Auditing your portal: the ultimate HubSpot health check
Our platform audits are like tune-ups for your HubSpot system. We ensure your setup runs smoothly after implementation to help you get more from your investment and align with business objectives.
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Is your HubSpot portal running as smoothly as it could be?
HubSpot is a powerful platform, but like any system, it needs regular care. We see HubSpot as an evolving part of your business and regular maintenance is essential to keeping it sharp.
HubSpot configuration
Left unchecked, even the best setups can slow you down. We review your system to ensure it's tailored to your goals and scalable for growth.
Data quality assessment
Data loss and messy imports can be a major headache - we get it. That's why we focus on cleaning and safeguarding your data to keep everything accurate.
Workflows and automations
We examine your workflows to make sure they’re working for you. Better automations lead to fewer manual tasks for your team.
Lead management evaluation
Are your leads being nurtured properly? We check how you capture and qualify leads, preventing anything from slipping through the cracks.
Sales pipeline review
Your pipeline should reflect how your team sells. We assess its structure to improve forecasting and performance.
Marketing campaign success
Maximise ROI and engagement with better marketing analysis. We help you identify which campaigns are working, which aren’t and what needs to be done about it.
Customer support analysis
A well-organised setup keeps your support running smoothly, leading to improved customer satisfaction.
Reporting and analytics alignment
We align dashboards and reports to your business goals - giving you the insights needed to make data-driven decisions.
Take the guesswork out of your HubSpot performance
From messy data to disorganised workflows - we’ve seen it all. Let us lead the way to make sure you're maximising every feature HubSpot offers.
FAQs
Get the most out of your HubSpot audit
Here's all the key information you need to understand how our audits work and what's involved.
How long does a platform audit take?
Our audits typically take 2-4 weeks, depending on the scope of your setup. We’ll give you a clear timeline upfront so you know exactly what’s in store.
What insights can I expect from a platform audit?
You’ll walk away with clear, actionable insights on configuration, data quality, workflows, lead management, reporting and more. Everything is mapped out with clarity and aligned with your business goals.
Can you help implement audit recommendations?
Yes - we don’t just hand over a to-do list and walk away. We continue to work with you to ensure all recommended changes are seamlessly integrated into your HubSpot platform.
How do you ensure data security during audits?
Data security is at the heart of everything we do. We adhere to stringent protocols and HubSpot best practices to keep your data safe.
What ROI improvements can I expect?
Our clients typically see improved productivity throughout all operations, including conversion rates, stronger marketing and customer happiness. We make sure your team sees the real value of our platform audits through measurable ROI.
In which industries have you carried out platform audits?
We've worked across various sectors including tech, finance, healthcare and manufacturing. Whatever your industry, we tailor our audits to meet your business objectives.
How frequently should I conduct a platform audit?
We recommend an audit every 6 months - especially if your business is growing fast or strategies change regularly. This ensures HubSpot moves with you and is always working as your best ally.
How do I get started with a platform audit from Centralise?
Getting started is easy! Just reach out to our team to schedule a free consultation. We’ll talk through the current state of your HubSpot set up and discuss how you can get the most out of it, leaving no stone unturned.
Get your HubSpot running like clockwork
Whether you’re worried about adoption slipping or workflows breaking, we can help get things back on track. Let us walk you through how to keep your portal in top shape to secure long-term results for your business.