This handbook is your guide to:
- Approaching your user permissions and team structure
- Knowing your data inside out to keep it clean and useful
- Staying on top of changes to stay in control
- Remaining up to date with product updates and knowing how to ask for help
HubSpot has grown from being marketing-only software to a CRM platform with countless tools across five business-wide hubs. It’s been a fantastic journey, but with this growth, buying and using HubSpot has become more difficult to get right.
Configuring a brand new portal to work for you, fixing one you’ve inherited which is in a mess or keeping up with product updates and changes, there’s always something to be doing.
In fact, The HubSpot Administrator is arguably a little under-recognised (or lacking altogether). It’s such an important role. It may have once sat within the marketing team, or sales ops… but now with global businesses, different stakeholders and increasing calls for end-to-end reporting, it’s becoming a role in itself.
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Considering a new CRM system for your business?
CRM systems make or break a business' marketing efforts. A CRM unsuited to its business can render your marketing efforts ineffective and create a situation where leads aren't being followed up upon.
We've spent years helping businesses utilise HubSpot for all their service and customer relationship needs. We've seen the good, the bad, and the ugly when it comes to CRM systems so we understand the importance of getting it right.
Now that all our data is in HubSpot, our next task is to make sure that there is data consistency in the way we report our activities and how we can monitor our campaigns to further optimise them. We have moved from isolated systems that were reported separately not making it easy to analyse results. Working with Gem, from BabelQuest, is making this complex task easier to accomplish as we dissect the route we need to take with a practical and efficient approach.
Director of Demand Generation, CEG