@jsmith88, welcome to the community!
An essential strategy I advocate is to maintain simplicity wherever possible. HubSpot serves as the cornerstone of your operational framework, and as your organization grows, complexity naturally creeps in.
The primary tools for achieving this goal are custom properties and HubSpot reports, with particular emphasis on utilizing a data quality report to identify exceptions.
Once you’ve established a strong foundation, integrations significantly enhance HubSpot’s capabilities!
What are your thoughts @jsmith88?