HubSpot is a massive platform with a lot of features. To get the biggest ROI from HubSpot, you need to know what you don't know. Here are three things you can do right now to optimize your HubSpot account and get the most out of the platform!
Upgrade to Sales Professional
First and foremost, we recommend upgrading your HubSpot account to Sales Professional. Many people don't initially buy Sales Professional from the start - they're not sure if they're going to need it or think that the platform is comprehensive enough without it. That being said, consider this; the tools that are going to give you the most ROI are the ones related to revenue generation. If you’re going to spend time and money, you’re better off focusing on utilizing tools that are best designed to support your salespeople to excel at what they do.
There are a few things within the Sales Professional package that are absolutely priceless, including website chat, meetings and calendar links, just to name a few. For example, your team will no longer have to waste time communicating back and forth with an admin assistant or a salesperson trying to book meetings; that can be done automatically and integrated directly into your calendars. The tools included in Sales Professional are all in one place, so they're easy to find and easy to use. Upgrading to Sales Professional is usually the first thing that we recommend to people looking to maximize their HubSpot ROI.
Utilize Workflow Recipes
Next, an easy, quick win can be found in HubSpot's workflows. HubSpot offers ‘Workflow Recipes’, which are pre-built workflows for common activities in a sales or marketing team, making an otherwise complex build, relatively simplistic. You can dive into your account, find the recipes that fit with what you do on a day-to-day basis and simply turn them on; all of a sudden you’ll now have automation with multiple steps that is ready to operate right out of the box.
Optimize Custom Reporting
Last, but certainly not least is the HubSpot reporting tool. This tool is one of the most valuable offered by HubSpot because it allows you to create custom reports around your actual business requirements and where you will make the most money. These reports help you to quickly and easily identify marketing activities that led to sales with high margins or that led to quick wins in your sales department. While HubSpot doesn't intuitively know your business from the start, you have the option to build out your reporting tool to collect and understand the data that's most important for you. With the data you receive, the reporting tool helps you build visualizations that will support you to make better decisions now to best impact the future.
Meticulosity is proud to be a Hubspot Platinum Partner Agency.