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?

Creating sales reports that help your sales teams close more deals

In order to create reports that help the sales team track their progress on deals, it is important to remember that most of the information related to sales lies in the deals object or activities object. Therefore, it is important that the pipelines be set up and in use (refer to Chapter 3, Using HubSpot for Managing Sales Processes Effectively, for tips on how to do this) and that the sales team is using the many tools available within HubSpot, as discussed in Chapter 4, Empowering Your Sales Team through HubSpot.

Once the information is populated in these topics, the following reports can be useful to your managers as well as for the marketing team to understand the success of their efforts:

  • Activity leaderboard
  • Deal leaderboard
  • Opportunities by Original Source
  • Deals won by source
  • Closed Lost Reasons

Let's take a look at what each of these reports represents.

Activity leaderboard...