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HubSpot CRM is a powerful sales management tool with many different metrics and inputs to track ranging from sales rep performance to deal stages to deal amount, etc. But, we get it—you have so many other things to manage in your business that you might not be getting everything you can from the tool. Here are some of the areas where we can help.
To better understand your sales team’s activity and productivity at both the team and sales rep level.
To better understand conversion rates throughout your entire marketing and sales funnels, from Sessions to Sales.
To better understand the number of deals and dollar values of deals in different stages of your sales pipeline(s).
To better understand the number of Closing or Closed Deals in your pipeline to accurately forecast your sales.
Our team will build relevant dashboards and help analyze your sales team’s outputs/activities (emails, meetings booked, calls) and outcomes/results (deals closed, amount closed won) at both the team and individual sales rep level.
Our team will build relevant dashboards and help analyze conversion rates across your entire marketing and sales funnels.
Our team will build out relevant dashboards and help you analyze the number of deals and dollar values of deals in different stages of your sales pipeline(s).
Our team will build out relevant dashboards and help you analyze the number of Closing or Closed Deals in your pipeline so you can more predictably forecast sales.
Getting started can be as simple as sending an email or chat message.
Getting started is easy. Just create your free Databox account and connect your HubSpot CRM account. This way, we’ll be able to build your dashboards directly in your account.
Complete this questionnaire so that our team can learn about your sales team, process, and your HubSpot CRM set up and better understand which dashboards would be most helpful for your business.
Once you’ve completed the questionnaire, our team will get started in building your dashboard(s) inside your existing Databox account. We’ll include the most effective visualizations for tracking your specific performance data, organize your dashboard in the cleanest way possible so that you can easily uncover insights, and provide personalized recommendations on how you can continue to expand your data analysis so you can discover insights across your area of focus.
From here, we’ll help you uncover your greater reporting needs and how Databox can help. See how to tie multiple reports together to paint a full picture, set goals you can visualize across your dashboards, and automate important performance trends with notifications. Once you receive your dashboard, schedule a call with one of our experts to learn what went into creating your dashboard and how to use it most efficiently moving forward.
No, we’ll collect all of the information we need through the questionnaire, like your Sales Team setup, your Pipelines and Deal Stages, etc. Then we’ll customize your dashboards based on this information.
Up to 6, but it depends on your needs.
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