HubSpot CRM is a powerful, intuitive tool that can elevate your business in seemingly endless ways. The HubSpot portal will equip you with countless resources, such as HubSpot Marketing Hub as a marketing CRM or Sales Hub for sales management. There’s only one problem with having so many options for success: how do you know which are best for you? HubSpot portal audits are a great solution for this issue. They help you identify areas of growth when it comes to getting the most out of the CRM. Let’s dig a little bit deeper.
Defining HubSpot Portal Audits
The clear cut explanation of HubSpot portal audits is this: they are comprehensive reviews of your current HubSpot access, usage, and metrics. They are an in depth examination of how your current habits are influencing your bottom line. They help answer some key questions about the way your business is currently interacting with the CRM:
- Which tools are you using the most?
- How are the tools affecting your business?
- Are these the best tools for the job?
Why You Should Consider Audits
These HubSpot portal audits will dig into the nitty gritty details about the reality of your implementation. This analysis of your current behavior and performance will uncover deeper questions revolving around your business’ development:
- Are you missing out on any growth opportunities?
- Which tools are you neglecting?
- Are your processes refined? Efficient?
- Where are your current weaknesses? Which tools can help?
Not only do they do a great job at investigative work surrounding these core inquiries, but they also help you get the most value from your current HubSpot subscription. After all, there’s no reason you should be paying for services that you aren’t fully taking advantage of. Oftentimes, this isn’t out of pure denial of services. In fact, most cases include businesses that have no idea that they could be taking advantage of key performance boosting features.
Beyond that, HubSpot CRM does a great job with always bringing more to the table. When you first onboarded for your new marketing CRM, HubSpot Marketing Hub, you might not have been introduced to all of the features that it has now…because they didn’t exist. An audit is another easy way of staying current with all that HubSpot has to offer you.
When to Look into Getting a HubSpot Portal Audit
Now that you know exactly what a portal audit is, you need to know the tell-tale signs that maybe it’s time to evaluate your usage. Portal audits can be useful regardless of your time in the HubSpot CRM, but there are some definitive indicators that should raise a warning flag for you:
- You feel stuck
- Your metrics have hit a lull
- You find it difficult to navigate the CRM
- There’s a general lack of organization
- Something feels “off”
- You simply need more guidance
If you identify with any of the above statements, that’s your sign to set up a HubSpot portal audit. You don’t need to continue struggling, feeling stagnant, or stressed by disorganization or confusion. HubSpot certified experts exist to aid with your HubSpot endeavor, and the process doesn’t begin and end with onboarding to the HubSpot CRM.
Continue Investing in Your Business
Nobody is an expert after their initial introduction to HubSpot CRM. It takes time, continued learning and a strong effort to stay on top of the latest tools. Auditors have put in the necessary time and energy to become experts in the field, and they’re prepared to use their skills to push your company towards more growth.
During the auditing process, they’ll take a close look at exactly what systems you’re using, how they interact with your business and the associated metrics. From there, they break down your business’s current goals, operations, and difficulties. They cross-reference both sets of results to come up with a customized list or recommendations and plan of action for your HubSpot CRM. For example, recommendations may include implementing new tools in your marketing CRM to improve your SEO metrics in HubSpot Marketing Hub. If your current use of the marketing CRM is strictly automated emails and personalized campaigns, then maybe you would also benefit from lead tracking & management via HubSpot marketing. Regardless of your unique situation, there are always additional steps to take toward improvement and growth.
Get Started with an Audit Today
Do you think it’s time to take a deeper dive into your current HubSpot CRM habits? Well, what are you waiting for? It’s easy to set up a HubSpot portal audit! We have several HubSpot experts at 245TECH, and we would love to help you take your HubSpot growth and development to the next level. Give us a call at (865) 465-4040 or simply leave us a message on our website to get started.
