SaaS
Connecting trials, sales and renewals in one HubSpot portal
The challenge: Product sign-ups, sales conversations and renewals lived in three tools, so nobody could see which channels produced retained customers.
Approach
- Defined lifecycle stages from trial to expansion
- Synced product usage signals into HubSpot
- Built renewal pipeline and customer health views
What changed
- One view from first visit to renewal
- Sales follow-up prioritised by product activity
- Leadership dashboards replacing weekly spreadsheets
