HubSpot management for energy and utilities companies
We keep your HubSpot portal accurate and working as your sales, service and marketing teams change it, from a monthly block of hours.
Sound familiar?
- Deals in long commercial sales cycles stall between stages.
- Customer records in HubSpot don't match the system your operations team uses.
- Reports take a day to pull together each month.
- Nobody on staff owns HubSpot full time.
What we do
Ongoing HubSpot portal management: workflows, properties, pipelines, reports, user access and fixes. When HubSpot needs data from your operations or billing systems, we build the integration.
Common questions
Can you take over from our current CRM partner or admin?
Yes. We start with a review of the setup as it stands, document what's there, and take over from that point.
What does an hour of management cover?
Day-to-day CRM work: new workflows and properties, reports and dashboards, user changes, fixes, data clean-up and small builds. Larger work, like a new integration, may be quoted as a separate project.
Is the Systems Review free?
Yes. It's a call about your systems, and you get a written scope and quote afterwards.
Other industries
Talk to us about your systems
Book a free Systems Review. Tell us how your team works today and what you want built, connected or run. If we're a fit, you get a written scope and quote.
Book a free Systems Review