INSIDEA

BACKGROUND

Please describe your company and position.

I am the Business Development of 1st Facility of TX / Guardian Case Management

Describe what your company does in a single sentence.

provide trewatment to personal injury patients and services to personal injury attorneys 

OPPORTUNITY / CHALLENGE

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

setting up CRM

SOLUTION

How did you find INSIDEA?

Hub Spot

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 and provide training on CRM set up and navigation. 

set up and provide trainig on marketing processes for new lead generation through CRM automations and social platforms 

RESULTS & FEEDBACK

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

CRM set up. 

liked profiles for marketing 

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

for the most part deliverables for set up 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 allow a lot of flexibility when it comes to meeting and hours spent on what and when.

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

more examples / demo of the process during the process set uo for easier understadning 

BACKGROUND

Please describe your company and position.

I am the Corporate General Manager of At The Lake Distributing Inc.

Describe what your company does in a single sentence.

We are a wholsale distributor of exciting water toys and custom docks.

OPPORTUNITY / CHALLENGE

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

• CRM Implementation

SOLUTION

How did you find INSIDEA?

word of mouth

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.

We were pleased with the service and training we received with INSIDEA.  The team was professional and extremely knowledgeable.  Their organization and communication skills kept us on track and helped us understand the overall system.

RESULTS & FEEDBACK

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

We were pleased with the service and training we received with INSIDEA.  The team was professional and extremely knowledgeable.  Their organization and communication skills kept us on track and helped us understand the overall system.

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

The INSIDEA team was well organized and responsive to our needs and questions.  Very professional.

What was your primary form of communication with INSIDEA?

Virtual Meeting

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

Their knowledge and expertise.

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

NO

BACKGROUND

Please describe your company and position.

I am the Co-founder, Co-owner of Lucky Dog Insurnace

Describe what your company does in a single sentence.

Commercial Insurance Brokerage. 

OPPORTUNITY / CHALLENGE

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

• Tailor HubSpot's SalesHub CRM for our needs

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.

Tailor CRM to our unique sales process needs, pre-load HubSpot database with our desired customers lists, tailor dashboards to report key outside sales metrics. 

RESULTS & FEEDBACK

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

Did tailoring of CRM align with how we plan to use it.

Can we track and report on key metrics through dashboards.

Are our desired customers present and correctly loaded in system. 

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

Items were delivered on time and according to schedule. Encountered issues were explained and solutions offered then implemented. 

What was your primary form of communication with INSIDEA?

Virtual Meeting

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

They did great work and were a friendly team that delivered on our needs.

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

Nope. 

BACKGROUND

Please describe your company and position.

I am the Marketing Manager of a construction company.

Describe what your company does in a single sentence.

Professional Construction Services

OPPORTUNITY / CHALLENGE

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

Hubspot Integration

SOLUTION

How did you find INSIDEA?

Referral

Why did you select INSIDEA over others?

• Great culture fit
• 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.

INSIDEA installed a HubSpot-based pipeline utilized to aggregate and cultivate contractor leads, established PPC advertisements across on-industry websites, and implemented a Salesforce integration on bid tracking.  

RESULTS & FEEDBACK

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

The lead volume increased by 80% over months; mean victory rates on bidders increased to 32% (previously it was 18 percent). The deal-stage visualization feature through the CRM reduced manual reporting time by 4hrs/week. 

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

To our altmost suprise, the team got some part of the tasks done before ealier than the scheduled date and the final deliverables were 2 days ahead of the schedule. The communication was fast-paced, their responce to email shows how proactive they are. 

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?

Their technical expertise and their ability to combine HubSpot with Salesforce and embed custom API without interfering with any current processes. While working with them they ensured to get all carried along with the least activity, and that actually made us progress faster.

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

Nothing actually, hoping to work with them again.

BACKGROUND

Please describe your company and position.

I am the CMO of American Paper Optics

Describe what your company does in a single sentence.

Our company is into the manufacturing and marketing of paper and plastic 3D glasses aswell as eclipse glasses.

OPPORTUNITY / CHALLENGE

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

Hubspot implementation

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.

INSIDEA implemented a HubSpot lead-scoring tool, initiated LinkedIn sponsored content, and combined with Monday.com in terms of project following up. The significant deliverables: lead-scoring model, 2 LinkedIn campaigns, a 6-step nurture workflow and a weekly KPI report.

RESULTS & FEEDBACK

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

There was an increase in quality of leads in 5 months; lead-to-demo conversion increased to 9%, as opposed to 4 percent. The level of LinkedIn interaction increased twice fold and the Monday.com integration reduced the time of task hand-offs.

