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Industry
Building Services
Challenge
C80 Solutions' HubSpot portal was unstructured due to poor onboarding and implementation, leaving them without clear processes or the expertise to manage reports, automation, and data. Frustrated by slow progress, they estimated it would take up to two more years to fix.
Results
SpotDev’s intervention enabled C80 Solutions to achieve in six months what was initially estimated to take up to two years. Key results included increased team confidence and independence with HubSpot, an improved proposal process, a cleaner and more organised CRM, and significant time savings.
Key Product
RevOps, HubSpot Implementation
“We were on the edge of leaving HubSpot due to the pains we had been seeing, however Stacey has been a shining light in training (our team) and developing our system, she has listened to how we want it to work and has made it happen"
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About C80 Solutions
C80 Solutions is a trusted building compliance provider, offering a comprehensive range of energy assessment, compliance, consultancy, and testing services across the UK’s residential and commercial sectors. C80 works with housebuilders, contractors, architects, M&E engineers, local authorities, and homeowners to ensure regulatory compliance.The Challenge
C80 faced significant challenges with their HubSpot portal, due to onboarding and implementation by a service provider who had fallen short of their expectations. After 18 months, they found their portal to be unstructured and lacking clear processes, with insufficient expertise to train their team or assist with the reports, automation, data cleaning, and configuration they needed. Frustrated by the lack of progress, they estimated it would take another 18 months to two years to get their system functioning effectively. C80 turned to SpotDev to swiftly address these challenges and get their HubSpot portal optimised to drive real results.
The Solution
When C80 partnered with SpotDev, we focused on understanding their pain points and tailoring a solution to meet their business needs efficiently. Our approach included:
- Comprehensive HubSpot training: SpotDev delivered a full training programme, empowering the C80 team with the knowledge and confidence to manage their HubSpot portal effectively.
- Process optimisation: C80’s existing assets were redesigned & developed. SpotDev also advised on functionality that would significantly improve their efficiency and use of the data in their HubSpot CRM.
- Custom reporting & dashboards: C80 needed insightful reports to track deal progress. SpotDev created multiple dashboards, simplifying complex reporting and making data interpretation easier.
- CRM data cleanup: C80's HubSpot portal contained duplicated and messy data due to a lack of understanding about unique identifiers and HubSpot’s de-duplication process. C80 was provided with guidance on both manual and automated data de-duplication solutions, allowing their team to choose the approach that best fit their needs.
- Support block implementation: SpotDev helped C80 establish a structured priority system for tasks, ensuring efficient execution of their HubSpot projects.
- Custom proposal template: C80 initially used a basic drag-and-drop template for quotes but wanted a more polished and branded proposal format. SpotDev custom-coded a proposal template incorporating case studies, testimonials, and terms, transforming it into a professional, client-ready document.
Image: Left: Old C80 sales quote template (view old template) and Right: SpotDev's new sales proposal template designed for C80 (view re-designed template)
Quote template re-design: SpotDev leaned into its HubSpot development expertise, building on the existing functionality to transform C80’s quote into an on-brand, visually striking proposal template, complete with customer testimonials. The number of proposals sent by the C80 team grew significantly after the template was revamped.
The Results
The impact of SpotDev’s intervention was substantial. What C80 initially estimated would take 18 months to two years was successfully achieved in just six months. Key results included:
- Increased confidence & independence: C80’s team became proficient in using HubSpot, managing their reporting, and optimising workflows without external dependency.
- Efficient proposal process: The new custom-designed proposal template improved their sales process, enhancing communication with prospects. The number of proposals sent following its re-design grew significantly.
- Clean & organised CRM: With SpotDev’s guidance, C80 significantly reduced data duplication and improved CRM hygiene, leading to more accurate reporting and segmentation.
- Time-savings: Through training and assistance in creating assets and automation, C80 achieved significant time savings.
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