Sea of Knowledge

How To Manage Your HubSpot Contact List To Increase Customer Interaction

It is always essential to keep track of your contacts throughout the buyer's journey in the sales and marketing process. Gathering and tracking your contacts through their journey allows you to get accurate data on leads. After that, you can segment the contacts into small and manageable lists, creating positive interactions with potential customers.

HubSpot helps you personalize your contact list besides collect information about all your potential customers with the goal of offering them the best service. One of the best ways to keep track of your customers is by analyzing the sales and marketing process.

That said, the best way to track your contacts is by utilizing the lead status property.

Lifestyle Stage vs. Lead Status

Within HubSpot, you can use two targeted methods to track contacts specific to your organization. The two main properties commonly used by emerging companies are the lifecycle stage and the lead status property. While these processes work in a similar manner, they are entirely different—yet markedly valuable tools.

Lifecycle Stage

The lifestyle stage keeps track of what contact means to you. Set by HubSpot, these stages are not subject to change. The contact is placed on the appropriate level depending on specific criteria and will progress over time to match your company's progress. Typically, the contacts’ progression will only move forwards and not backward.

Lifecycle Lead Status

The Salesforce lead status acts as the default field in your Salesforce and works in alignment with your revenue organization. The main default status options are as follows;

  • Open
  • Contacted
  • Qualified
  • Unqualified

What's the Purpose of the Salesforce Lead Status Option?

Like any other default field in Salesforce, the lead status is responsible for two unique tasks;

  • To help sales reps better organize and manage their leads
  • To help executives and managers report and monitor their leads in real-time

The Salesforce lead status allows sales reps to communicate well with the lead funnel at all times. In hindsight, a company must define the Salesforce lead status options clearly to avoid errors.

Conversely, the sales and marketing departments must understand how Lead Statuses work and define them accordingly. Every team member should follow a set of rules consistently throughout the entire process. Also, the sales and marketing team should create lead statuses that align with the company's objectives.

You also have to determine what specific automated or manual actions occur at each stage of the cycle within HubSpot. As a suggestion, you can use the "Unqualified Reason" picklist with suitable options that match your organization. Some of the standard options you can use include: Not a Fit, Not Ready, Invalid, Not interested, and so forth. 

Update Your Default Marketing Contact Statuses

Organizing your dead stages, lead statuses, and lifestyle stages in HubSpot allows for easier segmentation, optimization, and reporting. These processes give your team a better insight toward creating a tailored approach to each customer.

Above all, these lifestyle cycles allow the sales and marketing team to create a marketable database. With all the stages well mapped, it will be easier for your team to get real-time reports on the HubSpot dashboard.

The first-ever HubSpot Salesforce integration course has an entire module devoted to identifying and addressing the eight types of HubSpot Salesforce sync errors. Enroll now to give your team the tools to succeed.