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Mike Lieberman, CEO and Chief Revenue ScientistWed, Nov 30, 2016 4 min read

How to Get the Most Out of HubSpot: Follow These 5 Tips

{}When your sales people use hit-or-miss sales processes, spend too much time on administrative tasks, and have trouble closing deals, your sales suffer. And when your sales suffer, your business becomes at risk.

Using HubSpot CRM can help solve many of the day-to-day problems that your sales team faces, including lack of efficiency and productivity, lack of insight, visibility, and intelligence, and lack of a repeatable sales process.

However, this CRM isn’t a magic bullet. Simply having it in your office won’t create drastic change. You need to know how to use it to its fullest and get the most out of HubSpot in order to affect real change in your sales department.

If you’ve invested in this CRM but haven’t gotten a single lead or seen any difference in your sales since, here are some tips to follow. They’ll help you get the most out of HubSpot.

1. Integrate HubSpot Marketing Automation and CRM

To improve results with inbound, you need to improve sales and marketing alignment. Integrating HubSpot marketing automation software with your sales CRM can make a big difference. You’ll gain a unique opportunity to seamlessly handoff data, intelligence, and leads from marketing to sales. Both teams will have access to the same content and information, so nothing gets missed. Plus, your leads will get the continuous delivery of value from your company that they expect to receive.

2. Move over All Inbound Activities

Are your sales people using Gmail for email, separate social media sites for social selling, a separate platform to contribute to your blog, and other programs for different inbound activities? If so, you’re not going to gain full efficiency or productivity.

To get the most out of HubSpot, move over all of your inbound activities to the CRM. This way, everything will be connected, visibility and intelligence will be increased,data generation will improve, and processes will be streamlined for added productivity. The CRM can do it all—so take advantage of that.

3. Take Time to Input Your Data

Your CRM should be your hub of information. All of your contacts, clients, deal stages, emails, schedules, and phone calls should be added to the program, so all of your data is in one convenient place. This can ensure that all sales people have access to the information, that all data is neatly organized and managed, and that no opportunities are missed due to inefficiency.

4. Use HubSpot Resources

HubSpot is the leader of inbound marketing. As such, it wants to teach you about the inbound methodology, it wants you to see real results from its products, and it wants you to succeed. It has a wealth of information that you can take advantage of in order to get the most out of HubSpot.

HubSpot Academy is filled with inbound best practices, stats, trends how-to’s, FAQ, and other content that will help you use the CRM to its maximum potential.

HubSpot’s team, too, is a great resource that you should take advantage of. They want you to succeed and they’re always available to help when you have questions, technical problems, or concerns about the CRM.

5. Invest in Sales Enablement


Mike Lieberman, CEO and Chief Revenue Scientist

Mike is the CEO and Chief Revenue Scientist at Square 2. He is passionate about helping people turn their ordinary businesses into businesses people talk about. For more than 25 years, Mike has been working hand-in-hand with CEOs and marketing and sales executives to help them create strategic revenue growth plans, compelling marketing strategies and remarkable sales processes that shorten the sales cycle and increase close rates.