Learn the Best HubSpot Practices Right Here!

Whether you’ve just started a business or are looking for ways to grow yours, one major player in the room that you should get familiar with if you are not already is HubSpot.

HubSpot is the ultimate tool to help you manage your inbound marketing and sales. HubSpot provides users with tools for web analytics, content management, social media marketing, search optimization, and more, to help you better understand who your prospects are.

If you’re not using HubSpot, then how do you know who your leads are? Every growth-oriented business should be using a CRM. HubSpot can provide you with an easy way to manage all of the contacts and information you have in one location.

Have you ever been on a website and filled out a form to receive information via email or a call later? You were likely filling out a HubSpot form!

Regardless if this is the first time you have heard about HubSpot, have been using it for years, or just want to learn more, some of the best HubSpot practices can be found right here on our website!

Why You Should Follow the Best HubSpot Practices

There comes a time in every business owner’s life when they realize they need to use some form of marketing in order to help them attract and capture more sales leads. Or, at least, change the direction their current marketing is trending if it is no longer working.

Perhaps in the past, you found success by sharing information and making the call-to-action (CTA) a phone call. But now, the phone isn’t ringing nearly as much, and you’re in need of a new strategy.

Now, you focus on driving people to your website by using content or other methods. Great! Traffic is up. Numbers are up. Leads are… the same? So, what’s the catch here?

It’s great that you were able to drive the leads to your website, but without having a clear CTA, they visit and end up leaving. What’s even worse is, you now have no way of knowing who was on your website and who is truly a prospect for you.

By following the best HubSpot practices, these are headaches that you can avoid in the future. Now, we will review some of the best practices you can begin applying today.

What Are the Best HubSpot Practices?

What you can do in HubSpot isn’t limited to just capturing lead information and keeping it organized. While this may be the shining light to some, there is more to the platform than just that.

When using HubSpot, you want to make sure you are always following the best practices to get the most out of the system and your investment. In doing so, you enable yourself to get the most out of the tool while understanding the goals you have set out for yourself or business.

Some things you should know when it comes to the best HubSpot practices are:

  • Bad data in, bad data out. HubSpot works only with the data you provide it, so you always need to keep data clean from the moment it enters the system
  • Always have some indication of a contact’s lifecycle stage. You never want a customer receiving prospect communication and vice versa. Plus, there should be a clear point at which marketing passes the qualified leads to sales
  • Associate records whenever you can. This lets you tie your marketing efforts from the contact and/or company record into sales efforts in the deal record
  • HubSpot isn’t all about new lead generation. You can use the tool to revive leads from closed lost deals, address additional needs for current customers, stimulate referrals, and nurture existing leads
  • HubSpot actions need to align with your business goals. Just like any other tool or effort, to be the most successful, you need to make sure of this
  • Establish a clear process for creating and updating deals and contacts. Your HubSpot assets should be uniform and managed in a way that provides the same data and story no matter who in your organization is looking
  • Never enter a contact into HubSpot until you have their email address. If you don’t have their email address, they’re not a lead, and they can’t be included in your HubSpot efforts

These are just a few of the best practices you should be following when it comes to HubSpot. Remember — there is more to HubSpot than just storing your prospect and customer data!

Final Thoughts on HubSpot

Whatever your business goals are, you know that finding, capturing, and nurturing leads is of importance. But, in order to do so, you know you will need to drive people to your website before you can include them in your HubSpot efforts.

If you are not already implementing a solid SEO and content strategy, your website will get lost and won’t rank highly amongst your competitors. If your email content does not have a defined CTA or isn’t redirecting to your website, you’ll miss out on potential leads.

Of course, you know in order to drive leads to your sales team, all of these things plus strong CTAs, landing pages, forms, and content on your website or social platforms will help capture prospects.

The main takeaway is that a consistent flow of traffic is necessary for a steady flow of website leads. HubSpot is often an under-utilized tool, instead of being a great opportunity to capture and nurture the leads you worked so hard to get!

If you are unsure about your SEO and content strategy or need to get one in place, you’ll want to check out these resources before diving into HubSpot.

Otherwise, check out our growing library of all things HubSpot below!

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