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Originally developed to protect children online, text analysis SaaS platform Relative Insight helps businesses to generate actionable insights from text data. Having undergone hyper growth in the past 18-24 months, Relative Insight came to Boom in 2022 with one core need:
To transform siloed processes, disjointed data management, and a sea of spreadsheets into a central, scaleable and streamlined system that housed real-time data to inform all business decisions.
With considerable and continued expansion across different markets, Relative Insight required a cost-effective solution that paired cross-functional and geographic collaboration with a user-friendly interface that enabled the team to make their own changes – and HubSpot was the obvious choice.
Relative Insight opted for HubSpot Enterprise Growth Suite, which includes Marketing, Sales, Service, CMS, and Operations Hub. This holistic approach enabled us to help optimise its business efficiency through the integration and automation of everything from sales forecasting to lead nurturing and customer retention.
To kickstart the project, Boom worked with Relative Insight to devise a strategy that would integrate all of its existing software, tools and data into the platform, beginning with a System Design project that mapped out its processes, channels, tools, and the end-to-end buyer journey.
The team undertook a phased approach and prioritised tasks into sprints to ensure each stage was right before moving onto the next; offering plenty of time to pilot the system with key stakeholders ahead of rolling it out to the rest of Relative Insight’s team.
We worked to understand, at a deep level, Relative Insight’s various pain points, getting to the root of what exactly it was that they were trying to achieve and establishing how to represent that within HubSpot.
With a comprehensive understanding, the team was then able to help Relative Insight migrate from its previous software, Salesloft and SalesSeek, and integrate into HubSpot, the following:
Jiminny for call recording
ChurnZero to track account health
ZoomInfo for data enrichment
Zoom for webinars
DocuSign for contracts
Slack for internal communication
Microsoft Teams for meetings
Asana for project management
Plus all social and ad accounts
Reporting and forecasting was previously a pain point for Relative Insight, with lack of visibility of conversion rates, forecasting of closing, renewals, and the sales cycle; plus, since opening the Philadelphia office, the team needed to be able to report in multiple currencies. BBD Boom employed complex solutions to enable end-to-end reporting of the buyer journey, from generating leads through to conversion and retention, and helped to facilitate multiple-currency reporting within HubSpot.
Within six months, BBD Boom helped Relative Insight to fully integrate all of its systems and tools into one holistic HubSpot suite – creating a single source of truth.
It was a complete digital transformation, and HubSpot is now at the core of everything Relative Insight does as a company, with over one hundred employees operating within its HubSpot portal.
In fact, it has completely transformed the way in which its entire commercial team now operates; improving C-Suite visibility and the team’s ability to analyse what’s going on.
Relative Insight was also able to launch its new text analysis product Heartbeat with the support of HubSpot, through the enablement of segmentation and reporting on different products.
Having previously found Salesforce’s system challenging due to the heavy coding involved, Relative Insight found HubSpot’s user-friendly interface a breath of fresh air, and the team are now able to make regular updates without the need for support.
When speaking of Relative Insight’s experience with BBD Boom, Eilidh, VP of Revenue Enablement, said:
“We literally wouldn’t be where we are as an organisation if we hadn’t had your help, at this point. Absolutely no way.”
BBD Boom continues to work closely with Relative Insight to support its ongoing growth and scaling, with plans to optimise the processes and integration of business tools, and to explore more intelligent ways to surface leads in the near future.
Want to know how we could help you to leverage HubSpot to scale your business and streamline your processes? Book a meeting with us today.