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HubSpot Auditing and Reporting
Optimize every click, convert every lead, and close every transaction.
Your HubSpot portal is an excellent tool, but are you using it to its fullest? At Inboundsys, we provide complete HubSpot audit and reporting services to guarantee your platform is configured correctly and efficiently in marketing, sales, and services operations. Our experience can help you identify inefficiencies, close gaps, and enable your team to make data-driven decisions that result in quantifiable development.
What makes our HubSpot audit and reporting unique?
"Beyond Data - Real Insights for Real Impact."
We go beyond surface-level analysis to comprehensively audit your HubSpot platform. We help you get the most out of your HubSpot investment by identifying hidden possibilities and providing actionable insights.
Our comprehensive HubSpot auditing services
HubSpot Portal Audit
A deep dive into your HubSpot account to ensure it is correctly configured, secure, and optimized for performance. We analyze:
- Account Configuration: Permissions, user roles, integrations, and account setup.
- Data Hygiene: Duplicate contacts, incomplete properties, and outdated information.
- Contact and Deal Properties: Structure and relevance to your sales process.
- System Security: User permissions, third-party app access, and GDPR compliance.
Marketing Hub Audit
Optimize your marketing strategies with a detailed assessment of your tools and campaigns:
- Email Marketing: Evaluate templates, open rates, deliverability, and A/B testing performance.
- Landing Pages: Conversion rate analysis, user experience, and SEO factors.
- Lead Nurturing: Workflows, lead scoring, and lifecycle stage management.
- Ads Management: ROI tracking and alignment with target personas.
Sales Hub Audit
Improve the efficiency of your sales processes with our detailed analysis:
- Sales Pipelines: Stages, deal properties, and close rate optimization.
- Sequences: Automation performance and prospect engagement metrics.
- Sales Dashboard: Accuracy and customization to track key performance indicators (KPIs).
- Integration Review: Seamless integration with CRMs, calendars, and third-party tools.
Service Hub Audit
Enhance customer satisfaction and retention with optimized service tools:
- Ticket Pipelines: Workflow analysis and automation for ticket resolution.
- Knowledge Base: Content structure, relevance, and search performance.
- Customer Feedback Tools: NPS, CES, and customer satisfaction surveys for actionable insights.
Custom Workflow and Automation Audit
Automation is key to efficiency. We audit and optimize workflows to ensure:
- Proper triggers and actions for every stage of the buyer's journey.
- Smooth handoffs between marketing, sales, and service teams.
- Error-free execution with measurable outcomes.
Reporting and Analytics Audit
We ensure your reporting tools deliver the insights you need:
- Dashboards: Evaluate accuracy, relevancy, and customization of metrics.
- Attribution Reporting: Analyze the customer journey to track campaign success.
- Cross-Platform Reporting: Seamless integration of HubSpot data with external tools.
- Revenue and ROI Analysis: Correlate marketing and sales efforts to business growth.
Advanced reporting and custom dashboard creation
Why settle for generic reports when you can get tailored insights? Our team builds:
- Custom dashboards for measuring sales, marketing, and customer success.
- Granular segmentation is used to track performance at both the micro and macro levels.
- Visualizations that help your team comprehend and act on vital data.
- Multi-touch attribution reports help to map ROI across campaigns.
Why choose Inboundsys for HubSpot auditing and reporting?
- HubSpot Expertise: We offer unparalleled expertise and experience as a HubSpot Diamond Partner.
- Proven Frameworks: Our auditing methodology is designed to discover shortcomings and propose effective remedies.
- Data-Driven Insights: Actionable suggestions based on your company objectives.
- Ongoing Support: Post-audit help for implementing and monitoring improvements.
Who benefits from our services?
- Businesses that are scaling with HubSpot are streamlining processes and increasing efficiency.
- Companies seeking higher ROI by improving marketing, sales, and service performance.
- Organizations need data clarity to gain valuable insights and help shape their strategy.
- Teams that require compliance audits to ensure that GDPR and other data standards are followed.
Let’s get started
HubSpot is a powerful tool, but only when it’s used right. Let Inboundsys help you uncover its full potential through our expert audit and reporting services.
Honoring the Brands That Trust Us
Trusted by Businesses Worldwide
Excellent team and support from Inboundsys
We started our project to migrate from OLD CRM where we had 5 year data. Then we also wanted to revamp the entire Sales process what we had in FreshaSales. From Day 1 Inboundsys team has been very confident about the migration and implementation. I was really impressed with the kind of Knowledge they carry as a team. I found them available for all our queries during and post-implementation as well. With the kind of knowledge and commitment they showed, we could complete our implementation in time and satisfaction. Thanks, Inboundsys team, for all their assistance, and wish them all the best for their future endeavour. :)
Services provided - CRM Implementation and CRM Migration
Piyush Bhamare
Information Technology Services
Fast, Efficient and Overall Fantastic Service
Working with Inboundsys was an absolute pleasure. They understood the project scope immediately, and when any issues popped up, they would send us an analysis of the problems and suggested solutions; that alone was absolute gold compared to many other partners we work with. They were also swift in execution, and honestly, they exceeded all our expectations. I will partner with them again in a heartbeat.
Services provided - Website Development and Website Migration
Ghazi Jeiroudi
Marketing Advertising
Excellent team and support from Inboundsys
INBOUNDSYS have been and continue to be a great help to us while we split out website into two functional yet different sub-pages. They did the works quickly and we have been very happy with the outcomes.
Services provided - Website Development and Website Migration
Lena Kimenkowski
Design
Converted Wix Website to HubSpot
INBOUNDSYS quickly and accurately converted our Wix website over to HubSpot. The team was very responsive even though we live in opposite time zones! We are very happy with the work!
