Datum Labs Optimizes FinanceHQ's CRM

About the Company—FinanceHQ 

FinanceHQ is a leading platform dedicated to connecting individuals with trusted financial advisors and resources to help secure a better financial future. With a premium, nationwide network of rigorously verified financial planners and registered investment advisors (RIAs), FinanceHQ ensures that clients are matched with experts uniquely suited to their financial goals. The platform’s proprietary matching technology personalizes the search for financial advice, aligning clients with fiduciaries who prioritize their best interests. FinanceHQ stands as a registered fiduciary committed to recommending professionals who will guide clients towards financial success, making it the ultimate destination for building long-term advisory relationships.

The Challenge: Analyzing HubSpot CRM Data for Enhanced Client Insights

FinanceHQ sought to leverage their HubSpot CRM data more effectively by analyzing it within a centralized dashboard. With vast amounts of client information and interaction data stored in HubSpot, they needed a way to visualize and interpret key metrics that would provide actionable insights into their client engagement and sales processes. The challenge was to create a dashboard within their HubSpot account that could capture and display critical data points such as deal stages, expected revenue, and recent activities, enabling better decision-making and strategy development.‍

‍Key challenges included:

• Data Consolidation: The need to compile and present data from various aspects of the HubSpot CRM, including deal stages, revenue projections, and client interactions, in a coherent and accessible format.
• Metric Calculation: FinanceHQ required precise calculations of common CRM metrics, such as deal probability, expected revenue, and recent activities, to gain a clear understanding of their sales pipeline and client engagement levels.
• Efficient Reporting: The company needed a streamlined reporting process within HubSpot that allowed for real-time monitoring of key performance indicators, facilitating more informed and timely business decisions.

The Solution—Customized HubSpot Dashboard for Comprehensive Data Analysis

Datum Labs addressed FinanceHQ’s challenge by developing a customized dashboard directly within their HubSpot account. This solution involved:

• Dashboard Creation: We designed a user-friendly dashboard that compiled key CRM data points, providing FinanceHQ with a clear and comprehensive view of their sales and client interactions.
• Metric Calculation: Common metrics such as account name, deal stage, deal owner, expected monthly revenue, deal probability, asset range, and recent activity were calculated and visualized within the dashboard, ensuring FinanceHQ could easily track and analyze their performance.
• Real-Time Insights: The dashboard allowed FinanceHQ to monitor their data in real-time, empowering them to make informed decisions based on the most current information available.

Datum Labs: Delivering Precision and Insight with Customized Solutions

Datum Labs was the perfect partner for FinanceHQ, bringing a wealth of expertise in CRM data analysis and dashboard creation. Our tailored approach ensured that FinanceHQ could efficiently manage and interpret their HubSpot data, gaining valuable insights into their client relationships and sales strategies. By focusing on their specific needs and delivering a seamless integration within HubSpot, Datum Labs enabled FinanceHQ to enhance their decision-making process and drive better outcomes for their business.