How to Conduct a Comprehensive HubSpot Audit in 2023

The power and flexibility of HubSpot's CRM make it a top choice for B2B companies looking to reach their growth goals . But like any tool worth its salt, you need to give it some care from time to time in order to maintain efficiency and accuracy at every stage - marketing, sales, or customer success.?

To make sure your business is running as smoothly as possible with HubSpot’s help, be sure to keep up consistent maintenance. Unlocking the full potential of your HubSpot portal starts with conducting a thorough audit - an essential step to guarantee peak performance and maximum efficiency.

But how do you conduct it? Let’s talk through the process.?

The Benefits of a Regular HubSpot Audit

Conducting a HubSpot audit will get your portal in perfect working order. By reviewing each hub and tool, ensuring efficient workflows, and optimizing every process, you will maximize the value of this powerful platform.?

Take time to conduct an extensive review of your account, so you can reap all the HubSpot use benefits, such as:

?? A more organized database of contacts, including easy access to contact information and the ability to quickly search and filter through records;

?? Cleaner data for analysis, which results in better accuracy and improved insights;

?? Improved campaign performance by having access to the right metrics and data points quickly;

?? Proper tracking measures and key performance indicators (KPIs) for enhanced understanding of customer behavior;

?? Streamlined segmentation and workflows that help you target the right customers with specific messaging at the right time;

?? Better overall performance thanks to easier data analysis, improved targeting capabilities, and faster response times.

Ultimately, investing in a HubSpot audit can give your B2B company the competitive edge it needs to succeed in today's digital landscape.

What Is Included in a HubSpot Audit?

Through a HubSpot audit, you'll have the opportunity to review and assess what tools are best for your workflow across three main areas: Marketing Hub, Sales Hub & Service Hub. By checking settings, contacts/integrations, and customizable dashboards, you’ll be able to spot inefficiencies or opportunities within each hub that can help maximize performance.?

No two audits are the same since every business's implementation differs - but having clarity on the goals always moves you closer to getting better results with HubSpot!

The most typical audit goals B2B companies set are the following:

? Examine account settings and usage to ensure that business goals and KPIs are aligned with current processes;

? Identify any underutilized HubSpot tools or advantages available within your account;

? Evaluate the logistics of how your account is set up and managed, looking for any areas of improvement or optimization;

? Clean up existing databases to make sure only relevant information is being stored and tracked;

? Summarize any actionable steps discovered during the review such as updating data fields, setting new automated workflows, or implementing new best practices.

When you take the time to audit your HubSpot portal, not only do you create a roadmap for future success but also gain insight into any technical errors that are holding back performance.?

What are the typical findings of the HubSpot audit? What are the most common mistakes? And how to conduct Hubspot Marketing Hub, Sales Hub & Service Hub audit - step by step??

Read in the full blog !?

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