The HubSpot onboarding process inevitably leads to a few head-scratching moments for new users. No need to be alarmed, though. HubSpot is a powerful tool– whether you’re using HubSpot Marketing Professional as a marketing CRM, HubSpot Sales Hub to boost revenue, or another interface to give your business an extra boost. With its capabilities come a few intricacies that leave users left with questions and uncertainty. Take it from our team of tech experts equipped with HubSpot certifications– this goes away with time and practice using the product. You’ll find that its intuitive features ultimately save you time while making your processes more efficient. To start off, however, let’s review some of the most common questions new users have after getting set up on HubSpot.
Can I link my email after completing HubSpot Onboarding?
The short answer? Yes.. The long answer? Of course HubSpot allows you to! It was built to be engaging, intuitive, and efficient with all of its products. No matter if you’re using HubSpot Marketing Professional, HubSpot Sales Hub or another product, email is essential for cultivating customer engagement, leads, and retention. Email connection is one of the CRM’s most powerful features, and this integration allows you to access your contacts and log emails that you send from Outlook or Gmail.
What types of templates does the marketing CRM offer?
HubSpot has a wide variety of templates that are useful for all of its products. In fact, they are accessible from a single location and can also be accessed from within the platform. For example, if you’re using HubSpot Sales Hub, you can use email templates for your customized sales pipeline. You can even create your own templates based on high volume emails that you frequently send out to your clients. It’s easy to save your emails and make the process of mass forwarding less of a hassle.
What type of analytics will I see after HubSpot onboarding?
When you’re using a new marketing CRM, metrics are an important growth measurement tool to familiarize yourself with. HubSpot Marketing Professional and HubSpot Sales Hub both include built-in features to track your customer’s entire lifecycle. The analytics included in the CRM follow trends over time, behavioral events, and an examination of traffic quality. You can view how well each of your pages is performing, the success of your email campaigns, revenue, retention, and more. Truly, your access to metrics is entirely dependent on how you set up your personalized pipelines and what types of behaviors you are interested in tracking. There are options for social media, general advertising, blog posts, and more. You can tack priority reports to your dashboard so they’re all viewable from a centralized location. Lastly, don’t forget that you can share these metrics!
How can HubSpot help me manage leads?
Our inbound sales HubSpot certification taught us about one of the CRM’s most useful sales tools: lead scoring. Of course, the CRM’s various features work in tandem to bring in fresh leads, but how does it help you turn them into clients? Lead scoring is a feature that, in essence, allows for a numerical value to be assigned to each lead based on their behaviors and interactions. This numerical value will determine how much marketing effort and engagement you should invest in them. This way, you have a better understanding of their conversion odds and what it will take to gain their business.
Are there any SEO features in HubSpot?
Not only does HubSpot provide insightful SEO metrics for your review, but it actually goes the extra mile to offer its own recommendations. The SEO tools in HubSpot help to create a series of recommendations for SEO. These metrics are helpful for offering guidance on the best types of optimizations for specific scenarios, how these types of optimization play a role in your search engine performance, and more.
Generally speaking, these types of informed decisions about SEO help improve your overall SEO performance. Your decisions are more meaningful, insightful, and valuable. High caliber decision making, especially when it comes to SEO, will show positive growth in terms of company’s return on investment (ROI) and more.
Does HubSpot offer a calendar tool?
HubSpot does offer a calendar tool, and it is especially useful for scheduling meetings. Use this tool to your advantage by embedding it onto your landing pages. This helps clients feel more empowered by setting their own meeting times in specific slots that already work with your schedule.
Take the Next Step for HubSpot Onboarding
Whether you’ve started your HubSpot onboarding journey or need help taking those first steps, 245TECH is full of trained professionals ready to enhance your business. We have several HubSpot certifications in a variety of HubSpot niches, and we’re ready to use our combined knowledge to make your business boom. Reach out today at (865) 465-4040 to find out which options are best for you.
