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Understanding the time saving initiatives inside HubSpot
Now is a great time to address those tasks that put you in a healthy position for the new year. Whether it’s clever quick wins or the larger, more time-intensive HubSpot tasks, in this blog we outline those which can deliver significant long-term rewards.
While it’s easy to get caught up in day-to-day priorities - we all put off HubSpot housekeeping from time to time. Making time for these initiatives can ensure you’re set up for a smoother, more effective 2025.
Here are some key resolutions to consider for your HubSpot environment:
1 - Cleanse and organise your CRM data
An untidy CRM not only slows you down but also affects decision-making. Take the time to remove duplicate records, update incomplete information, and standardise your data formats. HubSpot’s AI-powered tools are designed to save time on these significant processes with features like deduplication and data enrichment, making this task far less daunting.
Your CRM is only as powerful as the data you feed it, in the same way the AI produces more bespoke results the more information it has to read from. Check out our recent blog on the power of a clean database.
Value: Clearer segmentation, improved targeting and more reliable, AI-powered reporting.
2 - Refresh lead scoring and segmentation
Are your lead-scoring models and segmentation criteria still fit for purpose? As customer behaviours and sales targets evolve, it’s vital to revisit these. Collaborate with your teams to refine and align these frameworks with your latest insights, using HubSpot’s scoring tools for precision.
Don’t forget, if you’re an Enterprise customer, AI scores are now available for you making for a great excuse to tick off this task with more ease.
Value: Better-qualified leads and more personalised customer journeys.
3 - Optimise automated workflows
Automation is a cornerstone of HubSpot, but outdated workflows can become a bottleneck. We’ve seen many workflows working against other workflows to create a black hole of automation in our time. Audit your automations to ensure they’re aligned with current goals and customer journeys. Streamline processes where necessary and remove outdated or irrelevant sequences.
Value: More efficient workflows that drive stronger engagement and results.
4 - Update marketing templates and campaigns
Take stock of your email, landing page, and blog templates. Are they aligned with your brand’s vision for 2025? Use HubSpot’s design tools to refresh these assets, ensuring they’re optimised for SEO, accessibility and mobile responsiveness.
HubSpot's Campaign Assistant is an AI-powered tool that enables you to swiftly create content for landing pages, marketing emails and advertisements. By providing campaign details and selecting a tone of voice, you can generate tailored copy that aligns with your brand's objectives.
To enhance your campaign management, HubSpot's Campaigns tool allows you to organise and monitor various marketing assets within a single platform. This integration facilitates a cohesive strategy, ensuring all components work harmoniously towards your marketing goals.
By utilising these tools, you can ensure your marketing materials are consistent, impactful, and on-brand, while also streamlining the campaign creation and management process.
Value: Consistent, impactful, and on-brand customer interactions.
5 - Build advances dashboards and reporting
HubSpot's intuitive and AI-powered reporting capabilities do a lot of the hard work for you. Our CRM specialist Jenny Drinkwater walks through a couple of key features in this short video:
Move beyond standard reports and harness HubSpot’s advanced reporting tools to deliver actionable insights. Here are some custom reports that are widely beneficial across industries:
- Sales pipeline health: Visualise deal stages, close rates, and average deal size to identify bottlenecks and opportunities in the sales process.
- Marketing campaign ROI: Track campaign performance metrics like conversions, cost per lead, and revenue attribution to understand which efforts drive the highest returns.
- Customer retention analysis: Monitor churn rates, average customer lifespan, and recurring revenue to spot trends and inform retention strategies.
- Lead source performance: Evaluate the quality and volume of leads generated from various channels, helping allocate resources more effectively.
- Sales team activity: Aggregate data on emails sent, calls made, and meetings scheduled to assess productivity and identify areas for coaching or support.
- Content engagement metrics: Analyse blog views, CTA clicks, and landing page performance to inform content strategy and improve engagement.
- Revenue forecasting: Combine historical data and pipeline metrics to predict future revenue and set realistic growth targets.
Tailor these examples to your specific business needs using HubSpot’s custom report builder and advanced dashboards, ensuring all key stakeholders have access to clear, actionable insights.
Value: Improved clarity, better collaboration and informed decision making across teams.
6 - Review integrations and tech stack
Your tech ecosystem may have evolved this year—are all your integrations still working effectively, do you have the right integrations in place for optimal performance? Connecting your systems with effective RevOps is crucial to sustainable growth. Conduct a review to identify redundancies, broken connections, or gaps. HubSpot’s Operations Hub can streamline syncs and eliminate inefficiencies.
Value: A cohesive, efficient tech stack that supports growth.
7 - Strengthen sales and marketing alignment
Use HubSpot’s features to bring your sales and marketing teams closer together. Establish shared metrics like MQL definitions, refine SLAs, and create unified reports. Encourage regular feedback loops to ensure both teams stay aligned.
Value: Smoother handovers, better collaboration, and a more cohesive customer experience.
8 - Explore new AI tools and features
HubSpot continually enhances its platform with innovative tools and AI-powered features. To maintain a competitive edge, consider exploring the following:
- Content Hub: This AI-driven tool aids in swiftly generating high-quality content for emails, landing pages, and advertisements, ensuring consistency with your brand's voice.
- Predictive Lead Scoring: Utilises AI to analyse data from form submissions, page views, and email interactions, enabling automated lead prioritisation based on the likelihood of conversion.
- Campaigns: Allows for the organisation and monitoring of various marketing assets within a single platform, facilitating a cohesive strategy and ensuring all components work harmoniously towards your marketing goals.
- Breeze AI: Provides advanced automation capabilities, allowing for the automation of repetitive tasks, actionable insights, predictive forecasts, and lead scoring, thereby empowering your team to focus on strategic initiatives.
By dedicating time to explore and adopt these features, you can enhance operational efficiency and position your business as an innovator in the market.
Value: Streamlined operations, improved decision-making, and a competitive advantage.
Why act now?
By focusing on these sustainable-focused tasks, you’ll create a more streamlined and effective setup that supports growth and minimises future headaches. Whether you tackle these resolutions in-house or work with a trusted partner, the time you invest now will pay dividends in the months to come.
What is your HubSpot resolution?
Deciding where to focus can feel overwhelming, so start by reflecting on your business goals for 2025. We’ve put together the below table to help you identify the areas of HubSpot that align with your priorities and the potential value of addressing them.
