How To Use HubSpot For Marketing: 7 Essential Steps For Success

Modern businesses have modern marketing demands. A while ago, marketing was about releasing a pamphlet over the news or running ads on Television and radio. Well, we still use those, but it has evolved a lot. Nowadays, it is more about social media, websites, email, and so on. This means you need an effective marketing management strategy to cater to all these marketing mediums.  Also, it is crucial for you to internally manage all channels to have a precise forecast and plan for the future. Can you think of somebody who can do all that?  Well! We do! HubSpot! It is an umbrella of every possible CRM tool that you need to have a bulletproof marketing strategy in place.  This marketing automation tool allows you to handle all sorts of inbound/ outbound marketing, sales, and customer service while empowering modern marketers to streamline their efforts, connect with their audience, and drive tangible results.  But do you know how to use HubSpot for effective marketing? Well, that’s what we are going to explore. In this blog, we’ll take you through major steps of using HubSpot for marketing, helping you unlock its full potential for your business. So, let’s start with our first one.

7 Steps To Boost Your Marketing Strategy With HubSpot

7 Steps To Boost Your Marketing Strategy With HubSpot The B2B marketing space is as extensive and interconnected as Pedestrian Bridge in China. You need to know the access points to the milestone you are trying to achieve to have a successful marketing plan in place.  Here are the 7 steps you need to consider before you embark upon the journey of HubSpot marketing.

Step 1: Optimize Your Strategy Through HubSpot’s Marketing Dashboard

Try using the marketing dashboard from HubSpot. Its comprehensive nature allows you to get all the necessary information regarding your marketing strategy in one view. But how do you know why it’s the most relevant tool for your business? Let’s take a look at its features.
  • Strategic Overview: HubSpot’s dashboard is like a control room. Whether it’s tracking the latest campaign metrics or monitoring real-time website interactions, everything you need is just a click away.
  • Data-Driven Decisions: Data is gold in the B2B space. And HubSpot’s dashboard ensures you’re never making blind decisions. With comprehensive data at your fingertips, every strategy is informed, and every move is calculated.
  • Engagement Insights: The dashboard offers a deep dive into user engagement, and it goes beyond the numbers. You will learn which emails are working, which blog posts are being shared, and which CTAs drive conversions.
  • Feedback Loop: Continuous improvement is the name of the game. With real-time feedback on your campaigns, you can tweak, refine, and optimize on the go, ensuring your strategies are always in sync with your audience’s needs.

Step 2: Craft Strategic Content Through HubSpot’s CMS

It’s a well-known fact that content is the cornerstone of effective communication. You can go anywhere, either in the digital space or in the physical; there is nothing more powerful than content.  But, not knowing what content to draft and how to manage it without minimizing resources is a big challenge. That is why we use HubSpot’s Content Management System. It is a powerful platform designed to facilitate the creation, editing, and optimization of all sorts of content that is about to go online. This CMS isn’t just a tool; it’s a comprehensive workspace. It streamlines the content creation process, ensuring it aligns with your brand’s voice and objectives.  And this is not even the best part. You can also get your content SEO optimized with its integrated SEO tools. Its dual focus on quality and discoverability ensures that your content reaches the eyeballs it is meant for.

Step 3: Tailor Your Approach Through HubSpot’s CRM Integration

Navigating the B2B marketing world is like attending a global summit. Each business represents a unique country with its own culture, language, and preferences. Imagine if you had a translator who could help you communicate effectively with each ‘country.’ It would be great. Right? That’s what HubSpot’s CRM integration brings to the table. Let’s go deeper into what we mean by that statement.
  • Beyond Generic: General approach is like white noise. It’s there, but it rarely makes an impact. HubSpot’s CRM ensures your communications are anything but generic. It uses data intelligence to understand each business’s unique profile and help you craft messages that hit the mark every time.
  • A Living Database: Forget static databases that store information. HubSpot’s CRM is more like a dynamic ecosystem, constantly evolving with every interaction. It captures the details, the feedback, and the preferences, ensuring your outreach is always informed.
  • Personalization at Scale: Personalizing a message for one client is one thing, but what about a hundred? Or a thousand? With HubSpot’s CRM, scale doesn’t dilute personalization. Whether you’re reaching out to ten businesses or ten thousand, each message feels tailor-made.
  • Data-Driven Insights: The CRM offers insights to shape your broader marketing strategy; it’s like having data beyond personalization. You can discover trends, identify preferences, and relevant feedback, all in real-time.

Step 4: Mastering Engagement Through HubSpot’s Social Media Tools

Maintaining a robust presence across various digital platforms is essential. But maintaining engagement and leading the conversations as a trend is another thing.  The digital world is like a busy city square. Conversations are happening at every corner, from the café to the street. Now, how do you ensure you’re not just part of these conversations but actually leading them?  We can do something about it with HubSpot’s suite of social media. Here’s a quick peek into why it’s so crucial for your businesses.
  • Consistent: Ever tried juggling? It’s fun but tricky. Managing multiple social platforms can feel the same. HubSpot ensures your brand voice remains consistent, whether tweeting, posting, or sharing.
  • Timely Interactions: Remember when you wished someone a happy birthday a week late? Well! Timing matters. HubSpot lets you schedule posts when your audience is most active. No more missed opportunities!
  • Real-time Engagement Tracking: It is like having a heartbeat monitor for your brand. Track likes, shares, comments, and whatnot. Understand the pulse of your marketing strategy and check its health through HubSpot. Know what’s working and what’s not.

