Identified critical gaps, fixed recurring errors, and received a future optimization roadmap with a HubSpot audit

As a powerful marketing, sales, and customer service platform, HubSpot is designed to help businesses streamline operations and drive revenue growth. 

When utilized effectively, it can enable organizations to automate workflows, optimize lead management, and enhance customer insights, ensuring every touchpoint brings value. However, without proper setup and strategic usage, companies may struggle to unlock its full potential.

75% HubSpot users report an increase in overall revenue. Source

Spectrum Control is a leading player in advanced electromagnetic spectrum solutions. With a legacy of over six decades, the company serves industries where precision and reliability are paramount: aerospace, defense, telecommunications, medical technology, and industrial applications. 

Operating in highly regulated industries, Spectrum Control must maintain stringent quality standards, efficient processes, and seamless communication across marketing, sales, and customer service teams.

As a result, the company adopted HubSpot as a core tool for managing its marketing and sales operations. However, like many enterprises operating in technical sectors, maximizing the potential of their marketing automation platform required a strategic, data-driven approach. 

For this, they needed a certified HubSpot partner agency that could help them walk through their setup and identify the gaps in the system.

Despite investing in HubSpot, Spectrum Control faced key challenges that hindered its ability to fully capitalize on the platform’s capabilities.

• Underutilization of key hubspot features: The marketing and sales teams were not leveraging all the automation, analytics, and reporting tools within HubSpot, leading to inefficiencies in lead management and customer engagement. Features such as CTA reporting, A/B testing, and advanced workflow automation were either overlooked or not configured correctly.
• Unresolved system errors disrupting operations: Over time, errors and inconsistencies had crept into the system, affecting data integrity, campaign performance, and workflow automation. These included dormant workflows, duplicate contact records, form submission issues, and email deliverability concerns. Without clear visibility into these errors, the team struggled to diagnose and fix the underlying problems.
• Lack of a clear action plan for optimization: The company needed a structured roadmap outlining prioritized recommendations to improve its HubSpot usage. Without expert guidance, Spectrum Control was unable to pinpoint the most critical areas that required immediate attention versus long-term strategic improvements.

RevX partnered with Spectrum Control to conduct an extensive four-week audit, meticulously examining their entire HubSpot portal to uncover inefficiencies, gaps, and opportunities for enhancement. Our approach included a thorough analysis of eight core areas:

• Companies & contacts: We identified duplicate records, missing data fields, and improper segmentation, ensuring the client database was optimized for personalized marketing.
• Design consistency: Reviewed branding, templates, and content formatting across email campaigns, landing pages, and CTAs to enhance visual consistency and user experience.
• User & team Management: Analyzed user roles and permissions to prevent unauthorized changes and ensure efficient collaboration across teams.
• Forms & CTAs: Evaluated form performance, identifying low-converting touchpoints and opportunities for improved engagement.
• Email health check: Conducted an in-depth deliverability and engagement analysis, diagnosing issues related to spam filtering, bounce rates, and sender reputation.
• Workflows: Audited automations and sequences, identifying 12 workflows at risk due to errors, inefficiencies, or outdated logic.
• Reports & analytics: Evaluated existing dashboards and reporting structures, ensuring critical KPIs were tracked accurately to inform decision-making.
• Integrations: Assessed third-party tools connected to HubSpot, ensuring seamless data flow and compatibility with Spectrum Control’s tech stack.

The audit delivered clear, data-backed insights that empowered Spectrum Control to make informed decisions and optimize their marketing operations. Key outcomes included:

• Comprehensive HubSpot findings report: Spectrum Control received a detailed diagnostic report highlighting key inefficiencies, system errors, and strategic opportunities.
• Enhanced email performance: We implemented best practices for email deliverability, list hygiene, and engagement tracking, improving open and click-through rates.
• Unlocking hidden potential: By identifying and configuring underused features like CTA reporting, A/B testing, and lead scoring, the team gained better visibility into campaign performance and customer behavior.
• Actionable roadmap for continuous optimization: RevX provided a prioritized action plan with step-by-step recommendations for fixing errors, streamlining workflows, and leveraging automation more effectively.

Through its partnership with RevX, Spectrum Control successfully transformed its HubSpot ecosystem, eliminating inefficiencies and unlocking new growth opportunities. By optimizing automation, refining data accuracy, and strengthening reporting capabilities, the company is now positioned to execute marketing and sales strategies with precision.

For companies in highly technical industries like aerospace, defense, and telecommunications, leveraging marketing technology effectively is not just a competitive advantage - it’s a necessity. Spectrum Control’s journey is a testament to the power of data-driven marketing operations and the impact of a strategic RevOps approach.