Do you build and re-build marketing reports by downloading HubSpot data into a Spreadsheet?
Have your data SERVED to you HubSpot is a useful system, but its reporting isn't customized to your needs. If you find yourself compensating for the lack in HubSpot by creating, maintaining, and fine-tuning spreadsheets using downloaded HubSpot data, then we can help you automate this process, save you time and effort, and give you room to think about what the reports are about and not about keeping up with the report creation process itself. Save Time and Effort Your reporting can be driven by the data directly from HubSpot. We write code into your spreadsheets that captures, cleans, and transforms the data according to your business needs, then highlights the most relevant changes to your data based on your priorities and goals. Imagine not having to worry about whether the correct formula is in the correct cell, or whether you know all that the spreadsheet can do. Automated reporting means repeatable, measurable peace of mind for you and depending on the size and complexity of the situation, it takes us about 7 working days to create this transformation for you. Security and Speed We keep your data within your systems. We set up an automated, time-driven connection between HubSpot and your spreadsheet system of choice (or database system, if that is your preference). Data downloads quickly, regularly and feeds your reports so you have up-to-the-moment information when you need it to get the pulse of your business. Report and Dashboard Design We use your existing reports as templates to flow data into, but we can also help you design efficient reporting and dashboards that give you a solid view into your business on a regular basis. Your data, served to you, as you need it. Insight-Driven Strategy As an added option, If you feel that you do not have time to gleam insights from your reporting, we can provide annotation and strategic Point of View documents to help sharpen your targets via the data we help obtain from HubSpot and other sources. We can integrate your Google Analytics, Facebook, and other website data into a set of views that helps you get a holistic view of your business as you need it. Proven Expertise We have expertise in the technical and marketing aspects of bringing HubSpot data into a spreadsheet system that allows you to break out of the CRM-driven template and into your own approach to your business. Don't like the way your data views are limited by HubSpot? Then we can create and automate your data views from HubSpot data to make your business metrics a reflection of your priorities and goals. Get started today by sending us a message either via email or via the form on this page. Let's get started. |
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