Existing Architecture

HubSpot Audit

Adoption Issues

Existing RevOps Framework

At Boundless, we've been navigating some challenges with our HubSpot setup due to not having a dedicated admin. Instead, we've relied on a mix of consultants and team efforts to manage this pivotal part of our infrastructure. This approach has highlighted several areas ripe for improvement.

Firstly, our approach to measuring sales and marketing success has traditionally focused on volume-based metrics rather than actual revenue impact. This method isn't giving us the full picture of our efforts' effectiveness, and it's clear that a shift toward revenue-centric metrics would better align our strategies with Boundless's financial goals.

Additionally, our management of user access within HubSpot has been less than ideal. Several former employees still have active accounts, and we've been too liberal in assigning super admin permissions. Tightening these permissions is crucial not just for security but also for maintaining the integrity of our data.

We currently have nearly 200 active workflows, with over 50 showing errors that need to be addressed. These workflows are vital for automating our processes, and any inefficiencies here directly affect our productivity and the accuracy of our campaigns.

Our integration landscape is also a concern, with over 20 active integrations set up by various users. We need to review each integration to ensure they are properly configured and secure, protecting our system from potential breaches.

A recent evaluation using the Insycle data grading tool revealed a low data hygiene score of just 18%. This is concerning, as poor data hygiene can skew analytics and decision-making, leading to less effective strategies and wasted resources.

The handling of lifecycle stages has also been problematic, with frequent resets by consultants that have left them in a confusing state. Establishing consistency in how we manage these stages is crucial for tracking our customer journey accurately.

Each of these areas presents a significant opportunity for improvement at Boundless. By addressing them systematically, we can enhance the reliability and effectiveness of our HubSpot operations, thus laying a stronger foundation for our sales and marketing activities.

This isn't just about operational efficiency; it's about setting the stage for more informed decisions and strategic growth.

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