HubSpot Consultancy for Up Learn

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Restoring trust in data and streamlining workflows to provide management with accurate, actionable information.
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Up Learn

The challenge

When we started working with Up Learn, their sales team was already actively using HubSpot, but the platform’s setup was flawed from the start.

This led to inconsistent data reporting, making it difficult for sales management and the board to evaluate team performance, identify successful service areas and make informed decisions.

As a result, the ability to act on key information was limited.

They needed expert help.

How we helped

Resetting the foundations for success

  • 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.

  • 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.

  • 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.

  • 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.

  • 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 started by auditing their HubSpot setup to identify any discrepancies and inefficiencies.

Working closely with key stakeholders, we reorganised the platform to better meet the boards’ reporting needs, making sure the data was both accurate and relevant.

At the same time, we simplified hubspot workflows to improve the user experience, helping the team stay productive without interruptions.

This holistic approach restored trust in the data and improved overall performance.

Case studies

Success Stories

  • Red Umbrella

    HubSpot Consultancy

    Case Study Image - Red Umbrella
    Red Umbrella partnered with Forbidden to replace manual processes with a fully integrated HubSpot platform that supports scalable sales, delivery, and operations.

  • Panaz

    HubSpot Consultancy

    Case Study Image - Panaz
    See how Panaz enhanced their sales performance with smarter workflows, real-time reporting, and clearer revenue forecasting...all within HubSpot.

  • Better.co.uk

    HubSpot Consultancy

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    Automating sales workflows and improving pipeline management helped Better save £20k in admin costs and speed up deal conversions.

  • Open Study College

    HubSpot Consultancy

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    A streamlined CRM and automation setup gave Open Study College better sales efficiency and clearer marketing insights.

  • Culture AI

    HubSpot Consultancy

    Consultancy

    Rebuilding the HubSpot portal improved data accuracy and reporting and enabled more effective collaboration between the teams.

  • Up Learn

    HubSpot Consultancy

    Up Learn

    Resetting the foundations improved data, reporting and the visibility needed for sustainable, scalable growth.

What are you waiting for?
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