How Signpost Saved 100+ Hours with Superjoin? | Case Study

Introduction

Signpost provides a software platform that helps businesses manage customer interactions. They offer a combination of service and software solutions, including a call center service to handle incoming calls. Businesses can customize how calls are managed, simplifying customer communication. 

To help manage their business, they use data from multiple different systems. With data scattered across multiple systems Matt Packard, Signpost’s Director of Revenue Operations, was looking for a way to make data more accessible across the company and ease the creation of reports.

Business Challenge

1. Multiple Data Sources: Key business data resided in separate systems: product data in an internal database-RedShift, sales and customer success data in HubSpot, and billing data in Recurly.

   
   

2. Tedious Manual Reporting: Generating comprehensive reports on a regular basis required manual pulling of data which took a long time.

   
   

3. Lack of Data Visibility: Because data was spread out, it was difficult for teams across the organization to see accurate and unified data.

   
   

How Superjoin solved these Challenges

Superjoin emerged as a solution that allowed Signpost to:

1. Connect: Direct integration with HubSpot, databases, and Recurly, eliminating manual data extraction.

   
   

2. Merge: It integrated data into a central location on Google Sheets.

   
   

3. Automate and Sync: Data was set to automatically synchronize which reduced dependency on manual data pulls and ensuring real-time data availability.

   
   

“Superjoin changed how we handle data. Now, everyone can see key numbers in one place without asking me to pull reports or write queries. It’s made things easier and helped teams focus on their work.”

Matt Packard, Director of Revenue Operations, Signpost

Key Use Cases and Benefits

1. Sales Reporting: The primary sales scoreboard tracks sales volume, commissions, and key KPIs, providing leadership and sales reps with a unified performance view.

   
   

2. Customer Success Tracking: Collating and generating reports from product data in RedShift and customer success data in HubSpot enables the onboarding team to track and monitor account setup progress.

   
   

3. Billing Reporting: Consolidation of data from Recurly, HubSpot, and the database ensures accurate billing and revenue tracking. 

   
   

4. Real-Time Data Access: With automated refresh schedules and Slack notifications, teams have real-time visibility into essential business metrics.

   
   

5. Syncing Product Data from Google Sheets to HubSpot: Moving essential product data from to HubSpot simplifies the flow of product-related information across systems. It ensures it’s consistently updated without overwhelming the CRM with unnecessary information.

   
   

The Impact

“Superjoin saves me five to six hours per job setup, and with 15 to 20 active jobs, that’s nearly 100 hours saved. The setup is simple, just write the query, hit go, and it’s in the sheet.”

Matt Packard, Director of Revenue Operations, Signpost

Superjoin has delivered significant improvements across multiple aspects of Signpost’s operations:

1. Time Savings: The platform has reduced setup time for data integration jobs by 5-6 hours per job. 

   
   

2. Operational Efficiency: Superjoin has provided stakeholders across the organization with a unified, reliable report that serves as the single source of truth, simplifying data access and decision-making.

   
   

3. Data Visibility: By centralizing data, Superjoin enables teams to self-serve their data needs, reducing the need for constant query writing and manual number pulling.

   
   

4. Reliable System: Superjoin has proven to be a dependable solution, with any issues promptly resolved by the support team, ensuring smooth operations.

   
   

5. Responsive Support: Matt appreciates the Superjoin team's quick response to feedback and issue resolution.

Conclusion

Superjoin has helped Signpost by providing a simple, reliable way to consolidate data from multiple sources into Google Sheets. This has resulted in significant time savings, improved reporting, and better overall visibility into the company's performance. 

In conclusion, Matt was able to consolidate their information and also get additional insight with the features Superjoin offers. As a result of the ease of implementation and the continuous support they receive, Signpost has built a solid relationship with Superjoin.

Discover how Superjoin can streamline your reporting processes and improve data handling. Try out Superjoin today on your own to automate your reporting workflows.