds":[],"cosObjectType":"TAG","created":1657204695862,"deletedAt":0,"description":"","id":78562833827,"label":"HubSpot Partner","language":"en","name":"HubSpot Partner","portalId":6534445,"slug":"hubspot-partner","translatedFromId":null,"translations":{},"updated":1657204695862},{"categoryId":3,"cdnPurgeEmbargoTime":null,"contentIds":[],"cosObjectType":"TAG","created":1667848603406,"deletedAt":0,"description":"","id":90840659382,"label":"HubSpot","language":"en","name":"HubSpot","portalId":6534445,"slug":"hubspot","translatedFromId":null,"translations":{},"updated":1667848603406},{"categoryId":3,"cdnPurgeEmbargoTime":null,"contentIds":[],"cosObjectType":"TAG","created":1683297660071,"deletedAt":0,"description":"","id":114393817922,"label":"Hubspot Implementation","language":"en","name":"Hubspot Implementation","portalId":6534445,"slug":"hubspot-implementation","translatedFromId":null,"translations":{},"updated":1683297660071},{"categoryId":3,"cdnPurgeEmbargoTime":null,"contentIds":[],"cosObjectType":"TAG","created":1684420280861,"deletedAt":0,"description":"","id":116078769805,"label":"HubSpot Reporting","language":"en","name":"HubSpot Reporting","portalId":6534445,"slug":"hubspot-reporting","translatedFromId":null,"translations":{},"updated":1684420280861},{"categoryId":3,"cdnPurgeEmbargoTime":null,"contentIds":[],"cosObjectType":"TAG","created":1690942288574,"deletedAt":0,"description":"","id":127941726788,"label":"HubSpot Onboarding","language":"en","name":"HubSpot Onboarding","portalId":6534445,"slug":"hubspot-onboarding","translatedFromId":null,"translations":{},"updated":1690942288574}],"tagNames":["HubSpot Partner","HubSpot","Hubspot Implementation","HubSpot Reporting","HubSpot Onboarding"],"teamPerms":[],"templatePath":"","templatePathForRender":"deckerdevs-theme/templates/blog-content.html","textToAudioFileId":null,"textToAudioGenerationRequestId":null,"themePath":null,"themeSettingsValues":null,"title":"4 Ways You’re Sabotaging Your Success with HubSpot","tmsId":null,"topicIds":[78562833827,90840659382,114393817922,116078769805,127941726788],"topicList":[{"categoryId":3,"cdnPurgeEmbargoTime":null,"contentIds":[],"cosObjectType":"TAG","created":1657204695862,"deletedAt":0,"description":"","id":78562833827,"label":"HubSpot Partner","language":"en","name":"HubSpot Partner","portalId":6534445,"slug":"hubspot-partner","translatedFromId":null,"translations":{},"updated":1657204695862},{"categoryId":3,"cdnPurgeEmbargoTime":null,"contentIds":[],"cosObjectType":"TAG","created":1667848603406,"deletedAt":0,"description":"","id":90840659382,"label":"HubSpot","language":"en","name":"HubSpot","portalId":6534445,"slug":"hubspot","translatedFromId":null,"translations":{},"updated":1667848603406},{"categoryId":3,"cdnPurgeEmbargoTime":null,"contentIds":[],"cosObjectType":"TAG","created":1683297660071,"deletedAt":0,"description":"","id":114393817922,"label":"Hubspot Implementation","language":"en","name":"Hubspot Implementation","portalId":6534445,"slug":"hubspot-implementation","translatedFromId":null,"translations":{},"updated":1683297660071},{"categoryId":3,"cdnPurgeEmbargoTime":null,"contentIds":[],"cosObjectType":"TAG","created":1684420280861,"deletedAt":0,"description":"","id":116078769805,"label":"HubSpot Reporting","language":"en","name":"HubSpot Reporting","portalId":6534445,"slug":"hubspot-reporting","translatedFromId":null,"translations":{},"updated":1684420280861},{"categoryId":3,"cdnPurgeEmbargoTime":null,"contentIds":[],"cosObjectType":"TAG","created":1690942288574,"deletedAt":0,"description":"","id":127941726788,"label":"HubSpot Onboarding","language":"en","name":"HubSpot Onboarding","portalId":6534445,"slug":"hubspot-onboarding","translatedFromId":null,"translations":{},"updated":1690942288574}],"topicNames":["HubSpot Partner","HubSpot","Hubspot Implementation","HubSpot Reporting","HubSpot Onboarding"],"topics":[78562833827,90840659382,114393817922,116078769805,127941726788],"translatedContent":{},"translatedFromId":null,"translations":{},"tweet":null,"tweetAt":null,"tweetImmediately":false,"unpublishedAt":0,"updated":1713188454862,"updatedById":8982263,"upsizeFeaturedImage":false,"url":"https://deckerdevs.com/blogs/4-ways-youre-sabotaging-your-success-with-hubspot","useFeaturedImage":true,"userPerms":[],"views":null,"visibleToAll":null,"widgetContainers":{},"widgetcontainers":{},"widgets":{"blog-hero":{"body":{"column_split":"split-40-60","flip_columns_on_desktop":true,"heading":"4 Ways You’re Sabotaging Your Success with