Direct Benefits of a Portal Audit
Cleaner, more reliable data
- Identifies and removes duplicates, bad records, and inconsistent properties so reports become trustworthy and usable for decision-making.
- Fixes broken field mappings and data flows between HubSpot and other tools, reducing manual cleanup and errors across marketing, sales, and service.
More efficient automation and workflows
- Reveals redundant, conflicting, or broken workflows that are causing leaks in lead handoff or deal progression, then simplifies them for higher throughput.
- Optimizes key automations (nurture, routing, lifecycle updates) so your teams spend less time on admin and more time on revenue-generating activities.
Better Reporting and RevOps Visibility
- Aligns lifecycle stages, pipelines, and key properties so dashboards accurately reflect funnel performance, conversion rates, and pipeline health.
- Surfaces gaps in current reporting and adds the right KPIs, giving leadership a clearer view of what is and is not driving growth.
Higher ROI from HubSpot investment
- Uncovers underused features and tools (e.g., advanced segmentation, lead scoring, AI, reporting) so you extract more value without adding new software.
- Provides a prioritized roadmap of quick wins and strategic improvements that directly support revenue growth and customer experience.