HarvestROI - HubSpot Implementation & Optimization

HarvestROI

We had a great experience working with HarvestRoI. They were able to gain an understanding of how our business worked and the different process we go through and tailor fit our HubSpot account to match that.HarvestROI created custom objects that worked for us. They also built workflows that streamljned the processes that we were manually handling previously. Overall, the whole team at HarvestROI dod a great job with managing the project and finding unique solutions to our problems. One big chance we made in the middle of the project was when the projects feature was released. They were able to gain an understanding of the new feature and pivot our project in that direction seamlessly.

A Painless Change Management Process

The team at HarvestROI listened patiently to our concerns, quickly assessed our needs and developed a plan to design and implement a strategy to help us better integrate HubSpot into our process and optimize its use. The investment of time in mapping out each of our key processes and then having HarvestROI building out the forms, workflows, and reports to support the processes was extremely valuable. The team's expertise and knowledge made the process very painless and the overall experience feel like a true partnership. We would definitely work with HarvestROI again!

Narrowed Focus and Adjustments to CRM Data Integrity

We recently had HarvestROI provide an audit on our HS portal. Dave and team did a fantastic job shining a light on areas we could improve and helped me focus on things i had overlooked as a HubSpot Admin. They are an amazing team to work with, and we received great value from their feedback. Highly recommend.

Excellent HubSpot Cleanup & Integration Support

We worked with HarvestROI to help clean up our HubSpot account, which had a lot of incorrect and outdated information. Brandon, our project manager, was incredibly responsive throughout the process and ensured everything was addressed in a timely manner. He also coordinated with a third-party data provider to figure out an integration solution, which added even more value to the project. Thanks to Brandon and his team, our HubSpot platform is now much more organized and reliable. I’d highly recommend them for anyone looking for support with similar cleanup or integration projects.

Strong RevOps partner

Danae has been a strong RevOps partner to our team. She is smart, organized, responsive and delivers results quickly. I appreciate her problem-solving skills, confidence, and extensive HubSpot knowledge.

Danae is great!

Danae has been a supportive and clear partner. She is patient and always willing to help.

Very successful partnership

The help we received from HarvestROI was much needed. They helped us solidify many of our sales operations and enabled us to think of things a little differently. For anyone starting out with HubSpot, I'd highly recommend working with HarvestROI to get started. They know a lot about a lot and the investment will be worth the return.

HubSpot Portal Health and Adoption audit

The team did an in-depth portal health and adoption audit to help us identify areas where we were missing data, had broken automations, underutilized features, etc - all free of charge as part of our initial discussion for project together. The team was incredibly knowledgeable and responsive, and I would highly recommend working with them.

Harvest ROI HubSpot Portal Health

HarvestROI provided us at Valkyrie with a valuable complementary Portal Health Audit and Dashboard, which offered clear insights into our HubSpot portal's performance. Their detailed analysis helped us identify areas for improvement and make meaningful enhancements to optimize our processes

Incredible!

HarvestROI provided our organization with guidance on how to optimize our use of HubSpot. We appreciate the candid feedback and detailed analysis of what could be improved within our system, as well as the options provided to try and meet our organizations budgetary needs.