How to solve common challenges RevOps teams face with HubSpot?

Delve deeper into challenges that RevOps teams grapple with while using HubSpot and explore practical ways to overcome them.

In the intricate world of modern business operations, Revenue Operations, or RevOps, has emerged as a pivotal player. It harmoniously integrates the realms of sales, marketing, and customer success to orchestrate a seamless customer journey and fuel revenue growth. HubSpot, a renowned CRM platform, often takes center stage in the toolkit of these RevOps teams. However, like any robust software, HubSpot comes with its fair share of challenges.

Let's delve deep into the prevailing issues that RevOps teams face while working with HubSpot and explore strategies to overcome them:

  1. Data Silos: Breaking Down Barriers

HubSpot's all-encompassing nature can sometimes lead to data fragmentation across its marketing, sales, and service hubs. Achieving a unified view of customer data becomes a Herculean task.

Solution: Routinely audit your data and consider integrations that facilitate fluid data flow across hubs. Emphasize centralized data management through team training.

Practical Steps:

  • Cross-team Workshops: Organize regular workshops to ensure all teams align on data flow and access.

  • Unified Dashboard: Create a centralized HubSpot dashboard for key metrics spanning marketing, sales, and service.

  • Use StackIt: Automate data extraction using StackIt from various HubSpot hubs into Google Sheets for a consolidated analytical perspective. Since the integration is no-code and on top of Google Sheets, everyone in the team can be on the same page…err..sheet.

  1. Integration Challenges: Bridging the Gap

Often integrating HubSpot data or other tools into HubSpot can involve getting developer time which is always in short supply.

Solution: If you are trying to create reports/analyse data we would recommend using StackIt which is built to solve last-mile analytics issues for RevOps teams.

If you are trying to build workflows like If This Then That (IFTT) leverage middleware platforms such as Zapier or Integromat to forge custom connections. When necessary, consider enlisting a developer to craft bespoke integrations.

Practical Steps:

  • API Proficiency: Develop in-house expertise with HubSpot's API for handling custom integrations.

  • Regular Integration Audits: Monthly checks to ensure smooth data flow and troubleshoot hiccups.

  • Harnessing Middleware: Seamlessly connect HubSpot with other systems using Zapier or Integromat.

  • With StackIt: Bridge integration gaps by effortlessly funneling data from diverse SaaS platforms into Google Sheets.

  1. Customization Limits: Tailoring HubSpot to Your Needs

HubSpot's off-the-shelf features may not align perfectly with every business's unique sales processes or reporting demands.

Solution: Explore HubSpot's marketplace for apps and extensions that amplify functionality. We recommend using - StackIt here which can be found in the HubSpot Marketplace.

Practical Steps:

  • Custom Properties: Leverage HubSpot's custom properties feature to fine-tune the platform according to your distinct requirements.

  • With StackIt: Extract HubSpot data into Google Sheets for limitless customization in analytics and visualization. Slice and dice data without relying on analysts.

  1. Complexity for Beginners: Navigating the HubSpot Maze

For newcomers to CRM and marketing automation, HubSpot's extensive feature set can feel overwhelming.

Solution: Dedicate time to HubSpot Academy for training. Contemplate bringing in a HubSpot consultant or participating in user group meetings for hands-on guidance.

Practical Steps:

  • Onboarding Programs: Create an internal onboarding process tailored specifically for HubSpot, breaking down fundamental concepts.

  • Regular Q&A Sessions: Host monthly Q&A sessions to address any HubSpot-related queries.

  • With StackIt: Simplify analysis for beginners by harnessing the familiarity of Google Sheets, coupled with data imported via StackIt.

  1. Cost Implications: Maximizing HubSpot's Value

As your company grows and your needs evolve, HubSpot's costs can mount substantially.

Solution: Periodically review your feature usage to ensure alignment with your needs. Strike a balance between costs and the potential ROI derived from streamlined operations and increased sales.

Practical Steps:

  • Usage Audit: Conduct quarterly HubSpot usage reports, considering downgrades for unused tools or features.

  • ROI Analysis: Regularly scrutinize the ROI HubSpot delivers to ensure your investment generates value.

  • With StackIt: Analyze HubSpot data in Google Sheets to discern which features yield the best ROI.

  1. Data Hygiene Issues: Keeping Your Data Pristine

Over time, databases can become cluttered with duplicate records, outdated information, or irrelevant data.

Solution: Establish a routine for data cleansing. Employ deduplication tools and segment your lists to ensure precise targeting.

Practical Steps:

  • Automated Clean-Up: Utilize HubSpot's automation tools to purge outdated records.

  • Manual Review: Dedicate time, perhaps quarterly, for manual database reviews to eliminate inconsistencies. We recommend setting up a quarterly review cycle for the same.

  • With StackIt: Regularly import HubSpot data into Sheets for visual identification and cleansing of data inconsistencies.

  1. Limited Reporting Capabilities: Unlocking Insights

HubSpot's reporting tools are robust, but sometimes, they may fall short of meeting very specific or intricate reporting needs. You might need to see this data along with data from other tool, or you might want to slice the data in some specific format.

Solution: You can start using StackIt to bring data from other SaaS tools and HubSpot into Google Sheets to do complex analysis and joins.

If you have access to analysts, and developers, you can bring data from HubSpot and other SaaS tools into a data warehouse, then use business intelligence tools such as Tableau or Looker to create tailored reports. This typically works well for enterprise customers.

Practical Steps:

  • With StackIt: Automatically pull data from HubSpot to Google Sheets for custom report creation, pivot tables, and advanced analytics.

  • External Analytics Integration: Integrate HubSpot with analytics tools like Google Analytics for comprehensive insights.

  • Custom Reports: Exploit HubSpot’s custom report builder to craft reports tailored to your unique business needs.

  1. Email Deliverability: Ensuring Inbox Success

Email campaigns hinge on reaching the right audience. HubSpot's email deliverability can sometimes pose challenges.

Solution: Adhere to email best practices, avoid spammy content, maintain clean lists, and monitor engagement metrics. Utilize HubSpot’s deliverability tools for insights. The grind doesn't stop there. Measuring the performance of your email campaign is equally important, with StackIt you can export this data and understand your data more in-depth.

Practical Steps:

  • SPF & DKIM Authentication: Enhance deliverability by authenticating your domain through HubSpot's recommended methods.

  • A/B Testing: Continuously A/B test email campaigns to optimize open and click-through rates based on performance data.

  • With StackIt: Analyze email metrics in Google Sheets for in-depth insights into deliverability trends.

By implementing these tactical solutions, RevOps teams can navigate HubSpot with greater efficiency, harnessing the platform's strengths while circumventing its challenges. Regularly keeping tabs on HubSpot's evolving features and updates can also open new avenues to tackle persistent issues.

If you would like to try out StackIt to solve your complex analytics and reporting issues, feel free to download it from HubSpot marketplace or Google Workspace Marketplace. We typically see RevOps teams save 8 hours per week with StackIt.

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