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How to Optimize your HubSpot Account for Maximum ROI

Vested Marketing : Aug 19, 2021 12:24:28 AM

technology

Table of Contents

Already have a HubSpot account, but not sure if you're leveraging it properly? Fully maximize all the tools available in your package to ensure you're seeing a return of investment! As HubSpot Diamond Partners, we've highlighted our recommended areas for you to review when auditing your portal.

Are you maximizing your tool usage?

Every effective business owner asks, "What's the ROI of ..."

This question helps you navigate making decisions that will grow and sustain your company, without going in the red.

We've taken the guessing work out of how you can evaluate your investment in HubSpot's platform! Below are the primary tools we recommend auditing to help customers see the most ROI.

Data Management
Customized Deal Flow and Sales Process
Forms and Chatbot Conversations
Workflow Automations
Leveraging Integrations
SEO Insights
Dashboard Analytics

1. Data Management

Streamline your sales process by utilizing HubSpot's CRM

By having accurate and relevant data of your contacts, you can connect your sales and marketing efforts - ultimately increasing efficiency and effectiveness of your campaigns.

Many of our clients in oil and gas, manufacturing and equipment, construction, engineering, and lithium mining industries have substantially optimized their pen and paper sales tactics to HubSpot's digital transformation.

Create contact lists to categorize contacts based on properties

Define custom properties in your CRM platform to organize your prospects and customers within your portal. By differentiating and categorizing lists, you can better connect your contacts with relevant information pertaining to their objectives, creating a better user experience.

So whether you're a healthcare provider discussing mental ailments with a patient to a sales rep discussing LITH Token currency, your conversations will be more relevant and effective.

Seamlessly connect your CRM data

With HubSpot, everything is connected. By leveraging Contacts, Companies and Deals all in one place, you can easily input data for one and connect all the necessary associations with each other at just a few clicks of a button.

Here's some other ways how HubSpot can empower your sales team.

2. Customized Deal Flow and Sales Process

Optimize your sales process by digitally tracking, communicating and reporting leads and deals within your HubSpot portal/ HubSpot CRM.

Tailor deal stages to your flywheel

Customization is key to creating an effective workflow that's relevant to your company and team members, and with HubSpot's filter capabilities and custom records, you can build a deal flow specific to your lexicon and conversion steps.

Log and track conversations for effective communication

After seamlessly connecting your email inbox with HubSpot, logging and tracking emails, phone calls, and meetings have never been easier! Not only can you have visibility into your prospects actions, you can also communicate next steps with other reps to never miss a beat.

Leverage templates to maximize efficiency

We've all had the same handful of emails we re-type and send on a consistent basis (especially companies that work with government agencies such as the VA or disaster recovery). Instead of starting from scratch, create a template that integrates with your inbox. Simply enter your contact's email address, select "Templates" and auto-populate your pre-written email message saving you time without losing personalization.

Manage tasks to always meet deliverables

With HubSpot, everything connects from marketing to sales and customer service. As such, managing your sales tasks are no exception. Task lists:

Connect directly to your contacts, companies, and deals
Provide reminder notifications
Tag and assign tasks to other team members for quick and clear communication

3. Forms and Chatbot Conversations

Are you leveraging your lead capture tools with HubSpot? Be sure to actively engage with your prospects when they reach out via forms or conversations on your chatbot.

By knowing your persona and with the help of artificial intelligence, you can personalize messaging specific to their needs, customize per landing page, and ultimately assist in moving further down the funnel.

4. Workflow Automations

Time is one of the most valuable assets, so by automating sales and marketing workflows, you can double your production. Automated workflows have two primary functions. First, they create awareness and education to nurture leads and prospects. Secondly, they maintain engagement for client retention and NPS.

Essentially, by implementing automation, businesses work smarter, not harder.

5. Leveraging Integrations

One of HubSpot's defining platform differentiators is their ability to integrate with some of the other best platforms to date! Already have effective tools you're utilizing? Simply integrate with HubSpot to execute and report providing more options with less hassle.

Examples integrations include:

Gmail / Microsoft
Vidyard
Click-up
Quickbooks (Accounting Software)
and more!

6. SEO Insights

Search Engine Optimization (SEO) is pivotal to Inbound Marketing best practices, so naturally, HubSpot has a tool to make sure you're on the right track.

By viewing their "Optimizations" tab in settings, you can be confident your content is optimized to Google's most up to date algorithm.

Within Insights, you can see "Recommendations and Reporting" to view what content is working (or isn't working) and ways you can improve it. Within Insights, you can also view all your internal and external backlinks in one place giving your team more visibility for how to optimize your website and content.

7. Dashboard Analytics

Monitor, evaluate, and optimize - three key steps for effective content. In order to do each step, you need to have accurate and real-time analytics. Most of the data you are looking for is easy to collect through reports or an at-a-glance analysis of the data dashboard!

Build customized reports or choose from one of HubSpot's templates
Monitor performance of content to make strategic changes
Make data-driven decisions for your business development

Interested in learning more?

Depending on what HubSpot package level you have might vary the amount of tools at your disposal. Don't see your tool available? Connect with us to learn more and brainstorm the best HubSpot package options based on your goals.