essensys Builds Enhanced Reports With HubSpot and ClicData

Company Snapshot

Industry: Technology

Location: London, New York and Los Angeles

Company size: 51-200 employees

Year founded: 2006

What is the essensys solution?

essensys provides a software and technology solution specifically designed for flexible workspace providers and office landlords looking for an efficient and automated way to run their property portfolio.  Their powerful all-in-one platform allows customers to be innovative and self-sufficient in the management of their offices by:

• Taking IT off the operator’s hands (private networks, connectivity, bandwidth management, etc.) 
• Improving their members’ experience
• Delivering services on-demand
• Simplifying bookings and workspace organization
• Enabling them to focus on key areas: customer satisfaction and business expansion.

essensys is a global company with offices in London, New York and Los Angeles and their solution powers hundreds of customer sites around the world.

essensys’ Marketing Tech Stack And Reporting Needs

We were approached by essensys’ CMO, Meyer Prinsloo. His team is using HubSpot marketing and CRM tools to manage new business pipeline and digital marketing.  The marketing team was also looking for a solution to build automated and interactive reports for essensys’ board reports and the sales team.

What was missing in the HubSpot reporting tool?

 The essensys team quickly saw limitations in HubSpot’s reporting tool when trying to build custom data analysis. For instance, it was impossible to track data and compare performance metrics over time. “HubSpot’s reporting tool also felt short in data consistency and segmentation”, said Meyer, “we had some issues counting unique potential leads for example”. “We were also looking to segment our data with an “AND/OR” structure to identify specific attributes and see when the export Hubspot data changed. But HubSpot only provides with an “AND” filter which wasn’t enough to build our prospects and customer intelligence”. “So, we started looking for a solution that could give us the flexibility that we needed to build more advanced reports.”

“HubSpot’s reporting tool felt short in data consistency and segmentation. So, we started looking for a solution that could give us the flexibility that we needed to build more advanced reports.”

Meyer Prinsloo, CMO at essensys

How did ClicData fill the gaps for essensys’ reporting?

“The HubSpot solution’s API is quite restrictive in the way data can be extracted, especially when it comes to time-series data.” Explains Meyer, “So, in order to resolve this issue, we engaged with ClicData to pull and aggregate our data from HubSpot together with time-sliced data. That way, we built one consistent view of this data across the deal object, the contact object, and the company object within HubSpot.”

This synchronization allows them to build predictable ROI and reporting for stakeholders. “This particular manipulation was previously done manually and was very time-consuming: exporting data in Excel spreadsheets from HubSpot, cleansing the data, and cross-referencing the data each time we were trying to find answers.” Now, they automate the process with ClicData’s smart connector to HubSpot. “Once we have built that view, we could easily synchronize it back to HubSpot every week. We now have a single point of reference that the sales and leadership team can use to look at lead contribution and lead attribution.”

“We engaged with ClicData to pull and aggregate our data from HubSpot together with time-sliced data. […] We now have a single point of reference that the sales and leadership team can use to look at lead contribution and lead attribution.”

Meyer Prinsloo, CMO at essensys

“Great connector to HubSpot, Robust Automation Tool, and Fantastic Support”

When we asked Meyer the three things he likes the most about working with ClicData, here’s what he replied:

Great API integration with HubSpot

“As mentioned earlier, working with HubSpot’s API can be tricky but we managed to pull all the data we needed and centralize that data into a single place – ClicData’s data warehouse.”

Robust automation tool

“We liked the fact that we don’t have to write formulas and queries all over again whenever we need specific information. With ClicData, we wrote the formulas once and they run automatically without further manipulation. That’s a huge time saver and it gives us confidence in the data that we have.”

Learn more about ClicData’s automation features

The BI Consultant is of huge help!

“Anna is our BI Consultant within ClicData’s team, and she adds great value to our meetings. She helps us contextualize what we want to achieve with our data or helps us overcome really specific snags or logical issues that we are facing. It’s another layer of intelligence that is greatly appreciated when working with complex or inconsistent data.” 

Kudos to Anna! 👏

Final Words From Meyer

“I would recommend marketing operations teams using HubSpot to consider ClicData’s BI platform when addressing complex reporting and data processing projects, or to people who need more information than what HubSpot’s reporting provides.”

Many thanks to Meyer for his answers and reviews!

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