Services provided - Website Development and Website Design
Kateri Gabriele
Professional Training Coaching
Great people to work with
I've built approx 1000 websites for my businesses and for my client's businesses. Inbound are in the top 5 companies I have worked with. They exceeded my expectations in a number of ways . They took the time to read my brief carefully and ask a lot of questions before they got started. . They completed the dev 1.5 weeks ahead of schedule. . They were able to build applications and templates from scratch The result is a site that will return value to our company for the next 5 years. I hope they showcase our website and win more business.
Services provided - Website Development and Website Design
Anthony Coundouris
Anthony Coundouris
Excellent service - Highly Recommended
I've used Inboundsys lots of times over the past few years and each time, the level of service and the end product is excellent. Whenever I need a landing page building, the team understand the task and work efficiently to create the page from my design.
Services provided - HubSpot Website Development and Website Design
Daniel Greenhalgh
Computer Software
Knowledgeable and reliable
I have been working with Inboundsys for 3 years now and have been very happy with our working relationship. Project Managers are very responsive, reliable and know all the ins and outs of our business - which is especially helpful for me as a newcomer. I highly recommend Inboundsys - thank you, team!
Services provided - HubSpot Automation, HubSpot Email Marketing, and custom API Integrations with HubSpot
Chelsea Daniell
Medical Devices
Great Customer Service
I have worked with the team at Inbound for over a year now and they have been great partners. Project Managers go out of their way to keep my team moving in the right direction with HubSpot.
Services provided - HubSpot CRM Implementation and HubSpot Automation
Todd Paton
Marketing & Advertising
Supportive and Reliable
Working with the Inboundsys team is nothing but great! The team has shown endless support for our campaigns and requirements, especially when there was a crunch in timeline most of the times. They are able to deliver the campaigns with good understanding of the clients' needs. Kudos to Inboundsys Team.
Services provided - HubSpot Email Marketing and full Inbound Marketing Services
Shermaine Foo
Medical Devices
Proactive and quick!
All of the projects we handed the Inboundsys team yielded the desired outcome. They've proactively offered suggestions with all the feasible options and solutions. In the event of a problem, the Inboundsys team has been very supportive and prompt in resolving those problems in real-time. They have been fantastic for website development for both HubSpot CMS websites and Inbound Marketing Services.
Services provided - HubSpot Website Development, Search Engine Optimization, and Website Re-design.
Sourabh Choudhary
Information Technology Services
Please book your free 30-minute consultation with our experts today.
Frequently Asked Questions (FAQs) about HubSpot Audit and Reporting Services
What is a HubSpot audit, and why do I need one?
A HubSpot audit is a comprehensive review of your HubSpot platform to assess how well it is configured, utilized, and aligned with your business goals. It helps identify inefficiencies, gaps, and areas for improvement, ensuring you maximize ROI from your HubSpot investment.
How long does the audit process take?
The duration depends on the complexity of your HubSpot portal. On average, our audits take 7-14 business days, but timelines may vary for larger or more complex setups.
Will an audit disrupt my ongoing operations?
No, our audit process is non-intrusive. We analyze your HubSpot portal in the background without affecting your daily operations or ongoing campaigns.
Do you audit custom integrations in HubSpot?
Yes, we review all third-party integrations to ensure they are configured correctly, aligned with your processes, and secure.
Do you provide recommendations after the audit?
Every audit includes a detailed report with findings, actionable recommendations, and prioritized steps to optimize your HubSpot platform.
Do you offer post-audit support?
We offer implementation support, training, and ongoing consultation to ensure the audit recommendations are successfully executed.
What does the marketing audit involve?
We analyze your email campaigns, landing pages, forms, CTAs, lead scoring, lead nurturing workflows, and overall campaign performance.
Can you help improve my lead generation strategy?
Yes, we identify gaps in your current strategy and recommend optimized approaches for better lead generation and nurturing.
How does the sales audit benefit my team?
The sales audit helps streamline your pipelines, improve deal tracking, and optimize automation, enabling your team to close deals more efficiently.
Can you evaluate my sales sequences?
We assess your sales sequences' structure, timing, and performance to enhance prospect engagement.
Do you review sales dashboards?
We analyze your sales dashboards to ensure they track the right KPIs and provide actionable insights.
What does the Service Hub audit include?
The Service Hub audit covers ticket pipelines, knowledge base performance, customer feedback tools, and service workflows.
Can you help improve my customer support processes?
Yes, we identify inefficiencies in your ticketing system and recommend automation and process improvements to enhance customer support.
What types of reports do you analyze?
We review dashboards, campaign reports, attribution models, and revenue reports to ensure they align with your business goals.
Can you help me set up custom dashboards?
Yes, we build tailored dashboards for sales, marketing, and service metrics based on your unique requirements.
Do you provide cross-platform reporting support?
We can integrate HubSpot data with external tools to deliver comprehensive cross-platform reports.
What do you check in a workflow audit?
We evaluate triggers, actions, performance, and alignment with your buyer's journey to ensure smooth automation.
Do you check for duplicate records?
We identify and resolve duplicate contacts, deals, and companies to maintain clean data.
How do you handle GDPR compliance during the audit?
We review your data collection, storage, and processing practices to ensure compliance with GDPR and other regulations.
How much do your audit services cost?
Pricing depends on the scope and complexity of the audit. Contact us for a customized quote tailored to your needs.
Do you offer a free consultation?
We provide a free initial consultation to understand your requirements and propose the right solution.
Can I combine an audit with other services?
We offer comprehensive solutions to complement your audit, including HubSpot onboarding, training, migration, maintenance, and implementation support.
Talk to experts
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