Plugging Critical Pipeline Leaks
Port's challenge was multifaceted: high-intent prospects engaged through marketing touchpoints but converted poorly due to friction in the qualification process. The sales team needed a way to connect with prospects in real time, without forcing them through forms or delayed follow-ups.
Lost Leads in Support
During a HubSpot audit, Port found that leads chatting through Intercom were being handled by support reps. Since Intercom was owned by support, qualified leads never reached SDRs, which meant valuable pipeline was quietly leaking.
Limited Engagement Options
SDRs could only reach prospects through LinkedIn, email, or community invitations. Without real-time conversations, leads went cold fast, while following up with interested leads became time-consuming and often ineffective.
Disconnected Systems
Poor correlation between Intercom and HubSpot created data duplication issues and limited visibility into the complete lead journey, making it difficult to track conversion paths and optimize performance.
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