Insights From Our Experts
If you’re reading this, you’ve likely been using HubSpot for a while, and you’re likely experiencing the operational snags and inefficiencies that come with maintaining a HubSpot setup that was originally suited for a smaller, simpler version of your business.
So this is what growing pains feel like: The streamlined workflows and centralized data that once made your team’s lives easier are becoming clunky, burdensome, and inefficient. You’re busier than ever, and HubSpot isn’t helping. In fact, it could be one of the reasons you’re so busy and bogged down.
Liger’s message? Don’t be discouraged. Read our blog to determine whether or not your HubSpot setup is holding you back and learn how the experts at Liger can help optimize your CRM.
Sign #1: Your Team is Drowning in Spreadsheets
If your CRM data has to be exported, cleaned, and reassembled in a spreadsheet before it’s usable, something’s off. Manual reporting eats up valuable time, introduces errors, and delays decision-making. In an environment where clarity is often a competitive edge, this can be a serious issue.
The beauty of HubSpot lies in its ability to surface real-time insights across your entire funnel: lead generation, sales activity, marketing attribution, even renewal forecasting. But here’s the catch: those insights are only as good as your setup. When used properly, HubSpot should feel like your command center, not a tool you bypass to get “real” numbers elsewhere. Your KPIs, your pipeline complexity, and your reporting rhythms all play a unique role.
Liger Insight: We help teams build custom dashboards that serve the right data to the right people. No spreadsheet gymnastics required!
Sign #2: Sales and Marketing are Speaking Different Languages
Not literally – it would be totally weird if your marketing team spoke English and your sales team spoke German – but even without this kind of language barrier, it can feel like communication just isn’t flowing. For instance, maybe you’re targeting the same audience but using two separate definitions for a “qualified lead.” Campaigns can end up launching without sales input, and sales may not follow up on leads because they don’t trust the data.
This kind of misalignment is a red flag, and one that usually originates in your CRM setup. Without shared definitions, lifecycle stages, and automation triggers, your teams are flying blind and pointing fingers.
Liger Insight: We design HubSpot environments that align teams, clarify lead handoffs, and create shared accountability from click to close.
Sign #3: You’re Only Using 20% of What HubSpot Can Do
You invested in HubSpot for its robust capabilities, but if you’re only using it as a glorified email tool or contact database, you’re leaving serious value on the table. Many companies underutilize features like workflow automation, lead scoring, sales enablement tools, and custom objects because their HubSpot setup didn’t evolve with the business.
The result? Missed efficiencies, duplicated effort, and tools collecting digital dust.
Liger Insight: We help businesses unlock the full potential of HubSpot: automating processes, integrating tools, and setting up systems that scale.
Sign #4: CRM Adoption is Spotty (or Stalled Out Entirely)
If only a handful of team members are consistently using HubSpot – or worse, if no one trusts the data inside it – it’s no longer a people problem. It’s a setup problem. Overly complex processes, poor training, and cluttered data can make even the best tools feel unusable.
When adoption falters, visibility suffers too. And when visibility suffers, leadership is stuck making gut-based calls instead of data-driven ones. See the issue?
Liger Insight: We make HubSpot work the way your people work: streamlined, consistent, and easy to stick with.
Sign #5: You’re Not Sure What’s Working Anymore
You’ve got dashboards. You’ve got reports. But do they connect back to outcomes? Which campaign brought in that lead? Why did that deal stall? How long is your sales cycle really? If these questions don’t have concrete answers, your HubSpot setup is likely disconnected from strategy and overloaded with noise. Plus, when data is fragmented or misaligned, it’s hard to tie activity to impact. This kind of uncertainty leads to reactive decisions, wasted spend, and missed opportunities.
Liger Insight: We help you see the full picture so you can invest in what works, fix what doesn’t, and grow with confidence.
You Don’t Need a New Platform. You Need a Smarter Setup.
HubSpot not working? Chances are it just isn’t configured properly and you’re experiencing the kind of chaos and confusion that makes it feel like a serious software issue.
At Liger, we combine deep HubSpot expertise with industry insight to help B2B teams like yours stop spinning their wheels and start scaling smarter. Whether you’re in FinTech, HCM, or another high-growth space, we can tailor your HubSpot environment to meet your current demands and your future goals. Let’s transform your CRM into a strategic asset (rather than a source of stress). Ready for HubSpot CRM optimization? Request a HubSpot Fix It Session with the Liger team today. You can read additional marketing insights here.
