HubSpot is one of the most popular customer relationship management (CRM) tools on the market today, and for good reason: It’s a powerful, robust inbound marketing platform perfect for business-to-business (B2B) companies looking to grow their business.
At least, when it’s used to its full potential.
While HubSpot is ideal for automating workflows and sequences for your marketing, sales, and customer success teams, it does require a little maintenance to make sure it’s working as intended. It needs to be cleaned up and managed every now and then to keep it in tip-top shape.
Conducting a HubSpot audit is the first step in ensuring your HubSpot portal, data, and workflows are efficient and optimized.
Every company that uses HubSpot needs to regularly perform a system-wide audit.
A HubSpot audit is the process of carefully reviewing, cleaning up, and optimizing every hub, tool, workflow, and sequence in your B2B HubSpot account. With this audit, you will identify opportunities for improvement, streamline your business processes, and refine your technical foundation so that you get the most out of your investment in this platform.
After a careful, methodical audit of your HubSpot portal, here’s what you can expect:
The benefits are clear. It’s time for your B2B company to conduct a HubSpot audit.
During a HubSpot audit, you’ll review and analyze the tools and packages within each of your HubSpot hubs: the Marketing Hub, the Sales Hub, and the Service Hub. You’ll look at the settings, tools, dashboards, reports, contacts, integrations, and workflows within each hub to optimize your overall HubSpot portal.
Not all HubSpot audits will look the same because each company has its own configuration of tools and workflows. However, most have similar goals:
Then, with this important data in mind, you can correct technical errors and optimize your HubSpot portal at every level.
After you conduct a HubSpot audit, what results can you expect to find?
We’ve noticed a few patterns emerge. Many companies are making the same HubSpot mistakes, which is damaging their chances at success. Keep an eye out for these mistakes as you conduct a HubSpot audit.
“Fake” or inaccurate data clogs up your customer and email lists. Whether an internal employee entered made-up data while testing the system or a prospect entered the wrong data in a form, this inaccurate data can mislead your analytics and spoil your results.
HubSpot offers a wide range of features and tools—and most people aren’t taking advantage of them. During an audit, you’ll determine which tools you have access to and see which ones are slipping under your radar.
Lead scoring—a way of evaluating leads and finding your ideal customers—is an important part of inbound marketing. If a company isn’t taking advantage of HubSpot’s lead scoring tool, it’s missing out on workflow and automation options that will save your sales and marketing teams a lot of time.
An unorganized HubSpot account is a waste of everyone’s time. During an audit, many companies discover that they aren’t following consistent naming conventions for landing pages, lists, CTAs, emails, campaigns, and more. Sticking with naming conventions makes everyone’s jobs easier.
The HubSpot Marketing Hub has everything your marketing department needs to engage with your target audience, boost awareness of your brand, and connect with prospects at every stage of the buyer’s journey.
Use this checklist as a guide to examine and optimize your HubSpot Marketing Hub.
Note: This section of the audit only applies if your website is running on the HubSpot content management system (CMS).
The HubSpot Sales Hub offers a suite of tools that any sales team can use to speed up the sales cycle, set more appointments, and close more deals—if it’s configured correctly.
Audit your HubSpot Sales Hub to ensure your sales team has everything they need to succeed.
The HubSpot Service Hub is a powerful tool for any customer success team. When it’s working right, this software will revolutionize the customer experience and make it easier than ever for your company to improve customer satisfaction.
Follow these steps to make sure your HubSpot Service Hub is working efficiently.
At OneIMS, we’re HubSpot experts. We’ve helped 500+ businesses across a variety of industries conduct a HubSpot audit, optimize their marketing, sales, and service hubs, and reach new revenue goals with this powerful tool—and we can help your company succeed, too.
If your organization needs assistance conducting a HubSpot audit, our experienced team will dive deep into your HubSpot portals to identify weak spots, assess your processes, consolidate and clean up data, and optimize your tools. And if you’re also looking for a partner to help manage your HubSpot activities, we have the solutions and strategies required to get the job done.
But you don’t have to take our word for it. View testimonials from our clients and read our blog to get an idea of our training, experience, and track record of success.
Are you ready to take advantage of everything HubSpot has to offer? Schedule a consultation with us today to get started.
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