Marketing, sales and customer service are some of the most notable areas that are well served by HubSpot. In addition to typical features, many enthusiasts with a critical level of productivity have extended knowledge of the engine’s abilities, as well as the capabilities that can be expanded and adjusted according to a specific use case or hidden features that can help optimize certain workflows. Today we’re going to discuss some of the best HubSpot tricks and tips that will help you to get more from the tool and improve your productivity.
Custom Workflows for Streamlined Automation
HubSpot users in general enjoy many automation features, but most of them utilize only a small portion of those instruments’ capabilities. Among the most valuable advanced techniques, it is possible to classify the creation of very fine-tuned process flows. Rather than using typical email triggers or lead nurturing streams, you can create sequences that perform tasks which would otherwise have to be done manually, for instance, assigning leads to specific salespersons depending on their location, size of company, or activity level.
For example, if you are planning to segment your leads based on how they interact with your content, then you can do it by tagging them in the following manners. Further, by creating custom events that track webinar, whitepapers, or specific page visits, they get added to sequences of relevant emails. Such automation not only reduces the amount of time needed but also ensures that the leads are followed up in the right manner with regard to interest and activities hence better conversion rates.
Mastering HubSpot Reporting and Custom Dashboards
Another area in HubSpot that is not used as frequently as it should be is advanced reporting option. The power user will also be able to set more options, so that the application generates detailed reports regarding certain KPIs and business targets. Replace conventional canned reports by engaging into specific measures to analyze effectiveness during every phase of the customer funnel.
The good news is that these reports may be organized in a custom fashion using dashboards that offer real-time information. For example, if you are monitoring sales, you may want to build a dashboard reflecting the number of deals on every stage of the pipeline, the average time spent on each stage, and the salespeople performance compared to set targets. They help you to apply the principles of business intelligence, find out the weak links and adapt your approaches correspondingly.
Further, you can set these reports to be delivered on a recurrent basis to various members of your team, without having to do it yourself.
Leveraging Custom Properties for Better Data Segmentation
Interestingly, HubSpot provides an extensive list of properties for contacts that can be used to gather information about leads and customers. Despite that, the generation of properties specific to your work setting can work to your advantage when it comes to data management. Custom fields are additional fields that one can specify in the application to contain specific information about the contacts, companies and deals that you are involved with, to ensure that when you filter the data and conduct your marketing then you are precise.
For instance, if there is one certain metric in your business, for example, a customer’s preferred channel of communication, you can come up with a custom property for it, and plan workflows. This enables you to either email specific leads with communication messages that are relevant to their status or the service they require, or route leads to agents adept in a certain communication fashion.
Custom properties and use of conditional logic in the workflows mean that advanced users can give their leads and customers very unique experiences.
Conclusion
These advanced HubSpot hacks are perfect for power users as they enable them to fully leverage HubSpot for their marketing and sales campaigns freeing up time to automate repetitive tasks. Customisations such as workflow, reporting, content and leads are strategies that enable businesses to develop rich customer experiences that lead to increased customer engagement, leads-generation and product satisfaction. While using any of these features, HubSpot’s flexibility means that the platform can truly be adapted to an infinite number of possibilities, which is why those willing to delve deeper will find HubSpot highly useful.
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