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Setting Wisedocs Up for Scale With Better HubSpot Utilization
How Hubjoy Helped Wisedocs Become More Data Driven While Saving Thousands in Software Fees
INTRODUCTION
Wisedocs, a leading AI SaaS company in medical record processing, embarked on a transformative journey with Hubjoy to revamp their operations and unlock the full potential of their investment in HubSpot.
On the backend of an oversubscribed $12.5M Series A financing, Wisedocs leadership team realized the need for robust reporting infrastructure, optimized processes, and scalable systems. This case study delves into how Hubjoy partnered with Wisedocs to evolve their Sales, Marketing, and Customer Support operations to prepare for the imminent scaling of their team.
CLIENT BACKGROUND
Wisedocs operates at the forefront of AI SaaS and has a rapidly growing team of more than 50 dedicated employees. Recognizing the need for a strategic partner, Wisedocs turned to Hubjoy for their expertise in HubSpot optimization and broader tech stack support.
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WHY HUBJOY?
By taking a holistic approach that addressed not just HubSpot optimization but also broader tech stack needs, Hubjoy empowered Wisedocs to achieve data-driven excellence and operational efficiency across their organization.
CHALLENGES
Underutilizing HubSpot
Wisedocs struggled to realize the full value of their investment in HubSpot, especially in reporting.
Manual Processes & Inaccurate Reporting
Heavy reliance on manual processes hindered efficiency, and accurate reporting on critical metrics proved elusive.
Building the Right Tech Stack
Wisedocs needed guidance in evaluating and selecting the best components for their tech stack.
Integrating New Tools
The integration of new tools for lead routing, call recording, and onboarding required seamless setup and integration into existing workflows.
Ongoing Support Across Teams
Wisedocs sought ongoing support and quick fixes across marketing, sales, and customer success within HubSpot.
OUR SOLUTIONS
Wisedocs has been a subscriber of Hubjoy’s Standard Plan, providing them unlimited access to Hubjoy’s list of services; plus their own custom tasks. To date, some of the completed tasks have included:
Tech Stack Evaluation
Hubjoy provided expert support in procuring and evaluating solutions, helping Wisedocs make informed decisions based on their specific requirements.
Integrating the Tech Stack With HubSpot
Hubjoy seamlessly set up and integrated new tools for lead routing, call recording, and onboarding into Wisedocs' workflows, ensuring a smooth transition and optimal functionality.
Sales Pipeline Revamp
Hubjoy optimized Wisedocs' sales pipeline, providing more accurate reporting on lifecycle stages and implementing pipeline automation.
Dashboard Creation
Custom dashboards were crafted for Sales Management and Marketing, offering a deeper understanding of marketing's impact on closed-won deals.
Automation of Manual Processes
Hubjoy automated various aspects of the system, significantly reducing manual data entry and improving overall efficiencies.
RESULTS
Thousands in Cost Savings
By consolidating their reporting and data analytics within HubSpot, Wisedocs will save thousands in software costs while gaining deeper insights into their business metrics.
10hrs of Time Savings
The unified data ecosystem and optimized HubSpot setup will save the team 10 hrs per month while streamlining operations, enhancing data accuracy, and improving overall efficiency.
Resource Light Scaling
Instead of hiring a full-time employee (FTE) to support their RevOps needs, Wisedocs is able to stay agile, efficient, and focused on their core objectives while Hubjoy takes on the tedious tasks that keep HubSpot running smoothly.
CONCLUSION
For companies like Wisedocs, Hubjoy's holistic approach offers a transformative experience, from evaluating and selecting tech stack components to seamless integration and ongoing support.
With Hubjoy's expertise and support, businesses can elevate efficiency, gain valuable insights, and achieve operational excellence across their entire tech stack.
"Hubjoy's holistic approach transformed our operations and tech stack, empowering us to make informed decisions, seamlessly integrate new tools, and ensure ongoing operational excellence. Hubjoy continues to exceed our expectations, taking on the role of a full-time RevOps person allowing us to focus on scaling. If you're a SaaS company gearing up to scale, Hubjoy is the RevOps partner you need."
Jenna Earnshaw
Co-Founder
Wisedocs.ai
