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HubSpot CRM Admin & Maintenance

HubSpot CRM admin & maintenance

Paying a landscaper and gardener to come and turn your garden into something you're proud to show off on Pinterest is one thing.

But without staying on top of the week-to-week weeding and pruning or neglecting the daily watering duties means all that hard work - and investment - is for nought.

It's the same when it comes to HubSpot.

1,200+

Over 1,200 HubSpot customers have trusted our team to support them

And that's more than any other HubSpot partner.

What this means for you is that you can rest assured that your partner agency can quickly and effectively keep your HubSpot CRM in peak condition.

Always abreast of the latest updates and widely experienced in the challenges a living, breathing HubSpot CRM presents, Avidly's team can keep your CRM optimised.

Why does a CRM need managing?

New starters bringing in old habits. Rogue old-timers who get the job done but feel the rules don't apply to them.

Even you, the most diligent member of the team, is only human and can forget to correct that contact record or update that line item when rushing to your next meeting.

End result?

A CRM that needs regular admin and maintenance.

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How CRM admin and maintenance works

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01. PROJECT START 

It's vital we get to know each other and understand what you're trying to achieve - and where you're currently struggling to do it.

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02. STRATEGY 

Our HubSpot and RevOps Consultants will then create a bespoke plan for you. Then rebuild a HubSpot that aligns with your processes and goals.

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03. ONGOING WORK

Every month, your Avidly team will complete the required maintenance and management work in your portal. Your data will be healthy and your performance will be effective.

The differences between CRM Admin and CRM Maintenance

CRM Administration

HubSpot CRM Administration covers the day-to-day management of your system. This means keeping the platform clean, organised and managing it off your to-do list.

Example tasks may include:

  • User management when members join or leave your team and controlling user permissions
  • Data cleansing and keeping you within agreed limits to avoid increased spend come renewal time
  • Making sure automation workflows are firing correctly and in-line with what you need

 

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CRM Maintenance

HubSpot CRM Maintenance is more related to keeping the platform fully optimised as things change at your company and as the HubSpot platform develops.

Some examples of tasks include:

  • Inspecting how certain features are performing and optimising them where necessary, on your behalf
  • Troubleshooting any hiccups or challenges that you face and sharing the best workarounds and solutions with you
  • Installing new CRM functionality as and when it's needed or becomes available so that your business is always working in the most up to date way
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Revival Beds

How we modernised the entire sales process of Revival Beds using HubSpot

With the installation of HubSpot, Revival Beds was enhancing its marketing efforts. In order to handle the inevitable increase in leads, the whole sales side was being fully digitised and modernised too. The solution was to fully utilise the Sales Hub in order to get the most benefit out of using HubSpot Marketing.

B&B Press

Enabling B&B Press to sell better has grown their revenue from £3.8m to £5m

By using the CRM and reporting tools, we created visibility and easy-to-reach data for the B&B Press sales team. This helped the team see precisely where leads were at in the Buyer’s Journey so they knew when the time was right to try and close the deal.

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Global Partner of the Year - 4 years in a row

Out of the thousands of HubSpot agencies out there, we were officially named HubSpot Partner of the Year for three years in a row - 2019, 2020, 2021 and 2022. This award proves our knowledge and competence in HubSpot. 

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Proven Elite HubSpot Partner

Avidly is one of only a few Elite HubSpot Agencies. This means HubSpot recognise us for our understanding of the platform and our ability to implement the best solutions for our customers.

Stars

HubSpot's Partner Directory

It's easy for us and HubSpot to say we're good at what we do, but it's important that you hear that from companies like yours too who are using our services to help them grow. You can see reviews from over 200 customers about their experiences in the HubSpot's Partner Directory.

This is what one of our customers says about us:

“Under the old system I knew we’d had say 400 leads, but I didn’t know anything else. But, with HubSpot, me and the team can now see how many brochures have been requested, how many product samples, which products people are interested in and more.”

Adrian Leary, Marketing Manager, Revival Beds

Want to take the next step with the CRM that does it all?

