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Optimizing Get Your Nest's Revenue Operations with HubSpot

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Industry

Real Estate

Challenge

Facing issues with HubSpot reporting inaccuracies and a cluttered CRM setup, Get Your Nest required a comprehensive overhaul to streamline their revenue operations.

Results

By partnering with Peddle, Get Your Nest transformed their HubSpot CRM into a powerful, revenue-driven platform. The optimization efforts not only improved reporting accuracy but also empowered their team with the tools and knowledge needed for long-term success.

REVOPS

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About Get Your Nest

 Get Your Nest is a forward-thinking company focused on helping homeowners simplify their living spaces through innovative home organization solutions. Their mission is to create functional and stress-free environments for their clients by leveraging strategic tools and processes.

The Challenge

Get Your Nest had recently parted ways with their HubSpot administrator due to persistent issues with inaccurate reporting and inefficient CRM setup. Their HubSpot instance was cluttered with unnecessary workflows and ineffective Aircall tags, leading to data inconsistencies and poor visibility into revenue operations.

The Goal

  • Optimize HubSpot for revenue operations.
  • Identify and update problematic workflows.
  • Clean and streamline the Aircall integration.
  • Train the team on effective HubSpot usage moving forward.

The Solution

Peddle collaborated closely with Get Your Nest to deliver a comprehensive HubSpot optimization strategy:

  • HubSpot Audit and Key Project Identification: Conducted a thorough audit to identify gaps and areas requiring optimization.
  • Pipeline and Workflow Optimization: Redesigned sales pipelines and lifecycle stages based on revenue operations principles, ensuring accurate data tracking.
  • Aircall Integration Cleanup: Removed unnecessary tags and redundant workflows within the Aircall integration to reduce CRM clutter.
  • Training and Documentation: Created training materials and hosted sessions to ensure the Get Your Nest team was equipped to manage HubSpot effectively moving forward.

The Results

  • New Revenue-Aligned Sales Pipeline: Redesigned with clear lifecycle stages and automated tracking for better revenue visibility.
  • Enhanced Data Accuracy: Inclusion, reset, and greater-than lists implemented to ensure proper lifecycle stage tracking.
  • Comprehensive Reporting Dashboards: Built to monitor sales performance, revenue operations metrics, and marketing efforts.
  • Streamlined Aircall Integration: Cleaned up for enhanced call tracking and reduced data clutter.

 

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