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Project Overview
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HubSpot Services
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Hubspot Onboarding
Seamless setup and introduction to HubSpot for effective business use.
Service Hub Implementation
Implement HubSpot Service Hub for efficient customer support management.
Hubspot Integration
Integrate HubSpot with your existing systems for seamless workflows.
HubSpot for Bangladesh
HubSpot solutions tailored to the needs of Bangladeshi businesses.
Products
Digital Services
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UI/UX Design
Design user-friendly and visually appealing websites that engage visitors.
Odoo ERP Implementation
Optimize workflows, boost efficiency, and enhance productivity with Odoo ERP.
Custom HubSpot Card for Fetching and Filtering Line Items Linked to Deals
Company
Name Can’t be Disclosed
Timeline
2 Weeks
HighLevel Subscription
Sales Hub Enterprise
Operations Hub Professional
Task
Build a custom HubSpot CRM card to enable efficient fetching and filtering of line items associated with deals.
Problem Statement
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Fragmented Data Access
Users faced challenges in accessing and managing deal-related line items within HubSpot, resulting in fragmented information across different sections of the CRM. This limited visibility and hindered effective tracking of deal progress. -
Manual Filtering
Sorting and filtering deal information required significant manual effort, leading to inefficiencies and wasted time. Users struggled to retrieve the data they needed, reducing overall productivity and slowing down decision-making processes. -
Limited Customization
The existing tools within HubSpot lacked the flexibility to display and filter data dynamically, preventing users from tailoring the view to match specific needs. This lack of customization impeded the ability to quickly extract relevant insights and manage deals efficiently.
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Fragmented Data Access
Users faced challenges in accessing and managing deal-related line items within HubSpot, resulting in fragmented information across different sections of the CRM. This limited visibility and hindered effective tracking of deal progress. -
Manual Filtering
Sorting and filtering deal information required significant manual effort, leading to inefficiencies and wasted time. Users struggled to retrieve the data they needed, reducing overall productivity and slowing down decision-making processes. -
Limited Customization
The existing tools within HubSpot lacked the flexibility to display and filter data dynamically, preventing users from tailoring the view to match specific needs. This lack of customization impeded the ability to quickly extract relevant insights and manage deals efficiently.
Our Solution
Custom CRM Card Development
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Dynamic Data Fetching
We developed a custom CRM card in HubSpot that automatically fetches line items associated with deals in real time, ensuring users have accurate and up-to-date information directly within HubSpot.
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Optimized Data Handling
The card retrieves data in manageable chunks to handle large datasets efficiently, improving performance and reducing loading times, even with extensive deal histories.
Seamless HubSpot Integration
The custom card integrates seamlessly with HubSpot’s interface, aligning with its native design and offering a consistent user experience, while maintaining strong backend functionality for optimal data retrieval.
Custom CRM Card Development
Customizable Filters and Display
Tailored Data Views
We implemented a system for custom filters, allowing users to sort and view deal information based on criteria such as deal stage, close date, and specific deal attributes. This makes it easier for users to access the data they need, when they need it.
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Flexible Column Customization
Users can dynamically customize columns to display relevant data such as deal details, pricing, and quantities, making it easier to gain insights without navigating through multiple views.
Pagination and Sorting Options
To further enhance usability, we included pagination with customizable row options (10, 25, 50 rows) and sorting capabilities, allowing users to organize data according to their preferences, improving workflow efficiency.
Customizable Filters and Display
Streamlined User Experience
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Intuitive Interface
The custom card was designed with a user-friendly interface, following HubSpot’s UI principles, ensuring ease of use for both experienced and new users.
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Clear Table Format Display
We utilized a table format to display line items, providing a clean, organized layout for easy data analysis and quick decision-making.
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Enhanced Productivity
By reducing the need for manual data entry and allowing for easy sorting, filtering, and viewing, the solution greatly enhanced user productivity, enabling teams to focus on high-priority tasks and improve operational efficiency.
Streamlined User Experience
Results
Enhanced Data Accessibility
The custom CRM card enabled seamless, real-time syncing of deal line items, making it easier for users to access and manage all relevant data directly within HubSpot, without needing external tools or manual data entry.
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Increased Workflow Efficiency
By implementing dynamic filtering, customizable columns, and sorting options, users could quickly organize and analyze deal information, reducing the time spent on manual processes and improving overall workflow efficiency.
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Improved User Experience and Adoption
The intuitive, user-friendly interface and clear table display significantly boosted user adoption. The solution provided a streamlined experience, allowing teams to focus on critical tasks and increasing productivity across the board.
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