Hue: How Automation Helped this Growing Company Stay Lean
Working with a HubSpot Agency means you aren't worrying about connecting Workflows, Reports, or Integrations.
Industry: Software Development for Beauty
Company Size: Small Business (5-10 employees)
Location: Massachusetts
Use Case:
- Custom Properties
- Deal Pipeline Automation
- Emails and Texting in Workflows
Hubs Used: Marketing and Sales
The Details...
The Problem:
This startup needed to automate everything. From gathering data, fulfilling shipments, to getting feedback surveys submitted.
Good Team's Answer:
Hue came to us in the Spring of 2022 looking for someone to set up their HubSpot. They had been running everything off of a Shopify site but needed more customization and automation in their process. The first step was to make sure the data coming into their instance was clean and organized in a way that the automations 3 steps down wouldn't miss-fire. That meant lots of custom properties... and no single-line text.
Over 300 custom properties later and the Deal Pipelines were ready to be setup.
The Automation:
What value has the partnership brought to Hue's system?
Hue has gone from:
- Using multiple softwares to generate and store data
- Not being able to integrate those softwares with one another
- Manually inputting data into our custom dashboards
- Not being able to track where contacts are
Good Team stepped in and helped organize the data before it even entered HubSpot. Then took what they learned from the cleanup and tailored Hue's HubSpot portal for the initial upload. Once the data entered their portal the fun started, building workflows, pipelines, and content to help Hue's customers have clear steps throughout the journey.
Building out 60 workflows seems really big and complex, but you would never know it because of how Good Team was able to organize and execute everything quickly and seamlessly while Hue worked on other areas of their business.
The Result
What are the benefits since working with Good Team?
After 11 months of working with Hue we've been able to create a duplicatable system. As their company grows and they sign with new beauty brands, we are able to quickly build out campaigns and pipelines with confidence. Documented processes and clear steps with how the data is used means that we aren't wasting time re-writing the system every 3 months.
We celebrate as they grow because we all know what it will look like as Hue scales with HubSpot and Good Team.
About Good Team
We help companies get HubSpot working the way it was meant to. How? Good Team will clean up the foundation, organize the data, and rebuild the system so it reflects how your business operates. Instead of patching small issues, we focus on fixing the underlying structure so your pipelines, automations, and reporting make sense.
The result is a HubSpot system your team can rely on every day, without leadership having to manage it themselves.