5 Mistakes You’re Likely Making in HubSpot

"5 Mistakes You’re Likely Making in HubSpot"

Inbound Marketing, Technology, HubSpot certification

Over the past 10 years, Vye has utilized HubSpot’s marketing, sales, service, and operations platform to bring businesses to the next level. While this robust digital marketing software can scale your team’s output in no time, a few technical hurdles often prevent partners from unleashing HubSpot’s full potential. 

Whether you have been using HubSpot for years or have just started exploring the platform, you might be throwing away dollars with these five common mistakes.

1. You don’t fully understand how to use it 

Employee at laptop, confused by HubSpot capabilities

HubSpot is one of the most powerful marketing tools in the industry, and they have the numbers to prove it. More than 158,000 companies worldwide rely on HubSpot’s capabilities to grow and scale their businesses. But what good is a tool if you don’t understand how to use it? 

Like any other software, HubSpot requires time for proper onboarding and implementation to be set up for success. Without an experienced agency by your side, it’s easy to become overwhelmed by HubSpot’s advanced capabilities (more on that later). 

To get the most out of this powerful platform, dedicate time, training, and resources upfront to uncover all that HubSpot has to offer, including key terminology, features, functionality, and processes. You can share your knowledge with other employees and create total team buy-in. The more invested your entire organization is in HubSpot, the more you will get out of it.

2. You’re not using reporting tools

HubSpot knows that teams rely on data, trends, and results to make informed decisions and reach their goals. That’s why it’s essential to have Marketing Analytics and Dashboard Software that sheds insight into every step of your customer’s journey.

In order to make the most of your marketing strategy, you need to know the numbers. With all your reporting tools in one user-friendly place, you can analyze the results to make data-driven decisions about what is working and what isn’t. 

Utilize all of HubSpot’s detailed reporting tools to assess everything from website and landing page visitors to measuring the effectiveness of your sales process. From there, you can add any report to a dashboard to easily track critical metrics and share insights with the rest of your team. All of this data empowers you to make smarter, data-driven decisions to help your business grow. 

3. You’re importing dirty data

Screenshot of HubSpot lead generation dashboard

Did you know that incorrect (or dirty) data costs companies up to $3 trillion annually? Some studies even suggest bad data could cost companies as much as 25% of their total revenue. If you’re importing incorrect information into HubSpot, you might be doing more damage than you even realized. 

So, what do you do to fix it? Dan Tyre, a HubSpot sales director, suggests finding something called Goldilocks data, or “data that is not too simplistic, not too complex, but that shows enough pertinent information with a big enough sample size so that you understand trends.”

To ensure you are importing accurate and reliable data, you can schedule routine data cleansings and audits. Lucky for you, HubSpot has a step-by-step guide and the tools to help you get started scrubbing ASAP. 

4. You’re not utilizing impactful features 

HubSpot was designed to scale alongside your business. The platform offers hundreds of marketing, sales, customer service, operations, and content management features to build the best holistic experience for your customers. If you aren’t getting your hands dirty with all of these high-tech tools, you’re missing out. 

HubSpot allows you to customize your portal with the digital tools you need to be successful. Here are some of our favorites:

  • Campaigns Tool — Allows you to tag marketing content and assets so you can measure the effectiveness of your campaigns and strategies. 
  • List Segmentation — Allows you to break up email lists into smaller, more targeted lists for more relevant outreach. 
  • Automated Emails and Workflows — Allows you to automate email drip campaigns by selecting triggers or conditions along with if/then branches, so your emails go to the right audience at the right time.
  • Social Media Tool — Allows you to connect your social media accounts to HubSpot and create social posts, publish them, and track engagement.

5. You’re not taking advantage of the educational resources

Screenshot of HubSpot Academy and educational resources

On top of all of the products, features, and tools, HubSpot has resources to help professionals learn the ins-and-outs of the inbound marketing methodology, build business strategies, generate more leads, close more deals, and delight more customers. 

The HubSpot Academy is a learning platform that offers a variety of training resources, from marketing and sales to content creation. The resource is designed to help professionals advance their marketing, sales, or customer service career while learning new skills! You can utilize this platform to learn more about all of the different tools and features within HubSpot. 

Once you complete certification courses and lessons within the Academy, you will receive a HubSpot Certification. Add that globally-recognized badge to your Linkedin profile or company website to prove that you truly know your stuff. 

In addition, the HubSpot Help Center is a comprehensive resource that covers articles, guides, and tutorials on how to use all of the software’s tools and features. If you ever feel stuck, confused, or overwhelmed, you can always rely on the Help Center to show you the ropes. 

Need help with HubSpot?

We get it — there’s a lot to learn with this robust platform. Whether you are implementing HubSpot for the first time or revamping your internal processes, simple mistakes like the ones above can prevent your business from reaching its full potential. That’s where we step in.

As a HubSpot Preferred Partner, we have the tools, techniques, and experience to help you get the most out of your investment. Our team of wizards will customize your HubSpot training to scale your business right from the start. If you’re ready to unleash the full power of your data, increase engagement, and seek a better return on investment, schedule a HubSpot demo with our team today. 

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