At Growth Natives, We Are Making the Most of HubSpot – Here’s How

  • By Sakshi Arora,
    Published on: Aug 19, 2022
  • Updated on: Sep 26, 2023
  • HubSpot

Just like you would make the most of your toothpaste and make way for even the last speck of it to squeeze onto your toothbrush however possible, you must make the most of your HubSpot instance in 2022 and beyond, because your every hard-earned penny counts. Even if you are touching the sky of success with your investment in HubSpot marketing automation, it’s never too late to explore more and juice out every ounce of potential it has to scale your business.

At Growth Natives, we spend countless hours using HubSpot for automating our customers’ business operations and marketing campaigns and exploring it further to make sure we leave no stone unturned. This is our key to utilizing the portal to its fullest potential and the reason we are HubSpot’s Platinum Solutions Partner today. 

Scouring the instance in our recent attempt to tap any untapped facet, we found out that HubSpot’s features are not limited to what businesses have discovered so far and go way beyond. And if you actually start leveraging these untried features from now onward, you can go a long way in standing apart from the crowd. Are you excited? Then, let’s get started. 

Discover the Powerful HubSpot Features for Your Business Success

Are you looking for a game-changer in your business? Look no further, as HubSpot is here to revolutionize your marketing, sales, and customer service strategies. As a leading all-in-one platform, HubSpot provides businesses with a comprehensive set of tools and features designed to streamline processes, boost growth, and drive revenue. Whether you are a startup, small business, or enterprise, HubSpot's sophisticated features are tailored to meet your specific needs and help your business thrive in the digital age.

What is HubSpot?

HubSpot is a powerful customer relationship management (CRM) system and inbound marketing software that combines various tools and functionalities into one easy-to-use platform. It offers a centralized hub for managing and automating your marketing campaigns, tracking leads, nurturing customer relationships, and optimizing sales processes, all while providing valuable analytics and insights to inform your business decisions. With HubSpot, you can align your marketing, sales, and customer service teams, enabling them to work together seamlessly towards achieving your business goals.

Why is HubSpot important for businesses?

In today's highly competitive market, businesses need to have a solid online presence and effective digital marketing strategies to stand out from the crowd. HubSpot empowers businesses to attract, engage, and delight customers through personalized and targeted marketing campaigns. By using HubSpot, you can automate repetitive tasks, qualify leads more efficiently, nurture prospects, and convert them into loyal customers – ultimately driving revenue growth. With its user-friendly interface and comprehensive features, HubSpot allows businesses of all sizes to optimize their marketing efforts, improve customer satisfaction, and achieve sustainable success.

How does HubSpot help improve marketing, sales, and customer service?

  • Marketing: HubSpot provides an array of powerful features for marketing automation, content creation, social media management, email marketing, search engine optimization (SEO), and analytics. You can attract and engage your target audience with personalized content, leverage social media to amplify your brand reach and measure the effectiveness of your campaigns to constantly optimize your marketing strategies.
  • Sales: With HubSpot's CRM and sales features, you can easily manage your pipeline, track leads, and analyze sales performance. Its lead scoring capabilities help you prioritize and focus on high-potential leads, while its automation features enable you to automate tasks, streamline the sales process, and close deals faster.
  • Customer Service: HubSpot allows you to provide exceptional customer service with its ticketing system, live chat, knowledge base, and customer feedback management. You can efficiently manage customer inquiries, provide real-time support, and gain insights into customer satisfaction to enhance their overall experience with your brand.

Embrace the power of HubSpot and unleash your business's true potential. Discover how its innovative features can transform your marketing, sales, and customer service strategies, drive growth, and unlock new opportunities for your business's success.

Understanding HubSpot's CRM Features

In today's competitive business landscape, managing and nurturing customer relationships has become more crucial than ever. That's where HubSpot's Customer Relationship Management (CRM) comes into play. With its powerful toolkit, HubSpot CRM offers a wide range of features to help businesses optimize their sales process and foster better customer interactions.

Overview of Customer Relationship Management (CRM)

Customer Relationship Management (CRM) is a strategy that focuses on building and maintaining strong relationships with customers. It involves managing all customer interactions and ensuring that each touchpoint is personalized and tailored to the customer's needs.

HubSpot's CRM provides businesses with a centralized platform to effectively manage their customer relationships. It acts as a hub for all customer-related information, allowing businesses to track every interaction, manage deals, and gain valuable insights into their sales pipeline.

