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        8 min read

        How to Optimize your HubSpot Account for Maximum ROI

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        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. 

        HubSpot Portal Audit | Vested Marketing

        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 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. 

        2. Customized Deal Flow and Sales Process

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

        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:

        1. Connect directly to your contacts, companies, and deals
        2. Provide reminder notifications
        3. 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, 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: 

        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


        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. 

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        About Vested Marketing

        Vested Marketing | Lafayette LAAs a certified HubSpot Partner Agency, we not only understand the benefits of using the inbound marketing platform to increase traffic and engagement, improve SEO, generate leads, design effective websites and boost sales, we know how to make it happen.

        We are inbound marketing experts, SEO gurus and top-notch website developers.

        Our team of Engineers Turned Marketers can help get you noticed - for a more innovative and effective way to reach customers, or provide a more seamless way for companies to find your services.

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