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?

Using deal automation features to amplify your efficiency

We began this chapter by emphasizing the fact that our sales process can never be perfect, but we do want to minimize errors, remove friction from the sales process, and turbocharge the efficiency of your sales reps. So how do we accomplish this? Through the use of the deal automation features embedded in HubSpot software. Some of the most popular ways to use these automation features are as follows:

  • Updating other properties as deals progress through the pipeline
  • Creating tasks for the sales reps so leads don't fall through the cracks
  • Sending internal email notifications for important updates so you don't have to spend time updating colleagues
  • Sending follow-up emails once a lead reaches a certain stage in the sales process

Reporting

Adding a few of these automated processes within the pipeline allows your sales teams to remember to fill out crucial data points in the sales process or...