Key benefits of using HubSpot CRM

Implementing HubSpot CRM offers a multitude of benefits for businesses:

  • Streamlined Contact Management: HubSpot CRM provides a comprehensive contact management system that enables businesses to easily organize and keep track of their contacts. With features like contact segmentation and activity tracking, businesses can effectively prioritize and engage with their leads and customers.
  • Efficient Deal Tracking: HubSpot CRM allows businesses to track deals throughout the entire sales process. From the initial contact to closing the deal, businesses can monitor the progress of each deal, assign tasks, and set reminders to ensure that no opportunity falls through the cracks.
  • Effective Pipeline Management: HubSpot CRM provides a visual representation of the sales pipeline, giving businesses a clear overview of the current status of their deals. This allows teams to identify bottlenecks, allocate resources effectively, and make data-driven decisions to drive sales growth.

By leveraging HubSpot CRM's features, businesses can streamline their sales process, close deals more efficiently, and ultimately build stronger relationships with their customers.

Exploring HubSpot's Marketing Tools

HubSpot offers a wide range of marketing tools that can revolutionize your business by automating and optimizing your marketing efforts. In this section, we will delve into the various aspects of HubSpot's marketing tools and how they can benefit your organization.

Importance of marketing automation

Marketing automation is crucial for modern businesses to streamline their marketing activities and improve their overall efficiency. It allows you to automate repetitive tasks, nurture leads, and personalize communication with your audience.

Overview of HubSpot's marketing automation features

HubSpot's marketing automation features provide you with the tools you need to deliver highly targeted and personalized content to your leads and customers. With its intuitive interface and easy-to-use workflows, you can automate email campaigns, lead nurturing, and follow-up tasks, saving you time and effort.

Lead generation and management with HubSpot

HubSpot's marketing tools are designed to help you generate and manage leads effectively. You can create attractive landing pages, capture leads through forms, and track their behavior throughout the buyer's journey. This valuable information allows you to tailor your marketing efforts and convert more leads into customers.

Leveraging email marketing in HubSpot

Email marketing remains one of the most effective ways to engage with your audience. HubSpot's marketing tools enable you to create personalized and visually appealing email campaigns, segment your contacts based on their behavior, and measure the success of your campaigns through detailed analytics.

Maximizing social media management with HubSpot

Social media plays a significant role in modern marketing, and HubSpot's tools make it easier than ever to manage your social media presence. You can schedule and publish posts on various social media platforms, monitor conversations, track engagement, and analyze the performance of your social media campaigns.

By leveraging HubSpot's marketing tools, you can not only streamline your marketing efforts but also gain valuable insights into your audience and make data-driven decisions. Stay tuned to explore how HubSpot's sales enablement tools can further enhance your business's growth and success.

Sales Enablement with HubSpot's Tools

When it comes to driving sales and empowering your sales team, HubSpot's tools have got you covered. With a comprehensive suite of features designed to enhance sales enablement, HubSpot provides the necessary resources to help your salespeople succeed.

Understanding the concept of sales enablement

Sales enablement refers to the processes, tools, and strategies that empower sales teams to effectively engage with and convert leads into customers. It involves equipping salespeople with the right resources and information at every stage of the sales process, enabling them to build meaningful relationships and close deals.

How HubSpot's sales tools assist sales teams

HubSpot's sales tools are specifically designed to streamline and enhance the sales process, helping sales teams to work smarter and more efficiently. From managing contacts to tracking deals, HubSpot's CRM allows salespeople to keep track of every interaction, ensuring nothing falls through the cracks.

By providing a centralized platform for managing and organizing customer data, HubSpot eliminates the need for multiple tools and manual data entry, allowing salespeople to focus on what they do best - selling.

HubSpot's sales email tracking and automation features

One of the key features that sets HubSpot apart is its sales email tracking and automation capabilities. With HubSpot's email tracking, salespeople can gain valuable insights into how leads interact with their emails, such as open rates and click-through rates. This information can be used to prioritize follow-ups and tailor sales pitches based on the recipient's engagement level.

Furthermore, HubSpot's automation features allow sales teams to automate repetitive tasks, such as sending follow-up emails or updating contact records. This frees up time for salespeople to focus on building relationships and closing deals, rather than getting bogged down in administrative tasks.

Sales analytics and reporting within HubSpot

Without data-driven insights, it's difficult to measure the effectiveness of your sales efforts and make informed decisions. With HubSpot's sales analytics and reporting features, you can gain valuable insights into key metrics such as win rates, deal pipeline, and sales performance.

By leveraging these analytics, sales teams can identify areas for improvement, optimize their sales processes, and make data-driven decisions to drive better results. Whether you need a high-level overview or granular details, HubSpot's reporting capabilities have you covered.

