We have to live in what we build.
Most of the work that breaks a HubSpot portal is invisible until someone tries to report off it. We find it earlier, because we are the ones reporting off it. We run the paid media spend that flows through your HubSpot. When the data model is wrong, our optimisation slows and our reporting stops making sense, so we build the system to the standard our own media team needs to operate from, not to a generic onboarding checklist. The portal has to survive contact with live spend. That is the test that matters.
Signs your CRM is working against you
If a few of these sound familiar, the problem is rarely the tool, it's how it was set up and optimised.
- 01Your ad platforms and your CRM disagree on how many leads you actually got.
- 02Your CRM has grown so complex that no one is quite sure how to use it.
- 03Lead stages exist, but no two people agree on what an MQL is.
- 04Reporting takes a day to pull and still gets picked apart in the meeting.
- 05Your reps work around the CRM instead of in it.
- 06No one knows how to properly use it, or is recording things properly.
- 07No one is accountable for ensuring it keeps up with the business.