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Utilizing Your Business Toolbox: 10 Essential Hubspot Capabilities to Know 

Matthew Deal

Hubspot’s platform requires dedicated management and on-going optimization to produce results.

With its segmentation tools, meeting scheduling capabilities, the ability to track leads at every lifecycle stage— HubSpot is a truly versatile toolbox for businesses of all sizes. Even so, with all the amazing features the platform has to offer, it can be overwhelming to determine which are the best fit for your business and your unique needs.

With that in mind, here’s a snapshot of 10 essential capabilities in Hubspot that you can use to revolutionize your business workflow. 

1. Take Advantage of Segmentation 

Breaking apart your contacts on lines of demographics, geographic locations, behaviors, needs, and values allows you to understand your customers on a deeper level, which allows you to more closely create campaigns for these groups. 

Active lists allow you to segment based on contact properties and lead to better targeting.

Active lists allow you to segment based on contact properties and lead to better targeting.

2. Have Smarter Meetings  

HubSpot’s meeting scheduling capabilities allows you to not only plan and find the correct time for meeting, but tracks that meeting as part of the contact record and align sales and marketing teams. That way, everything is part of the same system and no team is left out of the loop.

3. Measure Results Every Step of the Way

Whether you need to track emails or landing pages, to calls to action— Hubspot has the tools to make sure that you can simply and easily measure the effectiveness of your collective marketing efforts. By having all of that information in one place and not scattered in disparate apps, you can improve marketing efforts in the future. 

If it can be tracked, track it in Hubspot.

If it can be tracked, track it in HubSpot.

4. Bring Form Submissions to the Next Level 

Whether to read your latest white paper, request more information, or join your mailing list— form submissions on your website can actually be tracked and grouped using HubSpot. This allows you to analyze the effectiveness of the form submissions you’re using and whether you're collecting the right information from your contacts.

5. Try Targeting Accounts 

If you’re working on an account-based marketing strategy, Hubspot’s new target accounts feature allows marketing and sales teams to monitor account progress. With this tool, you can quickly filter through these accounts to identify next steps.

Hubspot’s new “Target Accounts” feature lets you coordinate sales and marketing activities in a single place.

HubSpot’s new “Target Accounts” feature lets you coordinate sales and marketing activities in a single place.

6. Streamline Email Health Monitoring

Believe it or not, HubSpot can also monitor email health, fixing bad click through rates, hard bounces, and a variety of other email marketing situations. By having this already in place, you can focus on creating amazing content for your email blasts and not get bogged down tracking and troubleshooting your email marketing performance.

7. Identify and Deal With Unengaged Contacts

If a contact rarely opens or engages with messages in any way, chances are, they’re not going to start— especially if you keep doing the same approach. With Hubspot, you can identify contacts that don't open your emails very often and help you identify whether to remove them from the list or try something different. 

8. Create New Fields to Personalize Contacts 

Have you been putting off creating new fields for your contacts? Many people are actually scared to do this, but that's exactly why the feature exists. Anytime you need to track an attribution of a contact, new fields let you use these new attributes as personalization tokens in email, to build more active lists, and more.

9. Turn Visitors into Customers 

With lead scoring rules, you can separate out who represents your best opportunity to turn a visitor into a customer. Using attributes like the information they've submitted and how they've engaged with your brand with Hubspot’s Lead Scoring tool allows sales and marketing teams to increase the rate at which those leads become customers.

Using lead scoring let’s you hone in on the contacts that have a high probability of turning into a customer.

Using lead scoring let’s you hone in on the contacts that have a high probability of turning into a customer.

10. Think About Lifecycle 

More than anything, HubSpot allows you to track contacts at every stage of the lifecycle. By categorizing your contacts in terms of the lifecycle stage they are at, your team can then determine where a client is in your processes and better understand how leads transfer between marketing and sales.

Ready to Harness Your HubSpot Toolbox?

These are just a couple ways that you can bring your Hubspot use to the next level, though there are plenty of ways that you can optimize your use of the platform even more. If you’re interested in learning more, our team is always ready to help you bring your inbound marketing framework to the next level.


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