HubSpot is a game-changing CRM software that enables businesses to attract customers, convert leads, and close sales.
As with any software, it’s only as good as the person using it. To make the most out of HubSpot, it is important to use the right practices to ensure your business is fully utilizing the platform.
Here are ten tips to help you maximize HubSpot for New Users
Familiarize Yourself with HubSpot
First, you need to understand how HubSpot works. One of the key functions of the HubSpot CRM is to collect and track data.
However, not everyone knows how it collects, stores, and manages data in the CRM database.
Data is organized into four main objects: Contacts, Companies, Deals, and Tickets. Each object has default properties for storing different types of data.
For instance, Contacts include properties like First Name, Last Name, Email, and Lifecycle Stage. Object types function in a similar way to the others.
Ensure that you understand the platform so you can use it to its full potential.
Determine How Your Team Needs to Work in HubSpot
Success with HubSpot will vary depending on your team. You need to determine how your team will maximize HubSpot
You should understand what they need to do and what information they need to collect, and how they will manage their contacts.
Moreover, you need to decide whether your company will host a blog or landing pages on HubSpot, and how you will measure the success of the platform.
Plan a Growth Strategy
Business growth is a significant and time-consuming factor. That’s why a growth strategy is essential for your business.
It will help you create a picture of your business from where it is now to where you want it to be.
Your growth strategy should involve all departments of the company as it aims to develop your business from all angles.
Plan Long-Term Goals
Long-term planning means setting goals that require more time and more steps to achieve. These goals aim to solve problems and sustain success over a long period.
Setting long-term goals will help you make better decisions and provide great motivation for all departments in the company.
Use the Right Automation and Workflow
Workflows aren’t just for automating emails. They can set, clear, or update properties based on dependent properties like deal stage or lifecycle stage.
Therefore, they can help you solve things that often fall through the cracks during each stage of your funnel.
However, too much automation can remove the human connection in your communication with customers, which can lead to workflows that contradict each other, errors in enrollment, and the data becomes difficult to clean.
Determine when automation is necessary, and use it effectively.
Keep Your Data Clear
An organized database has clear benefits for all companies. Using HubSpot tools can help you organize your data and visualize your progress.
Keeping your data clear will save your sales team’s time, personalize communication based on the data, and make your customers trust your brand.
Learn from HubSpot Academy
HubSpot Academy is a free resource that offers inbound best practices, stats, trends, FAQs, how-to, and content blogs to help you get the most out of the platform.
It is essential to build a solid foundation of knowledge to ensure that your investment in HubSpot pays off.
Don’t neglect training and education
HubSpot is a complex tool with many features and functionalities, so it’s essential to invest in training and education to ensure you’re using it to its full potential.
Fortunately, HubSpot provides numerous resources to help you learn the platform, such as HubSpot Academy, a free online learning platform that offers courses, certifications, and other educational materials.
Additionally, there are many HubSpot consultants and agencies out there that specialize in helping businesses get the most out of the platform, so don’t hesitate to seek expert guidance and support.
Integrate HubSpot with other tools and platforms
To maximize HubSpot, you need to integrate it with other tools and platforms you use in your business, such as social media, email marketing, and analytics software.
Integrations allow you to streamline your workflows, automate your processes, and gain deeper insights into your customers and leads.
HubSpot offers integrations with many popular platforms, such as Salesforce, Facebook, LinkedIn, and Google Analytics, so take advantage of these options to enhance your experience.
Continuously track and analyze your performance
To maximize HubSpot, you need to continuously track and analyze your performance.
This means regularly reviewing your data, monitoring your progress towards your goals, and adjusting your strategies as needed.
HubSpot provides robust reporting and analytics capabilities that allow you to measure your success, so make sure you’re using these tools to their fullest potential.
Additionally, consider investing in third-party analytics tools or working with a consultant to gain even deeper insights into your performance and identify areas for improvement.
Conclusion
HubSpot is an incredibly powerful tool that can revolutionize the way you do business, but it’s only as good as the effort you put into using it.
By following these ten tips, you can ensure that you’re getting the most out of HubSpot and achieving your growth goals.
Remember to continuously educate yourself, integrate with other tools, and track your performance to stay ahead of the curve and maintain your competitive edge.
