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Secrets to Creating Killer HubSpot Reports
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Secrets to Creating Killer HubSpot Reports - In this video, you'll learn two important tips on creating HubSpot reports and dashboards that will help your sales and marketing teams unlock hidden revenue and paths to grow your business
Download Your FREE Resources: How to Increase Revenue Using HubSpot and Their Sales Enablement Tools
HubSpot CRM Case Study Video: How One HubSpot Customer Increased Qualified Sales Meetings From 25-300
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Secrets to Creating Killer HubSpot Reports - a HubSpot tutorial!
Data analytics is a key business tool that helps successful companies plan growth, execute strategies, and make the right adjustments along the way. According to Insights2020 research, nearly 70% of executives working with “overperforming” companies attributed the corporate success to interpreting and acting on disparate chunks of data.
HubSpot has an entire suite of customizable reporting and dashboards that are available to all of its users - from basic (free) all the way up to enterprise level. With its ease of use, your team can set up customized HubSpot reports and dashboards for your business in a matter of minutes.
If being a data-driven company is the holy grail for any organization and HubSpot is making it easier than ever to organize and report on data, why aren’t more companies doing just that?
Common Problems With HubSpot Reports and Dashboards
HubSpot’s reporting and dashboard engine can be deceptively simple for a few reasons:
1. HubSpot’s out-of-the-box reporting templates are a one-size-fits-most approach that more often than not does not speak to the intricacies and nuances of your specific business.
2. If your entire HubSpot infrastructure has not been built out from the back-end with reporting and dashboards in mind, then the data you choose to report on and build dashboards around will not be specific enough to provide insight to your company.
3. The sheer amount of options HubSpot provides in its reporting and dashboards suite, coupled with the enormous volume of data available for your company to report on, can be overwhelming.
The good news is that I have two important tips on creating HubSpot reports and dashboards that will help your sales and marketing teams unlock hidden revenue and paths to grow your business.
HubSpot Reporting Tip #1) Build and Leverage Your Lead Management Framework
The first step in creating actionable reports is to build a business-specific lead management framework within HubSpot.
The right framework will accommodate all the different scenarios your teams will face during the marketing and sales processes. Ultimately, a solid lead management system will do all the hard work behind the scenes of your CRM so that your sales team can focus on building relationships and closing deals for your company.
Once your lead management framework is set up, you can move onto the next step to creating killer reports in HubSpot.
HubSpot Reporting Tip #2) Create a CRM Adoption Program
Before you start pulling data from your CRM to build reports and dashboards in HubSpot, you need to be sure that all your sales reps are using your CRM consistently and correctly.
We’ve found that CRM adoption comes down to leadership, simplicity, and trust. If you can keep those three pillars in mind as you roll-out a CRM adoption plan to your teams, you’re on the right track to success.
HubSpot Reports and Dashboards Takeaway
As an executive, your first priorities should be to create a solid foundation for that data through a lead management framework and CRM adoption program.
Only then will you be able to harness the power of data with HubSpot reports and dashboards to get clear visibility into what works and what doesn’t for your team. Leveraging this insight will lead your business to new heights of success.
__________
RESOURCES & LINKS MENTIONED IN THIS VIDEO:
New to HubSpot?
Cheatsheet: The 9 Biggest Mistakes People Make When Setting Up HubSpot’s CRM
Avoid Making a Mess of Your Data
Guide: How To Set Up HubSpot Custom Properties Without Cluttering Your System
Save Time By Talking To A Human
Schedule Today: Apply To Speak With a HubSpot Growth Specialist
__________
HUBSPOT/SALES AUTOMATION TIPS:
“The Secret To Better Prospecting & Faster Sales”
“Should Your Sales Process be Simple or Structured?”
“How To Set Up HubSpot Campaigns”
“Using HubSpot to Segment Leads Who Have Scheduled Sales Calls”
__________
CONNECT WITH US:
Download Your FREE Resources: How to Increase Revenue Using HubSpot and Their Sales Enablement Tools
HubSpot CRM Case Study Video: How One HubSpot Customer Increased Qualified Sales Meetings From 25-300
__________
Secrets to Creating Killer HubSpot Reports - a HubSpot tutorial!
Data analytics is a key business tool that helps successful companies plan growth, execute strategies, and make the right adjustments along the way. According to Insights2020 research, nearly 70% of executives working with “overperforming” companies attributed the corporate success to interpreting and acting on disparate chunks of data.
HubSpot has an entire suite of customizable reporting and dashboards that are available to all of its users - from basic (free) all the way up to enterprise level. With its ease of use, your team can set up customized HubSpot reports and dashboards for your business in a matter of minutes.
If being a data-driven company is the holy grail for any organization and HubSpot is making it easier than ever to organize and report on data, why aren’t more companies doing just that?
Common Problems With HubSpot Reports and Dashboards
HubSpot’s reporting and dashboard engine can be deceptively simple for a few reasons:
1. HubSpot’s out-of-the-box reporting templates are a one-size-fits-most approach that more often than not does not speak to the intricacies and nuances of your specific business.
2. If your entire HubSpot infrastructure has not been built out from the back-end with reporting and dashboards in mind, then the data you choose to report on and build dashboards around will not be specific enough to provide insight to your company.
3. The sheer amount of options HubSpot provides in its reporting and dashboards suite, coupled with the enormous volume of data available for your company to report on, can be overwhelming.
The good news is that I have two important tips on creating HubSpot reports and dashboards that will help your sales and marketing teams unlock hidden revenue and paths to grow your business.
HubSpot Reporting Tip #1) Build and Leverage Your Lead Management Framework
The first step in creating actionable reports is to build a business-specific lead management framework within HubSpot.
The right framework will accommodate all the different scenarios your teams will face during the marketing and sales processes. Ultimately, a solid lead management system will do all the hard work behind the scenes of your CRM so that your sales team can focus on building relationships and closing deals for your company.
Once your lead management framework is set up, you can move onto the next step to creating killer reports in HubSpot.
HubSpot Reporting Tip #2) Create a CRM Adoption Program
Before you start pulling data from your CRM to build reports and dashboards in HubSpot, you need to be sure that all your sales reps are using your CRM consistently and correctly.
We’ve found that CRM adoption comes down to leadership, simplicity, and trust. If you can keep those three pillars in mind as you roll-out a CRM adoption plan to your teams, you’re on the right track to success.
HubSpot Reports and Dashboards Takeaway
As an executive, your first priorities should be to create a solid foundation for that data through a lead management framework and CRM adoption program.
Only then will you be able to harness the power of data with HubSpot reports and dashboards to get clear visibility into what works and what doesn’t for your team. Leveraging this insight will lead your business to new heights of success.
__________
RESOURCES & LINKS MENTIONED IN THIS VIDEO:
New to HubSpot?
Cheatsheet: The 9 Biggest Mistakes People Make When Setting Up HubSpot’s CRM
Avoid Making a Mess of Your Data
Guide: How To Set Up HubSpot Custom Properties Without Cluttering Your System
Save Time By Talking To A Human
Schedule Today: Apply To Speak With a HubSpot Growth Specialist
__________
HUBSPOT/SALES AUTOMATION TIPS:
“The Secret To Better Prospecting & Faster Sales”
“Should Your Sales Process be Simple or Structured?”
“How To Set Up HubSpot Campaigns”
“Using HubSpot to Segment Leads Who Have Scheduled Sales Calls”
__________
CONNECT WITH US:
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