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?

Analyzing ROI and performance

Back in the day, marketing ROI was extremely hard to measure. How did we ever know that because of a billboard posted on a freeway, X amount of leads were generated that converted to Y amount of revenue? It was virtually impossible. However, today, with digital marketing, where every click, visit, and page view can be measured, it has become of paramount importance to justify your marketing spend.

HubSpot's Analytics tool provides you with built-in reports that are already automatically generated for you within the portal. At your disposal, you have many ready-made reports. Let's take a look at a few of them, as follows:

  • Website Analytics: This report focuses on your website pages (if they are hosted on HubSpot, landing pages, and blog pages). In the following screenshot, you can see an example of a Website Analytics report:
Figure 1.36 – Website Analytics

Figure 1.36 – Website Analytics

  • Traffic Analytics: This report breaks down the various sources of your traffic and gives you a traffic overview of your website pages (even if your website is not hosted on HubSpot) and topic clusters if you are using the SEO tool. In the following screenshot, you can see an example of a Traffic Analytics report:
Figure 1.37 – Traffic Analytics

Figure 1.37 – Traffic Analytics

  • Contact Analytics: This report shows you how many contacts and which contacts came from various sources. In the following screenshot, you can see an example of a Contact Analytics report:
Figure 1.38 – Contact Analytics

Figure 1.38 – Contact Analytics

  • Campaign Analytics: This report shows you a summary of which contacts came from individual campaigns. In the following screenshot, you can see an example of a Campaign Analytics report:
Figure 1.39 – Campaign Analytics

Figure 1.39 – Campaign Analytics

  • Sales Team Productivity: This report gives exactly what it says—it shows you which team members are closing the most deals, having the most meetings, making the most calls, sending the most emails, and so on. In the following screenshot, you can see an example of a Sales Team Productivity report:
Figure 1.40 – Sales Team Productivity

Figure 1.40 – Sales Team Productivity

  • Sales Content Analytics: This shows you which sales assets are performing the best in terms of templates, documents, and sequences. In the following screenshot, you can see an example of a Sales Content Analytics report:
Figure 1.41 – Sales Content Analytics

Figure 1.41 – Sales Content Analytics

At the same time, if you don't find a report that you are looking for, you can build your own custom reports using any of the objects available to you, such as contacts, companies, deals, tickets, and even activities. Additionally, you can create funnel reports as well as attribution reports (if you have the enterprise version).

And last but not least, you can use dashboards to organize your reports more visually so that you can view at a glance the performance of your marketing or sales activities, as well as use this format for meeting updates. One of the most valuable features of this dashboard is the ability to send automatic updates to your management team by email so that it takes one more task off your plate.

I know that was a lot to digest, so in Chapter 11, Proving That Your Efforts Worked Using These, we have covered everything you will need to know about building reports in HubSpot.