HubSpot is a powerful platform that helps you accomplish many different tasks. With all of its
capabilities, it is essential to keep the platform organized so you can get the best use out of it. We’re
going to share best practices on how to keep your HubSpot Portal organized and how to audit the
information in the software to narrow any gaps or opportunities you may be missing out on utilizing.
Hubspot best practices
Your HubSpot is likely full of data, as it should be! Keeping that data clean and organized needs to beYou will also see a big change when you merge duplicate contacts together. The more duplicate contacts imported, the more space taken up. Merge the two contacts together and indicate which will be the primary contact staying in the system.
How often do you see three different contact property names to denote “first name”? There could be
first name, fname, fn, for example. All of these mean the same thing, but it isn’t clean data. You can
de-dupe these properties in HubSpot, so you are only having one first-name contact property.
We’ve discussed buyer’s personas before in this blog, and you can use HubSpot to enter these personas
if you haven’t done so already. Buyer personas are a great sales tool that helps you understand how why
a contact makes a purchasing decision.
Lifecycle stages are used to help your team take contacts from leads to paying customers. This can only
be done properly if the lifecycle stages are updated within HubSpot. A workflow based on actions taken
by your contacts can help ensure their lifecycle stage is accurate.
Lastly, updating your data formats keep your information clean. When your data is formatted differently
it makes it difficult to pull the specific data you need. The four most common types of data collected are
phone numbers, full names, mailing addresses, and email addresses. Make sure you set a standard format for how this data is collected to make it easier on those doing your reporting.
Your HubSpot audit will provide valuable information to guide your team as they organize and analyze
how to best utilize the data collected. If you have questions about using HubSpot, keeping it organized, or performing an audit, Revv Partners can help. Schedule a call with us today and we’ll help you take your
sales efforts to the next level.