A true partner in RevOps

We brought the Purple Insights team in at a point where our HubSpot instance had become more of a hassle than an asset. Our data was messy, there were lots of unexplained and unused properties and abandoned workflows. And no clear ownership of anything. What sets Purple Insights team apart is that they aren't just technically skilled, but that they all think like revenue leaders. They don't optimize HubSpot in a vacuum. Every recommendation made was connected to how our sales and support teams actually work, how marketing hands off leads, and what our reporting needs to look. There was no "here's what the tool can do" — it was always "here's what you need, and here's how we get there."

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!