With HubSpot's sales enablement tools, you can empower your sales team to build stronger relationships, close more deals, and drive revenue growth. From managing customer interactions to automating repetitive tasks, HubSpot provides a comprehensive solution to help your sales team thrive.

Optimizing Content with HubSpot's CMS

HubSpot offers a powerful Content Management System (CMS) that provides numerous benefits for website design and optimization. Here's how you can optimize your content using HubSpot's CMS:

Introduction to Content Management System (CMS)

A Content Management System (CMS) is a software application that allows you to create, manage, and modify website content without any technical knowledge. With HubSpot's CMS, you have full control over your website content, allowing you to easily edit, update, and publish new content.

Benefits of using HubSpot's CMS for website design and optimization

HubSpot's CMS offers several advantages for website design and optimization:

  • User-friendly interface: HubSpot's CMS provides a user-friendly interface that makes it easy to manage your website's content and design elements. You can easily customize your website templates, create landing pages, and optimize your website's structure.
  • Responsive design: With HubSpot's CMS, you can ensure that your website looks great on all devices, including mobile phones and tablets. The CMS automatically adjusts the layout of your content to provide a seamless user experience.
  • SEO-friendly: HubSpot's CMS is designed to be search engine optimized, which means your website is more likely to rank higher in search engine results. The CMS includes built-in SEO tools, allowing you to optimize your meta tags, headers, URLs, and content for better visibility.

Leveraging HubSpot's SEO tools for better website performance

HubSpot's CMS includes powerful SEO tools that can help improve your website's performance. You can optimize your website's meta tags, headers, and URLs to make it more search engine-friendly. Additionally, HubSpot's CMS provides analytics and insights to help you track the performance of your website's SEO efforts.

Integrating third-party applications with HubSpot's CMS

HubSpot's CMS allows you to integrate third-party applications and tools to enhance your website's functionality. You can easily connect your CMS with popular applications like WordPress, Google Analytics, and social media platforms. This integration ensures a seamless experience for both you and your visitors.

Analyzing Data with HubSpot's Analytics and Reporting Features

Analyzing data is crucial in both marketing and sales, as it provides valuable insights that drive strategic decision-making. With HubSpot's Analytics and Reporting Features, you can gain a deeper understanding of the performance of your marketing and sales efforts.

HubSpot offers a comprehensive built-in analytics dashboard that allows you to track your key metrics in real-time. This dashboard provides you with an overview of your website traffic, lead generation, conversion rates, and customer engagement. With this data at your fingertips, you can easily identify areas of improvement and take actions that drive better results.

Moreover, HubSpot allows you to customize reports based on your specific needs and analyze data in a way that suits your business goals. You can choose from a wide range of metrics, such as email open rates, click-through rates, inbound leads, and revenue generated. By tailoring your reports, you can focus on the metrics that truly matter to your business and measure your success accurately.

HubSpot's reporting tools provide key metrics and insights to help you make data-driven decisions. You can uncover trends, identify top-performing campaigns, and discover what resonates the most with your audience. These insights enable you to optimize your marketing strategies, improve your sales performance, and increase your ROI.

  • Track website traffic and lead generation in real-time
  • Customize reports based on your specific needs
  • Analyze key metrics and data to make informed decisions
  • Identify trends and top-performing campaigns
  • Optimize marketing strategies and increase ROI

In conclusion, HubSpot's Analytics and Reporting Features empower you to unlock valuable insights that drive your business forward. By leveraging the built-in analytics dashboard, customizing reports, and analyzing key metrics, you can make data-driven decisions and take actions that lead to success in your marketing and sales efforts.

Integrations and Third-Party Apps with HubSpot

When it comes to integrating with other platforms and utilizing third-party apps, HubSpot has got you covered. In this section, we'll explore the various options available for seamless integration and how you can make the most out of these integrations.

Overview of the integrations and third-party apps supported by HubSpot

HubSpot understands the importance of collaboration and offers a wide range of integrations to expand its functionality. Whether you need to integrate HubSpot with your CRM or connect it with popular communication tools, there's an integration for practically every need. By leveraging these integrations, you can streamline your processes, eliminate manual data entry, and create a unified experience for your team.

Popular integrations with HubSpot

Some of the most popular integrations with HubSpot include Salesforce, Gmail, Slack, and Zapier. With the Salesforce integration, your sales team can seamlessly sync data between HubSpot and Salesforce, ensuring a smooth workflow and eliminating any information gaps. The Gmail integration allows you to access HubSpot features directly within your inbox, making it easier to manage and track email communications. By integrating with Slack, you can receive important notifications and updates in real-time, keeping your team in the loop. Zapier, on the other hand, opens up a world of possibilities by connecting HubSpot with over 1,500 apps, allowing you to automate tasks and workflows like never before.

