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Are You Getting the Most Out of Your HubSpot System?

Find out with a Free HubSpot Health Check by Orange 142

HubSpot is as wide as it is deep. A well-optimized portal that uses all of HubSpot's powerful features takes less effort across sales, marketing, and service teams to generate bigger ROIs on your CRM investment.

We'll do a full run-through of your HubSpot portal to discover what you're doing well, and, what you could do better.

The audit is strictly read-only and will not modify any data within the HubSpot Portal. All information gathered is purely statistical. No contact information is utilized for any purpose.

To install the Agency Tools App you will need to be a Super Admin, or have permission to install Apps from the HubSpot Marketplace.

HUBSPOT PORTAL AUDIT

Why Optimize Your HubSpot CRM?

Your HubSpot is the backbone of your customer relationships, but are you using it to its full potential? Unlocking the power of your HubSpot System: Boost conversion rates. Companies using a CRM see conversion rates increate by up to 300%.

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Exceed Sales Goals

Businesses with a CRM are 86% more likely to exceed their sales targets.

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Save Time

CRM automation saves employees 5-10 hours per week.

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Increase Customer Satisfaction

75% of organizations report a measurable improvement in customer satisfaction.

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Improve Productivity

Salespeople using mobile CRM are 65% more likely to meet their sales quotas.

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Don't walk away from incremental sales, sales team productivity and better customer satisfaction.

Let Orange 142 help you uncover how your HubSpot system can work harder for you. 

HUBSPOT HEALTH CHECK

What is a HubSpot Health Check by Orange 142?

A HubSpot Health Check is a comprehensive review of your HubSpot portal to ensure it operates at peak performance. By identifying gaps and inefficiencies, we can help you streamline your marketing and sales efforts, optimize your setup, and ultimately boost your ROI. This free evaluation ensures your business gets the most out of HubSpot’s powerful CRM capabilities.

 

Health Check Area

What We Review

Overall Set-Up

Comprehensive audit of workflows, automations, and integrations for efficiency.

CRM: Contacts

Thorough review of contact data for accuracy, completeness, and organization.

CRM: Companies

Assessment of company records to ensure they are linked and structured properly.

CRM: Deals

Evaluation of sales pipeline health and deal tracking processes.

CRM: Tickets

Examination of ticketing processes to ensure effective customer support tracking.

Marketing Hub

Analysis of contact lifecycle, email deliverability, and overall campaign setup.

Sales Hub

Review of deal stages, pipelines, and sales processes to optimize performance.

Service Hub

Assessment of customer support workflows and service delivery configurations.

Detailed Recommendations

Tailored suggestions to optimize your HubSpot portal and enhance ROI.

 

Ready to get Started?

Fill out the form today and take the first step toward unlocking your HubSpot portal's full potential!

SIGN UP FOR A FREE HUBSPOT HEALTH CHECK

HubSpot Health Check Sample Report

Many organizations sign up for HubSpot but never come close to the full potential of such a powerful system. It would be like us leasing a Tesla Model S, keeping in the garage, only driving it to the corner and home.

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Eliminating Data Silos With HubSpot

Learn how a $100M consultancy saved $500k annually, streamlined operations and accelerated growth.