Technology

10 Things About HubSpot You Need to Know

There are tons of reasons why you should consider integrating HubSpot with your business. From its email offering to its Workflow interface to lead scoring and integrations with other applications, this software can handle it all. 

Here are 10 of the most essential features of HubSpot for your business. Read on to discover what they are and how they can benefit your business. 

HubSpot’s Email Offering:

If you want to send mass emails, HubSpot’s email offering can help you achieve that. This tool lets you customize your emails and test them across various email clients and devices. 

You can also create smart lists, which automatically update based on changes to contact field data and list membership. You can even track your email’s performance with HubSpot’s reporting tools, which let you monitor metrics over time and by list type.

Marketing and Adds Upgradation:

If you’re looking to increase the efficiency of your email marketing, you should upgrade to the HubSpot Professional package. This upgrade adds some important features, including a higher limit on static and smart lists, custom report creation, and social media assets. 

The Professional package also offers support over the phone and offers additional features such as call to action tools, AB testing, and contact scoring. In addition to these features, the Professional package also allows you to import blog posts and other content from other platforms.

Workflow Interface:

A key features of HubSpot is its Workflow interface. With one click, you can change a contact’s properties in HubSpot. If you’re looking for a CRM with more advanced functionality, look into HubSpot’s premium Sales Hub products. 

Workflow interfaces enable marketers to manage their contacts without leaving their work space. The tool also helps them organize content and automate email messages to improve efficiency and get the results they want.

 

Flowing Interface for the Goals:

HubSpot’s Workflow interface allows you to build workflows for almost any situation. Workflows can be customized to your goals, whether they’re to download content, get new information, RSVP to an event, or receive emails. In addition, you can control which actions are performed on each contact. 

Using this feature, you can even segment leads based on specific behaviors. For example, you can send holiday emails to leads who have not yet opted in to your newsletter.

Lead Scoring:

While it’s easy to become overwhelmed with the sheer amount of data available, lead scoring is actually one of the most important features of HubSpot. The system helps you prioritize your leads based on a number of different criteria, and then tabulates the scores in a way that makes sense. 

The most important criteria to consider when creating your lead scoring model are the characteristics of previous customers, as well as your target persona. By understanding these traits, you’ll be able to better target your leads and convert them into customers.

Get the Most Out of HubSpot:

Lead scoring allows you to decide how to score your leads based on specific criteria, such as annual revenue and buyer personas. You can then use this information to better target your sales efforts and make the most out of each lead. 

HubSpot also provides you with tools to refine your lead scoring model and analyze the results of different actions. With Action desk, you can easily refine your model to improve your conversion rates and understand your leads better. 

Integrations with Other Applications:

Integrating with other applications is critical for creating frictionless customer experiences. While HubSpot has numerous integrations with third-party applications, there are still some limitations. Custom objects are a necessary feature for enterprise users. 

Custom objects are objects that are not found in standard applications. These objects are often used in large organizations with multiple brands that need to operate on a single platform. In addition, HubSpot offers advanced reporting capabilities.

Integration and Syncing:

Syncing with Google calendar is crucial for scheduling discovery calls, support conversations, and client meetings. HubSpot CRM logs all activity, including meeting guests. Integrations with Outlook help track email opens and clicks. However, the integration requires an Outlook 365 Business subscription plan. 

Analytics Tools:

The reports in HubSpot allow marketers to analyze data and see which marketing campaigns are working best. They can compare performance and see trends and future opportunities. They can also predict revenue. This kind of report can help marketers decide which marketing strategies to focus on for the coming year. 

Data Export Option:

Export data to a spreadsheet or other application. The HubSpot analytics dashboards are difficult to customize, so you’ll have to export data from other sources to analyze it. There are also limitations when it comes to reporting visualization. And you can’t combine data from different HubSpot portals. 

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