INSIDEA

BACKGROUND

Please describe your company and position.

I am the Head of sales and marketing of HAHN Plastics Ltd

Describe what your company does in a single sentence.

Manufacturing of recycled plastic products. 

OPPORTUNITY / CHALLENGE

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

Assistance with our Hubspot CRM

SOLUTION

How did you find INSIDEA?

Clutch Site

Why did you select INSIDEA over others?

• Pricing fit our budget
• Good value for cost

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.

Our company had enlisted the digital marketing company to remodel the complete inbound funnel of our B2B wholesale site. The project was initiated as a result of a tiresome audit of our current site, landing pages, and the configuration of our HubSpot CRM. 
Their multi-channel plan combined industrial query search engine optimization, PPC commercial architects, and email promotion cycle that formed prospects throughout the sale cycle. The major deliverables were a fully optimized CMS, a retargeting creative suite, and a custom HubSpot dashboard that clearly showed lead quality, sales velocity and ROI in real time.  

RESULTS & FEEDBACK

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

In the first quarter, the organic traffic on our product pages increased by 38%, the list of marketing-qualified leads (MQLs) increased also. Some satisfactory changes also occurs in our PPC cost per lead . Most importantly, our sales team has claimed that the sales had an increased with the new lead nurturing workflow having translated into a great ROI in our quarterly revenue.  

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

There was a clear and transparent workflow maintained in the team. They also arranged weekly status calls, had a shared Trello board on which tasks were to be done, and achieved every milestone earlier than expected, such as landing pages appeared two weeks before the scheduled go-live date, and even the PPC campaign was operational a week before the scheduled go-live date.

On the occasion when we asked them to pivot in their keyword focus to reflect a new trend in the industry, they re-prioritized the sprint and got the fresh assets before us within 48 hrs. They responded to and proactively communicated to transform what would otherwise be a friction-prone project into a perfect collaboration.  

What was your primary form of communication with INSIDEA?

Virtual Meeting

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

Their data-oriented mindset and the true collaborative approach. Most agencies have been promising an increase in traffic, but this team conducted some research in our sales pipeline and mapped the buyer journey, creating a proof of work that was a HubSpot automation that resembled our real sales processes.

The fact that they would break down complex analytics into manageable marketing strategies was revolutionary to us, as it allowed us to make marketing expenditure decisions at an appropriate scale and assured us of reliability.  

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

 All in all, the level of their expertise, agility, and ROI dedication has seen them stand as an excellent partner to any distributor in the B2B industry.  

BACKGROUND

Please describe your company and position.

I am the Marketing/Business Development of HLM Associates

Describe what your company does in a single sentence.

Protect classified information.

OPPORTUNITY / CHALLENGE

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

• Help us set up a CRM
• Help set up the sales hub for hubspot
• make it fit our teams needs

SOLUTION

How did you find INSIDEA?

Hubspot

Why did you select INSIDEA over others?

Hubspot

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 set up our Saleshub so that it was functional for our company. They answered all the questions we had along the way and made additional changes that were necessary. All the automated functions were easy to utilize in the system created. They walked us through the setup of marketing emails and created workflows that will help our company nurture future business. 

RESULTS & FEEDBACK

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

INSIDEA was able to create a system that is easy for my team to utilize and put in automated features to lessen the workload for our team. 

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

They were quick to follow up after meetings and were clear on what was expected of my team to complete and what items they would take care of on their end. When I had questions about a specific item, they were very helpful in finding the answer or solution to the problem. 

What was your primary form of communication with INSIDEA?

Virtual Meeting

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

They were friendly, timely, and knowledgeable 

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

Nothing comes to mind. 

BACKGROUND

Please describe your company and position.

I am the Director of Concentrix

Describe what your company does in a single sentence.

I am the Director of Concentrix, we specialize on IT Services and IT Consulting

OPPORTUNITY / CHALLENGE

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

• They assist with our onboarding for HubSpot

SOLUTION

How did you find INSIDEA?

• Referral
• Other

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.

Our entire HubSpot onboarding process was managed by INSIDEA. They integrated essential features for sales and marketing, oversaw all setup duties, and tailored the platform to our unique operations. Their staff was very professional, communicated well, and gave clear instructions at every stage. Their procedure was effective and comprehensive from the first setup to the last hand-off.

RESULTS & FEEDBACK

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

The outcomes have been noteworthy. HubSpot has been thoroughly embraced by our team, and we have witnessed significant efficiency gains automated workflows have decreased human labor by more than 40%. We now have better follow-ups using templates and sequences, precise lead attribution, and real-time visibility into the performance of our pipeline and campaigns through customized dashboards. A solid basis for quicker and better decision-making was established by the onboarding process.

