Platform Audit Pro
安装 - 超过 90 次安装
评分 4.3
(3)
要求
HubSpot 计划 HubSpot 帐户权限 - 查看必要帐户权限
访问类型 共享 Platform Audit Pro 订阅 - Free、Starter或Growth 计划
概览
1/5 - Login to the portal using your work email.
Managing HubSpot can quickly become overwhelming. With multiple teams and stakeholders using the same platform, it’s natural for your CRM to accumulate redundant data, inconsistent processes, and missed opportunities. On top of that, HubSpot is a significant investment with clear goals for marketing, sales, and customer success — which means inefficiencies directly impact ROI.
Our Audit Portal automatically scans your HubSpot instance, evaluates data quality, usage patterns, and system setup, and delivers:
Comprehensive Metrics – a clear snapshot of how your CRM is performing.
Identified Issues – highlighting redundancies, gaps, and misconfigurations.
AI-Generated Insights & Recommendations – actionable steps to optimize your HubSpot for efficiency, adoption, and ROI.
功能
Contacts Object Audit
In-depth audit of contacts'/leads' data, with analysis of their properties, customer journey, and redundancy - along with the ways to fix the identified issues
Companies Object Audit
Account-level audit with inferences and tips on how to improve and standardize account-level data management
Deals Object Audit
Audit of your sales pipeline with revenue-based and rep-wise analysis of the sales process
Tickets Object Audit
Metric-driven audit of your support pipeline & tickets with inferences for improving process definition and delivering enhanced customer support
Owner Audit
Helps segregate owner level data which provides deeper insights to clean & manage your CRM data.
Sales Audit
An audit of your business’s sales performance, providing both revenue-based insights and rep-wise analysis to evaluate the effectiveness of your overall sales process.
Marketing Audit
An audit of your HubSpot marketing activities, covering social media, forms, landing pages, and marketing emails to uncover gaps and optimization opportunities.
应用程序功能
共享数据
Data Quality Audit | ||
Marketing Audit | ||
Marketing Audit | ||
Sales Audit |
评论
- 2025年8月26日
自动化工具操作简单，执行能力强，只是需要更好的设计
非常流畅 - 可能是目前唯一一款 100% 自动操作的工具
审核数据质量、营销和销售。还可以在应用程序内执行一系列操作。
设计有待改进
Partner Admin, H.
- 2025年5月26日
数据清理变得简单，但需要未来规划功能
总的来说，这款应用程序对我们的团队非常有帮助。重复数据删除功能和识别不完整联系人记录的能力在保持 CRM 数据的整洁和有序方面发挥了巨大作用。虽然还有一些需要改进的地方，比如即将发布的记录的可见性和更友好的用户界面，但核心功能非常强大，为我们的工作流程增添了真正的价值。一旦重复数据删除功能全面上线，我们将能够根据我们在实际场景中的使用经验提供更有意义的反馈。
它的一大优势是允许我们重复记录，这非常有用，有助于保持客户关系管理的整洁和有序。我非常欣赏的另一项功能是，它能快速识别缺少关键信息（如线索状态、姓名或电话号码）的联系人数量。这两项功能不仅节省了时间，还大大提高了数据质量。
需要改进的一个方面是，如果应用程序能够显示计划在未来处理的记录，那将会非常好，这将有助于我们主动发现并解决问题。此外，更直观的用户界面或简短的上机指南可以帮助新用户更快上手。
Agarwal, T.
定价
Free
US$0
25 One-time Credits
Connect Up to 1 Hub
Up to 1 Audit/Month
Free
US$0
25 One-time Credits
Connect Up to 1 Hub
Up to 1 Audit/Month
* 此处的定价仅供展示。所有价格均不包含税、奖励、折扣或其他定价变量。你应联系合作伙伴以获取最新的正确定价信息。HubSpot 对合作伙伴所提供的定价信息不承担任何责任。上次更新定价时间：2025/10/20
更多信息
构建者 - boundary.agency
安装 - 超过 90 次安装
类别 应用程序可用的语言 英语