INSIDEA

BACKGROUND

Please describe your company and position.

I am the Director of Operations of HCIM

Describe what your company does in a single sentence.

Software Development

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire INSIDEA to accomplish?

• Implement CRM

SOLUTION

How did you find INSIDEA?

Referral

Why did you select INSIDEA over others?

Referred to me

How many teammates from INSIDEA were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

ales Hub Setup & Customization

Configured pipelines, deal stages, and custom properties tailored to our sales process.
Integrated email tracking, task automation, and reporting dashboards.
Service Hub Implementation

Set up ticketing system, knowledge base, and customer feedback tools.
Customized workflows for ticket routing and escalation.
User Training & Enablement

Conducted hands-on training sessions for Sales and Support teams.
Provided additional training support beyond the original scope to ensure smooth adoption.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Sales Pipeline Efficiency

Reduced average deal cycle time by 25% within the first 60 days post-implementation.
Increased visibility into deal stages, resulting in a 30% improvement in forecast accuracy.
Customer Support Performance

Achieved a 40% faster ticket resolution time through automated workflows and ticket routing.
Improved customer satisfaction scores (CSAT) by 15% within the first quarter.
User Adoption & Training Impact

Trained over 95% of the Sales and Support teams within the first two weeks.
Achieved a 100% user login rate within the first month, indicating strong adoption.
Reporting & Insights

Enabled real-time dashboards that reduced manual reporting time by 80%.
Provided leadership with actionable insights, leading to more data-driven decisions.
Operational Efficiency

Reduced manual data entry by 50% through automation and integrations.
Streamlined internal communication and task management across departments.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Project management was stellar

What was your primary form of communication with INSIDEA?

Virtual Meeting

What did you find most impressive or unique about this company?

We recently partnered with the Insidea team for the implementation of HubSpot’s Service and Sales Hubs, and the experience was outstanding from start to finish. Their expertise, clear communication, and dedication to our success truly set them apart.

Not only did they deliver on the core implementation with precision, but they also went above and beyond by providing training and support that extended beyond the original scope—a gesture that significantly accelerated our team’s adoption and confidence in using HubSpot effectively.

I highly recommend the entire Insidea team to any organization looking for a knowledgeable and reliable partner for HubSpot services. Their professionalism and commitment to client success are second to none.

Are there any areas for improvement or something INSIDEA could have done differently?

N/A

BACKGROUND

Please describe your company and position.

I am the Founder of RK Maru & Associates

Describe what your company does in a single sentence.

RK Maru & Associates is a CPA firm providing accounting, auditing and tax compliance services.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire INSIDEA to accomplish?

• We reached out to Insidea to help improve our online visibility through local SEO. They focused on local SEO optimization and providing a clear content strategy that would help us stand out in a competitive market.

SOLUTION

How did you find INSIDEA?

Referral

Why did you select INSIDEA over others?

• High ratings
• Pricing fit our budget
• Good value for cost

How many teammates from INSIDEA were assigned to this project?

5-6

Describe the scope of work in detail. Please include a summary of key deliverables.

 Insidea helped us enhance our local SEO and provided creative content strategies. They delivered valuable keyword research, optimised local business listings, and offered practical suggestions to improve our visibility. Now we are also heading towards the website development with them.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Increased local inquiries and improved visibility in local searches

Describe their project management. Did they deliver items on time? How did they respond to your needs?

INSIDEA’s project management was highly efficient and organized. They maintained clear timelines, regularly updated us on progress, and ensured all deliverables were completed on schedule. Communication was seamless—they were always responsive, understood our needs well, and proactively suggested solutions whenever needed. Their team was collaborative and reliable throughout the engagement.

What was your primary form of communication with INSIDEA?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What stood out the most was their ability to truly personalize their approach. They took the time to understand our business, goals, and challenges, and crafted strategies that felt tailor-made. Their deep SEO knowledge, creative thinking, and proactive mindset have made a lasting impression.

Are there any areas for improvement or something INSIDEA could have done differently?

Honestly, nothing comes to mind. We were very happy with their work and the overall experience. Everything was handled professionally and exceeded our expectations.

BACKGROUND

Please describe your company and position.

I am the Director of Sales of SmartStory Technologies

Describe what your company does in a single sentence.

We offer customizable digital engagement experiences in the healthcare industry.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire INSIDEA to accomplish?

• Elevate brand awareness.
• Increase lead generation activities.

SOLUTION

How did you find INSIDEA?

Referral

Why did you select INSIDEA over others?

• Pricing fit our budget
• Referred to me

How many teammates from INSIDEA were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We have worked with the Insidea team on the following activitinges:

Update and implement some automation in our CRM. 

Implemented email marketing strategies to elevate our brand awareness.  

Implemented LinkedIn outreach activities to build out our networks.

