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      HubSpot Solutions Case Study — MainStreet

      The Challenge

      MainStreet is a scaling fintech business that helps startups effortlessly discover & claim tax credits and incentives in minutes. 

      They needed to...

      • Build the foundation for HubSpot to scale as the company hired more sales reps, increased marketing spending, and introduced new products. 
      • Improve reporting to enable accurate attribution for their Sales & Marketing teams and to enable better visibility into key performance indicators. 
      • Document & define a clear customer journey to align their marketing, sales, and service efforts. And, to deliver buyer-centric insights to relevant team members at each stage of the customer's buying process. 
      main-street-team-case-study

      The Solution

      An optimized HubSpot CRM to future-proof MainStreet's Marketing & Sales Ops as the team continues to grow.

       

      Audit

      Our team started with a deep-dive HubSpot audit to...

      • Uncover the major tech issues that needed immediate attention in their HubSpot portal
      • Look for what's working (so we could double down there), and
      • Identify bottlenecks that needed to be fixed 

      Strategy

      Based on the audit, and understanding the needs of the client, we developed an immediate plan of action to...

      • Fix foundational data governance rules and data collection processes that were negatively impacting their ability to surface performance insights reports and marketing attribution reports
      • Eliminate CRM friction by resolving property mapping errors and object association errors 
      • Build automation to handle database admin tasks and eliminate team downtime
      • Implement lifecycle stage and lead status mapping in order to bring their customer journey to life in HubSpot 
      mainstreet-screenshots-solution-3

      The Outcome

      Greater clarity & efficiency to fuel operational growth!

      MainStreet went from...

      ...having a HubSpot tool that was cumbersome to work in and devoid of true business insights.

      To having a tool...

      • That makes the teams’ day-to-day more manageable
      • Arms their team with important business intelligence, and
      • Helps them to be more efficient while scaling

      Important KPIs

      • 100% visibility into the customer journey
      • 100% visibility into lead tracking across channels 
      • 250% increase in Sales team efficiency
      • 70% increase in lead management efficiency
      mainstreet-screenshots-outcome

      Looking for results like these for your company?
      Book a meeting to chat with one of our experts today.

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