Hubspot (CRM) Data Pipeline

Our customer had already started using Power BI to visualize their MYOB transactions.
But why stop there?

​The current setup provided a story at the end of the Sales journey. Showing revenues, costs and profits, however, this doesn't explain how these metrics came to be... ​They are customers of HubSpot (CRM SaaS), a tool that the staff would use on a daily basis for managing their sales pipeline - deals won, lost and still pending. Using the expertise of Simple Analytics, they hoped to gain a full picture of their Sales process. Having more visibility of this data assists in answering questions like -

• How long are deals pending?

• How many deals are pending?

• How many deals are lost?​

  
  

  Another issue they they faced with their current MYOB report is that it was clunky and could take up to 15 minutes to refresh the data in Power BI.

Solution

Using their existing SSMS setup and HubSpot APIs, we provisioned a database to store their HubSpot data that refreshed daily. The data was stored in a clean and optimised structure to allow Power BI to connect and refresh quickly. We then worked with the team to give them visuals that suited their way of working - addressing the questions that the senior managers wanted to know while also giving the operations team visibility of their work.

Outcomes

• An automated sales data flow showing their sales pipeline as at that work day morning.

• Interactive Power BI dashboards that enable the users to be proactive rather than reactive.​

• Daily actions became data-driven, focusing on more convertible work due to visibility of deal stage, customer history, and days in suspense.