On-Demand AMA: HubSpot Portal Audits and CRM Health

Hi @franksteiner79 and @OlawuyiMayowa

Over the last few years I’ve written hundreds of pages for Portal-iQ, which currently runs up to 81 Benchmarks. It was a real challenge to condense 106 pages into 10 bullet points, but here we are:

10. Published default content - publicly displayed on Websites, Blogs and Landing Pages. Search for “Default HubSpot Blog” in Google, today there is “About 14,600 results”.

9. Workflows that don’t work - either broken, unfinished or not being used.

8. Complex Workflows - that look like a plate of spaghetti, they are easy to break and hard to debug. Here’s a blog post about Go To Action in Workflows.

7. Badly named properties - can you tell at a glance why that property is there and what it’s used for?

6. Too many custom properties - which usually means there are duplicates and/or unused properties.

5. Contacts without email addresses - why pay for Contacts you cant contact?

4. Storing sensitive information in the CRM that shouldn’t be there e.g. credit card numbers. Storing some information is against HubSpot’s T&Cs e.g. Social Security Number.

3. Logging everyone’s emails to everyone - a privacy and business risk. For example your CEOs internal emails shouldn’t be logged in the CRM for everyone to read.
Here’s a blog post about Never Log Emails

2. Too many Super Admins - a security risk and an issue with portal management (too many people fiddling with stuff they don’t understand).

1. incorrect domain settings - which reduces email deliverability, so more of your emails end up in the spam folder.

Actually, I could go on for hours… but only after I’ve made coffee.

Mike

p.s. Hit the Upvote Button if you’d like me to do a webinar on this topic.