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?

Best practices for building reports

As mentioned previously, there are many reports already pre-built for you within your HubSpot portal. With some slight customization, you can see reports relevant to your business and gain meaningful insights.

Here are some best practices to keep in mind when building reports:

  • Think of the story you want to tell and see how the data can support that story.
  • Be mindful of the audience, that is, who are you building the report for. Different stakeholders will have different interests.
  • Take time to understand the information being presented in the report, as you will be asked to explain it.
  • Use the reports to fill out missing information in your data. You should not see too many values in categories such as No Value, so double-check why this data is missing and fill it out.
  • Use the data to examine your assumptions and plan accordingly. If you have an inclination that the summer months are slow months for sales, then use this...