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?

Step 5 – conducting an audit for your Sales Hub portal

As you know by now, you have the option to choose which HubSpot hubs you will use within your company. At the time of writing, HubSpot has five hubs, including the CRM – Marketing, Sales, Service, CMS, and Operations. Most companies use one of the hubs individually or some together. In this section, we will focus on Sales Hub Professional and how to perform an audit on this part of your portal if you've been using it for some time.

Remember that the goal of the audit is to be aware of the gaps that may exist in your processes or data so that they can be fixed for your portal to produce reliable reports. Your CRM system should be your single source of truth for your business and this can only happen if the data in the platform is being maintained.

Sales Hub is meant to be used in close conjunction with the CRM so that it can help your sales team convert qualified prospects into paying customers. Therefore...