When CRM issues become revenue problems.

Nobody has looked in a while, and nothing tells you when it’s time to. Old workflows keep firing, unused properties linger, lifecycle stages drift and ownership becomes inconsistent. Eventually, reports stop describing what is actually happening. The Automated CRM Audit checks data quality, field hygiene, lifecycle integrity, ownership, duplicates, workflow health, revenue data and configuration, then reports what it found and how much of the CRM is affected.

An audit gives you a baseline, but the CRM keeps changing. New contacts arrive, deals advance, integrations write data, workflows run and people make changes. RevOps Health Digest shows you what changed, what degraded and what’s new each week, with a four-week trend. Digest+, a planned tier, will add interpretation and prioritization: which changes are material, what to look at first and what can wait.

A prospecting tool or form creates a contact, but the information your process needs isn’t always there. A work email may be missing, or the company attributes you use for targeting and segmentation may be blank. Data Enrichment queries the specialist providers you configure and returns the missing information to HubSpot*, against a list you control and within the scope you define.

CRM data rarely arrives in exactly the shape your business needs. Countries are written five different ways, duplicates fragment activity, calculated values don’t reflect your commercial logic and standard reporting periods may not match your financial year. Data Enhancement applies the normalization, deduplication and derived-field operations you configure, so the CRM reflects the way your business actually works.