7 Tips on How to Squeeze More from HubSpot

As a HubSpot user, you probably understand how important it is to leverage the platform's capabilities to streamline your marketing and sales processes and drive growth for your business. However, you might be wondering if you're getting the most out of your investment. If you're feeling like you're not getting the complete value that was promised when you signed up for HubSpot, rest assured that you're not alone. Many users experience similar challenges.

On the other hand, if you're content with how you and your team are using the platform, but you recognise that there's still potential for improvement, there are various places to explore and features to utilise to achieve even better results from your HubSpot portal.

By not taking full advantage of these tools, you could be missing out on opportunities to enhance your business-wide performance and drive better outcomes. To ensure that you're making the most of your HubSpot portal and unlocking its full potential, it's crucial to explore these features, understand where to find them, and learn how to use them effectively.

To discover these features and learn how to use them to improve your business's performance and see better results from your HubSpot portal, keep reading.

How to squeeze more out of your HubSpot portal

If you're looking to maximise the value you're getting from your HubSpot portal, there are several strategies you can try.

  • Ensure your data is clean and accurate.
  • Take advantage of email tools to improve your communication with customers and leads.
  • Create smart CTAs to guide visitors to relevant content and encourage conversions.
  • Utilise the sales tools to streamline your sales processes and improve efficiency.
  • Integrate sales with marketing to align your teams and improve lead generation and conversion.
  • Unlock the customer service tools to provide excellent customer support and build loyalty.
  • Revisit your portal setup periodically to make sure it's optimised for your needs and goals.

By following these tactics, you can enhance your business-wide performance and get the most out of your HubSpot portal. If you need help with any of these steps, don't hesitate to reach out to us for support.

1.   Ensure your data is clean and accurate.

To truly maximise the potential of your HubSpot portal, it's crucial to ensure that your data is not only complete and accurate, but also free of duplicates, inconsistencies, and other errors. Dirty data can lead to inefficiencies, missed opportunities, and poor results across all aspects of your business, from marketing and sales to customer service and beyond.

To ensure that your data is clean and accurate, consider implementing regular data hygiene practices, such as data cleansing, deduplication, and data enrichment. This will help you maintain a high level of data quality, which in turn will enable you to make better decisions, target your campaigns more effectively, and personalise your interactions with customers and prospects.

To ensure that your HubSpot portal is functioning optimally and providing maximum value for your business, it is crucial to take additional steps beyond just cleaning and ensuring the accuracy of your data. This includes performing regular reviews and standardising naming conventions, establishing data governance policies and procedures, and training team members on the significance of data quality and how to maintain it. It's essential to practice good data management by routinely reviewing and tidying your data to identify and rectify errors quickly and efficiently. By doing so, you'll be able to reap the full benefits of your HubSpot portal. 

2.   Take advantage of the email tools

HubSpot's email tools are a powerful feature that can help you improve your email marketing campaigns and achieve better engagement rates with your audience. Here are some tips on how to use them effectively:

  • Personalisation: Personalisation is key to getting your emails opened and read. Use the personalisation tokens in HubSpot's email editor to address your contacts by name, and include other details like their company name or industry.
  • A/B Testing: A/B testing is a great way to optimise your email campaigns. Use HubSpot's A/B testing feature to test different subject lines, email content, and even sending times to see which combinations drive the best results.
  • Segmentation: Segmenting your email lists can improve the relevance of your emails and increase engagement rates. Use HubSpot's list segmentation feature to group your contacts based on criteria like demographics, behaviour, and engagement level.
  • Automation: HubSpot's email automation tools can help you save time and improve the effectiveness of your campaigns. Use automation to send targeted follow-up emails, nurture leads over time, and even trigger emails based on specific actions or events.
  • Email Analytics: Analysing your email campaign performance is crucial for improving your results over time. Use HubSpot's email analytics to track open rates, click-through rates, and other important metrics, and use that data to optimise your campaigns for better engagement and conversions.

