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An Example | HubSpot Underutilization in Construction
Problem The construction company is not utilizing HubSpot to its full capabilities, resulting in disorganized lead management, missed follow-up opportunities, and an inability to track pipeline progress effectively. Leads are falling through the cracks. Sales teams lack clarity on deal stages and follow-up priorities. Reporting is inconsistent, making it hard to measure ROI and performance. Marketing campaigns are not connected to sales efforts, leading to disjointed strategies. Impact Lost Revenue: Missed follow-ups and poor lead management lead to lost opportunities, costing the company tens or hundreds of thousands annually. Low Conversion Rates: Poor visibility into the sales pipeline increases the chances of stalled deals, lengthening sales cycles and reducing win rates. Wasted Resources: Time and money are wasted on underutilized CRM tools, ineffective workflows, and unmeasurable campaigns. Decreased Profit Margins: The inability to prioritize high-value leads and optimize marketing spend puts pressure on margins, further exacerbating financial strain. Root Cause Lack of Training: Sales and marketing teams don’t fully understand HubSpot’s features or how to align them with business goals. Improper Setup: HubSpot wasn’t configured to fit the unique needs of a construction business, leaving key processes unoptimized. Disjointed Processes: Sales, marketing, and operations aren’t connected within the CRM, creating inefficiencies and data silos. No Clear Strategy: A lack of a defined sales process, automation strategy, and reporting framework means the team struggles to use HubSpot effectively.
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