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Hubspot Optimisation

Add you queries/pains below:

Add you queries/pains below:

Pain/issue

Added by

Column 3

Notes

Lost open deals going to Nurture

Max Baldock

Open

There are no rows in this table

⁠

Pains

General pains

Data quality is patchy and inconsistent

Lifecycle stages need refreshing

Revenue not tracked on HS

Which fields over lap / not needed

2. Marketing pains

MQLs are not differentiated as they come in

No pre-MQL status

No automated qualification

No automation to turn marketing contacts into non-marketing contacts if certain criteria is met

Lead lifecycle needs refreshing

Chatbots are not optimised

3. Marketing to Sales pains

Leads are passed to sales in an unfiltered unqualified way, creating too much work for them

4. Sales pains

Salary calculation leads (done through an integration) - auto fill fields, and set sequences

Lead handling by sales is inconsistent and slow

Disqualified reasons need themes

What fields should BDR vs AE vs AM vs CSM vs HR auto see and mandatory fill out

Too many email updates on every lead

5. Sales to HR pains

Handover between sales and HR

HR updating value of deals they create (automation ideas?)

How HR uses Hubspot for employment agreements

6. Customer management pains

Customer data is very limited in Hubspot which makes customers comms difficult.

We probably need lifecycle stage Employee, that is the employees of our customers whom we employ. They are currently set as deals.

No direct connection between platform where the data is accurate and hubspot

Goals

Lead Generation Optimisation: We aim to enhance our lead generation strategies by leveraging HubSpot's powerful features. We want to attract, capture, and nurture high-quality leads effectively, ultimately driving more conversions and revenue.

Marketing Automation Mastery: We recognise the importance of automating repetitive tasks to save time and resources. With HubSpot, we intend to create sophisticated workflows that seamlessly nurture leads, personalise communications, and improve overall efficiency.

Sales Enablement: We seek to empower our sales team with the right tools and insights to close deals more efficiently. Through HubSpot's CRM and sales enablement features, we aim to streamline our sales processes, enhance collaboration, and gain deeper visibility into our pipeline.

Customer Advocacy: Retention and customer satisfaction are paramount to our business. While we use Intercom for customer support, having up to date customer data in HS will allow us to better communicate with customers but also have more insights into their behaviours and happiness levels so we can execute better customer advocacy.

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