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Client Information
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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.
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.
Great Question Increased
Customer Renewal AOV to $4,000+
with HubSpot Optimisation
Client
Great Question
Timeline
Retainer
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HubSpot Subscription
Marketing Hub Professional
Sales Hub Professional
Operations Hub Starter
Marketing Hub Professional
Task
Customer Renewal Pipeline, Contact Attribution & Segmentation, LinkedIn Integration, Custom Reporting
Problem Statement
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Inefficient Customer Renewal Pipeline
Great Question struggled with managing customer renewals and needed a structured pipeline to improve retention and engagement. -
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Contact Attribution and LinkedIn Integration Issues
Their existing system lacked proper attribution and segmentation, making it difficult to track and personalise customer interactions. -
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Lack of Comprehensive Reporting for Decision-Making
The company needed custom reporting dashboards to track key performance indicators and optimise business strategies. -
Inefficient Customer Renewal Pipeline
Great Question struggled with managing customer renewals and needed a structured pipeline to improve retention and engagement. -
Contact Attribution and LinkedIn Integration Issues
Their existing system lacked proper attribution and segmentation, making it difficult to track and personalise customer interactions. -
Lack of Comprehensive Reporting for Decision-Making
The company needed custom reporting dashboards to track key performance indicators and optimise business strategies.
Our Solution
Customer Renewal Pipeline Design and Implementation
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Designing a Structured Pipeline
Our DevOps team built a dedicated customer renewal pipeline that worked alongside existing sales pipelines, ensuring seamless deal transitions.
Automation of Deal Flow
We implemented advanced deal automation to integrate the renewal pipeline with other tools and optimise customer success interactions.
Streamlining Customer Success Operations
The new system allowed the customer success team to track renewals more effectively and proactively engage with clients.
Customer Renewal Pipeline Design and Implementation
Contact Attribution, LinkedIn Integration & Segmentation
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Enhanced Contact Attribution
We developed a contact attribution system that accurately tracked each customer interaction, ensuring precise data collection.
Seamless LinkedIn Integration
Our team synced LinkedIn’s advanced features with HubSpot, allowing the Great Question team to personalise outreach based on updated lead information.
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Automated Contact Segmentation
We set up a segmentation system with custom lead scoring, lifecycle stages, and automated lead rotation, helping Great Question target users more effectively.
Contact Attribution, LinkedIn Integration & Segmentation
Custom Reporting Dashboard Development
Creation of 8 Reporting Dashboards
We built eight customised dashboards, providing actionable insights into:
- Conversion Reports – Understanding lead-to-customer conversion rates
- Deal Slippage – Identifying lost deals and improving sales strategy
- Growth Metrics – Monitoring expansion and retention trends
- KPIs & Lifecycle Stages – Tracking performance at every stage
- Original Source – Measuring lead generation success
- Renewal Pipeline – Tracking customer renewal rates
- Sales Pipeline – Monitoring deal progress across sales teams
Enabling Data-Driven Decision Making
These dashboards provided a comprehensive overview, helping Great Question make strategic, data-backed decisions.
Custom Reporting Dashboard Development
Results
Increased Customer Success Conversions
With the new renewal pipeline, Great Question saw a surge in customer retention, achieving an average order value of over $4,000 per renewal.
Optimised HubSpot Operations
The integrations and automations we implemented enabled the team to use HubSpot more efficiently, improving overall workflow and productivity.
Improved Reporting & Business Intelligence
With access to detailed dashboards, Great Question can now make more informed decisions, track sales activities accurately, and provide better insights to stakeholders.
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