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Five easy to use HubSpot features that every subscriber should know about

If all you ever use HubSpot for is to send out the odd email or store a few prospect details then you might as well save yourself some money and cancel your subscription. There are cheaper solutions.

The downside is that you will be missing the chance of generating sales leads with one of the most efficient and easiest to use integrated marketing information systems (MIS) available. Today’s insight article is for all those companies who already have HubSpot but don’t know how to use it effectively or just don’t know where to start.

Here is our guide to five easy to use features that you should be using in HubSpot now.

Segment and understand your CRM

Most companies start their journey with HubSpot by moving their existing prospect database into the CRM. They then fail to take time to segment and understand their data including how many records fit into their persona targets, how complete are some of the records or even if there are some easy to target opportunities that they have just forgotten about.

The great thing about HubSpot is that it is easy to create targeted lists from your CRM. We recommend that companies start with just a few initial lists including:

  • By your target personas

  • Prospects that didn’t go anywhere

  • Prospects who went to a competitor

If you have used HubSpot to send out an email campaign you might have some data on prospects that you didn’t even know you had including:

  • Which web pages they visited

  • How many times they came back

Having done some segmentation on your prospects you can see how well it really fits with your target customers, where there may be some weaknesses and set some realistic CRM objectives for your sales and marketing teams.

Lead Scoring

We’ve written previously about the importance of lead scoring and how it helps with sales and marketing alignment. Depending on your subscription level with HubSpot you can set up lead scoring that will help you decide when a prospect moves from being a marketing qualifies lead to a sales qualified lead.

We recommend you set up simple lead scoring criteria that is agreed between your sales and marketing teams which can then be used for a multitude of tasks and activities including planning content and marketing automation processes. Once you have set up lead scoring you may be surprised to discover the number of sales prospects you already have.

Manage your Social Media Accounts

As a HubSpot subscriber you can manage all your social media accounts in one place. This means that you can create and manage all your social media posts, see responses and also track potential customers as they move from your social posts to your website.

With organic social media campaigns being a very effective business to business lead generation tool in the current climate having one place where you can post, monitor and report on all your channels is a real time saver.

Content Planning

HubSpot includes a number of functions and features that helps you start to plan your content strategy. From being able to create clusters of content around pillar pages to bringing data together from your analytics and paid media accounts all the information available to you can be used on one platform.

Your content plan will be the cornerstone of your inbound marketing programmes including attracting organic search traffic or implementing lead gen forms on social media.

Once you are able to see all your information in one place use this to develop an effective content plan and don’t forget that HubSpot even give a couple of great free examples to follow!!

Utilise Automation Functionality

Let’s be honest you don’t want to be constantly logging in and checking lists, clicks and stats to decide what you need to do next.

That’s why some HubSpot subscriptions include automation functionality that can help you move prospects along the sales funnel as well as automate your sales tasks so your sales team act on hot prospects.

Setting up simple automation tasks such as sending a follow on email after a form completion or creating a prospect in your sales funnel for your sales team can make your sales and marketing more efficient and help convert prospects.

At Volpes Marketing we offer a range of HubSpot management services to companies across Cheshire and the North West depending on their business objectives and resources.

If you would like to talk to a member of the team about our all in one HubSpot starter packages including planning, set up and management of inbound campaigns we’d love to be able to show you how you can use HubSpot as a cornerstone of your sales and marketing strategy. Call us today on 01625 403199 or fill in the contact form and we will get back to you.

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