Tips for Maximizing HubSpot's CRM
SOLVE
3 Accepted solutions
Tips for Maximizing HubSpot's CRM
SOLVEHi @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.
If my post solves your problem, please accept it as a solution.
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 |
 | Did my reply help answer your question? Please mark it as a solution. |
Tips for Maximizing HubSpot's CRM
SOLVEMap 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 |
 | Did my post help answer your query? Help the community (and me) by marking it as a solution. |
Tips for Maximizing HubSpot's CRM
SOLVEMap 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 |
| | Did my post help answer your query? Help the community (and me) by marking it as a solution. |
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 |
| Did my reply help answer your question? Please mark it as a solution. |
Tips for Maximizing HubSpot's CRM
SOLVEHi @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.
If my post solves your problem, please accept it as a solution.
Tips for Maximizing HubSpot's CRM
SOLVEHey @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
 | Você sabia que a Comunidade está disponível em outros idiomas? Participe de conversas regionais, alterando suas configurações de idioma ! Did you know that the Community is available in other languages? Join regional conversations by changing your language settings ! |
