3 things you didn’t know about HubSpot

We all know that we can use workflows for basic things like sending a series of emails after someone has downloaded a piece of content from your website. However, HubSpot’s automation tool can be used for much more than that.

Advanced Automation – Marketing Center

• Build and segment your contact lists
  • Using data already in your CRM, split contacts into lists that update automatically when contact records change
• Change or update connection properties
  • Depending on a contact’s activity, update your contact’s properties to the most relevant information
• Triggers and notifications based on scores of leads
  • Generate lead results based on contact activity that leads to the initiation of new marketing efforts or notifications to sales teams
• Automatically assign sales leads
  • Using workflows to automate data changes, create an ad hoc call segment, and send timely notifications will help your marketing and sales teams create a better experience for your contacts.
• Send custom internal notifications
  • Personalize internal notifications sent to your team with personal communication tokens, allowing your team to get the most applicable information

Full ROI Report – HubSpot Campaigns

The question I get asked often is, “How do I know that all my marketing efforts actually equal sales?”

Using multiple marketing tactics and complex strategies often means pulling data from multiple sources and trying to match that data with your sales data.

Because marketing and sales centers are built on top of HubSpot’s CRM, all your data is connected.

With the Campaigns tool, you can easily track your marketing efforts by adding marketing assets (blog posts, social, forms, ads, calls to action, emails, web pages and workflows) to a specific campaign and automatically see the affected contacts and sales.

One big benefit of this is real-time reporting. All your marketing channels are fed into one place, allowing you to have a central place to administer and see an overview of your campaign. As your marketing assets and sales data are actively linked, you can report and optimize based on real-time performance.

From within the campaigns tool, you can collaborate with your team using comment and assignment features and build, update and implement every connected marketing asset, all in one place.

External Sales Representatives Monitoring – Sales Center

We spend a lot of time setting up the Sales Hub to create a comprehensive resource for potential customers, track progress and tasks and create deals for sales teams. Typically, since there is a lot of information about a potential customer’s or selling activity, this process is thought to be useful only for internal sales teams.

Many clients have outside sales representatives. These outside sales teams also need management and reporting.

HubSpot offers very specific permission options at both the user and team level. Many customers with large external sales resources use these permission levels to create representative accounts that only allow viewing of “owned only” object information.

This means that when a representative logs in, they can view their contacts and deals but can’t see information that the company wants to keep private such as sales, marketing, or internal reporting.

The most common use is to create workflows to automatically assign contact owners to leads as they arrive and then automatically route the lead to the agent. When an agent logs in to view contact information, they only have access to the assigned leads.

Allowing reps to use HubSpot at different levels is very important and beneficial. Sales reps can gather more information about leads, track activity, and seamlessly store that information. No more back and forth between emails and systems!

In the different permission levels, you can allow adding contacts or deals as well. This helps companies keep track of their internal sales teams and external sales teams in one place for complete forecasting, target monitoring and sales reports.