The HubSpot process audit is a fast, data-driven analysis that allows you to visualise how opportunities, tickets, and interactions truly flow within the CRM.


Using historical activity data from the Sales module (lead cycle, deals, tasks) and the Service module (ticket management, response times, resolution), we identify deviations, inefficiencies, and critical points that may be affecting commercial conversion or customer experience.

This service is ideal for sales and support teams who want to understand the real use of HubSpot beyond the platform’s built-in analytics and make decisions based on evidence rather than perception.

Benefits

Analyse how your sales and support processes are actually being executed
 

Detect bottlenecks, idle times, and unnecessary steps

Understand how each action (or inaction) impacts conversion or customer satisfaction

Obtain clear recommendations to optimise HubSpot usage and improve performance

Scope of our services

  1. We connect to your HubSpot account and extract all relevant information.
  2. We transform object and activity data into process entities.
  3. We analyse the real behaviour of flows using Process Mining technologies.
  4. We provide a report with key findings and recommendations.
  5. If you are interested, we can set up an ongoing monitoring and continuous improvement service for you.

Contact RSM

Get in touch with us and find out how to deepen and improve your sales and customer service operations through insights from HubSpot Sales & Service Hubs

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