Are you thinking about making the switch to HubSpot?

HubSpot’s out-of-the-box Marketing Hub features allow sales teams to track and trace leads across their sales funnel and implement drip campaigns that help nurture those leads. 

HubSpot can be used as an all-in-one tool for sales or marketing or as a single CRM that integrates and coordinates with your existing programs. And with pay-as-you-need subscriptions, your HubSpot plan won’t be priced out due to unnecessary features you’ll never use. 

For those looking to switch to HubSpot or new to the platform, we’d love to discuss the best HubSpot features that will benefit any business. 

Benefits of a HubSpot Migration

Often when we conduct a HubSpot audit, one of the most revealing things we hear from clients is how much they didn’t know they could do with HubSpot. Whether it’s setting up automated workflows to qualify leads in real-time or the ability to create hundreds of different reports, HubSpot offers some of the most flexible and robust CRM platforms on the market.

Here are some of the biggest benefits of using HubSpot for marketing or sales:

  • Access to free out-of-the-box tools, including contact management, landing page builders, form builders, email tools, etc. 

  • Marketing Hub subscriptions are priced based on the number of contacts you handle each month

  • Hundreds of available integrations with most of your favorite programs 

  • Automated features, including workflows, sequences, and smart content that improve lead nurturing 

  • All-in-one marketing, sales, and blog platform

  • Powerful analytics software, including deal pipeline tracking, attribution reporting, and deal forecasting

To illustrate the power of HubSpot and showcase what you may be missing out on, we thought we’d highlight seven of the best HubSpot features for any business. 

7 Best HubSpot Features for Marketing and Sales

  1. Robust Analytics Platform

    In the era of big data, analytics management is one of the highest priorities for businesses. According to a Harvard Business Review Analytic Services survey, 89% of respondents said that analytics data was a core component of their ongoing innovations strategies. 

    HubSpot’s CRM offers one of the best analytics platforms for marketers and sales reps to track contacts and leads in real-time and act on that information. Some of HubSpot’s best analytics features include:

    - Sales pipeline management

    - Deal creation and tracking

    - Deal forecasting

    - Contact records

    - Website analytics (sessions, views, etc.)

    - Campaign/channel attribution reporting

    - Individual sales performance monitoring

    - Easy-to-use dashboard interface (waterfall reports, kanban view, tables, charts, etc.)

    - Detailed Reporting

    Sales pipeline management and deal stages allow you to track leads in real time and score them based on their likelihood of conversion. Using this information, HubSpot can then take all of your active deals and forecast the potential revenue from your aggregated sales based on how likely your active leads are to convert. 

    Other uses include accessing contact records directly from your inbox before firing off an email. 

    Finally, HubSpot’s reporting features allow users to create hundreds of different sales and marketing reports, including HubSpot’s attribution reporting or individual sales reports. 

  2. Lead Generation Tools

    HubSpot’s Marketing Hub offers intuitive ways to score and qualify leads based on how far they are in your sales funnel. For example, users can assign positive and negative points to visitors who land on your site based on actions, such as filling out a form or viewing a certain page. From there, leads are passed off to the marketing or sales team based on that lead’s status and whether it is a marketing or sales-qualified lead (MQL or SQL). 

    However, that’s not all, as users can then set up enrollment triggers based on that lead score to enroll them in workflows.

  3. Workflows

    HubSpot workflows are one of the most useful HubSpot Marketing Hub features and enable teams to automate manual tasks for greater operational efficiency. Using the example above, once a lead is enrolled in workflow, Marketing Hub users can tailor that workflow to accomplish a specific action, such as:

    - Qualifying leads from an MQL to an SQL

    - Assigning leads to a certain stage in your pipeline

    - Assigning a lead owner

    - Triggering notifications or tasks based on when leads enter a certain stage of your pipeline

    - Sending out an email to a lead once they hit a certain lead score

    With that said, workflows can be used for several other internal tasks, such as sending notifications to lead owners once a lead has accomplished a certain action or even just sending the internal team a reminder for an upcoming webinar or event. 

  4. Sequences 

    HubSpot sequences are another automated Marketing Hub feature designed solely for email marketing. 

    Sequences help save sales staff time copying and pasting individual emails sent to leads and clients. For example, once a lead hits a certain stage in your funnel, your sales team might enroll them in a sequence that sends them a one-time email encouraging them to book a demo with your business. Once they respond, they are unenrolled, and the sequence finishes. 

    Sequence emails are only sent once to users enrolled in that sequence. 

    Best of all, users can monitor the performance of sequences using HubSpot’s reporting feature so that they can update templates or sequence patterns for the best results. 

  5. Landing Page and Form Builder Tools

    HubSpot offers free landing page and form builder tools designed to improve conversion rates and UX. 

    HubSpot’s free landing page builder tools come with several mobile-optimized templates, allowing for custom templates using rich text, headers, images, and forms. 

    HubSpot’s forms builder helps users build out clean forms that are easy to build and attract lots of engagement.

    Forms include templates for:

    - Registration

    - Contact Us

    - Newsletter Signup

    Forms can also be customized with custom fields, images, and page copy. Users can then A/B test these marketing assets to find one that best suits their website.

  6. A/B Testing

    A/B testing is a useful strategy to view the performance of similar marketing materials and see which one performs best for your audience. 

    HubSpot’s A/B testing works for existing web pages, landing pages, and forms. For example, users can publish two distinct landing page forms in real-time and run tests for a month to see which forms achieve the highest conversion rate. Once the results are in, users can publish the winning test. 

  7. Integrations with Your Favorite Software

    Finally, HubSpot offers easy integrations with nearly every major software and platform, including:

    - Salesforce

    - Mailchimp

    - Gmail and Google Workspace

    - Outlook and Office 365

    - Shopify

    - WordPress

    These integrations allow users to preserve data from their existing tools and integrate them into HubSpot to run all of their internal operations from a single program. 

Between HubSpot’s robust analytics to its ability to integrate with leading software solutions, HubSpot remains one of the best and easiest to use CRMs available. 

For customers struggling to navigate through their HubSpot ecosystem, Coastal Consulting offers consultation services and a thorough audit to get you started. With turnaround times of as little as ten business days, Coastal Consulting helps you regain control of your data and improve your marketing prowess. 

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