Level up your selling power with HubSpot’s Smart CRM and industry-leading Sales Hub. Book a chat at a time that suits you...

 

HubSpot ROI Calculator

 

FAQs for the HubSpot ROI Calculator

 

How does HubSpot obtain the customer data used in the ROI calculator?

HubSpot collects data as customers interact with them via their websites or use HubSpot’s subscription services. What they collect, how they use the information they collect, how they share that information, and how customers can manage their information are all described in their Privacy Policy.

What types of customer data are used in the ROI calculator?

The data utilized in the ROI calculator falls into two categories:

HubSpot collects Personal Data from customers when they submit web forms or interact with our websites, for example subscribing to a HubSpot blog, signing up for a webinar, or requesting customer support. HubSpot also collects Personal Data when customers sign-up for a HubSpot account, create or modify user information, set preferences, or provide any other related information to access or utilize our Subscription Service. 

Usage data includes metrics and information regarding customers’ use and interaction with the Subscription Service such as what product features they use the most, when an object (like a ticket) is created and closed, and how often certain features (like workflows) are triggered in their account.

To ensure HubSpot maintains the privacy of their customers’ data, they use anonymization to remove or modify personally identifiable information, so that data cannot be associated with any one individual. HubSpot employs three standard anonymization techniques to customer outcomes data: attribute suppression, generalization and aggregation.

Which HubSpot customers are included in the data used in the ROI calculator?

The data used in this calculator is based on aggregated data from HubSpot customers globally who owned Marketing or Sales Hub Professional or Enterprise for at least 12 months between January 2019 and April 2022. 

In order to be included, the sample for each metric Marketing Hub customers also met the following criteria:

  • Website traffic - must have installed the HubSpot tracking code on website.
  • Marketing leads - must have activated the forms feature.
  • Website conversion rate - must have installed the HubSpot tracking code on website and activated the forms feature.

Sample sizes for each region and industry cohort and metric vary.  But, in order to ensure data privacy and accuracy, HubSpot does not share aggregated data from customer cohorts with sample sizes that do not reach their established cohort size threshold. In these cases, they default to the use of the global value for that metric.

How is the average improvement for each metric determined?

The average improvement for each metric reflects customer performance 12 months post-purchase compared to the average set in the first month after purchasing Marketing Hub or Sales Hub.

The exception is web-conversion rate in which customer performance 12 months post-purchase is compared to the average set in the first three months post-purchase.

HubSpot believes it is critically important to ensure the average improvement values used in this calculator reflect the experience of HubSpot’s customers as accurately as possible. Therefore, before analyzing customer’s data, they screen the data to check for errors, missing data and data distribution. They also employ statistical techniques to identify outliers and clean data so that unusual values do not distort monthly averages. In the case of highly skewed distributions, they use the median value as opposed to the mean because medians are found to be the best measure of central tendency in the case of skewed data.

What does HubSpot (or the partner) do with the data I enter in the calculator?

If cookies are enabled, HubSpot locally stores your selected:

  • Industry
  • Currency
  • Region

These items are cleared whenever you clear your cookies, and are scoped to the current browser being used (e.g., you can’t pick up in Safari where you left off in Chrome).  These properties are not being used to identify you in any way. HubSpot only uses these fields to provide you results based on data that best aligns to you (i.e., your industry or region) and presented in your currency. Everything else you enter into the calculator is saved in-memory while you are interacting with the app. Any data not listed above is cleared as soon as you close your tab/browser window. For more information on how HubSpot uses cookies, please refer to their Cookie Policy.

Avidly's privacy policy can be found here.

Am I guaranteed to see the results I obtain from this calculator?

The data used in this calculator is based on aggregated data from many thousands of HubSpot customers globally.

Please keep in mind that results for individual businesses, including your own as well as HubSpot’s, may differ based on their own markets, customer base, industry, geography, stage, and/or other factors. Therefore, we (and HubSpot) cannot guarantee you will see the exact results you obtain from the ROI Calculator if you purchase Marketing Hub or Sales Hub.