How a complete HubSpot CRM overhaul transformed a disorganized system into a streamlined sales engine, providing total data clarity and saving the team hours every week.
The sales and account management teams at Poll the People were struggling with a disorganized HubSpot instance. There was no standardization for properties across deals, companies, and contacts, which made tracking and reporting inaccurate. They lacked clear visibility into their sales pipeline and team performance, hindering their ability to forecast and scale effectively.
ElanceMind executed a complete HubSpot configuration and optimization project. We worked with their teams to standardize all core properties, built distinct deal pipelines for new sales and account management, and implemented automation rules to ensure data consistency. Finally, we configured custom dashboards to give leadership real-time visibility into performance.
Poll the People is an innovative A/B testing and market research platform that provides brands with rapid, quantitative consumer feedback.
50+
Ensured data
consistency across
Deals, Companies,
and Contacts.
10
Freed up team
resources through
12 new automation
workflows.
3
Provided the first-
ever real-time view
of critical sales &
account KPIs.
We provide ongoing support to ensure you get the most out of your HubSpot investment.
