How to Set Yourself Up for the Best HubSpot ROI

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By Ashlee Rolkowski on March 15, 2022

There’s no greater excitement than buying something that will save you time. You start thinking of all the hours you’ll have back in your life as you carry the bag to your car and all the things you can do in those hours as you drive home. You walk through the door positively giddy with excitement, take the item out of the bag and...realize you don’t know how to use it.

Now, if you don’t take the time to learn how your magnificent time-saving tool works, then all you’ve done is waste time and money. Instead of bringing value to your life, it’s sitting on your shelf gathering dust. And worse, you’re still spending time doing the task you didn’t want to spend time doing in the first place.

This is what happens with HubSpot (or any marketing tool for that matter) for a lot of companies. They resonate with those powerful time-saving capabilities but ironically don’t have the time to set them up. Exactly what makes the tool attractive is what makes it so hard to launch for busy businesses. But you don’t have to continue suffering.

If you know your goals and establish a strategy before you take your marketing tool out of the box, you’re much more likely to get the most out of your system. HubSpot in particular is built to implement your marketing strategy, not create it. Let’s look at a few goals and metrics to set up beforehand so you get the most out of your HubSpot account.

What are Your Revenue Goals this Year?

Nine times out of ten, the reason you want a marketing tool that can help you save time is to boost your bottom line. You might be looking at HubSpot’s software to help with email marketing, lead generation, lead conversion or marketing automations, each of which can help you generate revenue in its own way. But the only way to truly determine return on investment is to set up a measuring stick—a.k.a. your revenue goals. 

Establishing your goals before you start working in HubSpot helps you to create benchmarks and monitor the right KPIs that will indicate the growth you’re hoping to see. There are a few questions you can ask yourself to make sure you have a clear idea of your revenue goals and how they compare to where your brand is now: 

  • What do you need to do to reach your goals? (Tip: This answer will help you develop your marketing and sales strategies plus create efficiencies in your workflows.)
  • Will it take more manpower than you currently have to reach your goals?
  • Will those needs continue after this year?

The fact is, most growth requires investment in people, tools and more. HubSpot’s marketing platform is no exception. It’s an investment just like anything else, but if you can implement it with the intention of enabling your team to reach their goals, then your ROI will be well worth the initial price tag.

Setting up for Scale

You probably decided on one of HubSpot’s tools because you needed something that could amp up your sales and marketing teams. They might need access to more advanced marketing software, better sales tools or just more manpower to reach the scale you need to achieve your revenue goals.

One thing HubSpot does really well is setting up your teams to scale their efforts. So instead of having to add more team members, you can automate and optimize processes so that information gathering is easier and your teams can work more efficiently and effectively. This is the biggest area where HubSpot can show ROI.

Here’s an example: Let’s say to meet your revenue goals, your sales reps have to boost their conversion rates by 5%. You could use automations to notify sales reps when certain leads have shown increased engagement with your company, allowing your reps to focus their time and energy on the leads most likely to close. This not only streamlines your sales process but also helps your bottom line because you don't have to add to your sales team (hello salaries plus benefits) to meet your objective.

Better Tracking Means You Can Focus on Things That Work

Lots of great marketing campaigns are born from a gut feeling that they’ll work. And honestly, there’s nothing wrong with that. The trouble comes when you have to prove that the thing you thought would work is, in fact, working. Without the ability to track your campaigns once they launch, you don’t really know what’s working and what isn’t.

You could make the argument that you can always measure something. Like you can see leads generated or click through rates. But that’s assuming your campaign works. What if it doesn’t? How will you see where the breakdown occurred? 

The more you do in HubSpot, the more effectively you can watch every aspect of a campaign. You can track contacts from the moment they engage with you until they become a customer, no matter how long that journey takes. The dashboards have some powerful integrations and functionalities that give you detailed insights into every step of the process. 

As a bonus, HubSpot’s new efforts to enable RevOps for its users means you can even track people after they become customers. This gives you the ability to report on things like cost per acquisition against the lifetime value of that same customer or how a specific lead source translates into real revenue. 

The more you can track your campaigns, the easier it is to determine your marketing ROI through HubSpot.

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Make HubSpot Worth the Time

Inbound marketing takes time. Trust me, I know how frustratingly slow the process can be. But if you take the time to set your tools up correctly before you implement them, you can start generating and measuring returns from the start. 

With a structured plan for how you’re going to use HubSpot to power your marketing efforts and spur sales enablement toward your revenue goals, you’ll see a return on your investment. Lone Fir Creative is a HubSpot partner, so if you have any questions about getting your account set up or which Hubs will best serve your business, reach out to us. We’d be happy to help!

👉 Keep reading: Is HubSpot Worth It? A break down of cost factors in each of the 5 Hubs. 

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Ashlee Rolkowski
Ashlee Rolkowski
Ashlee thrives on the fast-paced environment that is marketing. She gets a great deal of enjoyment out of organizing any and all things and loves helping her clients tackle their unique set of challenges.

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