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HubSpot Diamond Partner
18 certified experts
CRM expertise since 2004
100+ companies supported
A HubSpot audit is worth it as soon as your CRM stops supporting your teams the way it should. Look through the situations below to spot the ones that apply to you. For each one, we explain what the audit checks.
Your teams barely use HubSpot Sales teams still track their work in Excel files, interactions are not logged and the sales pipeline is out of date. The audit looks for the causes: a cluttered interface, poorly defined permissions, useless fields or a need for training.
Duplicate data or data that is hard to use: The same contact or company appears in several records. Properties are left empty and your segmentation becomes unreliable. The audit assesses data quality and identifies where the duplicates come from.
Workflows that have become hard to control: Automations have piled up over time and through team changes. It gets hard to tell which automations are active and what they trigger. The audit inventories your workflows and flags duplicates, conflicts and the ones that can be simplified.
Reporting you no longer trust: Your dashboards show different numbers from your other tools. The audit checks how your KPIs are defined, where their data comes from and whether your reports are consistent.
Integrations or syncs that cause problems: A contact gets duplicated every time HubSpot syncs with the ERP. The audit reviews how the interfaces are configured and how reliable the data flows are.
Processes that have changed faster than the CRM: Your organization, your offering or your sales cycle has changed since go-live. The pipelines no longer reflect what happens in the field. The audit compares the current configuration with your sales and marketing processes as they are today.
Growth to prepare for: You plan to add users, a new Hub, a subsidiary or a new market. The audit checks that your data structure, permissions and automations can keep up.
These situations often overlap. The audit gives you a complete review of your instance and clear priorities.
Our HubSpot audit examines your portal from six angles: strategy, data, configuration, automations, integrations, plus reporting and adoption.
We compare how you use HubSpot with your current goals and your sales, marketing and customer service processes. We also identify who owns the tool and the data. What we detect: for example, a sales process that has evolved while the pipeline stayed frozen. What you gain: a CRM realigned with your priorities, with clearly assigned responsibilities.
We analyze the structure of your contacts, companies and deals, and how complete they are. What we detect: duplicates, empty properties or inconsistent values. What you gain: segments and reports your teams can rely on.
We review your pipelines, their stages and related properties, as well as access permissions. What we detect: stages that do not fit your sales process, unnecessary properties, overly broad access rights. What you gain: a configuration that is simpler to use and easier to control.
We review your workflows: triggers, conditions and actions. What we detect: automations that are redundant, inactive or contradict each other. What you gain: fewer manual tasks and scenarios that fire at the right time.
We map the connectors between HubSpot and your third-party tools, such as your website or your e-commerce platform. We look at the direction and frequency of the flows and at sync errors. What we detect: data that differs from one tool to the next. What you gain: consistent information, whichever tool you check.
We look at how HubSpot is actually used, your teams’ skills and your sales and marketing performance. In your dashboards, we check the KPIs you track and the reliability of their sources. What we detect: inactive accounts or data still kept in external files. What you gain: a better-used platform and KPIs that support decision making.
You get concrete deliverables to act on.
These workshops help our teams fully understand your context, your needs and goals, how you currently use the tool, how it is configured and any interfaces already in place.
Our certified team analyzes your platform in detail: how you use it, your processes, your data and the performance of your sales and marketing actions.
After an in-depth review of your platform, we deliver all our recommendations to fix the situation and steer you toward your goals. At the end of the audit, we propose an action plan, and Synolia can of course support you in implementing it.
The length of the audit is not standard. It depends on the scope and complexity of your instance. Several criteria affect it:
From a few days to a few weeks: the timeline of an audit is estimated case by case, once your scope is clear.
At the end of your HubSpot audit, you receive an action plan that ranks each recommendation by priority. This document helps you decide what to do, and in what order. The audit recommendations are ranked against four criteria:
The action plan from the audit distinguishes two types of actions. Quick wins are fast actions: real impact, low effort and no blocking dependency. Structural projects require more preparation and improve your use of HubSpot over the long term. Here are a few examples: Quick win: merge duplicate contacts and make a frequently mis-filled property required Quick win: deactivate unused workflows that create unnecessary tasks or email sends Structural project: adapt the data model and pipeline to your actual sales cycle Structural project: make the data flows between HubSpot and your ERP reliable
The action plan from the audit belongs to you. You can roll it out with your internal teams, at your own pace. If you wish, Synolia can also support you in implementing it. Our consulting, functional and technical teams then work on configuration, integration, training or change management.
Synolia has nearly 20 years of experience implementing CRM projects. As a HubSpot Diamond Partner, we have 18 HubSpot-certified experts who can work across every Hub. Our team brings together consulting, functional and technical profiles for a complete audit of your instance.
Synolia supports you from scoping to integration, all the way to onboarding and change management. The audit recommendations take into account what is feasible in your context. You get actionable steps, not a theoretical diagnosis.
To go further, Synolia can also support your teams with HubSpot training. Training helps your teams apply the best practices identified during the audit in their day-to-day work.
The length of a HubSpot audit depends on the size and complexity of your platform. It varies with the Hubs in use, the number of users, the volume of data and the integrations in place. Your teams’ availability for the workshops also plays a role. We give you an estimate once we understand your context.
The cost of the audit depends on the scope to analyze and the depth you expect. It varies with the number of strategy and business workshops, and with the number of Hubs and teams to meet. The level of detail of the recommendations and the action plan also matters. Any implementation support is covered by a separate proposal.
The audit analyzes your portal configuration, your data, your processes and the interfaces with your third-party tools. It also covers tool adoption and your teams’ skills. Finally, it assesses how well the platform fits your goals and the performance of your sales, marketing and customer service actions. Each aspect is detailed above, with what we detect and what you gain.
The people who administer HubSpot take part in the audit, along with representatives of the user teams. Depending on how you use HubSpot, that means your marketing, sales or customer service teams. A member of management, for example the marketing or sales director, validates the priorities at the readout. Your involvement mainly covers the strategy and business workshops, a few ad hoc discussions and the readout.
A free audit is a self-assessment: a checklist helps you spot the main areas of concern. It works for an initial review. A full audit goes further: our experts analyze your portal in your business context. You get prioritized recommendations and a roadmap to implement them.
Yes, Synolia can support you in implementing the action plan from the audit. This support is optional: your internal teams can also take on all or part of the actions.
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