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

One definite strength was project management. They regularly reached milestones, spoke openly and honestly, and swiftly adapted to changes in our priorities. The entire onboarding process was maintained on course by their methodical, solution-focused approach.

What was your primary form of communication with INSIDEA?

Virtual Meeting

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

Their extensive product knowledge and consultative, client-first methodology were what truly made them stand out. They took the time to learn about our company, made considerate, tailored suggestions, and remained proactive all the way through. They collaborated with us rather than only implementing

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

Nothing needs to be improved

BACKGROUND

Please describe your company and position.

I am the CEO of Plus Outdoor

Describe what your company does in a single sentence.

I am the CEO of Plus Outdoor, Plus Sized Snow and Outdoor Clothing, we do retail Services

OPPORTUNITY / CHALLENGE

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

• Fix Domain Health and Warm-Up Domain
• Relaunch Email Journeys

SOLUTION

How did you find INSIDEA?

• Online Search
• Other

Why did you select INSIDEA over others?

• Pricing fit our budget
• Good value for cost
• Referred to me
• Company values aligned
• Other

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.

A range of services were offered by Insidea, all of which focused on email marketing. Following the launch of our campaign, we identified a few problems that we hired Insidea to help with. These included a deliverability audit to see if our emails were ending up in users' spam folders, a warm-up to address domain health issues, and a relaunch of our email campaigns using the deliverability and domain components that had been updated. Insidea completed all of these deliverables in a timely, thorough, and professional manner. 

RESULTS & FEEDBACK

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

Our email open rates have increased from less than 10% to the 40–80% range, suggesting appropriate inbox placement, and our domain health and IP reputation have both improved from bad to high. 

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

Insidea always replied to emails promptly; the feedback loop was very valued, particularly given our short turnaround time. Along with completing all deliverables on schedule, they also considered what would improve the campaign's overall performance. Insidea consistently offered a wealth of experience and a strong knowledge transfer that we will apply to all of our future undertakings.

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 might offer a wide range of tools and a deep level of experience. It was evident that they were all professionals in the field of email and knew exactly what we needed to do to restart our campaign.

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

Although Insidea has many excellent resources and gave us a lot of information in our meetings and email exchanges, I might value having more formal off-boarding material to use as a resource when our interaction with them is over.

BACKGROUND

Please describe your company and position.

I am the Director Growth of Digital Resilience

Describe what your company does in a single sentence.

We are an award-winning boutique provider of Cyber Security and Risk Management advisory and consulting services. 

OPPORTUNITY / CHALLENGE

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

• roll out hubspot
• tailor the crm platform to our organisation
• hubspot training

SOLUTION

How did you find INSIDEA?

Referral

Why did you select INSIDEA over others?

• Pricing fit our budget
• Good value for cost
• 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.

Our engagement with Insidea focused on structured, end-to-end onboarding and optimisation of our HubSpot environment, tailored specifically to our unique business needs and internal workflows. The scope of work included strategic guidance, platform configuration, training, and ongoing implementation support.

Insidea acted as both a strategic advisor and an execution partner, helping us get the most out of our HubSpot platform while ensuring the process was collaborative, clear, and tailored to how we work.

RESULTS & FEEDBACK

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

Faster Time-to-Value from HubSpot

• We were able to get fully up and running with key CRM, Marketing, and Sales Hub functions within weeks, not months.
• The structured onboarding helped us start executing campaigns and tracking leads significantly sooner than expected.

Improved Lead Management & Handover

• Clearer lifecycle stage definitions and automated workflows led to a more consistent sales handover process, reducing lead leakage.
• We saw an immediate increase in lead engagement thanks to tailored nurturing sequences and prompt follow-ups.
  Increased Productivity & Adoption
• Internal adoption of HubSpot tools increased across teams, with more users actively logging in and using dashboards, sequences, and automation tools.
• Having pre-built templates and automation in place helped reduce manual work, leading to time savings of 2–3 hours per week per user.

Cleaner CRM Data

• Through Insidea’s data clean-up and segmentation support, we achieved a 25–40% reduction in duplicate or incomplete records, improving data integrity and campaign performance.
• Marketing Campaign Execution
• We successfully launched our first HubSpot campaign (emails, landing pages, and forms) and could track open rates, click-throughs, and conversions with dashboards set up during onboarding.
• We experienced a lift in email engagement rates by 15–20%, attributed to improved contact segmentation and automation logic.

