4 HubSpot Best Practices You Can Implement Today!

Monica Vargas
Reading Time: 3 minutes

Marketing and customer feedback are some of the most crucial elements that may determine the success or failure of your business. Business development software is all the rage today, and it has proven to be an invaluable asset. One of them is HubSpot.

HubSpot is an inbound marketing and sales software that helps companies attract visitors, convert leads, and gain customers.  It is an expensive and powerful tool that many users struggle to get the most value from.

Here are some tips and tricks for both new and veteran HubSpot users.

1. Contact Management

You can manage your contact list by merging duplicate contacts, deleting or clearing unused contact properties. This may not seem important and may look like it does more harm than good. HubSpot increases the package cost every 1000 contacts. You need to make sure that every contact in your list is profitable unless you want to start paying for unwanted contacts.

It is also important to keep track of your contact details. Customer specifics, such as job titles and companies keep changing, therefore you need to update your list as often as possible. HubSpot CRM makes it easy to stay on top of these changes because your contacts are live and labeled according to the company profile.


2. Update Lifecycle Stages

To make the most out of HubSpot as a tool to centralize all your sales and marketing efforts, you need to know the value of each contact in your system. What percentage of your contacts are leads, and which ones are customers? You will know this by creating constantly updating workflows based on the actions taken by each contact. This will allow you to know which contacts to pursue and how to convert leads to customers.

3. Manage Your Sales Pipeline(s)

HubSpot allows you to track your sales pipeline from beginning to end. It lets you gauge your productivity in terms of contacts traced. To get the most out of HubSpot, you need to keep your pipeline simple and well-defined. Each stage should be relevant to your sales and marketing strategy. You need to keep reviewing and updating your sales pipeline so that you gain the most in your business.

4. Keep Track of What Your Leads Are Looking at

This process is automatic, thanks to HubSpot. You can track what any contact or company is looking at in real-time. With this information, you can customize your conversations and build your marketing strategy. Also, you can see whether someone browsing your site has ever filled a form. This will tell you whether they are a customer or a lead, and how to make upsells to them.

A HubSpot Partner Agency Can Help!

HubSpot can do lots of things – which is both a blessing and curse. If you could use some help finding your way around and understanding the different features, contact a HubSpot Partner Agency today. You can also download our free guide to learn more about our Growth Stack offering!
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