Coursinity team faced several challenges when it came to Campaign reporting and measurement ad spend in comparison to revenue from deals.
The sales team was disconnected working on a spreadsheet to track sales and pipeline which made it nearly impossible to calculate and visualize ROAS.
Both qualification and sales teams did not utilize HubSpot objects properly (i.e. creating contacts with company names instead of creating companies with proper associations).
The team did not utilize activity logging and instead relied on a lead status model that misrepresented its intended use.
Tailed a lead status and a deal pipeline and reshaped their lifecycle model to enable their team productivity and overall performance reporting.
Setup of sales workspace for both sales and qualification teams to streamline their day-to-day operations.
Provided training and support to the team on the use of sales workspace.
Created a platform and campaign external dashboard using Coefficient (API data pull|)
We’re in the process of creating a Looker dashboard for better visualization of data.
