HubSpot is a useful tool for any company. Whether you use HubSpot as a CRM tool, for marketing, as a device to help your sales team, or all of the above, you can be sure that HubSpot will help make your job easier so you can work smarter, not harder. However, like any good tool, HubSpot is only as good as its user. To help you get the most out of your HubSpot portal, we created this guide to help you set up, organize, and maximize the results you see from your portal.
Setting Up and Using Your Portal
One of the first steps you must take is to set up and organize your HubSpot portal. When you first begin using the tool, it may be a bit overwhelming; however, we recommend taking the time to sit down and learn a few key functions.
We created a list of the top five functions of HubSpot to master in the beginning to be able to start getting use out of the tool.
Learn our top five HubSpot hacks to make your job easier.
The quicker you are able to begin using the tool and integrating it into your daily processes, the quicker you will be able to see valuable results from HubSpot.
We also recommend that you come up with a system for naming files and organizing your folders within the program. As you use it more and more, you will notice that things can start to get cluttered and messy. However, if you start off with a system, you will have an organized and easy to use portal as your usage grows.
Take a look at our file manager guidelines.
Once you begin using the tool to communicate with contacts through landing pages, forms, emails, and automated workflows, we also recommend that you set up a system to track how all these features are interconnected.
For example, we set up a tracking system for anything that we automate through workflows and document any contact property, landing page, email, form, etc. that is affected by the automation so nothing will get lost in the shuffle.
Learn how to track your workflows and more in HubSpot.
Finally, as you are using your portal, you will begin to notice that HubSpot can help you with functions that you might not expect. For example, in your file manager, you will see that there are options for stock photos that you can use in emails, blogs and more.
HubSpot also offers a basic photo editing service where you can crop, draw, and more on your own photos to make sure they fit your needs for any project you may be working on.
Take a look at our HubSpot photo editing tutorial.
Contact Data and Tracking
Once you have learned how to work the tool and mastered some of the basic functions, you are ready to use one of the most valuable functions of HubSpot - contact data and tracking.
Whether you use HubSpot for sales, marketing, CRM, or all of the above, there are ways to track information you gather about your contacts and use that information to help your company achieve goals.
To get the most out of HubSpot’s contact data information features, you must have an established organizational system for your contacts, contact properties, and contact records.
Take a look to see our recommended best practices for organizing your HubSpot contact records.
After you have implemented an organizational system into HubSpot for your contact records, you will be able to use this system to manage your contacts through lists, deal stages, lead stages, and more.
Learn how to manage your contact list with HubSpot.
One of the biggest tools we use within our own HubSpot portal to manage our contact lists is the contact property lead status. This property is constantly updated as our contacts make their way through our sales funnel to identify where they are at each stage of the journey.
We then base automation, email campaigns, blog articles, and more off of that lead stage so we can provide our contacts with the most accurate information possible based on their individual lead stage.
Learn how to set up and use lead statuses in your HubSpot portal.
HubSpot for Sales
If you are using HubSpot specifically for your sales team, there are a number of tools you can use to keep track of sales calls, contact progression, revenue earned, and more. HubSpot can help your sales team keep track of a contact from the second they are qualified as a sales-ready lead to the moment they sign a contract and beyond.
Take a look at how HubSpot can help track a contact through your entire sales process.
Some specific tools that are helpful to our sales team are email templates. These templates allow salespeople to have emails on hand for every stage of the buyer’s journey.
Instead of copy and pasting the same emails over and over, your sales team can create templates and easily insert personal information before sending to potential leads and clients. Your team can also enter contacts into sequences of email templates, which can help save time and increase the number of contacts they reach in a day.
Take a look at the top five sales email templates every business should have in HubSpot.
If your sales team is constantly on the go, you may be wondering if HubSpot is the right tool for you. To get the most out of the tool, you have to use it and that might be difficult for a salesperson who does the majority of their work on the road.
However, HubSpot offers a mobile app that will allow your team to record and track sales calls, take notes, send and track emails, and more, right from the comfort of their own car!
HubSpot for Marketing
HubSpot is not only a good tool for tracking contacts and making sales, but it is also an extremely useful tool for content creation and marketing.
Content is an essential component of any content or inbound marketing strategy and with HubSpot you can create and distribute this content right in your own portal.
HubSpot has its own blogging platform built in and it is extremely easy to use and publish blogs directly to your site. These blogs are also easily distributed through HubSpot’s social media publishing feature, email marketing, call-to-action buttons, and more.
Take a look at why we love using HubSpot as our blogging platform.
HubSpot can also help keep your creative team on track and on brand through its calendar feature. One of the best ways to stay up to date with your content marketing strategy is by using a content calendar to track campaigns, goals, and publish dates.
With HubSpot, you can use the built-in calendar feature to create a content calendar your whole team has access to.
Learn how to use HubSpot to create a content calendar for your team.
Marketing is not just about putting content out there for people to see; it’s also about communicating with your contacts, leads, and customers to nurture and guide them towards a goal.
With HubSpot, you can use all your marketing content and tools to improve your communication with leads and customers by being available through online chat, meetings, and email. The more available you are to answer questions or provide assistance, the better your marketing strategy will be.
Take a look at three ways HubSpot can help improve customer communication.
As you continue to use HubSpot, you will discover more features and benefits of the tool to help you reach your company goals. However, a tool is only as good as its user, so be sure to set up a solid foundation and take the time to learn the ins and outs of your own portal. This will set you and your company up for success and allow you to maximize the benefits of your own HubSpot portal.
Are you interested in using HubSpot as a tool for your company? Contacts us to learn more about HubSpot and get a free HubSpot consultation today from one of our experts!