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

Our PM and INSIDEA had a kickoff meeting and established a clear schedule of milestones. Every deliverable was delivered punctually; the nurture workflow was launched earlier than the due date.

What was your primary form of communication with INSIDEA?

Virtual Meeting

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

We were impressed by their cross-platform knowledge-condensed into a single, clean HubSpot point of entry, which connects all the data points.

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

The minor area i feel that they need to improve more on is adding a mid-campaign checkpoint, it would be great to find the small tweaks early enough.

BACKGROUND

Please describe your company and position.

I am the Marketing Manager of CivicPlus

Describe what your company does in a single sentence.

IT Services and IT Consulting

OPPORTUNITY / CHALLENGE

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

• Online Rebranding
• Hubspot CRM set-up

SOLUTION

How did you find INSIDEA?

Referral

Why did you select INSIDEA over others?

• Pricing fit our budget
• Great culture fit
• 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 consulting IT practice required a full-fledged online rebranding in a bid to access mid-market customers and enhance quality of leads. Our current web content, social media presence, and HubSpot CRM setup were audited by the agency in depth. 
They served up a multi-faceted roadmap: a redesign of our web site to be search engine-optimized with service-based keywords, a LinkedIn content strategy with thought-leadership articles, an intensified PPC program targeting the query of IT strategy consultants, and a prospect nurturing automation process through our sales cycle.  
Other deliverables were a new CMS using content templates, a collection of whitepapers, and a single-page HubSpot workflow outlining the lead flow security through initial contact until proposal.  

RESULTS & FEEDBACK

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

The reduction in our bounce rate as a web site decreased after launch reading, and our length of stay went up. In the first month, LinkedIn lead generation was up, whereas demo requests are up too.

The new HubSpot automation reduced our lead qualification average of 7 days to 3 days, which increased deal close by 18%. The client acquisition cost has been reduced and it has allowed us to shift budget to high impact consulting works.  

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

The project management at the INSIDEA was of high quality. They adopted a lean system in which they had sprint reviews such that every piece of content (and landing page) was reviewed by both our marketing and business development team before being rolled out.

They have presented a clear chart which was updated in real-time and in case of any changes, e.g., urgent necessity to pivot the PPC keyword list, the changes were addressed during the one sprint without any postponements.

These expectations and anticipations resulted into smooth and predictable communication and behavior among them, as they kept timelines and happened to be proactive in this process

What was your primary form of communication with INSIDEA?

Virtual Meeting

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

Their specific power strong aspect is that they effortlessly combine HubSpot with our bespoke internal applications. It also integrated marketing intent with sales intent by constructing a bespoke API connector between HubSpot and their Salesforce-calculated data warehouse to provide a single view of their prospects.

The integration has provided our sales team the capability to monitor content interaction of a prospect and modify how they target that person- a feat no other agency provided to us.  

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

To anyone having a doubt of collaboration, this agency is dedicated to deliverable outcomes, nimbleness, and technical intellect which has made them become an indispensable asset of any IT consultancy that intends to grow its digital presence.  

BACKGROUND

Please describe your company and position.

I am the VP of Sales & Marketing of Panda Windows and Doors

Describe what your company does in a single sentence.

Manufacturing and distributing the finest custom building materials.

OPPORTUNITY / CHALLENGE

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

Hubspot Workflow

SOLUTION

How did you find INSIDEA?

Clutch Site

Why did you select INSIDEA over others?

• Pricing fit our budget
• Great culture fit
• 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 supplier required a digital transformation to be able to respond to the rising needs of contractors and retail remodelers. INSIDEA initiated a complete overhaul: a full-scale optimization audit (SEO), a Google shopping campaign of high profit products, an Instagram and Facebook retargeting campaign, and a HubSpot workflow, to transform visitors to the product page to qualified sales leads.  
The outputs were as follows; Updated product catalogue on the website New ad creatives in carousel formats Automated email feeding, and a HubSpot dashboard to monitor inventory levels as well as lead interaction.  

RESULTS & FEEDBACK

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

Traffic of organic search grew in three months, as well as Google Shopping click-through rates raised. Social retargeting advertisements showed a rate of conversion and our email nurture flow converted  subscribers into qualified appointments.

HubSpot workflow reduced lead response time, and cut it down to 1 day. Total digital channel revenue increased in which we are happy about.  

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

The project management of the agency was very in order. They operated on the same project board which updated automatically so that all the stakeholders could monitor progress. They used to meet on a weekly basis to evaluate performances and revise bids or innovative aspects. 
The agency was able to have the creative developed and live within 36 hours when we asked it to run a fast test of a new line of products on Facebook. There were minimal delays and any corrections made on the course were handled in a clear manner through a well motivated data backed up suggestion.  

