Underutilized Features in HubSpot

by Paiton McDuffie | Oct 24, 2023

If you’ve been reading Sweet Ramblings recently, you’re probably familiar with the CRM HubSpot – I’ve written a few blog posts about it and how to leverage it in your marketing and sales efforts here.

While most people are aware of the functionalities of HubSpot as a CRM tool, several hidden gems within the platform are often overlooked. These underutilized features, if harnessed effectively, have the potential to significantly amplify marketing and sales efforts. Here are a few to consider for your own use:

Conversations

The Conversations tool in HubSpot is often overlooked, despite its immense potential in fostering real-time engagement with website visitors and leads. By enabling live chat, chatbots, and team email, B2B businesses can provide immediate support, capture leads, and deliver personalized experiences, thereby nurturing stronger customer relationships from the very beginning.

Custom Reporting

HubSpot’s Custom Reporting feature allows users to create tailored reports, combining various data sets to gain deeper insights into their marketing and sales efforts. By customizing reports to track specific KPIs, organizations can make more informed decisions and refine their strategies to achieve better results.

Playbooks

This powerful tool empowers sales teams to create personalized outreach sequences, automate tasks, and standardize workflows, ensuring consistent and effective engagement with leads and prospects. By leveraging the Playbooks feature, teams can streamline their sales processes, nurture leads more effectively, and drive higher conversion rates, ultimately fostering stronger client relationships and boosting overall sales performance.

Sales Analytics Tool

This tool offers comprehensive insights into the performance of the sales team, individual sales representatives, and the overall sales pipeline. With detailed metrics on key performance indicators, conversion rates, and revenue attribution, the Sales Analytics tool enables businesses to make data-driven decisions, identify areas for improvement, and optimize their sales strategies for enhanced performance. By harnessing the power of the Sales Analytics tool, businesses can gain a holistic understanding of their sales processes, identify growth opportunities, and maximize their sales potential.

By incorporating these often-overlooked features into your processes, you can unlock a wealth of opportunities to bolster marketing and sales initiatives.

Not sure where to start with the features and tools above? Reach out to us here.