Post by account_disabled on Apr 29, 2024 22:59:30 GMT -5
Hubspot has evolved from a simple marketing tool into a platform with myriad integrations that can run a big part of your business. With so many newer tools and integrations for marketing, sales, customer service, website cms, reporting, chat, account based marketing, and more, it can be hard for you to know if you’re getting your money’s worth out of your investment. Our agency raka is a diamond hubspot solutions provider and when we begin working with a new client on an existing hubspot account, one of our first steps is to conduct a comprehensive hubspot audit. Auditing your hubspot account provides valuable insight into taking full advantage of all that hubspot offers. We’ve found there is always room for improvement when it comes to maximizing hubspot’s benefit. Implementing recommendations from an audit have measurable impacts on the success of your inbound marketing strategy and on your business operations as a whole. Raka looks at how clients can make best use of hubspot’s sales hub, marketing hub, and service hub when we audit an account and some of the key areas we check out are listed below.
Table of contents what’s involved in a hubspot audit how it helps your customers how it helps your team a few common mistakes not using the buyer personas tool not clearly defining deal stages in sales hub not using naming conventions key marketing Australia Email List and sales tools live chat surveys meeting scheduler what’s involved in a hubspot audit a hubspot audit is a deep dive into the inner workings of your hubspot account. Not to be confused with hubspot’s website grader, the consultation is designed to identify areas for improvement in your unique account. For example, we may suggest that you update forms to make certain fields required, or recommend changes to your smart cta trigger criteria. Depending on which hubspot products you have (sales, marketing, service, cms), an audit examines the tools you currently use—or should be using. The result is a streamlined buyer’s experience for your customers while simultaneously helping your team be more efficient. How it helps your customers when your hubspot account is running like a well-oiled machine, it reduces the friction that users may encounter as they move along their buyer’s journey. Creating a seamless, enjoyable buyer’s experience will keep customers coming back for more.
Where hubspot’s tools enable marketing and sales teams to nurture leads as they move along their journey, an audit looks at whether the tools are working together to provide the best possible customer experience. Get your money's worth from hubspot how it helps your team one of the goals of a hubspot audit is to find ways to make your team’s work life much easier, including identifying unused tools and automations that could potentially save your team countless hours of work and headaches. Recently, we performed an audit and discovered that a business was paying nearly $150 a month to use a third-party social media scheduling tool. This business had no idea that they could use hubspot’s bulk social media scheduler at no extra cost. In addition to saving time, an audit could potentially save you thousands of dollars. Working with a hubspot solutions partner is like adding a team of hubspot pros to your company overnight. Michael silva, head of digital marketing at stonyfield, said we were able to lift a lot of work off his teams shoulders by reviewing their hubspot crm. “we started working with the raka team in 2019 to enhance our hubspot platform and to get more performance out of our crm efforts. They have done an excellent job of helping us identify our gaps, develop a prioritized plan of updates, and making the updates we have been looking for.