You've got HubSpot, but people aren't using it. Adoption is a key challenge faced by our customers, so I've come up with a HubSpot adoption dashboard to monitor usage and support a successful HubSpot adoption strategy.
In the video you'll get a run-down of each report on the dashboard which is split into different sections which i've detailed further down this post.
This section gives an overview of the teams activity metrics - a low level of activities being logged implies:
All users from Sales, Marketing and Service should be logging activities such as emails, calls and meetings every day unless they are on holiday.
This section allows you to review team members that are logging in to HubSpot each day. You can also use this data to calculate Daily Active Users & Monthly Active Users.
All users from Sales, Marketing and Service should be logging in every day unless they are on holiday.
Training Record & HubSpot Academy Courses:
This section allows you to track:
Users from sales should have taken basic and intermediate training and have embarked upon the HubSpot Sales Software certification.
This section allows you to review key datapoints as defined during the scoping process. If people are following the processes you've set out for the CRM, the numbers in the reports should be in the range of zero to ten. Higher numbers indicate missing or incorrect data, which indicates people are not following the correct processes and this should be investigated immediately.
This section shows the results of the monthly user feedback survey. Scores lower than 7 should be investigated.
Author: Chris Grant
Sales Service and CRM Implementation Consultant