By using these email tools effectively, you can improve the impact of your email marketing campaigns and get more out of your HubSpot portal.


3.   Create smart CTAs

Smart content is a powerful tool that can help you take your marketing efforts to the next level. By leveraging the capabilities of HubSpot's smart CTAs, you can create a personalised experience for your website visitors, which can significantly increase your chances of converting them into customers.

The idea behind smart CTAs is simple yet effective. Instead of displaying a generic call-to-action to every visitor, you can tailor your message to each visitor based on their interests, location, behaviour, or any other data point you have collected about them. This way, you can deliver a more relevant and personalised experience, which will resonate better with your audience.

By using smart CTAs, you can also improve the overall user experience on your website. Visitors are more likely to engage with content that speaks directly to their needs, which can result in longer page visits, higher engagement rates, and ultimately, more conversions.

Moreover, smart CTAs provide you with valuable insights into your audience's preferences and behavior. By tracking the performance of different versions of your CTAs, you can identify which messages are resonating best with your visitors and adjust your strategy accordingly. This iterative process can help you refine your messaging and increase your conversion rates over time.

Additionally, you can use A/B testing to experiment with different variations of your smart CTAs and optimise their performance even further. With these tools at your disposal, you can take your smart CTA strategy to the next level and unlock even more value from your HubSpot portal.

4.   Utilise the sales tools

Expanding your usage of HubSpot beyond just its marketing features to its sales tools can have a significant impact on your business's overall success. While generating leads is important, being able to effectively qualify, nurture, and close those leads is crucial for revenue growth. Utilising HubSpot's sales tools can help streamline your sales process, allowing you to better manage your leads and ultimately close more deals. By tracking the performance of these tools, you can also gain insights into which tactics or channels are most effective at generating revenue, allowing you to make data-driven decisions and optimise your strategy. The ROI of your marketing efforts will become clearer and more measurable as you connect them directly to revenue generated through your sales process.

If you're not yet using HubSpot's sales tools, you could be missing out on some powerful features to improve your sales processes. Here are some popular sales tools you may not have explored yet:

  • The sales pipeline: This tool allows you to track your customers' lifecycles from prospect to customer and beyond. You can easily see where your leads are in the sales process and forecast revenue based on their stage in the pipeline.
  • Sales automation: By automating repetitive tasks, you can improve efficiencies and consistency across your sales team. This frees up more time for your reps to focus on selling and building relationships with customers.
  • Tasks and the 'Today' view: These features help your reps work smarter by giving them a clear view of their daily tasks and priorities. They can quickly see what needs to be done and stay on top of their workload.
  • Email templates: With pre-built email templates, your team can quickly send out effective emails to prospects and customers. This not only saves time, but also ensures consistency in messaging.
  • Sales playbooks: These structured call scripts can help your team have more successful sales calls. By following a playbook, your reps can ask the right questions, handle objections, and ultimately close more deals.

By incorporating these sales tools into your HubSpot portal, you can streamline your sales processes, improve your team's efficiency and effectiveness, and ultimately drive more revenue for your business.

5.   Integrate sales with marketing

Integrating sales with marketing is a key strategy to get more out of your HubSpot portal. This is because when both teams are aligned and working towards the same goals, you can maximise the effectiveness of your marketing campaigns and sales efforts.

One of the primary benefits of integrating sales with marketing is the ability to seamlessly pass leads between the two teams. This allows for a more efficient and streamlined lead management process, ensuring that leads are quickly and appropriately followed up on by sales reps.

By using HubSpot’s integration tools, you can ensure that sales and marketing are working together in a coordinated and complementary manner. For example, integrating your CRM with your marketing automation system can help you understand which marketing efforts are driving the most revenue and allow you to attribute revenue to specific campaigns, channels, and tactics.

Other benefits of integrating sales with marketing include:

  • Better alignment of messaging and branding across both teams
  • Improved collaboration and communication between sales and marketing teams
  • Increased visibility into the customer journey and the ability to optimise it
  • Improved lead quality and conversion rates
  • Greater insights into the sales pipeline and sales performance metrics

To fully leverage the power of HubSpot, it's essential to integrate your sales and marketing efforts. By doing so, you can increase revenue, streamline your lead management process, and optimise your marketing efforts.

