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?

The reports your management team cares the most about

Now that we understand which reports better serve marketing and sales teams, it is time to understand which reports truly matter to your management team. To know which reports they really want to see, I suggest the following two methods:

  • Ask them: Yes, simply ask them which types of reports they would like to see. Most times, they won't be able to articulate the exact name of the report but a sufficient explanation of the data they are looking for is often more than enough to begin.
  • Start with revenue: If in doubt, always remember that managers generally care about the bottom line. They want to see reports that show them how well they are doing financially and what's contributing to this success or failure.

After setting up hundreds of HubSpot accounts, these are the five reports most commonly requested or appreciated once they are built:

  • Revenue forecast
  • Deal time spent in each stage
  • ...