The Challenge
Despite the Green Couch team logging sales information in HubSpot, the brand’s Managing Director primarily used spreadsheets for vital reporting. She did so because some key information was missing from HubSpot and because setting up custom reporting within HubSpot is difficult.
Green Couch’s spreadsheet reporting technique consumed a lot of manual reporting time from the Managing Director and delayed the team’s ability to get real-time insights from key reports.
The Solution
Green Couch turned to Forge Apollo for HubSpot consulting about this issue, which resulted in our team building out custom versions of their spreadsheet reports within HubSpot.
Capturing Missing Information
We identified information on the original reports that was missing in HubSpot and created new properties for them within the software. We communicated this list to Green Couch so they could adjust their sales team’s training to start capturing this information.
Custom Reports and Dashboards
We created a series of custom HubSpot reports reflecting Green Couch’s desired insights and grouped them into relevant dashboards for easy review.
Limited Manual Entry
There was some information that HubSpot didn’t have reporting capabilities for in Green Couch’s desired format. In those limited cases, we created editable text fields that the Managing Director can update once per year.
Automated Emails
Green Couch reviews these reports in specific weekly meetings, so we configured automated emails that would send the reports to the Managing Director shortly before the meetings to allow her to easily prepare.
The Impact
Time Savings
Automated reporting and report delivery are saving the Managing Director’s time, which she can then focus on more strategic initiatives.
Improved Processes
By identifying key missing data in HubSpot, Green Couch’s sales team has improved its data entry processes.
Real-Time Insights
Without the delay from manual data collection in a spreadsheet, the team can see real-time insights to better guide decision-making.
