Case study: making sense of a HubSpot with 250+ active workflows
"Thanks for all your training and insight - you've had such a positive effect on everyone's HS knowledge and capabilities." - Isabel Shapi, Business Intelligence Associate
"Our HubSpot would be nowhere near the streamlined system it is without you." - From the 'thank you' card the Kene Partners team sent at the end of the project
We're not making the most of our HubSpot investment.
"We know there is huge capability but we need some help to get us in shape fast."
The system is overwhelming - we're not sure where to start to improve things.
We don't have anyone to look after the HubSpot structure we've already established - we don't have an expert to turn to when things break.
Who was it for? Kene Partners are leading London-based R&D tax credit specialists, with a specialist consultancy team, dealing with a range of complex tax situations.
In a nutshell... Kene Partner's HubSpot ran their entire business, with 250+ active workflows operating everything from pre-sales and project management. With our help this large system became easier to understand, with more defined benefits to the company and a clear plan (thanks to our HubSpot Roadmap structure) of what needed to change, when and to what end.
More details... Whilst Kene Partner's HubSpot was well-established, they felt there wasn't a lot of clear process within the system, meaning it was difficult to spot what was happening, when and why. This made it tough to effect changes and to make sure the system was being used both to its full potential and in the best possible way for their internal processes. Because of this complexity, the system was also difficult to scale. The team found it tough to broaden what HubSpot did for them still further, therefore creating a barrier to how much ROI they could get from their HubSpot.
We started with a HubSpot Roadmap to clearly plan the process changes the team wanted to see. Using this structure we were able to break down the task-by-task modifications that needed to happen within HubSpot for the system to take on these processes, removing the feeling of overwhelm that can come from any HubSpot installation.
Following this we made incremental changes to HubSpot, improving the system in meaningful ways over a period of time which made it easier for the team to take onboard the changes, report the benefits of those changes and become clearer on how the system was working for the business... rather than the other way around. This also led to the team becoming more familiar with how HubSpot worked, in time removing the need for external support.
The final system is one that helps the business to run in a clearer, more streamlined way. The team also have greater clarity on what does what, when, meaning it's easier to fix issues and make yet more changes that allow them to build for the future.