If you have recently inherited a HubSpot portal or are looking for a comprehensive review of a portal you’ve managed for a long time, the Illumine8 portal audit is a great place to start. A portal audit is designed to review your portal for best practices and identify errors and recommendations to improve the performance of your data. Following the audit, you will have a clear assessment of your portal’s performance and a roadmap of recommendations to keep it in tip-top shape.
Benefits of HubSpot Portal Audits Include:
Data security and best practices: Keeping up with data security and privacy laws can be time-consuming. The Illumine8 portal audit reviews your HubSpot CRM for data best practices and makes recommendations to shore up any vulnerabilities.
Technology Stack Audit: Definition + an exercise plan for bloated software systems
Drowning in data? Your HubSpot portal is a powerful tool to help you originate and organize your first-party data. However, the insights you gain are only as good as the data in your system. With Illumine8’s HubSpot managed services, you spend more time acting on data insights and less time dealing with data hygiene.
Benefits of ongoing data management include:
Monthly data hygiene reviews. Stay on top of your data’s health. Identify incomplete contact records, merge duplicates automatically, take action on recently unengaged contacts and remove inactive contact records to keep your CRM running fast and lean.
How to prepare your data for a new CRM
Just like a race car, your HubSpot portal needs occasional pit stops to fine-tune the machine to keep performing its best. Refrain from refueling or changing tires too late can be costly later. Instead of trying to keep up with the latest improvements to the HubSpot software in addition to your daily to-do list, let our experts be your pit crew.
Why preventive maintenance is critical to strong HubSpot portal performance:
Planning vs. reacting: Websites and data best practices change constantly. Our experts alert you to challenges before they become requirements so you can plan resources now instead of paying rush charges later. If you wonder about your website’s accessibility performance or meeting data privacy requirements - you are not alone.
How data accuracy costs you $1.8 trillion a year [and how to fix it]
So that you know – only those who have a deep knowledge of HubSpot and your business can provide expert insight into how to fine-tune your portal for optimum performance. Our strategy first approach considers your business goals and current Hubspot portal uses in the context of your day-to-day operations. This results in tailored recommendations specific to your business, not another tactical playbook.
Expert recommendations can include the following:
- Customized workflow improvements for better marketing automation
How digital automation saves real estate investment firm employees hundreds of hours per year
Ever wish you had HubSpot support on speed dial? With Illumine8 HubSpot managed services, you do. Submit a ticket or schedule a one-on-one with our experts to look into your HubSpot question.
Support ticketing for HubSpot includes:
- The ticketing system is available 24-7-365 to submit your question and track the progress of your solution
What is the new HubSpot Service Hub?
All data and no dashboards take the impact out of your HubSpot portal. Let Illumine8 customize your dashboards and reports to show meaningful data to your management, marketing, sales, and operations teams.
Custom dashboard and reports include:
- Configuration of custom reports based on your business needs