Up Learn
The challenge
When we began collaborating with Up Learn, their sales team actively used HubSpot; however, the platform's foundational setup was flawed.
This misconfiguration led to inconsistent data reporting, hindering sales management and the board's ability to assess team performance, identify successful service areas, and make data-driven decisions.
Consequently, their capacity to act on critical insights was compromised.
How we helped
Resetting the foundations for success
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1
Workshop
The first step was holding a discovery session to understand the key challenges the team faced with using HubSpot effectively, and what a desired future state looked like across Sales, Marketing, Finance and Customer Success.
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2
Audit
Following the workshop, we then ran a portal audit to determine the reality of how HubSpot was being used, and opportunities for improvement.
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3
Sales
Working with the Sales team and Data Analyst, our core focus was supporting the Sales team to be able to input vital data that supported current opportunities, but also the opportunity for renewals, which are crucial to the business.
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4
Products
A fundamental aspect of our work has been to improve the product information passing through the entire sales process so that the subsequent data and insight can be used to Up Learn's advantage.
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5
Reporting
A comprehensive suite of reports was built to ensure the board have access to insightful data with the click of a button.
How we helped
The solution
To address the sales team's data trust issues, we conducted a comprehensive audit of their HubSpot setup, identifying inconsistencies and inefficiencies.
Collaborating closely with key stakeholders, we restructured the platform to prioritise the board's informational needs, ensuring accurate and relevant reporting.
Simultaneously, we streamlined workflows to enhance user experience, enabling the core team to maintain their productivity without disruption.
This holistic approach restored confidence in the data and optimised overall performance.
What are you waiting for?
Get in touch.
