Maximising Your HubSpot Experience: 4 Quick Tips For Getting The Most Out Of The Platform

A business owner fully utilising and benefitting from the complete Hubspot Experience and getting the most out of the platform.

A cutting-edge marketing and customer relationship management tool can make the difference between growth and stagnation in the digital economy. HubSpot comes with everything businesses need to manage and implement a hard-hitting marketing and sales strategy, encapsulating everything from lead generation to customer retention. 

Here are four quick tips for maximising your HubSpot experience that you can implement on day one. For everything else, have a chat with one of our inbound team by calling 01332 982247!


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Tip 1: Personalise Your User Dashboard

Your HubSpot dashboard is like an aircraft cockpit, and just like a skilled pilot, you need to ensure you have all the right dials and gauges calibrated to your individual flight plan. For business owners, this means customising your dashboard to give you instant insights into the key metrics that most matter to your business – such as website traffic, lead conversion rates, and social media interactions – that align with your specific business goals.

How To Do It:

  • Add quick links to quickly access your most frequently visited reports.
  • Use report templates to create visual representations of your datasets for instant insight and easy shareability.
  • Create custom modules for tailored views if the standard dashboard doesn’t quite meet your needs.

Tip 2: Make Full Use Of Automation Tools

HubSpot automation tools are more than just a ‘nice have’; they can create real value for your business. HubSpot allows you to set up a range of custom workflows to automate repetitive tasks, including sending follow-up emails to customers and triggering notifications to your sales team. Get your workflows and automation features set up right away to save time and ensure that no lead goes cold.

How To Do It:

  • Set up marketing workflows for your email campaigns, data updates, and list management.
  • Utilise sale sequences for a more structured approach to customer outreach.
  • Use service automation to improve your customer support efficiency and customer satisfaction levels.

Tip 3: Score Your Leads

Not all leads have the same level of potential value to your business, and many of your leads won’t be ready to progress to the sales desk right away – they’ll need careful nurturing for this to happen. Lead scoring in HubSpot lets you assign a numerical ‘score’ to each of your contacts based on their interactions with your business, helping you identify your warmest prospects so that you can direct your efforts accordingly. Lead scoring is a powerful way to focus on quality over quantity and, ultimately, boost your conversion rates.

How To Do It:

  • Determine the criteria that constitutes a warm or hot lead for your business, such as email opens, social media shares, website visits, or form submissions.
  • Use HubSpot’s contact settings to create a custom scoring model that aligns with your sales process.
  • Set up automated actions for when a lead reaches a certain score, such as alerting your sales team or sending an email.

Tip 4: Stay Informed With Hubspot Updates

HubSpot is a constantly evolving platform, with exciting new features and updates regularly rolling out. Keeping up-to-date with these changes is crucial to getting the best use of the platform and maximising your experience.

How To Do It:

  • Subscribe to the HubSpot product updates blog all the latest news and upgrade releases.
  • Sign up for a HubSpot user group (HUG) or view a HubSpot webinar for in-depth information, tips, and support from other HubSpot users.
  • Test new HubSpot features in a virtual sandbox environment before making them live in your account.

What Next?

Another good way of maximising the value that HubSpot brings to your business is to work with a HubSpot Elite Partner Agency, like JDR. Partner agencies are experts at using the HubSpot platform to deliver growth and sales for their customers, and can help maximise your ROI. To find out more, please get in touch with one of our HubSpot specialists today by clicking here.

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