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use cases BY Feature

See how each feature addresses common business challenges and delivers measurable outcomes.
Seamless Data Sync Across Portals Use Case Image

Use case

Seamless Data Sync Across Portals

Challenge:
SecureShield Insurance received 46,783 new leads from a recent campaign across multiple regions by their corporate marketing team. Previously, spreadsheets were emailed to branch managers, who were left to manually load leads into the CRM, leading to duplicate outreach and making it difficult to track ROI. 

Solution:
With PORTALS, leads are automatically routed from a national campaign to the correct branches, who can contact the lead and track revenue opportunities — all within HubSpot.

Outcome:
Teams at the national level can now easily track campaign performance and ROI, ensuring opportunities for all branches, reducing manual errors, and streamlining lead management.

Streamlined Schema Governance Use Case Image

Use case

Streamlined Schema Governance

Challenge:
CarePlus Clinics struggles to maintain consistent CRM properties across multiple locations, leading to inaccurate patient records and inconsistent appointment follow-ups.

Solution:
With Streamlined Schema Governance, CarePlus uses PORTALS to distribute CRM properties across all HubSpot accounts, ensuring standardization of patient data and appointment processes.

Outcome:
CarePlus now benefits from accurate and comparable patient records across all locations, improving patient care coordination and reducing missed appointments.

 

Unified Sales Pipelines Case Image

Use case

Unified Sales Pipelines

Challenge:
UpSell Sales training wants to arm regional branches with email campaigns tailored to sales leads at certain stages of the sales cycle. Currently, there is a lack of consistency with deal stages in the pipelines for different branches across the country. 

Solution:
With PORTALS, the pipeline and deal stages are synchronized across all HubSpot accounts, allowing corporate marketing to build marketing automation based on the audience’s buying lifecycle and send the promotion only to leads currently in the appropriate deal stage.

Outcome:
UpSell Sales Training improved customer engagement and campaign effectiveness, ensuring the promotion reached the right prospects at the right time while maintaining a strong alignment between sales and marketing, and also allows for better visibility and forecasting data for their entire HubSpot network.

Consolidated Cross-Portal Reporting Use Case Image

Use case

Consolidated Cross-Portal Reporting

Challenge:
The marketing team at GreenPaws Pet Stores needs the ability to better understand the effectiveness of marketing efforts across various regions and franchise locations, but the process of manually extracting and consolidating data from multiple HubSpot accounts was time-consuming and error-prone.

Solution:
PORTALS’ Consolidated Cross-Portal Reporting feature allowed the marketing team to quickly compile data from all HubSpot accounts into a single unified report, providing comprehensive insights into campaign performance across regions and individual franchises.

Outcome:
The GreenPaws team can now efficiently assess campaign success, making faster, data-driven decisions while saving time on manual data consolidation, enhancing their ability to optimize future campaigns.

Real-Time Integration Activity Monitor Use Case Image

Use case

Real-Time Integration Activity Monitor

Challenge:
FitNation Gym headquarters was planning a membership drive marketing campaign for New Years. But when preparing for the first email blast franchise managers reported a lack of new leads syncing to their HubSpot account. 

Solution:
With PORTALS’ Real-Time Integration Activity Monitor, the HubSpot team at headquarters could instantly look up integration issues and address the blocked data sync, ensuring all managers received their data sync without needing IT or support.

Outcome:
FitNation quickly resolved the issue without waiting on support or extensive delays, maximizing campaign outreach which helped drive engagement and boost memberships for the franchise locations.

Interactive Integration Visualizer Use Case Image

Use case

Interactive Integration Visualizer

Challenge:
WealthSphere’s IT team was challenged with launching and maintaining an integration connecting hundreds of HubSpot accounts. Faced with configuring, testing and releasing this integration, their team used PORTALS’ integration visualizer to systematically build, test and release the integration with confidence and full transparency into their configuration.

Solution:
With the Interactive Integration Visualizer, WealthSphere built an advanced integration configuration to support their processes, ensuring seamless and reliable data syncing between HubSpot accounts.

Outcome:
WealthSphere is highly confident in maintaining and updating their integration configuration with PORTALS’ self-service user interface.

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