Traditional NPS data exports from HubSpot become outdated quickly and require manual manipulation for custom group analysis. You’re stuck in a cycle of export, manipulate, analyze, then repeat when new data arrives.
Here’s how to transform that static process into dynamic, automated custom group analysis with live data connections and advanced manipulation capabilities that update automatically.
Replace static exports with live data connections using Coefficient
Coefficienttransforms static NPS data exports into dynamic, automated custom group analysis. Instead of working with outdated files, you get live connections with advanced manipulation capabilities that update automatically as new survey responses arrive.
How to make it work
Step 1. Establish live connections instead of static exports.
HubSpotConnect directly toNPS survey data with automatic refreshes – hourly, daily, or on-demand. This eliminates the export-manipulate-repeat cycle by maintaining current data connections that update without manual intervention.
Step 2. Create sophisticated custom groups with advanced filtering.
Use Coefficient’s filtering and contact property imports to create any custom groups: geographic segments (Region, Country, State), behavioral groups (Purchase frequency, Product usage, Support tickets), or demographic segments (Company size, Industry, Role). Apply up to 25 filters for precise group definitions.
Step 3. Perform advanced analysis impossible with basic exports.
Execute complex manipulation like cross-tabulation of NPS by multiple group variables, cohort analysis showing NPS changes over customer lifecycle, and statistical analysis of group differences. Work with live data that supports sophisticated analysis techniques.
Step 4. Set up automated group updates for dynamic membership.
HubSpotAs contacts move between groups – tier changes, new purchases, geographic moves – their NPS data automatically reflects in the correct group analysis from. Your custom group analysis stays accurate without manual data management.
Analyze customer groups with current data and advanced techniques
TransformDynamic custom group analysis eliminates the export-manipulate-repeat cycle while providing manipulation capabilities far beyond static files. Your analysis stays current with live data while supporting sophisticated techniques that drive strategic insights.your NPS group analysis today.