HubSpot","heading_size":"h1","heading_tag":"h1","module_id":82854350373},"child_css":{},"css":{},"id":"blog-hero","label":null,"module_id":82854350373,"name":"blog-hero","order":1,"smart_type":null,"styles":{},"type":"module"}}},{"ab":false,"abStatus":null,"abTestId":null,"abVariation":false,"abVariationAutomated":false,"absoluteUrl":"https://deckerdevs.com/blogs/optimize-your-hubspot-reporting-with-a-hubspot-data-architecture-audit","afterPostBody":null,"aifeatures":null,"allowedSlugConflict":false,"analytics":null,"analyticsPageId":"117140896940","analyticsPageType":"blog-post","approvalStatus":null,"archived":false,"archivedAt":0,"archivedInDashboard":false,"areCommentsAllowed":true,"attachedStylesheets":[],"audienceAccess":"PUBLIC","author":null,"authorName":null,"authorUsername":null,"blogAuthor":{"avatar":"","bio":"Amber Cebull is our resident marketing strategist and content wizard. She takes complicated tech speak and simplifies and synthesizes it - translating it into relatable content. ","cdnPurgeEmbargoTime":null,"cosObjectType":"BLOG_AUTHOR","created":1685039132288,"deletedAt":0,"displayName":"Amber Cebull","email":"amber@deckerdevs.com","facebook":"","fullName":"Amber Cebull","gravatarUrl":"https://app.hubspot.com/settings/avatar/f16ea31ccbd73bc0fafa90116383bb92","hasSocialProfiles":false,"id":117152376633,"label":"Amber Cebull","language":"en","linkedin":"","name":"Amber Cebull","portalId":6534445,"slug":"amber-cebull","translatedFromId":null,"translations":{},"twitter":"","twitterUsername":"","updated":1685039132288,"userId":null,"username":null,"website":""},"blogAuthorId":117152376633,"blogPostAuthor":{"avatar":"","bio":"Amber Cebull is our resident marketing strategist and content wizard. She takes complicated tech speak and simplifies and synthesizes it - translating it into relatable content. ","cdnPurgeEmbargoTime":null,"cosObjectType":"BLOG_AUTHOR","created":1685039132288,"deletedAt":0,"displayName":"Amber Cebull","email":"amber@deckerdevs.com","facebook":"","fullName":"Amber Cebull","gravatarUrl":"https://app.hubspot.com/settings/avatar/f16ea31ccbd73bc0fafa90116383bb92","hasSocialProfiles":false,"id":117152376633,"label":"Amber Cebull","language":"en","linkedin":"","name":"Amber Cebull","portalId":6534445,"slug":"amber-cebull","translatedFromId":null,"translations":{},"twitter":"","twitterUsername":"","updated":1685039132288,"userId":null,"username":null,"website":""},"blogPostScheduleTaskUid":null,"blogPublishInstantEmailCampaignId":null,"blogPublishInstantEmailRetryCount":null,"blogPublishInstantEmailTaskUid":null,"blogPublishToSocialMediaTask":"DONE_NOT_SENT","blueprintTypeId":0,"businessUnitId":null,"campaign":"49ad83ab-1245-46e1-9acb-791e55b664a7","campaignName":"Technical Implementation","campaignUtm":"Technical%20Implementation","category":3,"categoryId":3,"cdnPurgeEmbargoTime":null,"checkPostLevelAudienceAccessFirst":true,"clonedFrom":null,"composeBody":null,"compositionId":0,"contentAccessRuleIds":[],"contentAccessRuleTypes":[],"contentGroup":62179259185,"contentGroupId":62179259185,"contentTypeCategory":3,"contentTypeCategoryId":3,"contentTypeId":null,"created":1685032838744,"createdByAgent":null,"createdById":27630257,"createdTime":1685032838744,"crmObjectId":null,"css":{},"cssText":"","ctaClicks":null,"ctaViews":null,"currentState":"PUBLISHED","currentlyPublished":true,"deletedAt":0,"deletedBy":null,"deletedByEmail":null,"deletedById":null,"domain":"","dynamicPageDataSourceId":null,"dynamicPageDataSourceType":null,"dynamicPageHubDbTableId":null,"enableDomainStylesheets":null,"enableGoogleAmpOutputOverride":false,"enableLayoutStylesheets":null,"errors":[],"featuredImage":"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/hubspot%20help.png","featuredImageAltText":"","featuredImageHeight":194,"featuredImageLength":0,"featuredImageWidth":211,"flexAreas":{},"folderId":null,"footerHtml":null,"freezeDate":1685039214000,"generateJsonLdEnabledOverride":true,"hasContentAccessRules":false,"hasUserChanges":true,"headHtml":null,"header":null,"htmlTitle":"Optimize your HubSpot Reporting with a HubSpot Data Architecture Audit","id":117140896940,"includeDefaultCustomCss":null,"isCaptchaRequired":true,"isCrawlableByBots":false,"isDraft":false,"isInstanceLayoutPage":false,"isInstantEmailEnabled":false,"isPublished":true,"isSocialPublishingEnabled":false,"keywords":[],"label":"Optimize your HubSpot Reporting with a HubSpot Data Architecture Audit","language":"en","lastEditSessionId":null,"lastEditUpdateId":null,"layoutSections":{},"legacyBlogTabid":null,"legacyId":null,"legacyPostGuid":null,"linkRelCanonicalUrl":"","listTemplate":"","liveDomain":"deckerdevs.com","mab":false,"mabExperimentId":null,"mabMaster":false,"mabVariant":false,"meta":{"html_title":"Optimize your HubSpot Reporting with a HubSpot Data Architecture Audit","public_access_rules":[],"public_access_rules_enabled":false,"enable_google_amp_output_override":false,"generate_json_ld_enabled":true,"composition_id":0,"is_crawlable_by_bots":false,"use_featured_image":true,"post_summary":"
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.