CRM Edition: HubSpot
Industry: CRM Consulting
About the Client
The client, a CRM consulting firm, wanted to enhance their HubSpot setup to gain deeper visibility into sales performance, referral sources, and revenue tracking. Their existing system lacked advanced reporting, structured data visualization, and deal-level insights.
RT Dynamic delivered a custom HubSpot solution that optimized list views, configured performance dashboards, and streamlined deal tracking which empowered their sales team with accurate, actionable insights.
Challenge
The client faced several limitations that prevented them from managing and analyzing sales data effectively:
- Limited Deal Visibility: Inadequate list views restricted pipeline tracking.
- Poor Reporting Depth: No detailed metrics on referrals, ambassadors, or rep performance.
- Unstructured Data: Line items section lacked organization and contextual clarity.
- Revenue Attribution Gaps: No clear insight into ambassador-driven sales contributions.
These challenges made it difficult for leadership to forecast accurately and make timely, data-driven decisions.
Solution
RT Dynamic customized the client’s HubSpot CRM to enhance usability, structure, and analytical power across teams.
Key Deliverables:
- List View Enhancements: Added custom columns for faster, clearer deal tracking.
- Advanced Reporting: Built performance dashboards showing Pipeline Stage by Rep, Closed Won deals, and Referral Source breakdowns.
- Line Item Configuration: Structured deal-level columns for better visibility into product and pricing data.
- Ambassador Revenue Tracking: Designed a reporting system to monitor ambassador-led revenue.
- Bug Resolution & Optimization: Identified and resolved technical issues impacting workflow speed.
The result was a cohesive CRM environment where sales, marketing, and leadership teams could access the insights they needed in real time.
Impact
- 25% increase in deal visibility through enhanced list customization.
- 30% faster decision-making enabled by structured dashboards.
- Improved forecasting accuracy with detailed performance reporting.
- Optimized revenue tracking for ambassador-driven sales initiatives.
Results
With RT Dynamic’s tailored HubSpot enhancements, the client now operates with:
- Comprehensive visibility into deal and revenue data
- Streamlined workflows and efficient data management
- Stronger forecasting and performance analysis capabilities
- A scalable CRM foundation designed for continuous growth
This transformation empowered their team to make smarter, faster decisions and build a truly data-driven sales operation.
Unlock the full potential of your HubSpot CRM.
From custom dashboards to automation workflows, RT Dynamic helps you tailor HubSpot to your business needs for measurable impact.