Executive-Level Reporting

• Dashboards created with Insidea’s support allowed us to provide real-time visibility into pipeline, campaign performance, and contact lifecycle—reporting that previously required manual effort.

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

Insidea’s project management was excellent from start to finish. They came into the engagement with a clear plan, including a pre-defined list of action items and a shared tracking document that kept everything organised, transparent, and moving forward. Each session had a clear agenda, and they were always on time, well-prepared, and focused on outcomes.

What really stood out was how responsive and adaptable they were. They listened closely to our needs and preferences, adjusted the pace when needed, and tailored each session to what was most important to us at that time. Nothing ever felt rushed or rigid—we always felt supported and heard.

All deliverables were completed on time or ahead of schedule, and when we had additional questions or needed to pivot slightly from the original scope, they were flexible and proactive in helping us work through it. Their follow-through was consistent, and they kept us accountable in a really positive way.

Overall, Insidea felt like a true partner—not just delivering a service, but genuinely invested in our success.

What was your primary form of communication with INSIDEA?

Virtual Meeting

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

What really stood out was how responsive and adaptable they were. They listened closely to our needs and preferences, adjusted the pace when needed, and tailored each session to what was most important to us at that time. Nothing ever felt rushed or rigid—we always felt supported and heard.

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

Honestly, our experience with Insidea was overwhelmingly positive, but if I had to suggest any areas for improvement, it would be:

Proactive Recommendations: While they were incredibly responsive to our needs and questions, there may have been opportunities to push us a little more on best practices or to suggest additional features we hadn’t yet considered. A few more proactive ideas on how we could fully optimise HubSpot beyond our initial scope would have added extra value.

BACKGROUND

Please describe your company and position.

 I am the Digital Marketing Manager of an it services company 

Describe what your company does in a single sentence.

A Canadian design-build technology integration firm specializing in enterprise-grade audio-visual, digital signage, video conferencing, physical security, and smart building systems. We partner with organizations to deliver end-to-end solutions — from system design and engineering to installation, commissioning, and ongoing support.

OPPORTUNITY / CHALLENGE

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

• HubSpot Onboarding

SOLUTION

How did you find INSIDEA?

• Referral
• Other

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.

Shamshul and Abhishek from Insidea delivered a smooth, end-to-end HubSpot onboarding experience for our team. They took care of all the essential setup, configured key tools across sales and marketing, and ensured everything was tailored to our needs. Their guidance was clear, their support was responsive, and their expertise gave us confidence that our platform was set up for long-term success. Highly professional and easy to work with from start to finish.

RESULTS & FEEDBACK

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

As a result of the onboarding, our team now has full adoption of HubSpot across sales and marketing, with automated workflows reducing manual tasks by over 40% and improved lead tracking ensuring 100% attribution accuracy. Sales follow-ups are more consistent through sequences and templates, while custom dashboards provide real-time visibility into pipeline performance and campaign results—enabling faster, data-driven decisions.

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

Shamshul and Abhishek demonstrated excellent project management throughout the onboarding. They delivered all milestones on time, maintained clear communication, and adapted quickly to our evolving needs. Their approach was organized, responsive, and solution-oriented—ensuring that every step of the implementation stayed on track and aligned with our goals.

What was your primary form of communication with INSIDEA?

Virtual Meeting

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

What stood out most about INSIDEA was their deep product knowledge paired with a genuinely consultative approach. Shamshul and Abhishek didn’t just follow a checklist—they took the time to understand our business, offered tailored recommendations, and proactively solved problems before they became blockers. Their ability to combine technical expertise with clear, client-focused communication made a lasting impression.

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

No.

BACKGROUND

Please describe your company and position.

I am the Director of Operations of a biotech company

Describe what your company does in a single sentence.

Biotechnology company specializing in genetic development

OPPORTUNITY / CHALLENGE

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

• HubSpot Onboarding

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.

Our team had the pleasure of working with Insidea to onboard with HubSpot, and the experience exceeded all expectations. From day one, Insidea demonstrated a deep understanding of the platform and a genuine commitment to helping us succeed.

They didn’t just walk us through the basics—they took the time to understand our business goals, workflows, and customer journey, and then tailored the HubSpot setup to align with our specific needs. Their team was incredibly knowledgeable, patient, and responsive throughout the entire process.

Thanks to Insidea, we now feel confident using HubSpot to its fullest potential.  We just finished the last of four sessions with Insidea today, and we’re already seeing improved efficiency and engagement!  

