Are you getting the most from your HubSpot investment?
Some businesses think they are. They might even say they are happy with their current results. What about your business? Are you using HubSpot optimally?
What if you could get even more out of it? What if you can increase your ROI by leveraging HubSpot in more and better ways than ever before?
It’s possible!
But, you might not realise it, because you are making the number one HubSpot mistake: You are skipping HubSpot audits.
What Is a HubSpot Audit?
A HubSpot audit is a comprehensive evaluation of your HubSpot account, processes, and strategies to determine if you are using the customer relationship management platform (CRM) optimally.
During the audit, a thorough examination is done of many aspects including workflows, settings, contact management, marketing campaigns, reporting, and sales processes.
The purpose of an audit is to identify any gaps, inefficiencies, or missed opportunities in your current HubSpot usage. It helps you uncover areas where you can make improvements, optimise your workflows, and align your strategies with your business goals.
By conducting the audit, you can ensure that you are getting the most out of the platform and maximising your HubSpot ROI. But, it’s easy to miss things if you are doing it on your own, so it may be a better option to get an external company to conduct the audit.
Ultimately, a CRM audit provides valuable insights and recommendations to enhance your HubSpot implementation, streamline processes, and drive better results in your marketing, sales, and customer relationship management efforts.
Don’t make the #1 HubSpot mistake!
Get an audit done today.
We can show you how to get more from your investment!
HubSpot Is an Investment
Every business tool you purchase is done with the intention of helping you in some way. It could be to make processes simpler, to automate actions, to assist a specific team, or many different things. Regardless of why you chose the specific tool, it has to serve one function: It has to increase revenue in some way.
HubSpot is one of those tools that can increase revenue greatly, but only if you use it correctly. You might even be wondering whether your HubSpot investment is worth it all.
Ask yourself the following questions:
- Are we unintentionally sabotaging business performance with avoidable mistakes?
- Is our team utilising HubSpot effectively?
- Are there small adjustments we can make to achieve better results?
- Is HubSpot delivering the value we expected?
Did you answer ‘yes’ to any of these questions? If you did, then you are missing out on HubSpot revenue. Somewhere along the way, you have made some HubSpot mistakes or you are not utilising the available tools properly.. Luckily, shortcomings are easy to identify with a full CRM audit and will reveal where you can leverage the platform even better.
Benefits of a CRM Audit
A HubSpot audit can provide several benefits for your business. Here are some key advantages:
Performance Optimisation
A CRM audit helps identify areas where your HubSpot setup can be optimised for better performance. It assesses your usage of various HubSpot tools, features, and integrations to ensure they align with your business goals and maximise efficiency.
Increased ROI
By reviewing your HubSpot implementation, you can identify opportunities for improving your marketing, sales, and customer service efforts. In turn, this results in better lead generation, higher conversion rates, and ultimately, an improved return on investment (ROI).
Data Accuracy and Cleanliness
Auditing your HubSpot data ensures that your contact, lead, and customer information is accurate and up to date allowing you to maintain data integrity and enabling better decision-making based on reliable insights.
Alignment with Best Practices
The audit assesses your usage of HubSpot against industry best practices. It helps you ensure that you're taking full advantage of the platform's capabilities and leveraging the most effective strategies for marketing automation, lead nurturing, email campaigns, reporting, and more.
Enhanced Lead Management
An audit can evaluate your lead management processes within HubSpot, including lead scoring, lead qualification, and lead nurturing workflows. By identifying gaps or inefficiencies, you can refine your lead management strategies and improve the overall quality of your leads.
Identifying Growth Opportunities
Through a CRM audit, you can uncover untapped opportunities for growth, such as unutilised features, overlooked automation possibilities, or underutilised content assets. This can lead to improved marketing strategies and revenue growth.
Security and Compliance
An audit helps ensure that you have proper security measures in place to protect your data and comply with relevant regulations such as GDPR. It helps identify potential vulnerabilities and provides recommendations for enhancing data privacy and compliance.
Training and Education
As part of the process, you may receive recommendations for additional HubSpot training or education resources that can help you and your team stay updated on the latest features and best practices, enabling you to leverage the platform more effectively.
