How to Use HubSpot

Hands types on keyboard with HubSpot dashboard on laptop screen

You invested in HubSpot CRM. Great! Now how do you use it? And even more importantly, how do you use it to drive growth for your business?

How to use HubSpot

The best way to learn HubSpot is to start clicking around and trying it out for yourself. So let’s jump right in and take a tour of each of HubSpot's five hubs.

Marketing Hub

The HubSpot Marketing Hub gives you access to:

  • Blogs
  • Social media management
  • SEO tools
  • Video hosting
  • Automation (lead nurturing, personalization)
  • Contact and company scoring (based on their behavior)
  • Email marketing
  • Analytics and dynamic reporting
request a marketing hub demo

Sales Hub

The HubSpot Sales Hub gives you access to:

  • Meetings link
  • Deal pipeline
  • Email tracking
  • eSignature
  • Tasks
  • Sales analytics
  • Email automation
  • Live chat
  • Forecasting
  • Contact and company records
request a sales hub demo

Service Hub

The HubSpot Customer Service Hub gives you access to:

  • Tickets and ticket pipelines
  • Help desk automation
  • Customer feedback
  • Live chat
  • Knowledge Base
  • Automation and bots
request a service hub demo


The HubSpot CMS Hub gives you access to:

  • Premium hosting
  • Google Search Console integration
  • SSL, WAF, CDN, domain security
  • Content staging
  • Themes and drag-and-drop editor
  • Reporting
  • SEO recommendations
  • Smart content
request a CMS hub demo

Operations Hub

The HubSpot Operations Hub gives you access to:

  • Data quality automation
  • Programmable automation
  • Custom field mappings
  • Custom objects
  • Customer properties
  • Custom reports
request an operations hub demo

How to get the most out of HubSpot

We always like to tell people who are just starting out in HubSpot to begin with the end in mind. Or in other words, what (in measurable terms) are you hoping to achieve?

Maybe you’re hoping to reach:

  • X number of SQL’s per month or quarter
  • Closed revenue per quarter
  • 90% response rate in customer satisfaction survey
  • Total traffic to your website per month or percentage increase YOY
  • Keywords that rank in the top 10
  • A contact database growth to total number
  • Something else

Once you know your measurable goal, you’ll have to determine what you can do within your organization to bring it to life. There’s a good chance you might not have the in-house capacity or skill sets to get you all the way there. That’s normal — and the right HubSpot Solutions Partner can help you tackle the rest.

Learn the basics with HubSpot Academy

One of the best in the marketing tech (MarTech) space, HubSpot has created a unique learning environment with video tutorials and certifications to guide users to successful implementation. HubSpot Academy is not only incredibly user-friendly, but it has an extensive library of videos that you can watch anytime.

Two Vye team members sit at desk looking at computer

Take advantage of HubSpot’s chatbot

Need a little more hands-on support than what the HubSpot Academy offers? HubSpot’s chatbot (affectionately named HubBot) will pull from the software’s extensive content library to get you real-time answers.

If you like interfacing with the HubBot, keep in mind it's a feature you can use to improve customer experiences on your website.

Why go with HubSpot?

Most companies I talk to that have purchased HubSpot talk about its ease of use. Think of it like Microsoft Excel. The first time you opened it, you started using it. You organized some information on a table, clicked around, and found the Sum function. Maybe you color-coded some cells. It was helpful. Then, if you wanted to go deeper into the tool, you started learning about more functionality based on your needs.

HubSpot is like that. It’s as powerful as you need it to be, but not extremely difficult and time-consuming to set up. You can start small and grow into all that it has to offer.

Worried that HubSpot won’t have all that you need (and you’ll have to tack on more technology to round out your MarTech toolbox)? It’s possible that might be the case — but HubSpot has evolved into a more complex growth suite of CRM tools over the years, boasting hundreds of integrations to meet the wide range of needs businesses require to drive and measure growth successfully.

HubSpot Starter vs. HubSpot Pro vs. HubSpot Enterprise

HubSpot Starter is about as easy to use as the name suggests. With this option, you’ll have access to all of the features available in the free version of HubSpot, plus a few others that will help you hone in on growth without overwhelming you with options and capabilities. It’s easily the most accessible option from a cost and time investment standpoint.

HubSpot Pro takes what HubSpot Starter offers and elevates your capabilities to a whole new level by adding new automation, personalization, and analytics features.

HubSpot Enterprise is the top-tier option for HubSpot users, giving you the ability to manage multiple brands and complex teams. It’ll also provide the data you need to analyze and improve your revenue streams.

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Ready to dive in?

As a HubSpot Partner agency, we’ve seen what this software can do for companies of all sizes and industries. No matter what level you come in at, or how many capabilities you try out to start, you’re bound to find value in what the CRM has to offer.

At Vye, we’re a full-service agency that helps businesses get better and drive growth. We have a strong grasp of what HubSpot can do (and how to get around each of its different Hubs and tools). Best of all, we’re here and ready to help you get the most out of your CRM.

Ready to get started? Let’s chat about your goals.

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