How to Use HubSpot: A Beginner's Guide

If you are new to HubSpot and want to know more about what it is and how to use it, click here for a beginner's guide on how to use HubSpot.

14:51 14 June 2019

What if we told you that inbound marketing yields three times more leads per dollar than traditional methods? 

You're all in, right? 

Maybe not. 

Many business owners and marketers find that time is the biggest challenge with inbound marketing.

It does take time to create quality content such as videos, blogs, landing pages, and emails, but much of the time needed for inbound marketing is with setting up processes.

Services such as Hubspot can save your employees a ton of time by automating processes and providing efficient marketing, sales, and service tools. 

If you are new to HubSpot and want to know more about what it is and how to use it, keep reading for our beginner's guide on how to use HubSpot.

What Is Hubspot? 

It is an all-in-one marketing, sales, and service platform built to help you implement inbound and grow better.

Hubspot provides tools for marketing, sales, and service teams to use, such as live chat, landing pages, email tracking, and much more. 

It’s all powered by the same database, so everyone in your organization is working off the same system of record. This allows for a smoother handoff between marketing and sales departments, and a more delightful experience for your customers.

How to Use Hubspot 

Make Lists

Marketing demands increased personalization, and the lists tool allows for easier segmentation. You are able to create micro-segments of your database so that you can be hyper-personalized in our communications.

For example, you can build a list off of email actions. This means you can build a list based on whether or not your contacts opened certain emails, clicked on links in emails, or even just received an email.

Because many companies use Outlook for email, there's also a great feature to create a Hubspot Outlook sync. 

Track Contact Timeline

When you view a contact in HubSpot, you can see all the activity that contact has had with your company. It tracks the contact’s movements on your website before it even knows who the contact is. 

When the contact completes a form on your website and provides their email address, all of their activity that was being logged while they were anonymously visiting your website gets associated with their email address. You get a complete history.

Again, you are able to create hyper-personalized communications based on the contact's history. 

Implement Workflows

The workflow tool is one of Hubspot's biggest time-saving features with endless possibilities of customization. 

It allows marketers and salespeople to work collaboratively to automate tasks such as handing over leads, creating custom alerts, and setting triggering tasks. 

You can automate emails based on triggers such as viewed pages, opened emails, clicks on a specific link in an email, and more. 

This feature also provides the opportunity to view quick statistics on which touch points had the highest conversion rates, versus which ones could use improvement.

Based on the statistics, you can improve the content in the lower-performing email series to increase the quality and quantity of leads.

Get Started Today

44% of brands that use marketing automation software see ROI within 6 months, while 75% see ROI after one year. With the possibilities of customization and collaboration being endless with Hubspot, it proves to be a sound investment. 

We hope that this guide on how to use Hubspot has been helpful. 

If you're looking to learn more about automation and marketing technology, explore our blog.