How to integrate and utilize third-party apps in HubSpot

Integrating third-party apps with HubSpot is a breeze. Simply navigate to the "Integrations" section within your HubSpot account, and browse through the extensive list of available apps. Once you've found the app you want to integrate, follow the step-by-step instructions provided to establish the connection. Once the integration is set up, you'll be able to access the app's features and functionality directly within your HubSpot dashboard.

  • Step 1: Click on "Integrations" in your HubSpot account
  • Step 2: Browse through the available apps and select the one you want to integrate
  • Step 3: Follow the provided instructions to authenticate and establish the connection
  • Step 4: Once the integration is complete, you can start utilizing the app's features within HubSpot

By integrating and utilizing third-party apps in HubSpot, you can enhance your productivity, automate key tasks, and gain deeper insights into your marketing and sales efforts.

Freshest Features HubSpot Users Must Start Using Now

For the longest time now, companies in the B2B and B2C sectors have used HubSpot for automating marketing operations, managing customer relationships, account-based marketing, and ensuring RevOps success. Now, let’s use it for creating contract documents, closing deals with customers, and managing day-to-day projects. 

1. Create ‘Quotes’ Within Your Portal 

Let us ask a question. When a potential customer approaches you with a particular problem and shows faith in your business to provide them with an end-to-end solution, how do you go about presenting them with an SOW? 

Well, it’s such a common situation in the business world that we already have the answer. You need MS Word or Adobe Acrobat and may separately invest in the purchase of DocuSign, which is a proven way for eSignatures on different devices. 

So much spending and it might still only be worth a dime a dozen. Next, you will create the SOW or MSA in an MS-Word or PDF format, export and import it into DocuSign, and then receive it back with the required signature. You will then download the document and save it in HubSpot or another system you use. 

Quite time-consuming, right? Also, this process does not ensure the security of your SOW or the terms and conditions mentioned in it. The good news—is HubSpot has a solution!

The Solution

We used HubSpot’s ‘Quotes’ feature and here’s what we discovered to our advantage: 

Hubspot screenshot
Hubspot screenshot
  • You can use the pre-built functionality of setting templates, where you can add details such as 
  1. Company details
  2. Quote title
  3. Terms & conditions
Screenshot of Growth Natives - HubSpot CRM Setup
Screenshot of Growth Natives - HubSpot CRM Setup
  • You can define the product line including the codes for your products and the prices—actual and discounted prices, right in the Quotes window.
  • You do not need a third-party tool to sign the document or get it signed by your customer. The authorized party can leave their signature via Quotes.
Screenshot of Signature & Payment Option
Screenshot of Signature & Payment Option
  • You can add any comments for the buyer, where you can define specific terms such as payment plan period and customer’s detail.
  • Further, you can also create company, contact, and deal using the Quotes feature of HubSpot.  

Now whenever a customer approaches you with their business needs, you can create estimates, share the proposal with your customer, and prepare the SOW in HubSpot itself. Also, when a customer disagrees with your terms or prices, make the necessary alterations then and there and offer them discounts as suitable. 

In a nutshell, HubSpot’s Quotes feature allows you to keep every object and team, be it Sales, Marketing Automation, Admin, or Accounts, in one place, and streamline your client management process. In addition, your customer will also have a complete view of the contract and once they sign it, you will receive an automated email notification confirming the same.

Bonus point: You can restrict the access to selected stakeholders when it comes to the right to edit the Quote templates or view them. 

Screenshot of Customize quote template
Screenshot of Customize quote template

Also, depending on the changing roles and responsibilities of people in your organization, you can always change and update the access rights for Quotes. 

How Does ‘Quotes’ in HubSpot Benefit Your Business? 

Talk about the benefits and there are several—saying from our experience, obviously! 

  • The foremost advantage is that HubSpot’s Quotes ensure complete security
  • Limited View and Edit access to the quotations makes sure that no one can make changes to the terms and conditions, decisions, or template objects at the eleventh hour. 
  • Despite the restricted access feature, you can alter the terms for a particular customer at a particular point in time. 
  • ‘Quotes’ is easy to use and anyone can create or edit the templates without any technical know-how. 
  • You do not need to fear the loss of any important information or any SOW when using Quotes, as all the quotations are stored in one place
  • All information and contracts get organized with any data silos removed.
  • ‘Quotes’ is a much-needed repository for your SOWs or MSAs that provides easy access to these important documents that your organization cannot afford to misplace at any point of time.
Screenshot of project estimate
Screenshot of project estimate
  • When an SOW is nearing completion or expiry, you will get an automated notification. Thus, you can renew the contract in question well in time
  • Any risks of change of terms and conditions or prices get eliminated. 

