May 22, 2023 by Matt Moseley
Are you a small business owner looking to improve your inbound marketing, sales, and customer service?
If so, you may want to consider using HubSpot. This powerful platform offers a variety of tools and features to help you grow your business, but it can be overwhelming at first. That's why we've put together this guide on 5 hacks to master HubSpot for your small business. By following these tips, you can improve your productivity, better understand your customers, and achieve your goals more effectively. Let's get started!
- Use HubSpot Academy: HubSpot Academy offers free online courses and certifications to help you master various aspects of the platform. These courses cover topics such as inbound marketing, sales, customer service, and more. Completing these courses can help you better understand the capabilities of HubSpot and how to use them effectively.
- Create Custom Properties: Custom properties in HubSpot allow you to capture and store additional information about your leads and customers beyond the standard contact fields. By creating custom properties, you can better segment your contacts and create more targeted marketing campaigns.
- Automate Tasks: HubSpot offers a variety of automation tools to help you streamline your workflow and save time. For example, you can use workflows to automatically send emails, assign tasks, update contact properties, and more. By automating repetitive tasks, you can focus on more important work and improve your productivity.
- Use Sales and Marketing Dashboards: HubSpot offers powerful dashboards for both sales and marketing teams. These dashboards provide real-time insights into your performance and help you track your progress towards your goals. By using these dashboards regularly, you can identify areas for improvement and make data-driven decisions.
- Leverage Integrations: HubSpot integrates with many other tools and platforms, such as Salesforce, Zapier, and Shopify. By leveraging these integrations, you can expand the functionality of HubSpot and streamline your workflow even further. For example, you can use Zapier to automatically create new HubSpot contacts from form submissions on your website, or sync HubSpot data with your CRM system.
By using these hacks, you can maximise your use of HubSpot and take your marketing and sales efforts to the next level.