Tips, Tricks & Best Practices

jsmith88
Participant

Tips for Maximizing HubSpot's CRM

SOLVE

Hello fellow HubSpot enthusiasts!

I thought it would be great to kick off some discussions on how we can make the most out of HubSpot's CRM features. Whether you're using it for sales, marketing, or customer service, there are always new tricks and best practices to discover.

So, what are your favorite tips for maximizing the potential of HubSpot's CRM? Whether it's automation, integrations, or specific features you've found particularly useful, share your insights here, and let's learn from each other!

Looking forward to hearing your thoughts!

3 Accepted solutions
trevordjones
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Tips for Maximizing HubSpot's CRM

SOLVE

Hi @jsmith88  and thanks for the tag @PamCotton !

 

Pam is right to bring up workflows.  They are one of the most powerful tools in your arsenal.  You can use them to do all sorts of things, from scoring leads to populating custom properties to sending emails to contacts.

 

In particular, I would recommend really getting a handle on your lifecycle stages.  Traditional funnel reports can only be created on Deal Stages and Lifecycle Stages, so understanding how each of those lifecycle stages is defined for your business is super important.  You can then use workflows to manage the transitions between lifecycle stages, instead of the hubspot default settings.  For example, if you want your funnel report to look like a funnel, every contact has to go through every stage of the funnel.  HubSpot's regular process doesn't force that, but you can with workflows.

- Trevor
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Jonas_De_Mets
Solution
Top Contributor

Tips for Maximizing HubSpot's CRM

SOLVE

@jsmith88, welcome to the community!

An essential strategy I advocate is to maintain simplicity wherever possible. HubSpot serves as the cornerstone of your operational framework, and as your organization grows, complexity naturally creeps in.

The primary tools for achieving this goal are custom properties and HubSpot reports, with particular emphasis on utilizing a data quality report to identify exceptions.

Once you've established a strong foundation, integrations significantly enhance HubSpot's capabilities!

 

What are your thoughts @jsmith88?

Jonas De Mets
RevOps & Co-Founder @ Koalify

Connect via LinkedIn


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TomM2
Solution
Key Advisor | Partner
Key Advisor | Partner

Tips for Maximizing HubSpot's CRM

SOLVE

Map out your CRM, Marketing, sales and service journeys, on paper/whiteboarding tools. Don't think of HubSpot at all. Work with the teams leaderships to get their absolute blue sky perfect vision for a system, then work backwards from that to see how HubSpot can fit into this and how you can get as close to that in reality as possible. Far too often I see people try to change how their teams work to fit HubSpot and not vice versa and you end up in a place where people hate the CRM because it just becomes a place of busy work where they have to keep entering data they've probably entered into a spreadsheet or other system somewhere else.

 

There will be compromises and changes, but mapping out how you want the team to work then figuring out what tools enables this to happen instead of making your team work for the tools you introduce is the absolute foundation of success. Without this foundation you're basically just patching up holes as you go. 

Tom Mahon
Technical Conlsultant | Solutions Engineer | Community Champion
Baskey Digitial

Book a meeting

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4 Replies 4
TomM2
Solution
Key Advisor | Partner
Key Advisor | Partner

Tips for Maximizing HubSpot's CRM

SOLVE

Map out your CRM, Marketing, sales and service journeys, on paper/whiteboarding tools. Don't think of HubSpot at all. Work with the teams leaderships to get their absolute blue sky perfect vision for a system, then work backwards from that to see how HubSpot can fit into this and how you can get as close to that in reality as possible. Far too often I see people try to change how their teams work to fit HubSpot and not vice versa and you end up in a place where people hate the CRM because it just becomes a place of busy work where they have to keep entering data they've probably entered into a spreadsheet or other system somewhere else.

 

There will be compromises and changes, but mapping out how you want the team to work then figuring out what tools enables this to happen instead of making your team work for the tools you introduce is the absolute foundation of success. Without this foundation you're basically just patching up holes as you go. 

Tom Mahon
Technical Conlsultant | Solutions Engineer | Community Champion
Baskey Digitial

Book a meeting

Did my post help answer your query? Help the community (and me) by marking it as a solution.


Jonas_De_Mets
Solution
Top Contributor

Tips for Maximizing HubSpot's CRM

SOLVE

@jsmith88, welcome to the community!

An essential strategy I advocate is to maintain simplicity wherever possible. HubSpot serves as the cornerstone of your operational framework, and as your organization grows, complexity naturally creeps in.

The primary tools for achieving this goal are custom properties and HubSpot reports, with particular emphasis on utilizing a data quality report to identify exceptions.

Once you've established a strong foundation, integrations significantly enhance HubSpot's capabilities!

 

What are your thoughts @jsmith88?

Jonas De Mets
RevOps & Co-Founder @ Koalify

Connect via LinkedIn


Did my reply help answer your question? Please mark it as a solution.

trevordjones
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Tips for Maximizing HubSpot's CRM

SOLVE

Hi @jsmith88  and thanks for the tag @PamCotton !

 

Pam is right to bring up workflows.  They are one of the most powerful tools in your arsenal.  You can use them to do all sorts of things, from scoring leads to populating custom properties to sending emails to contacts.

 

In particular, I would recommend really getting a handle on your lifecycle stages.  Traditional funnel reports can only be created on Deal Stages and Lifecycle Stages, so understanding how each of those lifecycle stages is defined for your business is super important.  You can then use workflows to manage the transitions between lifecycle stages, instead of the hubspot default settings.  For example, if you want your funnel report to look like a funnel, every contact has to go through every stage of the funnel.  HubSpot's regular process doesn't force that, but you can with workflows.

- Trevor
If my post solves your problem, please accept it as a solution.

PamCotton
Community Manager
Community Manager

Tips for Maximizing HubSpot's CRM

SOLVE

Hey @jsmith88, thank you for posting in our Community!

 

I'm thrilled to dive into discussions about maximizing the potential of HubSpot's CRM. One of my favorite tips revolves around automation. Leveraging workflows has been a game-changer for streamlining repetitive tasks and ensuring nothing falls through the cracks. Whether it's setting up automated follow-up emails for leads or assigning tasks to team members based on specific triggers, workflows have helped boost our efficiency tremendously.


To our top experts @trevordjones @Jonas_De_Mets @TomM2 do you have any recommendations for @jsmith88?

 

Thank you,

Pam 

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