HubSpot Tips & Tricks

HubSpot's Operations Hub Professional/Enterprise includes the option to create custom-coded workflow actions. This dramatically expands the capabilities of the workflows tool and means you don't have to resort to middleware tools such as Zapier or Make, and even eliminates most times when you need to create custom-code in a tool such as Pipedream, Google Cloud or AWS.

A good lead database or Customer Relationship Management (CRM) is a popular term these days and well-known amongst marketers. But what about salespeople? Do they see the CRM as a marketing tool only?

Previously, salespeople had a system whereby they’d collect, categorise and manage leads. All of this would be done manually. In those days, you could argue there was nothing wrong with following this system. However, If you’re a salesperson and you’re still doing this now, I’d be worried. Deeply worried.

Sales cycles are repeatable processes followed by sales teams to convert a lead into a customer. A well-defined sales cycle helps you plan your next move and pinpoint your lead’s position in the buyer's journey.

HubSpot Lifecycle Stages, Lead Status, and Deal Stage are essential concepts you will encounter in your HubSpot portal. A clear understanding of these will help you map out your sales process and achieve greater efficiency and productivity when managing your leads. 

The reason why HubSpot has become such a popular platform amongst sales teams is largely due to its easy-to-use, practical features. With minimal complication, you can access the key performance data you need in a format that makes sense to you. 

With more and more of an organisation’s business being conducted digitally it has never been more important to make use of a customer relationship management (CRM) system.

CRMs track and analyse every aspect of the relationship you have with your customers, streamlining your sales process and helping you to make the most of every opportunity.

HubSpot is a powerful platform that supports every stage of a business’ long-term growth strategy: from monitoring sales pipelines and ensuring client delight, to managing entire inbound marketing campaigns and reporting on them. 

HubSpot themes were introduced in June 2020 and are a set of drag and drop templates that allow content creators to produce a professional-looking website without having to touch any code.

You've decided to invest in HubSpot for your business, you've spoken to your agency or HubSpot themselves about the upcoming onboarding process, and you're keen to get going... so now what? Which part of this giant machine do you traverse first? We know that it can look overwhelming at first – here we wanted to offer you some pointers.