The Impact You Can Expect

  • When you leverage quotes, you will experience improved security of SOWs and their storage. 
  • Along with this, you will have a defined process for all your product and service lines, with pricing well defined for each of them. 
  • You will have pre-built templates for quotations that you can replicate and alter whenever required.

2. Use ‘Tasks’ for Sales… and Much More

You must have heard your Sales team talking about ‘Tasks’ and why not, when HubSpot itself boasts of it as a command center for sales reps. 

HubSpot’s ‘Tasks’ is quite popular among sales personnel because it gives them easy access to all the information that they need to convert leads into customers. Usually, your sales reps keep struggling with different tools for different bits of information and no single way that could connect those tools with each other. With the Tasks app in HubSpot allowing them to deliver delightful customer experiences, voila! 

But why should we not try and look beyond? What’s stopping us from reaching the app deeper? Well, at Growth Natives, nothing could hold us back and we are glad we scouted it to 360 project management and view. 

Here’s What ‘Tasks’ Is for: 

In the past, we have used other renowned agile project management tools for managing our projects and tasks. We know in and out of these tools and how these provide a kanban view of the progress of all your projects running in parallel. 

In these tools, there are cards that you can easily edit and move from one place to another or even from one board to another, and there are tags you can add for stakeholders adding priorities and deadlines for each task. In some cases, you can also add sub-tasks such as in Asana to get a clear view of tasks running in one project. 

But with the ‘Tasks’ app in HubSpot, you can do more. 

HubSpot sales navigation menu screenshot
HubSpot sales navigation menu screenshot

It not only helps you track the progress of different tasks but also different teams. 

  • Depending on the requirement, one team manager can decide and raise a ticket to one of their own team members or another team member within the organization, simply by tagging the person in question.  
Screenshot of HubSpot task creation
Screenshot of HubSpot task creation

Note: You can tag one person at a time.

  • Using the app, it is easy to add all the project or task details including task title, assignee, company/ contact associated with it, due date, and any comments. 
Screenshot of Create Task
Screenshot of Create Task
  • As required, the assignee can further assign the task to a team member by tagging and specifying the due date (changing the same if needed). Also, it is possible to set reminders for the assigned tasks.
  • When a task is assigned, the assignee receives an automated email notification along with a due date reminder. 
Screenshot Of Due date and Reminder
Screenshot Of Due date and Reminder
  • The best bet—you can fetch a client- or project-based report any time you want as well as look at a particular employee’s task list. 
Screenshot of Reports Details
Screenshot of Reports Details

How Does ‘Tasks’ in HubSpot Benefit Your Business? 

The Tasks app offers several advantages for your other departments over what it does for your sales personnel. 

  • With Tasks, you don’t need to switch from one tab to another or from one tool to another to manage your different projects. 
  • Simply log in to your HubSpot portal and store all your sales conversations as well as align your overall projects and tasks. 
  • Streamline to and fro of your tasks in progress and keep a track of each task’s current status. 
  • Also, keep an eye on each team member’s productivity and each team’s collective progress. 
  • Keep a clear view of all tasks scheduled for a project or customer. 

The Impact You Can Expect

  • Leverage ‘Tasks’ in HubSpot as your one-stop solution for managing all tasks and tracking their progress along with different teams’ productivity. 
  • Speed up your project management process and improve productivity. 
  • Cut costs significantly as you don’t need to invest separately in project management tools. 

As HubSpot’s long-established trustworthy partner, we have enthusiastically known the positive and restrictive elements of HubSpot which are in a 100:1 ratio. We love to tap the hidden potential of our HubSpot instance whenever we get a chance and will share any of its other untested features or capabilities in the near future too. In the meanwhile, we would be pleased to mention that if you are new to HubSpot or are hesitant to use it such that it turns out to be your best revenue generator, we can be the extended HubSpot partner you need. 

Book a FREE audit for your HubSpot instance with us today. Or write your concerns and questions at and let us take it from there to help you utilize HubSpot optimally. 

PS: It’s a win-win for everyone involved. 

Author Box

Sakshi Arora

Sakshi Arora is a seasoned content writer and editor with extensive experience across various industries including B2C, B2B, travel, e-commerce, and IT. In her free time, she enjoys expressing her creative side through painting and writing poetry. She also finds solace in nature and has a deep spiritual connection. Music brings her immense joy.

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