Portal Audits & Workflow Automation
Let’s face it. HubSpot is awesome and easy to use but it is also deep and wide. Do you have a nagging feeling you’re not getting the most out of your HubSpot investment? Do you need help building workflows and struggle with documenting processes?
Your dedicated 245TECH business analyst will help you maximize your ROI through understanding, documenting, and building a professional HubSpot solution that will help you succeed.
HubSpot Portal Audits
245TECH’s Portal Audits provide clients with a better understanding of how they utilize HubSpot’s various Hubs and toolsets. We take a top-down look at everything you’re using, as well as what you’re not, to provide you with the insane clarity and straight talk you should expect from us. The following lists are just some of the areas where we focus to see if you are getting the best value out of HubSpot.
General
- Contacts
- Contact Lists
- Chat Bot
- Efficiencies
- Integrations
- Web Connect
Marketing
- Ads
- Social Media
- Landing Pages
- Blogs
- Lead Capture
- Planning & Strategy
- Workflows
Sales
- Teams
- Deals
- Forecasting
- Tasks
- Documents
- Meetings
- Quotes
- Sequences
Service
- Tickets
- Knowledge Base
- Call Tracking
- Playbooks
- Feedback Surveys
Reporting
- Analytics
- Dashboards
- Reports
“The person in my role before me didn’t document any of our HubSpot workflows before he left and I need help.”
Common Problems
We Hear
“We simply don’t have time to create all the workflows we need in order to fully automate our business.”
“Our Zapier connections keep failing and we are losing critical leads from our website. We need a tighter integration now!”
“I love HubSpot but I think my business isn’t getting all the value it offers. We need someone to come in and tell us what we’re missing.”
“Our sales, marketing, and service departments all use different apps to do their jobs. We’ve got to get everyone on the same page.”
Workflow Automation
Seek First to Understand
The business analysts at 245TECH take great pride in distilling the processes you have in your mind, notes, and spreadsheets into usable flowcharts and documentation. Our customers’ operations departments rave about our reports fitting nicely into their Standard Operating Procedures while sales managers delight in having something in writing they can incorporate into their sales training.
Then Execute the Plan
Everyone has great ideas that get them excited. The fact is, ideas are just dreams if you don’t execute them. With over 25 years of business experience, we know the best-laid plans are worthless if the execution is inferior. Our HubSpot development team has rolled out dozens of successful portals for customers worldwide. So, whether you need implementation and onboarding or portal audits and workflow automation, we’ll execute your plan with care and precision.
Integrations
There really isn’t anything HubSpot can’t integrate with when you consider the 100+ existing apps that already support it. If the software you need to integrate isn’t already HubSpot native, as long as it has a well documented API, we’re in business! For more information, please download our HubSpot Integration Guide.
HubSpot Portal Audits $500
No two businesses are alike and no two HubSpot implementations are the same. For customers with existing HubSpot subscriptions, 245TECH begins every engagement by performing a Portal Audit to find out what you’re currently using, what you’re not, and what opportunities there are to make money, save money—or both!
Workflow Automation
After conducting a portal audit, we’ll have the right information we need to define and meet your HubSpot goals.
Documentation
$1,500
Execution
$3,000
Support
$450/mo
(recommended but optional)
Custom Packages
Let us put a custom-tailored package together to give you a perfect fit.
Call for pricing
Custom Development
Whether you require custom API integrations, custom object development, or want to harness the power of HubSpot workflow automation, 245TECH will work with you to design a customized solution.
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