When to Skip an Audit
Let’s be honest, not every business needs to do an audit right now. You may already be addressing some HubSpot mistakes because you have been staying in tune with the platform and how it’s being used within your organisation.
Let’s take a look at some reasons why you may skip an audit at this moment:
- A HubSpot audit was done in the past 12 months.
- You purchased HubSpot in the last few months.
- A HubSpot Solutions Partner is currently onboarding you.
- You are using mostly free or starter tools.
- You have a full-time HubSpot Solutions Partner consulting for you.
HubSpot Is an Investment
Every business tool you purchase is done with the intention of helping you in some way. It could be to make processes simpler, to automate actions, to assist a specific team, or many different things. Regardless of why you chose the specific tool, it has to serve one function: It has to increase revenue in some way.
HubSpot is one of those tools that can increase revenue greatly, but only if you use it correctly. You might even be wondering whether your HubSpot investment is worth it all.
Ask yourself the following questions:
- Are we unintentionally sabotaging business performance with avoidable mistakes?
- Is our team utilising HubSpot effectively?
- Are there small adjustments we can make to achieve better results?
- Is HubSpot delivering the value we expected?
Did you answer ‘yes’ to any of these questions? If you did, then you are missing out on HubSpot revenue. Somewhere along the way, you have made some HubSpot mistakes or you are not utilising the available tools properly.. Luckily, shortcomings are easy to identify with a full CRM audit and will reveal where you can leverage the platform even better.
Benefits of a CRM Audit
A HubSpot audit can provide several benefits for your business. Here are some key advantages:
Performance Optimisation
A CRM audit helps identify areas where your HubSpot setup can be optimised for better performance. It assesses your usage of various HubSpot tools, features, and integrations to ensure they align with your business goals and maximise efficiency.
Increased ROI
By reviewing your HubSpot implementation, you can identify opportunities for improving your marketing, sales, and customer service efforts. In turn, this results in better lead generation, higher conversion rates, and ultimately, an improved return on investment (ROI).
Data Accuracy and Cleanliness
Auditing your HubSpot data ensures that your contact, lead, and customer information is accurate and up to date allowing you to maintain data integrity and enabling better decision-making based on reliable insights.
Alignment with Best Practices
The audit assesses your usage of HubSpot against industry best practices. It helps you ensure that you're taking full advantage of the platform's capabilities and leveraging the most effective strategies for marketing automation, lead nurturing, email campaigns, reporting, and more.
Enhanced Lead Management
An audit can evaluate your lead management processes within HubSpot, including lead scoring, lead qualification, and lead nurturing workflows. By identifying gaps or inefficiencies, you can refine your lead management strategies and improve the overall quality of your leads.
Identifying Growth Opportunities
Through a CRM audit, you can uncover untapped opportunities for growth, such as unutilised features, overlooked automation possibilities, or underutilised content assets. This can lead to improved marketing strategies and revenue growth.
Security and Compliance
An audit helps ensure that you have proper security measures in place to protect your data and comply with relevant regulations such as GDPR. It helps identify potential vulnerabilities and provides recommendations for enhancing data privacy and compliance.
Training and Education
As part of the process, you may receive recommendations for additional HubSpot training or education resources that can help you and your team stay updated on the latest features and best practices, enabling you to leverage the platform more effectively.
When to Skip an Audit
Let’s be honest, not every business needs to do an audit right now. You may already be addressing some HubSpot mistakes because you have been staying in tune with the platform and how it’s being used within your organisation.
Let’s take a look at some reasons why you may skip an audit at this moment:
- A HubSpot audit was done in the past 12 months.
- You purchased HubSpot in the last few months.
- A HubSpot Solutions Partner is currently onboarding you.
- You are using mostly free or starter tools.
- You have a full-time HubSpot Solutions Partner consulting for you.
Save time, achieve more!
Let us handle your monthly HubSpot management. We’ll fine-tune strategies and drive improvements to help you get more done.
When to Do an Audit
So when should you do a HubSpot audit? If you’ve thought about it before, then it may already be a sign that some HubSpot mistakes are being made and that an audit can be beneficial. There are also some other signs that may indicate a full CRM audit is necessary.