If you’re considering HubSpot or looking to optimize your existing setup, we highly recommend Insidea. Their expertise and hands-on approach made all the difference for us.

RESULTS & FEEDBACK

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

Sales team fully utilizing the platform and feeling like HubSpot is a helpful, valuable tool.

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

Excellent project management, clear roadmap and very flexible to sometimes unclear and changing needs

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?

How well they understood our challenges and how quickly they were able to create solutions based on what we said.   The Insidea team is fully paying attention when we are talking about our needs and pain points and that is a huge value add.  Everyone on the call seemed to be completely dialed in and ready to offer their expertise when called on.  Very impressive and helpful. 

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

Some of the links to helpful documents they compiled were stored in a spreadsheet cell, which totally makes sense.  Ideally, there would be a page of all of the links they provided so it can be easily found and referenced by other team members but this would just be the cherry on top, the way the information was provided was very acceptable and we appreciate all the additional documents Insidea put together for us.

BACKGROUND

Please describe your company and position.

I am the Director of Digital Marketing of a construction company

Describe what your company does in a single sentence.

Our company provides Sales & Installations of Commercial Building Specialty Products

OPPORTUNITY / CHALLENGE

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

• Social Media Management
• Email Outreach Campaigns
• SEO

SOLUTION

How did you find INSIDEA?

Referral

Why did you select INSIDEA over others?

• High ratings
• Pricing fit our budget
• 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 is helping us with our social media across IG, FB, and LinkedIn. They are designing ad creatives in the form of infographics, videos, static diagrams and memes. They are also handling our email outreach and SEO content.

RESULTS & FEEDBACK

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

We have been flooded with fantastic social media content and SEO articles for our business. We've received a handful of quality leads from each funnel and are excited to continue to grow organically.

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

The team members (led by Samina) are all very responsive and attentive to my requests. Everything is on time and done at a very high quality. 

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?

The quality of the articles and ad creatives was surprising to me. I've never seen content and the quality of SEO articles like this before. Each article is very in-depth, including great inbound and outbound links, beautiful custom diagrams, tables, images, and a reference section. Everything is throughout and planned for SEO. 

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

After three months, there is little I can think of that they could improve. 

BACKGROUND

Please describe your company and position.

I am the Sales Manager of Day Hagan Asset Management

Describe what your company does in a single sentence.

Wealth Management Firm

OPPORTUNITY / CHALLENGE

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

• Organized our client pipeline
• put all our processes in one place
• build out drip campaigns for cold outreach

SOLUTION

How did you find INSIDEA?

Referral

Why did you select INSIDEA over others?

• Pricing fit our budget
• Good value for cost
• 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.

The consulting company assisted Day Hagan with setting up and optimizing our free HubSpot CRM to streamline outreach efforts related to the Smart Sector proxy vote and broader sales initiatives. They helped configure the initial CRM environment, including core settings, user roles, and email integration using Microsoft 365. They also supported troubleshooting around two-factor authentication issues that arose during setup. They prepared and imported our contact data into HubSpot, ensuring fields were properly mapped and contacts were segmented by relevant categories such as RIA and Family Office. In addition, they developed a professional cold email template and follow-up structure to support time-sensitive proxy communications and future engagement campaigns. They advised on best practices for CAN-SPAM compliance and provided strategic guidance on how to manage cold outreach efficiently within the constraints of the free HubSpot tier. Lastly, they offered recommendations for expanding functionality with tools like Instantly or Mailshake, and helped align our CRM processes to support scalable, trackable communication with advisors and decision-makers across platforms.

RESULTS & FEEDBACK

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

As a result of the project, Day Hagan now has a fully functional and organized CRM system tailored to our distribution strategy. Over 1,000 advisor contacts were successfully imported and segmented by channel (RIA, Family Office, etc.), enabling targeted outreach for the Smart Sector proxy vote and beyond. Email integration was completed, allowing for real-time logging of outreach, tracking open and click rates, and documenting advisor engagement. Within the first week, several follow-up conversations were initiated with advisors who had not yet voted, demonstrating improved visibility and responsiveness. Additionally, the cold email process was streamlined, saving multiple hours per week that were previously spent on manual outreach, and setting a foundation for scalable campaigns in the future. The CRM structure now supports team collaboration and efficient lead tracking, significantly enhancing our ability to prioritize high-value relationships and increase voting participation across custodial platforms.