Step 5: Lead Successful Campaigns Through HubSpot’s Email Marketing

Email marketing stands out as the best inbound marketing strategy that continues to deliver results over time. And HubSpot’s suite of email marketing tools helps you from A to Z because it’s not just a toolset; it’s a strategic ally.  It offers businesses the opportunity to draft messages that not only inform but also engage. Whether it’s a product update, a monthly newsletter, or a special offer, HubSpot ensures that each email is tailored to its audience, maximizing its impact. So, let’s discuss what HubSpot’s email marketing umbrella has in store for you.
  • Personalized Content: HubSpot is like your personal email manager, who optimizes content in a way that resonates, is data-driven, and fulfills the agenda. Because it’s not about sending emails; it’s about sending the correct emails.
  • Tailored to Perfection: HubSpot ensures every email resonates with its recipient. It approaches your marketing process by segmenting your audience, tailoring each message, and making it relevant and impactful.
  • Intelligent Automation: It’s like having a personal assistant for your emails. Set up drip campaigns, schedule follow-ups, and ensure every lead is supervised.
  • Excellent A/B testing: Use A/B testing within HubSpot to determine which email version is working. Maybe one with an image header versus one with a video resonates more with your audience.

Step 6: Make Use of HubSpot’s Analytics

Let’s say you roll out a new blog series. With HubSpot, you can track its readership, see which topics resonated the most, and even identify the best time to post. It’s like having a cheat sheet for success! That’s the kind of data HubSpot provides. Now let’s understand it better.
  • Offers Real-time Metrics: HubSpot’s analytics aren’t just about numbers but the stories those numbers tell. It’s like having a magnifying glass that reveals the finer details of your marketing efforts.
  • Immediate Feedback: Just launched a campaign? No need to wait for weeks to gauge its impact. HubSpot offers real-time data, ensuring you’re always in the loop.
  • Comprehensive Overview:  From how long visitors stay on your site to which CTA gets the most clicks, HubSpot gives you a 360-degree view of your marketing landscape.

Step 7: Streamline Campaigns Through HubSpot’s Collaborative Suite

Can you remember when a minor miscommunication led to a major hiccup? With regular sync-ups within HubSpot, such mishaps become a thing of the past. It’s like having a team huddle at the click of a button. Regular team sync-ups within HubSpot can ensure everyone’s on the same page, amplifying the effectiveness of your campaigns. Now let’s take a peek at how HubSpot orchestrates this sync.
  • Unified Calendars: Gone are the days of overlapping schedules and missed deadlines. HubSpot’s shared calendars ensure everyone’s in tune with the marketing efforts.
  • Task Assignments: It’s like having a digital manager. Assign tasks, set priorities, and ensure every team member knows their role.
  • Real-time Updates: No more “Did you see that email?” or “Who’s handling this client?”. With HubSpot’s real-time notifications, everyone’s always in the loop.

Unlock Your Business Potential With Expert HubSpot Support!

CTA - HubSpot Until now, we have understood that HubSpot stands out as an essential tool for any marketer looking for efficiency. However, as with any tool, its actual value is not just in possession but in proficient utilization. That is why INSIDEA steps in and takes the burden off your shoulders.  So, elevate your B2B marketing endeavors to new heights with HubSpot’s potential and INSIDEA’s expertise. Together, we can chart a course that aligns with your business objectives, ensuring every campaign, every strategy, and every interaction resonates with precision and purpose.  As a HubSpot Solutions Partner we take pride in assisting you with streamlining your HubSpot efforts. With the best-in-class marketing, sales, and service solutions, we help you scale exponentially. INSIDEA’s HubSpot Specialists have the required in-depth knowledge and can provide you expert guidance on how to use the platform to meet your specific business needs.  Get in touch today to learn more about how INSIDEA can help you succeed!
  • Tailored Experience: For us, user experience is the Primary Focus. Thus, INSIDEA works with you to ensure your HubSpot experience is tailored to your business needs. 
  • Industry Expertise: Our team specializes in the setup, implementation, and optimization of HubSpot tools, as well as is well-versed in HubSpot best practices to ensure your business has the highest ROI possible.
  • Customer Obsession: For us, customer satisfaction is the key to success, and we strive to ensure that our customers’ needs are not only met but exceeded every time. 
At INSIDEA, we understand the importance of valuable HubSpot Strategies that understand your target audience and drive conversions. Sign Up to explore how we can help you out with your upcoming projects. Book a meeting now!
Jigar Thakker

Jigar Thakker is a HubSpot Certified Expert and CBO at INSIDEA. With over 7 years of expertise in digital marketing and automation, Jigar specializes in optimizing RevOps strategies, helping businesses unlock their full potential. A HubSpot Community Champion, he is proficient in all HubSpot solutions, including Sales, Marketing, Service, CMS, and Operations Hubs. Jigar is dedicated to transforming your RevOps into a revenue-generating powerhouse, leveraging HubSpot's unique capabilities to boost sales and marketing conversions.

Jigar Thakker is a HubSpot Certified Expert and CBO at INSIDEA. With over 7 years of expertise in digital marketing and automation, Jigar specializes in optimizing RevOps strategies, helping businesses unlock their full potential. A HubSpot Community Champion, he is proficient in all HubSpot solutions, including Sales, Marketing, Service, CMS, and Operations Hubs. Jigar is dedicated to transforming your RevOps into a revenue-generating powerhouse, leveraging HubSpot’s unique capabilities to boost sales and marketing conversions.