While the calendar may only read July, its not to early to start preparing to start 2024 off on a high note. Due to the time and precision needed, now is the perfect time to evaluate business processes and make improvements where needed. One area that often gets overlooked is CRM system's and the data it contains. Specifically, for HubSpot users, it's crucial to start 2024 with a clean and optimized HubSpot account. In this blog post, we will explore some essential steps to help you achieve just that.
- Review and Clean Up Your Data
The first step in optimizing your HubSpot account is to review and clean up your data. Over time, your database may accumulate duplicate contacts, outdated information, or incomplete records. This can negatively impact your marketing and sales efforts. Take the time to:
- Remove duplicate contacts: Utilize HubSpot's built-in duplicate management tools to merge duplicate contacts and companies.
- Remove inactive contacts: Identify and remove contacts that haven't engaged with your business for an extended period.
- Update and enhance existing records: Ensure that your contact information is accurate and complete. Utilize HubSpot's enrichment tools to add missing details like job titles or company size.
- Streamline Your Contact Properties
Effective contact management requires well-organized and relevant contact properties. Review your existing properties and consider the following steps:
- Consolidate similar properties: Identify similar properties and merge them. For example, if you have separate properties for "Phone" and "Mobile," consider merging them into one.
- Remove unused properties: Eliminate any properties that are no longer relevant or in use. This will declutter your interface and make it easier to find the information you need.
- Standardize values: Ensure consistency by standardizing property values. For example, use a dropdown list for the "Job Title" property to avoid variations like "Sales Manager" and "Sales Mgr."
- Optimize Your Deal Pipeline
A well-structured deal pipeline can significantly enhance your sales process. Take the following steps to optimize your deal pipeline in HubSpot:
- Review and update deal stages: Evaluate your existing deal stages and remove any redundant or outdated stages. Streamline the flow to match your sales process.
- Customize deal properties: Tailor deal properties to capture relevant information for your business. Consider adding custom properties like "Deal Source" or "Deal Type" to track valuable data.
- Implement automation: Leverage HubSpot's automation features to streamline your deal management. Create workflows to automate tasks like deal assignment or follow-up reminders.
- Analyze and Optimize Workflows?
Workflows are a powerful automation tool in HubSpot that can save you time and effort. Ensure your workflows are efficient and effective by:
- Reviewing existing workflows: Evaluate your current workflows and identify any that are no longer necessary or require optimization.
- Simplifying complex workflows: Streamline complex workflows to avoid confusion and potential errors. Simplify logic and reduce unnecessary steps.
- Testing and monitoring: Regularly test and monitor your workflows to ensure they are functioning as intended. Make adjustments as needed based on real-time feedback.
Conclusion
A clean and optimized HubSpot account is the foundation for effective marketing, sales, and customer relationship management. By following the steps outlined in this blog post, you can start 2024 with a fresh and efficient HubSpot account. Remember, ongoing maintenance and regular reviews are key to keeping your account in top shape. Here's to a successful and productive year ahead!
While the list may seem exhaustive, it doesn't have to be a daunting task to get things ready for the upcoming year. At the Kinsey Consulting Group we provide fractional HubSpot support to help take the heavy lifting off the plate of our clients. Contact us today to see how we can help get your account up-to-speed ahead of 2024!