Strategic Takeaways from Our Latest HubSpot Project

by Paiton McDuffie | Nov 21, 2023

With 2024 quickly approaching and annual planning wrapping up, it might be time to review and analyze the platforms and programs in your toolset – specifically, your CRM.

After helping a recent client do just that, there are a few learnings and takeaways that are especially important to consider if you’re in the process of vetting a new CRM or feeling stuck with your current solution. 

Takeaway 1: If your HubSpot CRM platform isn’t customized and tailored to support your business’s specific needs and processes, you can’t use it efficiently.

Most recently, a client utilizing HubSpot as their CRM approached us looking for assistance in further customizing the platform. They leveraged their HubSpot rep to get the most basic settings and requirements in place, but the rep didn’t take time to truly understand their business, their sales cycle, or the impact of incorporating a new platform like HubSpot into their toolset. After taking time to understand their business and how they wanted to use HubSpot, we were able to customize elements in every Hub to align with their sales cycle, their services, and products, and so they could utilize HubSpot to its fullest potential.

Takeaway 2: Consolidate your toolset and take advantage of all the different features HubSpot has to offer.

After discussing the frustrations and gaps in their HubSpot platform with our most recent client, we discovered that their toolset was incredibly bloated. From multiple CRM platforms to reporting and payment processing tools, the different platforms undermined the main benefit of using a solution like HubSpot. Fully utilizing all Hubs within HubSpot and consolidating the tech stack not only maximizes your ROI but also helps cut unnecessary costs brought on by a bloated toolset. 

Takeaway 3: If you aren’t utilizing HubSpot efficiently and your toolset is inflated, you probably don’t have a “single source of truth”.

Because our recent client was using multiple platforms and their HubSpot wasn’t customized, they had no single source of truth when it came to reporting or analyzing data. Information was split between different platforms, so there was no reliable way to analyze revenue, lead sources and their quality, or forecast for upcoming quarters. After consolidating platforms and migrating existing data into HubSpot, they now have a single place to view performance, sales goals, and build custom reports. 

As you make decisions around your CRM solution, keep these takeaways in mind to ensure it is in strategic alignment with your business and that it is a tool that will ultimately help propel your business forward in the upcoming year. And if you feel like you could use help with your HubSpot CRM, learn more or reach out to us here.