6.   Unlock customer service tools

Unlocking customer service tools in HubSpot can help you deliver an exceptional experience to your customers, which in turn can drive customer loyalty and retention. With the customer service tools in HubSpot, you can efficiently manage and track customer inquiries, issues, and support requests, and provide timely and helpful responses.

Some key features of the customer service tools in HubSpot include ticket tracking, chatbots, knowledge base creation, and customer feedback collection. By using these features, you can streamline your customer service process and improve customer satisfaction.

For example, with ticket tracking, you can manage all customer inquiries in one place, assign them to the appropriate team member, and track their progress to ensure a timely and efficient resolution. Chatbots can also help improve customer service by providing quick and accurate responses to common inquiries, freeing up your team's time for more complex issues.

Creating a knowledge base can help your customers easily find answers to their questions without having to contact your team directly. This not only saves your team time but also empowers your customers to find the information they need at their convenience.

Finally, collecting customer feedback can help you identify areas for improvement and make data-driven decisions to enhance your customer service experience. By integrating customer service data with your marketing and sales data, you can gain a complete understanding of your customers and provide a seamless experience across all touchpoints.

7.   Revisit portal setup

As your business evolves, it's important to re-evaluate how your HubSpot portal is set up and ensure that it aligns with your current operations. The processes and demands you had when you first implemented HubSpot may no longer be relevant or effective. This is why it's crucial to revisit your portal setup periodically and make any necessary adjustments.

One way to ensure your HubSpot portal is set up effectively is to regularly review your workflows and automation processes. Look for any inefficiencies or bottlenecks that may be hindering your productivity or sales. Additionally, check that your integrations with other tools and systems are still working seamlessly.

Another key aspect of revisiting your portal setup is to ensure that your data is still organised and structured in a way that makes sense for your business. As your business grows and evolves, your data needs may change, so it's important to adapt your data management practices accordingly.

Ultimately, regularly revisiting your HubSpot portal setup will help you maximise the platform's capabilities and ensure that it continues to provide value to your business over time.

  1. Are login and portal access still secure? Is it easy for the right people to access your portal with appropriate permissions?
  2. Are your ticket filters still effective? Do you need to create new custom filters to manage tickets more efficiently?
  3. Is your default inbox still the most suitable for your needs? Are there other inboxes that you need to include in your default view?
  4. Are your ticket templates and branding still aligned with your current business needs? Do you need to create new templates or update your branding to reflect any changes?

By regularly reviewing and adapting your portal setup, you can ensure that it continues to meet your evolving business requirements and remains optimised for your team's efficiency and productivity. Other areas to consider when revisiting your portal setup could include workflow automation, integration with third-party tools, and reporting functionality.

Is Your HubSpot portal healthy?

Do you feel like there's room for improvement in your HubSpot portal? If you're reading this, chances are you're already considering how to enhance your HubSpot experience, but if you want the peace of mind that comes with a professional assessment, we're here to help.

Our team of dedicated experts has designed the Free HubSpot Health Check to help you optimise your portal's potential. By identifying underutilised features, suggesting supporting hubs, and making small adjustments to streamline your portal setup, we can make it more user-friendly and efficient. With our Health Check, you can unlock the full potential of HubSpot and take your business to the next level.

We can identify minor modifications to your portal setup that can greatly improve your team's efficiency, speed, and overall performance. If you're not achieving the anticipated ROI from HubSpot, having trouble managing your portal alone, are concerned about the accuracy of your data, or are unable to leverage all of the tools or features you require, our Free HubSpot Health Check may be just what you need to realise the full potential of your HubSpot portal.

Ready to get the most out of your HubSpot portal and take your business to the next level? Contact us today to schedule your Free HubSpot Health Check and let our experts optimise your setup for success!


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