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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.
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.
Data Accuracy by 90%
and Improved Revenue Tracking
For an IOS SaaS Platform Mobile Action
Client
Mobile Action
Timeline
3 Months
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HubSpot Subscription
Marketing Hub Enterprise
Sales Hub Enterprise
Operation Hub Professional
Task
Revenue Attribution, Contact Source Reporting, Buyer Journey Setup, and Data Deduplication
Problem Statement
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Challenges with Revenue Attribution
Mobile Action needed an improved revenue attribution system to track marketing effectiveness and ensure accurate conversion reporting. -
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Lack of Accurate Contact Source Reporting
They struggled with identifying and tracking the true source of their contacts, leading to inefficient marketing analysis. -
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Disorganized Buyer Journey and Duplicate Data
The company needed a structured buyer journey and a deduplication process to clean up redundant contact and company records. -
Challenges with Revenue Attribution
Mobile Action needed an improved revenue attribution system to track marketing effectiveness and ensure accurate conversion reporting. -
Lack of Accurate Contact Source Reporting
They struggled with identifying and tracking the true source of their contacts, leading to inefficient marketing analysis. -
Disorganized Buyer Journey and Duplicate Data
The company needed a structured buyer journey and a deduplication process to clean up redundant contact and company records.
Our Solution
Revenue Attribution Troubleshooting
Identifying Attribution Errors
We conducted a comprehensive audit of Mobile Action’s HubSpot setup to pinpoint discrepancies in revenue attribution.
Fixing Conversion Tracking Issues
Our team resolved technical errors that prevented accurate tracking of marketing and sales activities, ensuring that all attributions were correctly aligned.
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Optimizing Attribution Models
We restructured attribution models within HubSpot to better reflect the actual customer journey and marketing impact.
Revenue Attribution Troubleshooting
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Contact Source Reporting & Buyer Journey Implementation
Detailed Contact Source Tracking
We built a robust contact source reporting system, allowing Mobile Action to accurately track where leads originated from, improving channel effectiveness analysis.
Mapping the Buyer Journey
We developed a structured buyer journey framework to define key touchpoints and improve customer engagement throughout the sales cycle.
Automated Lead Routing
Leads were automatically segmented and assigned based on their journey stage, ensuring they received the right interactions at the right time.
Contact Source Reporting & Buyer Journey Implementation
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Custom Data Deduplication with Node.js App
Merging 10,000+ Duplicate Records
We identified and consolidated over 10,000 duplicate contact and company records, streamlining their database.
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Developing a Node.js-Based Deduplication Tool
Our team built a custom deduplication solution using Node.js, ensuring that Mobile Action’s database remained clean and efficient.
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Ensuring Long-Term Data Hygiene
We implemented automated processes to prevent future duplications, keeping their CRM optimized.
Custom Data Deduplication with Node.js App
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Results
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Significantly More Accurate Revenue Attribution
With improved attribution models, Mobile Action can now make informed decisions on marketing strategy and track ROI with confidence.
Enhanced HubSpot Efficiency
Optimizations in HubSpot have streamlined operations, leading to better workflow management and increased productivity.
Improved Reporting & Decision-Making
With clearer data insights and a well-structured system, Mobile Action now has more reliable reporting for strategic planning and stakeholder communication.
Related
Case Studies
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WhiteVillas, a luxury villa brand based in Turks & Caicos, was using multiple tools like Duve and Guesty to manage guest communications, bookings, and marketing automations. However, the fragmented system created silos — no centralized visibility, no unified reporting, and no clear lifecycle management. HubXpert helped WhiteVillas migrate and rebuild their entire marketing ecosystem inside HubSpot Marketing Hub Professional. From automated guest communications to lead scoring, cross-sell opportunities, and dynamic campaigns — HubSpot became their central operating system for marketing, sales, and guest experience.
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HubSpot – Trengo to Service Hub Migration for an E-Commerce Provider Pinkcube
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Patient Lifecycle Transformation for a Healthcare Provider Leva Medical
Leva Medical, a direct patient care provider, was facing challenges managing patient leads, retention, and visibility into growth. With HubXpert’s help, they transformed HubSpot into their end-to-end patient lifecycle engine, ensuring seamless lead capture, tailored patient journeys, automated communication, and data-driven decision-making.
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HubSpot Audit and Optimization for an AI Service Company
Confidential AI Service Company: A company specializing in AI-driven solutions, requiring optimized sales processes and HubSpot utilization.
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Confidential Financial Corporation: A leading financial corporation requiring robust sales management and data integrity.
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Zoho Onboarding and Website Creation for a US-based Drywall Company, Division 9 Pro
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Related
Case Studies
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HubSpot – End-to-End Guest Experience Automation for a Resort & Villa WhiteVillas
WhiteVillas, a luxury villa brand based in Turks & Caicos, was using multiple tools like Duve and Guesty to manage guest communications, bookings, and marketing automations. However, the fragmented system created silos — no centralized visibility, no unified reporting, and no clear lifecycle management. HubXpert helped WhiteVillas migrate and rebuild their entire marketing ecosystem inside HubSpot Marketing Hub Professional. From automated guest communications to lead scoring, cross-sell opportunities, and dynamic campaigns — HubSpot became their central operating system for marketing, sales, and guest experience.
B2C
Travel & Tourism
Featured
Hubspot Marketing Pro
Whitevillas
-
HubSpot – Trengo to Service Hub Migration for an E-Commerce Provider Pinkcube
Pinkcube, a Netherlands-based eCommerce company that provides custom merchandise for both B2B and B2C clients, was managing customer support through multiple disconnected systems — including Trengo. As their ticket volume crossed 200K, managing service operations, routing, and reporting became increasingly complex. HubXpert migrated their entire support infrastructure to HubSpot Service Hub Professional, transferring over 200K tickets while maintaining data accuracy and continuity. We built 15+ service pipelines, created 50+ automation rules, and designed a system that now routes every customer inquiry to the right team — ensuring faster resolution, complete visibility, and measurable efficiency.
Pinkcube
B2C
Travel & Tourism
Featured
Hubspot Marketing Pro
-
Patient Lifecycle Transformation for a Healthcare Provider Leva Medical
Leva Medical, a direct patient care provider, was facing challenges managing patient leads, retention, and visibility into growth. With HubXpert’s help, they transformed HubSpot into their end-to-end patient lifecycle engine, ensuring seamless lead capture, tailored patient journeys, automated communication, and data-driven decision-making.
HubSpot
B2C
Healthcare
Featured
LevaMedical
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HubSpot Audit and Optimization for an AI Service Company
Confidential AI Service Company: A company specializing in AI-driven solutions, requiring optimized sales processes and HubSpot utilization.
Sales Hub
RevOps
B2B
SaaS
Integration
Information & Technology
Admin & Technical
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SalesHub Onboarding & Pipeline Optimisation for Financial Corporation
Confidential Financial Corporation: A leading financial corporation requiring robust sales management and data integrity.
Sales Hub
RevOps
B2B
Financial Service
Admin & Technical
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Zoho Onboarding and Website Creation for a US-based Drywall Company, Division 9 Pro
Division 9 Pro: A US-based drywall company specializing in providing professional drywall installation and finishing services. They focus on delivering high-quality workmanship and reliable service to residential and commercial clients. Division 9 Pro prides itself on its commitment to customer satisfaction and attention to detail.
RevOps
B2C
B2B
Zoho
Real Estate
Division 9