Streamlining Analytics and Reporting in HubSpot for a Financial Consulting Firm

The customer, a premier CPA and business advisory firm, was using HubSpot as its marketing automation platform and wanted to track the performance of its marketing and sales channels, individually. They also wanted to get a complete analytical view and reports to answer complex marketing questions.

Download this case study to learn how we helped the customer with:

• Creating dashboards for marketing & sales to effectively track progress
• Creating email performance reports to track email deliverability and bounce rate
• Creating various reports to map the performance of sales reps and identify gaps in the processes