Smash My Trash
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In order to reach those goals, we started by creating a single complete dashboard that is filtered by user permissions. We also built out new permission sets and organized HubSpot teams based on individual Smash My Trash franchise locations. This gave franchisees access to the same HubSpot portal but limited their access by locking aspects of the platform that were irrelevant to their day-to-day operations.
With a unified dashboard in place and filtered by standardized permission sets, we moved on to holding training sessions with corporate leadership and creating a collection of training videos to bring franchise owners up to speed on the new dashboard.
A cohesive custom dashboard for each franchise eliminated the clutter.
HIVE launched the new and improved HubSpot dashboard for Smash My Trash alongside video training and email campaigns to ensure a smooth transition for all users - corporate and franchise owners.
With a new dashboard, all Smash My Trash franchisees had access to their data from a single place. They no longer had to sift through numerous reports that included data centered around each of the franchises and National Accounts. Franchisees can now focus more time on completing sales and finding new customers instead of sifting through the data of multiple franchises.
The portal-specific training videos were a valuable, reusable asset for new and long-time franchise operators of Smash My Trash, relieving the corporate team of the burden of training new employees and franchises.