Optimizing Get Your Nest's Revenue Operations with HubSpot

Challenge

Get Your Nest struggled with an underperforming HubSpot instance after parting ways with their HubSpot administrator. Reporting was unreliable, workflows were cluttered with redundancies, and Aircall tags were poorly structured—causing data inconsistencies and limiting visibility into revenue operations. Without a clear system in place, the team lacked accurate insights to manage and scale their sales processes.

Solution

Peddle partnered with Get Your Nest to execute a full HubSpot optimization. The project began with a comprehensive audit to uncover gaps and prioritize fixes. Sales pipelines and lifecycle stages were redesigned using RevOps principles to align with revenue goals and improve data accuracy. The Aircall integration was cleaned up, eliminating redundant workflows and unnecessary tags to reduce CRM clutter. Finally, Peddle developed tailored training materials and hosted sessions to equip the team with the knowledge to manage HubSpot effectively moving forward.

Impact

• Enhanced Data Accuracy: Implemented inclusion and reset lists that improved lifecycle stage tracking accuracy by 42%.

• Improved Reporting: New dashboards provided full visibility into sales performance, RevOps metrics, and marketing efforts.

• Streamlined Aircall Integration: Cleanup reduced CRM clutter and improved call tracking efficiency by 25%.

• Team Enablement: Training and documentation reduced HubSpot onboarding time for new reps by 40%.