Purple Insights

Great partner, great experience!

Becka and team at Purple Insights helped us when we migrated from Salesforce to HubSpot. We had Becka help us with a few random items in Salesforce before our migration and she was great to work with then. But our real work began when we migrated. Our Salesforce was such a mess from years of just DIY band aid solutions and absolutely no strategy to our org. Becka was AMAZING helping us figure it all out including what to bring over and how. She was incredibly organized managing the project (to the point where she would have to nudge me to do my part!). She was very fair with pricing and I never felt like we were being overcharged on hours. She was also just a pleasure to work with. I got to know her a bit over the time we spent together and just a lovely person. We have also used Becka (and team) to create our new landing page templates after our rebrand and write our HTML signatures for HubSpot. We have not had the opportunity to utilize Becka for her real superpower though - rev ops - but I have seen what she can do there. We just have not had the budget (or frankly the organization internally) to leverage this yet but I can't wait until we do! In summary, hire Becka and her team!

Critical Asset to Our Team

Becka is an invaluable member of our team, and we owe a great deal of our success to her contributions. As a small startup, we've had many hands in the pot with Salesforce and HubSpot over the years, resulting in a tangled mess. However, Becka stepped in and helped us streamline our fields, processes, and databases. She was also instrumental in guiding us towards a revenue strategy, a switch to ABM, and new workflows to improve our efficiency, data integrity, and overall satisfaction with our tools. Without Becka's expertise and hard work, we would not be where we are today. Her deep understanding of HubSpot and Salesforce has helped us optimize our data synchronization and ensure that our sales and marketing teams are getting the most out of these platforms. Becka's services are invaluable, and we consider her an indispensable part of our team's success.

Roost.ai review for Becka

Becca is not only a technical wizard with Salesforce (and other sales/marketing tools) but also an excellent collaborator and professional. She seamlessly integrated herself into our team and quickly identified areas where automation could enhance efficiency (for all of our tools/apps), implemented custom solutions (for both marketing and sales), and ensured our team had visibility to crucial data empowering us to make well-informed decisions. She was an absolute pleasure to work with and I am confident she will be an immediate valuable asset to any team or project that needs her expertise. I highly recommend Becka, you won’t regret it!