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

The consulting company demonstrated strong project management throughout the engagement. They delivered all agreed-upon items on time, often ahead of schedule, and maintained clear communication during each phase of the setup. They were highly responsive to our evolving needs — particularly around the time-sensitive nature of the proxy vote — and quickly adapted when priorities shifted. When technical issues arose, such as challenges with Microsoft two-factor authentication during email integration, they provided fast, effective solutions without delay. Their proactive approach, combined with a clear understanding of our objectives, helped ensure a smooth and efficient rollout of our HubSpot system.

What was your primary form of communication with INSIDEA?

Virtual Meeting

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

What stood out most about the consulting company was their ability to combine deep technical knowledge of HubSpot with a practical understanding of our industry and sales process. They weren’t just focused on CRM setup — they thought strategically about how to align the platform with our distribution goals, advisor relationships, and proxy outreach. Their responsiveness, flexibility, and willingness to roll up their sleeves to meet tight deadlines made them feel more like an extension of our internal team than an outside vendor. Their ability to simplify complex processes and deliver immediate, tangible value set them apart.

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

At this stage, INSIDEA has been a strong partner for us, especially given that we came into the project with zero background in HubSpot. They've been patient, clear, and thorough in walking us through each step. If there’s any area for improvement, it might be in providing a more structured onboarding checklist or phased rollout plan upfront — something we could refer back to as we build on the foundation they've set. That said, they’ve adapted well to our pace and priorities, and overall, their hands-on support and responsiveness have far exceeded expectations.

BACKGROUND

Please describe your company and position.

I am the VP of Sales of Becker 360

Describe what your company does in a single sentence.

Becker 360 helps companies reduce waste, reuse materials, and implement smart recycling programs—offering single-source solutions backed by rebates and tailored to sustainability goals.

OPPORTUNITY / CHALLENGE

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

• Hubspot Onboarding
• Zoominfo Integration
• Training

SOLUTION

How did you find INSIDEA?

Referral

Why did you select INSIDEA over others?

Good value for cost

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.

Discovery & Strategy Alignment

Initial discovery sessions to understand business goals, sales processes, marketing funnels, and customer journeys.
Recommendations on how to best structure HubSpot to support those goals.
Technical Setup & Portal Configuration

Account setup and permissions configuration.
Custom property creation, pipeline setup, deal stages, and lifecycle stage mapping.
Integrations with existing tools (where applicable).
CRM & Data Migration

Import and cleanup of contact, company, and deal data.
Deduplication and field mapping to ensure accurate, usable data in HubSpot.
Marketing & Sales Enablement Setup

Email templates, forms, CTAs, landing pages, and automation workflows.
Sales sequences, task queues, and lead scoring rules tailored to your sales process.
Reporting & Dashboards

Setup of customized dashboards and reports to track KPIs across sales, marketing, and service functions.
Team Training & Support

Live training sessions for relevant teams (sales, marketing, admin).
Access to documentation and support for post-launch troubleshooting.

RESULTS & FEEDBACK

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

Faster CRM Adoption

100% of sales and marketing users were fully onboarded and active within the first 30 days.
User engagement with the CRM increased by over 75% compared to prior systems.
Improved Sales Efficiency

Deal pipeline visibility improved, reducing sales cycle time by an average of 20%.
Automated lead assignment and task creation resulted in a 30% increase in follow-up rates.
Enhanced Marketing Automation

Email open rates improved by 18% with better segmentation and customized templates.
Automated workflows reduced manual outreach by over 40%.
Data Accuracy & Reporting

Clean CRM data improved reporting accuracy and dashboard reliability.
Custom dashboards enabled leadership to track KPIs in real time, increasing decision-making speed.
Lead Conversion

Conversion rates from lead to opportunity improved by 15% within the first 60 days post-onboarding.

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

Insidea’s project management was highly organized, responsive, and efficient. They laid out a clear onboarding timeline from the start, with defined milestones and regular check-ins to ensure everything stayed on track. All deliverables were completed on or ahead of schedule, and they remained flexible when we needed adjustments along the way. Communication was seamless—they were quick to respond to questions, open to feedback, and proactive in addressing our needs. Their ability to balance structure with adaptability made the onboarding process smooth and stress-free.

What was your primary form of communication with INSIDEA?

Virtual Meeting

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

What stood out most about INSIDEA was their ability to deeply understand our business needs and translate them into a HubSpot setup that actually works for us—not just a generic template. Their team brought a thoughtful, strategic approach that combined both technical expertise and a real commitment to our success. The level of personalization, responsiveness, and clarity throughout the process made them feel like a true extension of our team rather than just a vendor.

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

none