Hubspot is an inside-sales CRM that caters majorly to SMBs and enterprises. Here we will explore the integration between Hubspot CRM and Compass.

It is a data source integration where data fetches from Hubspot to Compass enable dynamic gamified incentivization for your sales teams on Compass.

The data fetches are real-time, therefore, it enables huge improvement in engagement among the sales and sales ops teams

An example:

Let us consider an internet SMB company: Company A: The Admin User at the company A is the sales manager who is managing incentives for his sales teams, that is, the end users in our context.

Until now, the admin of the company had to manually enter End User data into an Excel/CSV and upload it to create Programs and run Gamified Incentives for his/her sales teams.

We at Compass have now simplified and accelerated this process by reducing the number of steps with our Hubspot CRM Integration.

The admin at Company A can now directly get a data dump onto Compass from his/her Hubspot CRM on-premise and get straight onto Program Creation, focusing on incentivizing and motivating his/her sales teams for better results

Straight to Program Creation: Users can go straight on to Program Creation for their sales teams and leave out the data transfer work to us.

Real-time Programs: Now you have the ability to run programs on real-time data as the performance metrics of end-users are available to both admins and end-users based on the accessibility rights they have. Essentially, the admin is updated in real-time on team performance.

Auto-Pilot your way: Instead of tediously creating Excel spreadsheets to record data on your sales teams, now you can connect Compass to your company’s CRM quickly and easily without having to worry about tedious data transfer issues such as manual entries, error management, structural changes, etc.

Uniformity: The CRM structure that has been setup as per your business gets replicated onto Compass seamlessly. You get your data onto Compass in the same exact form it is on your CRM. This ensures standardization and simplicity for your teams.

One source of truth: Standard Use Cases in CRM Migration are built-in and are activated by default. Structure changes made on CRM will be reflected onto Compass in real-time, that is, only one source of truth for the data. For custom use cases, there are options available to make the customization simple and straightforward.

Now you can influence the behavior of your end-users in real-time as the data updates made on Hubspot CRM will be immediately available on Compass and the nudges/notifications enabled by you will be based on real-time data as well.

Compass has built-in mechanisms to ensure structural consistency is maintained in the data transfer. It is important to verify your imported data from Hubspot onto Compass for consistency.

Compass takes care of many Standard Use-Cases for your convenience and compatibility of our system with Hubspot CRM such as:

All the Admin users and sales agents, as per their set permissions, are updated from Hubspot to Compass as Admin users and Partners, respectively. This is an automated process managed by Compass. User hierarchy and accessibility rights are maintained and kept the same on Compass, exactly matching how they were on Hubspot.

The type of Data imported can be Productivity and Pipeline:

Productivity-related Data consists of the the number/type of calls made, the number/type of emails sent and received, tasks, meetings, etc.

Pipeline-related Data covers the sales pipeline, such as interest expressed, follow-up call, Demo schedule call, Demo Presentation, Payment made, Deal Closed, Retention Metrics, etc.

One-time Data Fetch: When you execute the import from Hubspot onto Compass, all data existing at Hubspot is fetched at once.

Real-Time Data Sync: After the one-time fetch, all future data updates on Hubspot are immediately reflected on Compass because of real-time data sync. This feature is enabled by default in your Compass account. Based on data selection, the data sync will happen automatically, either through scheduled API calls or webhooks.

Third-Party Bulk imports: Imports done in Hubspot before the Hubspot-Compass integration will be fetched along with the rest of the data. However, we do not support the auto-transfer of third-party imports that are added to Hubspot after the integration.

These are the data based on which the incentive programs are calculated, They can be productivity related metrics or pipeline related metrics.

Some of the most used productivity metrics are Calls, Emails, Meetings, and Deals.

Calls: The CRM not only tracks the number of calls made by the employee but also identifies whether the calls are inbound or outbound, call duration, follow-up calls, calls that have reached voicemails, number of voicemail reached calls left to follow-up, etc. Programs can be created on Compass based on these data.

Emails: Apart from the number of emails sent or received, the type of email, whether it is email newsletters, personalized emails, lead nurturing emails, sponsorship emails, transaction emails, or brand storytelling emails, is also tracked.

Contacts: Any person interacting with your business can be saved as a contact in HubSpot. Examples of contacts include visitors who convert on a form, visitors who contact your chat team, or potential customers that your team met during an event.

Deals: Use deals in HubSpot to track potential revenue through your sales process. You can associate deals with other records, such as contacts and companies involved in the deal. Once records are associated with a deal, HubSpot can associate the relevant activities to the deal record.

The sales funnel visualized is what pipeline metrics mean. It helps you track the productivity of your sales team in one go. The entire sales process is broken down into discrete, traceable tasks, out of which those that contribute the most to revenue generation and productivity can be rewarded the most.

The objective is to maximize the conversion rate at the bottom of the funnel, and this is where Compass comes in with customized incentives management at each layer of the sales funnel. Compass enables the admin to identify the gaps and, therefore, improvements possible in the sales funnel so as to maximize the movement of prospective customers onto the stage at which they pay.