Optimizing Your HubSpot CRM - 7 Ways to Achieve Maximum ROI


HubSpot's CRM system can help your business to enjoy increased productivity, close more sales, and ultimately become more profitable. Of course, any tool is only as good as its user — and HubSpot is no exception. How can you optimize the HubSpot CRM for maximum ROI? Here are some suggestions that can help.

Team of diverse sales professionals using computers with HubSpot CRM to manage business sales and marketing strategies.

7 Ways to Optimize Your HubSpot CRM 

1. Efficiently Organize and Manage Your Data

One of the greatest advantages of using HubSpot CRM is the ability to align your sales and marketing efforts by means of a centralized data management system. Once you get the hang of it, this method is far easier and more convenient than the old-fashioned "pen and paper" approach.

A couple of ways to organize and manage data include:

Creating segmented contact lists

HubSpot allows you to define custom properties that will filter your users into specific sub-groups. Such segmentation will empower your sales reps to deliver meaningful, high-value messages to the right prospects at the right time. Overall, you'll be able to create a better user experience throughout all phases of the customer journey.

Accessing streamlined data connections 

HubSpot provides visibility into multiple aspects of the sales process in an easy-to-navigate manner. Need to pull up a list of contacts due for an email message? No problem. Need to look into the details of an ongoing deal? Easy as pie. All of these data connections can be accessed in one centralized location with just a few clicks.

2. Customize Your Sales Process

Customization is an important element of just about any effective sales and marketing strategy. HubSpot CRM delivers customization capabilities in spades. For instance, you can develop your own stages of the marketing "flywheel" that align with the nature of your business, the terminology your sales reps use, and the specific milestones along your typical buyer's journey. 

HubSpot CRM also comes with several "prepackaged" templates that can be easily adjusted to fit the needs of your sales team. Leveraging these templates when engaging with your prospects via email can help significantly reduce the workload on your reps. Furthermore, it still empowers them to deliver a personalized message to the targeted customer segment.

These and other customization features save precious time and energy that your sales team can now spend on more business-critical tasks, such as nurturing leads and closing deals.

3. Use HubSpot to Track Interactions and Manage Tasks

HubSpot provides a great avenue for logging and tracking customer interactions, especially after you connect your email inbox with the platform. Your reps will be able to easily search for and find emails, phone calls, booked appointments, and important meeting information in record time. If a rep is handling a prospect who was transferred from another salesperson's desk, then the rep will have full visibility into the prospect's track record with only a few clicks of a button.

HubSpot's CRM also offers an exceptional method of managing tasks. By creating customized task lists and setting follow-up reminder alerts, your reps will be able to stay on top of their appointments with prospects and customers. They can also delegate certain tasks to other reps without any confusion or miscommunication. 

Whether it's your policy to "under-promise" or just promise, period, HubSpot can help your team to "over-deliver" in a big way.

Management team looking at graphs and data while brainstorming about maximizing their company's ROI using features from HubSpot CRM.

4. Leverage Lead Capture Tools

HubSpot comes equipped with a variety of lead capture tools that can help you ultimately convert prospects into paying customers. For example, HubSpot CRM includes templates for lead capture forms (such as a sign-up form for an email newsletter) as well as a fully integrated chatbot builder that enables you to design your own chatbot workflows.

Of course, you'll have to proactively engage with your visitors when they reach out via forms or chatbot conversations. However, setting up this infrastructure is a key first step in optimizing your lead generation efforts.

5. Establish Automated Workflows

Automation is a key ingredient in any effective customer relationship management system. After all, "time is money," as the old saying goes. HubSpot lets you automate your sales and marketing workflows so that your team members can use their time on mission-critical tasks, instead of on repetitive, routine activities. 

Automated workflows also help nurture leads and move them through the sales funnel more efficiently. For instance, automatically triggered email sequences can maintain engagement for new and existing customers alike. This is without the need for a sales rep to manually compose those messages and hit "Send."

6. Make Good Use of Integrations

HubSpot is a leader in the CRM industry because (among several other things) it boasts a wide range of seamless integrations with other leading platforms. For example, you can integrate Gmail or Microsoft Outlook with your HubSpot account to consolidate communication with your prospects. You can also utilize the Quickbooks integration to maintain a consistent accounting process.

Whichever integrations you use, you can bet that they'll make your experience with HubSpot CRM even more convenient than it was before.

7. Analyze Your Content for SEO Best Practices

Giving SEO its due is an important part of inbound marketing today. HubSpot's "Optimizations" tab can help you to develop and distribute content that's optimized for Google's most recent SERP algorithm. Its "Recommendations and Reporting" will give you an idea of which pieces of content are working, and which ones aren't living up to expectations. HubSpot Insights also lets you review all of your backlinks. It's a key component for building up SEO credibility and analyzing where and how to use backlinks moving forward.

Moreover, you can gain further insights into your content's performance by looking at HubSpot's real-time analytics. The accurate and up-to-date metrics that HubSpot provides can inform your strategic decisions around which topics to include in future pieces of content, as well as which types of content to focus on.

In summary, there are countless ways that you can use HubSpot CRM to maximize your ROI. The 7 points mentioned above are just the tip of the iceberg. If you'd like to learn more, reach out to our team of experts at OverGo Studio today for a free consultation. We'd be happy to answer any questions you have!

Take advantage of our free Hubspot CRM Configuration to start modernizing your sales process. This is a limited-time offer where we will design a sales pipeline specifically for your business. Start generating more revenue and improve your close rates by building your first high-performing sales pipeline on HubSpot at no cost. Simply schedule a discovery session with our team of HubSpot experts.