EPI-USE: the case for one HubSpot across six regions
Six regional HubSpot portals, five renewal dates and no group view. How we mapped EPI-USE's real spend and built the case for one portal with Business Units.
// RevOps cluster
The operating system underneath the revenue team.
Process, lifecycle, routing, forecasting and the reporting that makes a pipeline number mean something. Written for the person who owns the number.
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EPI-USE: the case for one HubSpot across six regions
Six regional HubSpot portals, five renewal dates and no group view. How we mapped EPI-USE's real spend and built the case for one portal with Business Units.
Read the case study
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One HubSpot or six? How to build the case for consolidating regional portals
When every region buys its own HubSpot, you pay for the same product several times and lose the group view. How to work out whether one portal pays.
Read the article
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What a CRM system actually does, and how to choose one
A CRM system is the single record of every customer relationship. What a CRM should do, the signs you have outgrown spreadsheets, and how to choose one.
Read the article
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