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Great Question, a SaaS Platform Increased
Customer Renewal AOV to $4,000+
with HubSpot Implementation
Client
Great Question
Timeline
Retainer
HubSpot Subscription
Marketing Hub Professional
Sales Hub Professional
Operations Hub Starter
Marketing Hub Professional
Task
Customer Renewal Pipeline, Contact Attribution & Segmentation, LinkedIn Integration, Custom Reporting
Client Information
Great Question is an all-in-one UX research platform that helps companies collect user feedback, conduct surveys, and engage in meaningful conversations. By integrating user interviews, surveys, and usability testing into one system, Great Question transforms the way companies gather and use customer insights throughout the product lifecycle.
Problem Statement
-
Inefficient Customer Renewal Pipeline
Great Question struggled with managing customer renewals and needed a structured pipeline to improve retention and engagement. -
Contact Attribution and LinkedIn Integration Issues
Their existing system lacked proper attribution and segmentation, making it difficult to track and personalise customer interactions. -
Lack of Comprehensive Reporting for Decision-Making
The company needed custom reporting dashboards to track key performance indicators and optimise business strategies. -
Inefficient Customer Renewal Pipeline
Great Question struggled with managing customer renewals and needed a structured pipeline to improve retention and engagement. -
Contact Attribution and LinkedIn Integration Issues
Their existing system lacked proper attribution and segmentation, making it difficult to track and personalise customer interactions. -
Lack of Comprehensive Reporting for Decision-Making
The company needed custom reporting dashboards to track key performance indicators and optimise business strategies.
Our Solution
Customer Renewal Pipeline Design and Implementation
Designing a Structured Pipeline
Automation of Deal Flow
Streamlining Customer Success Operations
Customer Renewal Pipeline Design and Implementation
Contact Attribution, LinkedIn Integration & Segmentation
Enhanced Contact Attribution
Seamless LinkedIn Integration
Automated Contact Segmentation
Contact Attribution, LinkedIn Integration & Segmentation
Custom Reporting Dashboard Development
Creation of 8 Reporting Dashboards
We built eight customised dashboards, providing actionable insights into:
- Conversion Reports – Understanding lead-to-customer conversion rates
- Deal Slippage – Identifying lost deals and improving sales strategy
- Growth Metrics – Monitoring expansion and retention trends
- KPIs & Lifecycle Stages – Tracking performance at every stage
- Original Source – Measuring lead generation success
- Renewal Pipeline – Tracking customer renewal rates
- Sales Pipeline – Monitoring deal progress across sales teams
Enabling Data-Driven Decision Making
Custom Reporting Dashboard Development
Increased Customer Success Conversions
With the new renewal pipeline, Great Question saw a surge in customer retention, achieving an average order value of over $4,000 per renewal.
Optimised HubSpot Operations
The integrations and automations we implemented enabled the team to use HubSpot more efficiently, improving overall workflow and productivity.
Improved Reporting & Business Intelligence
With access to detailed dashboards, Great Question can now make more informed decisions, track sales activities accurately, and provide better insights to stakeholders.
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