HubSpot, a leading customer relationship management (CRM) platform, provides a powerful suite of tools and features to help businesses grow and succeed.

1. Full Team Onboarding

If you are completely new to HubSpot, consider doing full team onboarding meetings so that your team can become familiar with the current CRM giant. There are thousands of ways to utilize the features in HubSpot which can be overwhelming, but with proper instruction can be easy to grasp!

Onboarding meetings also allow you to further see why HubSpot can make your processes simple and more efficient in each team. From MQLs to workflows, they should be familiar with it all. Set goals for your HubSpot usage in order to track progress.

2. Built-in Analytics

HubSpot provides a built-in analytics feature that allows users to get detailed reports on everything from their website and landing pages to emails, blog posts, social media accounts and calls to action. This means you can track important information all in one place and easily share it with your team.

HubSpot has a Customer Journey Analytics tool that allows you to track client progress from start to finish.

These analytics also provide pain points in the website, blogs, social media (etc.), allowing for quick improvement.

3. Using Marketing Automation

To create an exceptional customer experience, the integration of HubSpot's marketing software with CRM promotes alignment between sales and marketing teams. Both teams collaborate within a unified tool, sharing the same objective.  

4. HubSpot Partner Agency

 Most of the time when companies decide to use HubSpot, they don't know the full power of HubSpot as a whole. It is highly recommended that new users work with trusted HubSpot agencies, such as Pearagon.

When to consider working with a partner:

- You're brand new to HubSpot

- Most team members haven't heard of HubSpot

- You want to maximize your investment but you are unsure of where to start

Working with an agency that uses HubSpot, allows for mutual understanding and a friend in the CRM world.

5. Lead Scoring

 Every business aims to connect with potential leads who are genuinely interested in their products or services, rather than those who are just casually browsing. HubSpot's lead scoring tool enables users to assign numerical points to each lead based on their website behavior and interactions. This scoring system allows businesses to prioritize their marketing efforts and focus on leads with the highest quality.

By following HubSpot's lead scoring best practices, you can assign one point when a customer visits your website, two points when they provide their professional information, and five points when they provide their contact information.

With this, you can prioritize your leads, easily convert leads into customers, and reduce your marketing headache.

6. Progressive Profiling

Progressive profiling is the method of collecting personal information about the client in a step-by-step manner. It helps the digital marketing team to streamline the lead nurturing process by gathering increasingly specific client data.

It specifically helps with increasing conversion rates, saving valuable time, avoiding monotony, and upgrading campaigns.

7. Quick CTAs

8. SEO Recommendations 

9. Workflow Automation

Say goodbye to repetitive and time-consuming tasks performed on time-consuming tools. No more endlessly sending emails or manually posting on social media. With HubSpot's marketing automation workflows and tools, you can streamline and optimize your processes, saving time. 

When someone takes a specific action on your website, they will be sent to one of the automated workflows. They'll receive confirmation notifications and relevant content to their interests and needs, ensuring a personalized and engaging experience.   

 The different types of workflows include:

10. HubSpot Academy 

HubSpot Academy is a top-notch platform that offers online training in inbound marketing, sales, and customer service. It provides courses, projects, certifications, and software training, all for free.

With over 165,000 professionals having completed the certification program, which certifies around 60,000 people annually, it's an excellent resource to enhance your knowledge and understanding of HubSpot. By taking advantage of the numerous free courses available, you can make the most of this platform.      

11. Target Buyer Personas

 This helpful HubSpot tip focuses on delivering the appropriate content to the intended audience by targeting buyer personas through forms. With HubSpot's form fields, you can automatically assign a persona to contacts using workflows.

By using the "Make my persona" tool, you can create up to three distinct buyer personas. It's important not to assume that all your contacts have the same interests and categorize them together. Instead, you can create personalized campaigns and smart content tailored to specific personas. To gather relevant information, be sure to ask questions that align with your prospect's buyer personas.

By utilizing the HubSpot meeting tool, you can:

- Eliminate the back-and-forth of scheduling meetings
- Automatically add prospects to your contacts list
- Embed a meeting calendar on your website for direct scheduling via email
- Streamline your sales process through automation

You can say goodbye to the hassle of dealing with different time zones, as the tool automatically syncs everyone's time zones for a seamless meeting experience.       

13. ROI Tracking

HubSpot marketing simplifies the tracking of ROI for your various marketing efforts. This emphasizes that a good return on investment relies on your specific marketing strategies, industries, and distribution channels.

Additionally, you can analyze and compare the performance of individual campaigns within HubSpot. This allows you to identify which campaigns are driving the highest engagement on your website.

With HubSpot's custom reporting feature, you can generate reports based on custom-saved filters. Whether through the main contact dashboard or the custom report builder, creating custom reports is effortless. 

14. Merge Duplicate Contacts

Instead of hastily deleting a bunch of contacts, it's advisable to merge duplicate contacts. To tidy things up, it's important to merge these duplicate contact records into one.

Pro Tip: When merging contacts, be sure to designate one as the primary contact (the one that remains in the system!)

These are 14 practical tips to boost your HubSpot expertise and knowledge in 2023. It's worth mentioning that these tips only touch the surface, as there are countless more insights to explore. By incorporating these suggestions, you can enhance your HubSpot usage, optimize your marketing and sales efforts, and achieve better business outcomes.