As you continue to use your HubSpot portal, you will probably notice that you enter more and more data about each one of your contacts. While this data is helpful and informative, it is useless if it is not clean and up to date. Since most of your HubSpot campaigns, emails, lists, and more will be based on your contact’s data, it is important that you take the necessary steps to ensure its integrity before it gets too messy.
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.
As you upload your contacts into HubSpot, you might be overwhelmed at the amount of information you are required to enter for each contact. While HubSpot provides an endless amount of options for you while you are entering new contacts, there are some fields that will be more necessary to your job than others. The best way to stay on top of your contacts is to determine which fields are essential to include on your actual contact record.
Workflows in HubSpot are an extremely beneficial tool for businesses of all industries. Each workflow allows you to automate certain processes and actions based on entry criteria that is predetermined by you. However, with any kind of automated processes, there is always a risk that you make a mistake or send the wrong email to the wrong person. Creating a process to track your HubSpot workflows can help to make sure you are on top of each step of every process you set up.
As your lead progresses through your sales process, there are defining actions they take. This could be an initial phone call, a form submission, an application submission, or a signed contract. Each action signifies where they are in your company’s deal stages. The best way to ensure your leads make it through your entire deal process is to be aware of where they are throughout the whole journey. This will allow you to send the correct information and communicate appropriately to encourage them to close as a customer. So, what’s the best way to track this? HubSpot!
Are you aware of where every one of your contacts is in their buyer’s journey through your sales and marketing process? Gathering this information and tracking where your contacts are in their journey is an important piece of data to have. This data allows you to send the correct information to leads, segment your contacts into smaller lists, and create more meaningful interactions with your contacts. The best way we’ve found to keep track of where our contacts are in their journey is by using HubSpot lead statuses.
Are you working hard on your proactive sales prospecting, but struggling to come up with the correct messages to include in your emails? Are you finding it difficult to know the best times in the sales process to send out your sales emails? Are you tired of copy and pasting the same emails over and over again to send out to your new leads? Don’t worry, we have a solution to your problem - HubSpot sales email templates!
Content calendars are an important tool for any business to keep their content on track, on time, and on message. No matter your industry, you should be producing some kind of content - be it a blog, a newsletter, emails, or something else. Using a content calendar to keep your whole team’s content plan in one place helps to keep everyone accountable and up to date. While there are many options for content calendars, we prefer using the Calendar tool in HubSpot to keep all our content within one portal.
Do you use your list of contacts to learn more about your current and potential customers? Do you know when your contacts were created, who is in charge of each contact, and where they are in your individual sales and marketing processes? If you are just storing your contacts without learning more about their actions, interests, and where they are in your company’s processes, you are missing out on sales and marketing opportunities! This data can not only help you generate more leads and close more customers, but also learn more about the people who are currently customers of your business.
Communicating with current and potential customers plays an essential role in any business. No matter what your product or industry is, you will still need to communicate with both your current customers and new leads. However, communication is not always easy. How do you know the best way to reach out to your contacts? How many options do you have for new and current customers to reach out on your website? How do you follow up with contacts and schedule meeting times? The best way to organize all this communication is through a tool like HubSpot.