Over-engineered HubSpot and Dynamics365 Integration
- HubSpot Marketing Hub Enterprise
- HubSpot Sales Hub Pro
- Zapier with 80k tasks
- Microsoft Dynamics365
- Reporting was done in Excel
- 5 WordPress Sites on WP-Engine
- Identified key issues with the Clarity Automation Method.
- Implemented a simplified property structure through HubSpot Sales' opportunity pipeline.
- Increased data trust and introduced real-time reporting.
- Achieved a cost saving of over $800 per month.
- Simplicity and focus on core functions are pivotal for an efficient marketing operation.
- Overly complex systems can hinder performance and exhaust valuable resources.
- A well-implemented system allows marketing professionals to focus on strategy rather than get tangled in data management.
A little background
On a typical workday in Chicago, John sat down at his computer with a steaming mug of coffee and a pastry, ready for another Zoom meeting.
As the VP of Marketing, John was a man of action, one who valued simplicity and direct communication.
But he was bogged down with an over-engineered HubSpot portal, draining his time and mental energy on data analysis and reporting, a far cry from his passion for creative marketing strategy.
Where did it go wrong?
This wasn't always the case. The ghost of a well-intentioned but misguided Elite HubSpot agency haunted John's operations.
An overly complex property structure had turned the dream of HubSpot being the source of truth into a nightmare of inefficient reporting.
The strain was evident; John was a strategist, not a data analyst.
+
Custom Properties
hrs
wasted monthly
How did John turn it around?
Our journey with John began with the discovery stage of our Clarity Automation Method. We identified the crux of the issue: complex custom property structure, dependency on a costly Zapier system, and a fragmented feedback loop with the sales team in Microsoft Dynamics365. Reporting became a Herculean task, and the marketing strategy suffered.
The Path Forward
The solution lay in simplicity, in removing the tangled webs of complexity. By implementing a restructuring plan that utilized HubSpot Sales' opportunity pipeline, we simplified custom properties, increased data trust, and facilitated real-time lead quality reporting. A new custom object was introduced to enhance reporting capabilities, and John's team was able to execute marketing campaigns with newfound efficiency.
The Immediate Results
The transformation was immediate and tangible. John's team saved over $800 per month, reporting is now real-time, and the feedback loop with the sales team was established. His team also gained back those wasted hours to focus on execution. John now focuses on his actual role: as a marketing strategist, maximizing each lead's potential. Every sip of his coffee tasted a little sweeter.
"I'm thrilled to have complexity reduced, time back in my day to focus on what I'm actually paid to do,"
John W. | Relearnit
Finalized Platform
- HubSpot Marketing Hub Enterprise
- HubSpot Sales Hub Pro
- HubSpot Operations Pro
- HubSpot CMS Pro
- Microsoft Dynamics365
Time's your most valuable asset.
Let's have a 10-15 minute chat today to see if we can help you get more of it back each day.