Developed blog content to drive thought leadership and begin to impact SEO for our company.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We have received some inbound leads from the efforts with Insidea.  Additionally, we have experienced increased engagement of our target audiences when attending industry conferences, increased exhibit booth traffic and more meetings are scheduled at those events.  We have heard folks recognize our brand for the first time when at conferences as well.  Also, the CRM efficiencies have been very helpful for our small team.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The Insidea team is extremely fast and responsive to all of our needs and team requests.  They bring subject matter experts to meetings to ensure topics are fully addressed.

What was your primary form of communication with INSIDEA?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

They have a great depth of knowledge and resources on their team.  They are also a very collaborative team to work with.

Are there any areas for improvement or something INSIDEA could have done differently?

I do not have any areas of improvement to suggest at this time.

BACKGROUND

Please describe your company and position.

I am the Marketing Manager of nOps Inc.

Describe what your company does in a single sentence.

Cloud cost optimization platform!

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire INSIDEA to accomplish?

• HubSpot Optimization: To streamline our marketing automation, improve reporting, and enhance lead management through better use of HubSpot tools.
• SEO Support: To improve website visibility, optimize on-page content, and drive more organic traffic through targeted SEO strategies.

SOLUTION

How did you find INSIDEA?

Referral

Why did you select INSIDEA over others?

• Good value for cost
• Referred to me
• Company values aligned

How many teammates from INSIDEA were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

INSIDEA was brought on to support our marketing team with execution across HubSpot, SEO, design, and campaign operations. Their role was to help us move faster on high-priority projects while maintaining brand consistency and operational efficiency.

Key Deliverables:

HubSpot Optimization:

Audit and cleanup of existing workflows, lists, and properties
Build and manage marketing automation workflows and lead routing
Set up reports and dashboards for campaign performance tracking

SEO Execution:

On-page SEO improvements for key landing pages and blog content
Keyword research and content recommendations
Monthly SEO performance reporting

Campaign Support:

Webinar setup and promotion support
Email campaign creation and scheduling
Coordination across teams to ensure timely delivery of assets

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Improved Marketing Efficiency:

Reduced campaign execution time by 30% through optimized HubSpot workflows and task automation.
Faster turnaround on design assets and landing pages, allowing us to launch campaigns on schedule.
SEO Performance Gains:

Achieved a 25% increase in organic traffic over three months due to targeted on-page optimizations.
Improved keyword rankings for priority pages, with several moving into the top 10 search results.
Enhanced Lead Management & Reporting:

Built custom dashboards in HubSpot, improving visibility into campaign performance and lead attribution.
Increased email open rates by 15% and click-through rates by 10% through better list segmentation and content alignment.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

INSIDEA demonstrated reliable project management throughout the engagement. They consistently delivered items on time and were proactive in communicating timelines, updates, and any blockers.

They responded quickly to our requests—often turning around urgent tasks within a day—and adapted well to shifting priorities. Their team was organized, collaborative, and easy to work with, making it feel like a seamless extension of our internal marketing team.

What was your primary form of communication with INSIDEA?

Virtual Meeting

What did you find most impressive or unique about this company?

What impressed us most about INSIDEA was their ability to integrate seamlessly into our team and hit the ground running. They quickly understood our brand, tools, and workflows, which made collaboration smooth and efficient.

Their versatility stood out—they were able to support everything from HubSpot automation and SEO to creative design and campaign execution, all with a high level of quality and consistency. That flexibility made a big impact on our ability to scale quickly.

Are there any areas for improvement or something INSIDEA could have done differently?

Honestly, there wasn’t anything significant that stood out as an area for improvement. 

BACKGROUND

Please describe your company and position.

I am the Operations & Business Development of Dawson Design Associates

Describe what your company does in a single sentence.

Hospitality Architect and Interior Design Studio

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire INSIDEA to accomplish?

• Build our CRM
• Assist with Building CRM Process and Proceedures
• Train us on using HubSpot

SOLUTION

How did you find INSIDEA?

HubSpot

Why did you select INSIDEA over others?

Referred to me

How many teammates from INSIDEA were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Set up, Integrate and connect calendars and Emails, Confuguring our CRM, Build SOP's, Train.  

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

There was a Roadmap created and followed, each step of the road map had clear deliverables, Details and Strategies that were intially prioritized and then completed.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Responded very quickly.  Delivered what I asked of them on time. 

What was your primary form of communication with INSIDEA?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

They were very generous with their knowledge and time.  Assisted with all that I needed with grace and professionalism.

Are there any areas for improvement or something INSIDEA could have done differently?

No

BACKGROUND

Please describe your company and position.

I am the Sales Manager of IDmelon

Describe what your company does in a single sentence.

CRM Implementation

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire INSIDEA to accomplish?

