Book Image

Empowering Marketing and Sales with HubSpot

By : Resa Gooding
Book Image

Empowering Marketing and Sales with HubSpot

By: Resa Gooding

Overview of this book

Empowering Marketing and Sales with HubSpot is your comprehensive solution to using HubSpot to achieve your business goals with a flexible and lean approach. With this book, you’ll implement out-of-the-box solutions provided by HubSpot for sales and marketing professionals using all the tools needed to effectively manage your business campaigns, sales, and marketing automation processes. This book will take you through steps to ensure your investment in HubSpot pays off from Day 1. You’ll learn how to set up HubSpot correctly and understand how to generate quick wins for your organization. Next, you will work with important HubSpot tools for SEO, social media, and ads. The book will also show you how to use HubSpot for conversational marketing and create a marketing funnel using HubSpot’s lead capture and engagement tools. In addition to this, you will get to grips with building custom reports, dashboards, and notifications to stay on top of company marketing goals. Later, you will learn how to use HubSpot for inbound marketing and for every type of business, such as manufacturing, agriculture, and eCommerce. By the end of this HubSpot book, you will have the skills you need to be able to set up effective marketing campaigns and leverage the insights gleaned from sales efforts using just one platform.
Table of Contents (20 chapters)
1
Part 1: HubSpot – Starting Off HubSpot
6
Part 2: Scaling Your Business with HubSpot
14
Part 3: Is HubSpot Right for Your Business?

Chapter 8: Conducting a Portal Audit

If you are a current customer of HubSpot, by now, you must have realized there is a whole lot more you can do with your portal than sending emails. Although HubSpot initially began as a marketing automation tool, today, it is described as a CRM platform with complete marketing, sales, and service capabilities. Its goal is to help small, medium, and enterprise companies scale efforts and reach revenue targets. The problem is that even though most companies may have the correct licenses, they aren't utilizing all the functionalities within their respective portals.

On the other hand, some companies may fully utilize the various tools in their portal. Still, maintaining the data or generally keeping the CRM clean isn't optimal. For this reason, it is recommended to at least do a portal audit every 6 months or so to identify any issues and perform the cleanup necessary to get proper reports and insights.

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