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 most noticeable was that they combined both the real-time inventory data and the marketing automation. They would have the ability to send a personalized email to a prospect at an opportune moment indicating that the product was available by integrating our ERP system with HubSpot. This synchronization brought about elimination of over-promising inventory, alleviation of cart abandonment and enhanced confidence with the customers.  

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

This agency has proficiency in e-commerce marketing, under-wrap, and creative data integration that partly have increased our market share and conversion rates considerably.  

BACKGROUND

Please describe your company and position.

 I am the Co-founder of an information technology company 

Describe what your company does in a single sentence.

We revolutionize commercial real estate by seamlessly integrating strategic advisory, facilitated services, and advanced technology solutions.

OPPORTUNITY / CHALLENGE

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

Digital Marketing

SOLUTION

How did you find INSIDEA?

Referral

Why did you select INSIDEA over others?

• High ratings
• Pricing fit our budget
• 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.

Our SaaS enterprise was looking to grow the number of users and minimize the churn. The agency created a comprehensive growth engine: SEO on a keyword of cloud-based project management, LinkedIn and Twitter retargeting funnel, Google Ads account with a buyer intent strategy, and an account with HubSpot drip flow, leading several steps to a paid subscription. 
Services provided were a redesigned landing page concept, a set of lead-generator whitepapers, a lead-mining Chrome extension, and a complete lifecycle of email.  

RESULTS & FEEDBACK

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

Following the launch, our numbers of free trial sign-ups had grown by 48, and our paid plans conversion rate had grown to 8.7 percent in four months. The churn was reduced by 12�codec waves as the nurture flow continued to engage the users. The LinkedIn retargeting advertisements delivered an average cost of acquisition of 27-36 per cent lower than the previous. All in all, the campaign added another 3.2 million ARR the following year

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

They had a combination of transparency and agility in their project management. They conducted a kickoff workshop, put up a roadmap that was clear and put up a dashboard that monitored KPIs in real-time. Landing page and email sequence were tested on each improvement, and the results were distributed immediately.

They shifted the budgets towards the best performing channel only in response to analytics that revealed a decline of ad performance in 72 hours. Our sensitivity to changing needs was met by the team and thus the project remained within the schedule and budget.  

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?

Their growth-ops frame of mind is the special strength of the agency given the situation. Instead of marketing, sales, and product being in different products silos, they established a connected line of feedback, which sends usage data to HubSpot workflow enabling us to make offers depending on our feature adoption. These are some touchpoints that enhanced cross-sell and upsell substantially due to the availability of data.  

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

They have, on the whole, been an indispensable ally to any SaaS provider that wants to grow efficiently due to their strategic depth and thorough execution.

BACKGROUND

Please describe your company and position.

I am the Director of Plastic Concepts

Describe what your company does in a single sentence.

Provide laboratory specialized equipment

OPPORTUNITY / CHALLENGE

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

• Launch HubSpot
• Marketing campaign alignment

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

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.

Needed to launch HubSpot within our organization after not having utilized a CRM. We also needed to develop marketing strategies to automate our outreach while also creating dashboards to review our analyticas.

RESULTS & FEEDBACK

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

All deliverables to launch HS have been completed as expected.

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

The project management was fantastic and extremely flexible to meet our fluid schedules. The team always communicated well.

What was your primary form of communication with INSIDEA?

Virtual Meeting

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

Knowledge and professionalism as well as the value for what we received.

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

No

BACKGROUND

Please describe your company and position.

I am the Product Manager of Drip Capital

Describe what your company does in a single sentence.

Trade Finance

OPPORTUNITY / CHALLENGE

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

• Hubspot Consultant (Advisory)
• API and Data Management
• Sales Enablement

SOLUTION

How did you find INSIDEA?

Online Search

Why did you select INSIDEA over others?

• High ratings
• Good value for cost
• Company values aligned

How many teammates from INSIDEA were assigned to this project?

1 Employee

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

I've been working with Insidia for almost 6 months now, mainly with their Business Solution Specialist, Hevesh Sahota. Hevesh has been a huge support throughout, not just with HubSpot but also in guiding me on CRM processes, automation, and sales enablement. He's knowledgeable, approachable, and always ready to help me find practical solutions to challenges. His input has made a real difference, and I genuinely appreciate the value he's added to my work.

RESULTS & FEEDBACK

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

API Integration, Data management and CRM Audit

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

One of the key deliverables we struggled with was identifying the ‘last contacted date’ on leads (based on comments and notes). While we consulted HubSpot and other sources without success, Hevesh was able to figure this out. His solution has significantly improved our lead management process.

What was your primary form of communication with INSIDEA?

Virtual Meeting

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

Their business support and unique ideas for solutions stood out.

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

Physical face to face interaction