• Implementing workflows for the premium version of our CRM
• Educating the team on assets of the CRM

SOLUTION

How did you find INSIDEA?

Referral

Why did you select INSIDEA over others?

• High ratings
• Pricing fit our budget
• Referred to me

How many teammates from INSIDEA were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Insidea helped us learn the features Hubspot, they created a plan with us to understand what we needed and executed the workflows on their end for us to use.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Being able to use the workflow and automations that we needed in place.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They were very on time, very organized, and very responsive. We were very very happy. Exceeded expectations.

What was your primary form of communication with INSIDEA?

Virtual Meeting

What did you find most impressive or unique about this company?

Very professional

Are there any areas for improvement or something INSIDEA could have done differently?

None.

BACKGROUND

Please describe your company and position.

I am the Client Relations Manager of United Field Services

Describe what your company does in a single sentence.

Property Maintenance and Turn Service

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire INSIDEA to accomplish?

• Hub Spot automation

SOLUTION

How did you find INSIDEA?

Referral

Why did you select INSIDEA over others?

High ratings

How many teammates from INSIDEA were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

INSIDEA was great in helping us set up and intigrate HubSpot automation to allow time for our team to work on other projects.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

allowed time to complete and concentrate on important tasks

Describe their project management. Did they deliver items on time? How did they respond to your needs?

yes delivered on time and provided all information

What was your primary form of communication with INSIDEA?

Virtual Meeting

What did you find most impressive or unique about this company?

INSIDEA was knowledgeable and helpful.

Are there any areas for improvement or something INSIDEA could have done differently?

None

BACKGROUND

Introduce your business and what you do there.

I’m the managing partner of Behavioral Health Partners, a marketing agency.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with INSIDEA?

We needed help with the implementation of a CRM and email marketing.

SOLUTION

What was the scope of their involvement?

INSIDEA built out our HubSpot platform. The team also set up email campaigns and automations.

What is the team composition?

We worked with 2–5 teammates from INSIDEA.

How did you come to work with INSIDEA?

We found them through a referral. We chose them because their pricing fit our budget, and they offered good value for the cost.

What is the status of this engagement?

We worked together from August–November 2025.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

INSIDEA set up and delivered a working HubSpot platform.

How did INSIDEA perform from a project management standpoint?

We communicated via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

INSIDEA did the work.
Are there any areas they could improve?
None.

BACKGROUND

Introduce your business and what you do there.

I’m the director of commercial operations at Rapalogix Health, a biotechnology company focused on translating the powerful learnings from longevity science into transformative solutions for dermatological diseases and skin health.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire INSIDEA to accomplish for your dermatological and skin health projects?

We needed help with HubSpot implementation for the marketing and sales hubs.

SOLUTION

What was the scope of their involvement?

INSIDEA implemented HubSpot marketing automation and the sales hub, including web forms, automated email responses, lead tracking, and the sales funnel. The team also added leads to the system.

What is the team composition?

We worked with 2–5 teammates from INSIDEA.

How did you come to work with INSIDEA?

We found INSIDEA through a referral. We chose them over other options because they had high ratings, and their pricing fit our budget.

What is the status of this engagement?

We worked together from November–December 2025.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

We’re now able to capture leads from our website and track social posting. INSIDEA has helped us set up automation, and we’re now able to focus on the best leads. Before working with INSIDEA, we weren’t capturing leads from various social channels, and now we can see where our consumers are hearing about us. In the past week, we’ve captured 1,000+ leads.Moreover, the automated emails save us a significant amount of time.

How did INSIDEA perform from a project management standpoint?

INSIDEA’s project management was excellent. The team was organized and delivered on time. We mainly communicated through virtual meetings.

What did you find most impressive about them?

INSIDEA worked on my timelines and helped onboard me. The project manager was also helpful in training me on HubSpot.

Are there any areas they could improve?

There was nothing they needed to improve.

BACKGROUND

Please describe your company and position.

I am the Senior Inside Sales Specialist of Spectraone

Describe what your company does in a single sentence.

We are AI driven Supply Chain Platform helps company to get their end to end visibility and Demand Forcasting.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire INSIDEA to accomplish?

• Automation
• Sales Workflows
• End to End Visibility in Actions

SOLUTION

How did you find INSIDEA?

Company

Why did you select INSIDEA over others?

• High ratings
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from INSIDEA were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Helps in settiong up the Marketing and sales Hub with custom automation

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Better outcomes optimizing CRM

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Yes. wonderful Team. 

What was your primary form of communication with INSIDEA?

Virtual Meeting

What did you find most impressive or unique about this company?

Good in Giving time for asking questions and good Demonstration of the product. They are friendly and make you feel comfortable at meetings.

Are there any areas for improvement or something INSIDEA could have done differently?

Not at the moment.