HubSpot audit

HubSpot audit

Unlock the potential of your investment with a customized HubSpot CRM Audit

Looking to make the most of the HubSpot platform? Our experts will audit your CRM portal and share the levers you need to activate immediately.

Customized HubSpot CRM audit

PROFITS

Get off to a flying start with a customized HubSpot audit

Make the most of your subscription

Make the most of your subscription

Make the most of HubSpot, whatever your subscription level: we'll guide you through its features and train you in those most relevant to your business. Our consultants have mastered all Hub features and are officially certified by the software. Moving from a cost center to an investment center.

Become a HubSpot ace...

Become a HubSpot ace...

Adopt the right reflexes and become fully autonomous on HubSpot: we train your sales, marketing and support teams in the proper use of the platform. Our vision is that the tool should adapt to your business, not the other way around.

Skills transfer

...and stay that way.

Don't miss out on any developments that are relevant to your business: we take care of you and train your teams in the latest functionalities that meet your challenges. As the software updates its products on a weekly basis, we make sure that you benefit from the most important new features.

PROCESS

How does a HubSpot audit work with Make the Grade?

Our team explores your HubSpot portal, its functionalities and uses from top to bottom. Our mission is to identify what you can improve in your processes to optimize your marketing, sales and customer success actions.

HubSpot audit

01.

Defining your needs and integrating our teams

Identify the teams you need to train, as well as the tools and objectives we need to focus on. Grant our consultants access to your HubSpot portal, and off you go!

02.

Kick off, personalized training plan and session scheduling

Receive a documented training program outlining all your priorities and expected learning outcomes. Define session dates and times with our teams.

03.

Interviews with your users and in-depth analysis of your portal

Remotely, get your teams to take part in business interviews, during which we document their pain points and needs. At the same time, our HubSpot experts will study ways of improving the portal's functionality.

04.

Review your results and pave the way for growth

It's time for personalized restitution. To ensure that initial concerns have been addressed and objectives met. Our experts will advise you on how to further develop your revenues with HubSpot.

Hubspot audit

A tool that's "too expensive" is a tool that's poorly used

Our partnerships are aimed at teams who want to go further in mastering HubSpot CRM. Whether they work in marketing, sales or customer service, we have the conditions in place to guarantee autonomy and performance.

Contact an expert platform auditor

HubSpot Hubs

The HubSpot all-in-one platform for your growth

HubSpot's software architecture is built around its CRM. This customer relationship management tool is supported by a range of tools designed to meet the challenges of business development.
Marketing Hub

Marketing Hub

Convert qualified contacts and educate them with automated workflows, email campaigns, call-to-action buttons, landing pages, etc.

Sales Hub

Sales Hub

Turn warm contacts into customers and increase revenues with sales automation, CRM, sales tunnel, task system, etc.

Service Hub

Service Hub

Work on personalizing the customer experience to build loyalty, with NPS and satisfaction surveys, a ticket tunnel, a knowledge base, etc.

HubSpot Content Hub

Content Hub

Align a website with the company's CRM, with an intuitive content management tool, powerful conversion tools and a tailor-made user experience.

HubSpot Operations Hub

Operations Hub

Control data quality and automatically cleanse data with predefined rules, synchronize HubSpot CRM with the company's technological ecosystem.

worflow marketing illustration illustration dashboard sales Illustration of HubSpot knowledge base CMS content editor illustration dashboard operations hub
Our project approach

Our approach

Results and that's it

We test, we iterate and we're constantly on the lookout. To exceed your B2B growth targets, there's no magic formula, just method, challenge and know-how.

Contact our experts