Get the most out of HubSpot in 6 steps

Step 1 - Optimize your inbound marketing using the Marketing Hub

Simplify routine tasks for greater efficiency with marketing automation

Marketing automation allows content to be segmented more efficiently across different online channels such as your website, blog, email, and social media. Leads are converted into customers faster by automating recurring tasks according to different personas and places in the buyer journey.

Marketing automation saves you a tremendous amount of time and money. You won't have to worry anymore about time-consuming and repetitive tasks, allowing you to focus on your core business again. Marketing automation uses workflows, a series of automatic events after a visitor has performed a particular action. For example, an action could be filling out a form or requesting the newsletter. HubSpot allows you to set up advanced workflows that ensure you get more qualified leads.

Each contact in your database gets the attention it needs because you can establish a specific communication for each target group in advance. With the built-in interface, you can send emails, apply lead scoring, set up webhooks, and guide your leads through the sales process.

Step 2 - HubSpot Sales hub helps you get sales through quality leads

HubSpot consists of a marketing, sales, and service component. Through a strong alignment between these three components, HubSpot aims to bring in as many quality leads as possible, convert them into customers, and turn them into promoters or ambassadors of your brand.

By establishing a well-thought-out and efficient process, you will be able to convert your prospects into customers. The sales part of HubSpot consists of various tools that will allow your sales team to work much more efficiently and also gain access to better-quality leads.

Following up on contacts, whether they are leads or customers, becomes a lot easier. For example, data from your contacts is carefully, and orderly stored in a database and is constantly updated with actions taken. For the sales team, this means less time wasted looking for the right contact in the right document, with the right action.

You can share data with colleagues, make calls and transcribe them via HubSpot, set up meetings, and enable notifications to ensure nothing is overlooked. In addition, there are many more features, which are also revisited and expanded each year.

Step 3 - Build customer relationships with the HubSpot Service Hub

The HubSpot Service Hub was explicitly created to elevate and simplify your customer service. The goal is to ensure that you better understand, manage and, through a stronger relationship, provide a better customer experience to your (potential) customers.

Tools such as conversations, tickets, knowledge base, and customer feedback allow companies to do more around customer service and ensure better alignment between marketing and sales. You can view all your marketing, sales, and service data at a glance, allowing you to make better analyses and work more efficiently.

Why is good customer service so important? Because satisfied customers create more growth. Not only do they buy more, but they also promote your brand, products, and services to friends and family. Happy customers can become brand ambassadors, showing the world how your product improved their lives.

Step 4 - Manage your content in the CMS Hub

The CMS Hub allows you to build and manage a website without writing a single line of code. Thanks to themes and the drag & drop editor, you can create attractive and professional-looking web pages in no time. Manage your content, personalize the design of your website or install extensions to add extra functionalities, all without any technical knowledge required.

Like all of HubSpot's tools, the CMS Hub works entirely online. You don't need to install any software and can work on your platform anywhere, provided you have an Internet connection. Thanks to the HubSpot API, connecting other tools and applications to your CMS is easy. Think of Mailchimp, SurveyMonkey, Jira, LinkedIn, Facebook, Salesforce, and Google Contacts.

A good SEO strategy is indispensable to attract visitors organically. HubSpot helps you to optimize your SEO by providing practical recommendations for your meta tags, internal links, duplicate content, and much more. From there, you can also immediately click through to the pages concerned to make the improvements. In addition, you can connect Google Search Console with the CMS Hub. So you get even more targeted recommendations for optimizations.

Data helps you gain insight into the performance of your website. Thanks to customized reports, the CMS Hub provides a clear view of how your website influences visitors' behavior, how many leads are coming in, etc. It is also possible to integrate your CRM with the CMS Hub, which makes it possible to track each visitor based on the data to create a personalized experience for them.

Step 5 - Keep the overview with the Operations Hub

The Newest Hub in the HubSpot family is the Operations Hub. As your business grows, so do the systems and processes you use. If these systems do not work together, this creates friction or inefficiency: information not flowing, data not correct, poor communication, etc.

That's where the Operations Hub comes in. This brand new hub allows you to sync data, clean up data and set up custom workflows.

Syncing data

With Data Sync from the Operations Hub, you easily link applications to your HubSpot portal, keeping your customer data up-to-date in all connected applications.

There are already links with over 50 apps, including Magento, Mailchimp, Zendesk, Office 365, Google Contacts, and Microsoft Dynamics.

Cleaning up data

Data pollution is widespread in CRM systems. It is a time-consuming task to manage the data properly. With new data cleansing workflows, you can prevent this pollution. The workflows allow you, for example, to synchronize input fields such as a name field. Another example is bringing back different date formats to one uniform format.

Set up automated workflows

HubSpot users know how easy it is to set up workflows themselves. And to use them to automate internal processes and actions. But standard workflow actions can run into limits when use cases become complex.

With programmable automation, this is a thing of the past. You can apply 'custom code' or 'webhook' actions in workflows, making the possibilities infinite!

Step 6 - Hire a HubSpot professional on Codemap

Are you thinking of getting started with HubSpot, or do you need some help getting the most out of the platform? Hire a HubSpot expert through Codemap! Codemap is a freelance platform that matches clients with no-code developers and agencies worldwide. Codemap grants you access to a global pool of elite HubSpot pros.

Fill out our smart brief and post your case to the Codemap platform. Once your case is live, you will receive proposals from experienced HubSpot professionals in a matter of hours. You can also browse through our experts and reach out to them via private chat to present your case. All profiles and agencies that offer their services on Codemap have been screened thoroughly.

Once you have been matched with your HubSpot expert and have accepted their offer, you can discuss the required work, schedule calls, and exchange documentation all on the platform.