Quick Wins with HubSpot: Boost CX and Insights with These 5 Practical Tips
In today’s competitive landscape, middle market companies must move fast, stay agile and consistently deliver value to customers. Many already use HubSpot, but its full potential often goes untapped, especially when it comes to improving customer experience (CX) and gaining actionable insights.
The good news? You don’t need a massive overhaul to see results. With the right strategies, you can achieve quick wins that make a lasting impact. Below are five practical, high-value HubSpot best practices you can implement right away. Each offers a clear path toward optimization, efficiency and better engagement.
1. Refine Your Lead Segmentation for Smarter Nurturing
Effective segmentation is the foundation of personalized, relevant customer journeys. HubSpot’s list tools let you filter contacts by behavior, lifecycle stage, company size and more. When properly set up, segmentation helps tailor communication by audience, improving engagement and closing rates.
Where to start: Use HubSpot’s list tool to segment contacts by industry and lifecycle stage. This helps tailor messaging, increase engagement, and drive more qualified conversions.
According to industry research cited by HubSpot, email campaigns that use segmented lists can achieve over 100% higher click-through rates compared to non-segmented sends.
2. Automate Key Workflows to Reduce Manual Burden
HubSpot’s workflow automation can streamline tasks across your entire sales and service pipeline. It can eliminate repetitive actions like lead assignments, follow-up emails and internal task creation.
Action step: Set up a workflow that alerts your sales team when a prospect views a key webpage or downloads a product sheet. This ensures timely, relevant outreach based on real behavior.
3. Clean your CRM Data Regularly
Accurate, well-maintained CRM data is essential for meaningful insights and effective automation. Yet, many middle-market firms struggle with duplicates, missing fields or outdated statuses.
Implementation tip: Use HubSpot’s data management tools to merge duplicates, standardize key fields and schedule recurring data audits. This becomes even more critical when integrating with Oracle NetSuite or other platforms.
4. Leverage Custom Dashboards for Real-Time Decision Making
HubSpot’s reporting features provide powerful visibility into both customer behavior and internal performance metrics, even though many businesses underuse this functionality.
Best practice: Create a custom dashboard for your sales team that highlights deal velocity, lead sources and email engagement. Leadership teams can benefit from dashboards that blend HubSpot and NetSuite data to monitor revenue, operational KPIs and sales cycle trends in one place.
HubSpot’s 2024 Sales Trends Report found that 61% of sales professionals reported improved results when better reporting tools were in place.
5. Integrate HubSpot with NetSuite to Unlock Cross-Platform Efficiency
Some companies rely on ERP systems like NetSuite to manage back-end operations and HubSpot to handle front-end engagement. Without integration, these systems operate in silos, leading to inefficiencies and fragmented customer experiences.
What to do: Connect HubSpot with NetSuite to enable seamless data exchange across departments.
This alignment gives your teams real-time visibility into customer activity, inventory and order status, creating a smoother experience from first touch to final delivery.
The Bottom Line: Optimization Doesn’t Have to Be Complicated
HubSpot is a powerful platform, but its true power is unlocked in how it’s used. By focusing on these five best practices, businesses can realize faster implementation wins, better customer engagement and improved internal alignment.
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