Fixing HubSpot fast: How Enevo transformed its CRM in just 6 months

At a glance

Results in numbers

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About Enevo

Enevo is a trusted building compliance provider, offering a comprehensive range of energy assessment, compliance, consultancy, and testing services across the UK’s residential and commercial sectors. Enevo works with housebuilders, contractors, architects, M&E engineers, local authorities, and homeowners to ensure regulatory compliance.

The Challenge

Enevo faced significant challenges with their HubSpot portal, due to onboarding and implementation by a service provider who had fallen short of their expectations. After 18 months, they found their portal to be unstructured and lacking clear processes, with insufficient expertise to train their team or assist with the reports, automation, data cleaning, and configuration they needed. Frustrated by the lack of progress, they estimated it would take another 18 months to two years to get their system functioning effectively. Enevo turned to SpotDev to swiftly address these challenges and get their HubSpot portal optimised to drive real results.

The Solution

When Enevo partnered with SpotDev, we focused on understanding their pain points and tailoring a solution to meet their business needs efficiently. Our approach included:

• Comprehensive HubSpot training: SpotDev delivered a full training programme, empowering the Enevo team with the knowledge and confidence to manage their HubSpot portal effectively.
  
  
• Process optimisation: Enevo’s existing assets were redesigned & developed. SpotDev also advised on functionality that would significantly improve their efficiency and use of the data in their HubSpot CRM.
  
• Custom reporting & dashboards: Enevo needed insightful reports to track deal progress. SpotDev created multiple dashboards, simplifying complex reporting and making data interpretation easier.
  

• CRM data cleanup: Enevo's HubSpot portal contained duplicated and messy data due to a lack of understanding about unique identifiers and HubSpot’s de-duplication process. Enevo was provided with guidance on both manual and automated data de-duplication solutions, allowing their team to choose the approach that best fit their needs.
  
  
• Support block implementation: SpotDev helped establish a structured priority system for tasks, ensuring efficient execution of their HubSpot projects.
  
  
• Custom proposal template: Enevo initially used a basic drag-and-drop template for quotes but wanted a more polished and branded proposal format. SpotDev custom-coded a proposal template incorporating case studies, testimonials, and terms, transforming it into a professional, client-ready document.
  

The Results

The impact of SpotDev’s intervention was substantial. What Enevo initially estimated would take 18 months to two years was successfully achieved in just six months. Key results included:

• Increased confidence & independence: Enevo’s team became proficient in using HubSpot, managing their reporting, and optimising workflows without external dependency.

• Efficient proposal process: The new custom-designed proposal template improved their sales process, enhancing communication with prospects. The number of proposals sent following its re-design grew significantly.

• Clean & organised CRM: With SpotDev’s guidance, Enevo significantly reduced data duplication and improved CRM hygiene, leading to more accurate reporting and segmentation.

• Time-savings: Through training and assistance in creating assets and automation, Enevo achieved significant time savings.

What the client said

“We were on the edge of leaving HubSpot due to the pains we had been seeing, however Stacey has been a shining light in training (our team) and developing our system, she has listened to how we want it to work and has made it happen"

Jonathan Hill, Director, Building Compliance, Enevo

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