An Audit Hasn’t Been Done Yet
Let’s start with the obvious one, your business has never done a HubSpot audit — that’s a big HubSpot mistake, but it’s one that many organisations experience.
Over time, your HubSpot account accumulates a plethora of data, apps, and integrations that your team might not know how to use or they might realise the difference doesn't function as expected. You need to be able to identify these areas so that you can trim down unnecessary bits and better use suitable features.
Your HubSpot portal has untapped potential that can be optimised to unleash its full functionality and improve your sales and marketing strategies.
Missing Sales Opportunities
Various factors can lead to your team missing viable sales opportunities. These include insufficient follow-up, lack of prospect engagement, unfamiliarity with your ideal customer, and unreliable data.
Any disruption or absence of a single element within the sales process can have a cascading effect. In order to identify areas for improvement, a comprehensive audit examines your existing workflows, automations, sales pipeline setup, buyer personas, lead nurturing emails, and the quality of data stored in your CRM.
The evaluation not only highlights your strengths but also provides valuable insights and recommendations for optimising your sales tools. By implementing these suggestions, you can unlock the full potential of your sales strategies and maximise your overall sales performance.
You have a Sizeable Tech Stack
HubSpot provides a range of plans and tiers for their comprehensive set of tools, all carefully integrated to ensure seamless operation. However, when starting out with HubSpot and opting for multiple hubs, it's easy to overlook certain functions and potential uses amidst the abundance of features available.
The same issues arise when you move from free plans to higher packages. With so many features and integrations available, it’s easy to miss some of the ones that are suitable for your business which is another HubSpot mistake. An audit can reveal these possibilities and help set up your organisation for success.
Technical Issues are a Frequent Occurrence
There comes a moment in every HubSpot user’s journey where they find themselves overwhelmed and frustrated while navigating unexplored territories within HubSpot. Has this happened to you? If this scenario becomes a recurring theme, particularly affecting multiple members of your team, and you find yourself contacting the support team frequently, it's a clear indication that a HubSpot audit is necessary.
Some HubSpot Apps and Integrations are Being Under-Utilised
In today's digital era, it's rare to come across a single application that can effectively cater to all your business requirements. Recognizing this, HubSpot provides a wide array of integrations to assist you in streamlining your operations.
With an audit, your current app usage and integrations will be analysed, enabling tailored recommendations for valuable additions. Moreover, the audit will identify the integrations you are effectively utilising and shed light on those that have been overlooked or left untouched.
It’s Difficult to Generate Reports
Effective sales and marketing strategies encompass a combination of various elements, and all of these factors have to be analysed by various stakeholders. Reports extracted from HubSpot will contain the necessary information, but there are times when your team may feel the report isn’t giving them the information they want or displaying it the way they want it.
To gauge the performance of your campaigns, HubSpot equips you with data-driven analytics through dashboards and reports. During a CRM audit, your existing dashboards and reports will be thoroughly examined, enabling recommendations for additional ones that can prove beneficial for your business. In some cases, a custom-built dashboards could be the best option for your needs.
Low Website Traffic
Website traffic shares similarities with sales and marketing strategies as it is not solely influenced by a single factor. The volume of traffic your website receives, whether from direct or organic sources, is the outcome of several key elements working together including effective SEO strategies, a seamless UX and UI experience, high-quality content, impactful lead nurturing emails, and well-executed paid ad campaigns.
Areas in need of improvement will be pinpointed, and tailored recommendations will be provided to guide you in implementing the necessary changes during an audit. The process could even reveal that you are making some other HubSpot mistakes and provide potential solutions to improve these areas.
Avoid the #1 HubSpot Mistake
There are many HubSpot mistakes that your business could be making, but the number one mistake remains skipping audits. When you do a HubSpot audit, you are covering your bases with other potential trouble areas because you are considering a wide spectrum of features, tools, apps, and integrations.
It’s always a good idea to get an external team to conduct the audit as they will uncover any hidden issues that you may not identify yourself. Our team at Warbble are always ready to assist with HubSpot audits and can help you get more from the platform than ever before. Besides exceptional onboarding, we offer ongoing support and monthly HubSpot management to save you time and increase revenue.
Schedule your audit today!
