5 common HubSpot mistakes new users make (and how to avoid them)

Failing to onboard their team

One of the biggest issues that businesses face when implementing HubSpot is moving their team onto the platform.

People get used to certain ways of working and processes, so moving platforms will disrupt this.

I would recommend all businesses invest in an onboarding program to get their team to grips with HubSpot and understand the new processes. You should also have a clear switch-over plan that gives your team a plan of when they need to move their processes over by.

Not moving all-in with HubSpot

One of the main value props of HubSpot is that it is an all-in-one platform. From marketing, sales, to customer success.

Customers that adopt more of the features and hubs, and adjust their processes to fit within HubSpot get the most out of the platform. The businesses that fail to adapt and move further into the ecosystem typically hit roadblocks and make their lives difficult.

Poor integration

HubSpot should be your central source of truth. For this to happen, you need to integrate your tech stack with the platform.

I recommend having a look on the HubSpot app store and integrating each part of your stack one-by-one.

Bad CRM management

Many businesses are overwhelmed by the data in their CRM and don’t have a clear strategy to manage, segment, and utilise the data.

First, you should have goals and a strategy for using the data in your CRM.

Once you have that, you should be continually checking the validity of the data, updating and enriching, and adding more segmentations.

5. Not visualising the process

The first thing I do with a new customer at Breeze is to map out their buyer journey, from traffic source all the way to becoming a customer.

Once you have this process mapped out, it’s a lot easier to see what needs to happen in HubSpot and the rest of your tech stack.

I recommend using lucidchart or Miro to do this process.