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Amy Alexander
By Amy Alexander on July 24, 2023

[ VIDEO ] Ultimate HubSpot CRM Trick for Team Unity

Use this one simple strategy in the HubSpot CRM for aligning your marketing and sales.



A single source of truth in your HubSpot CRM is everything.

This is where magic can happen. A slew of spreadsheets, disconnected analytics, CRM inputs, and sticky notes will never lead to a unified sales and marketing team. If your sales team is using the HubSpot CRM, it's time to consider full-on marketing integration.

Let's face it, sales and marketing teams can have a hard time seeing eye-to-eye. Sales often feels that the marketing team is bringing unqualified leads. And, marketing often feels that the sales team can't close deals. But, playing the blame game with our feelings won't help us align.

Here are two ways your team can use the HubSpot CRM to report from a single source of truth, which can lead to better communication, the creation of SLAs, and movement toward solutions.

Option 1: Build your website on the CMS Hub.

Yes, this can be a time-consuming endeavor. Any web rebuild will not only cost money, but it will take time and attention. If you're already in the market to overhaul your website, you'll greatly benefit from exploring the CMS Hub option. 

Why? Full. Integration. Having all of your website and marketing activities in HubSpot--where your sales team can utilize a world-class CRM--will create a fully integrated buyer journey. From the minute someone clicks through to your site, to the sales process, all the way to customer service experience they have as a paying customer, the entire experience can be tracked and triggered inside HubSpot.

You'll know what campaigns are actually working, what pages are converting sales-qualified leads, what marketing emails are upselling current customers. 

Building on the CMS Hub means an absolute, single source of truth for your entire team.

Option 2: Integrate your current website with the HubSpot CRM.

Every call-to-action, form, and chatbot, etc. can be integrated in your current website so that conversions and actions are being tracked in HubSpot's platform.

No, you won't have the benefit of HubSpot website analytics, but you will be able to track your leads from their first conversion by embedding HubSpot's marketing tools into your website.

Plus, many web builders have a HubSpot plugin to help you be as granular as possible with the data you're getting off your website.

Want to understand the power of HubSpot's CRM?

We've got a sweet deal for you.

The truth is, you *don't* need a lead generation agency or a new big marketing plan to get great leads in your CRM, and start working them with world-class tools. There are simple strategies for capturing great leads and nurturing them into warm connections.

Our Warm Leads Lab runs twice a month to help you understand a simple system for loading leads into HubSpot and then warming them into great connections. You'll walk away with 150 quality, industry-specific leads in your own CRM portal, a 4-week nurturing sequence, and a 30-minute coaching call to help you close your leads! And, you'll start to see the power of HubSpot's CRM.

So go ahead, register for the next Warm Leads Lab!

Hint: we have that for you right here... for free... in our Warm Leads Workshop




[00:00:00] Hmm. Coffee is the elixir of life. Did you know that people who drink coffee are 87% more likely to be like happy, full functioning adults? Where did you get that idea? I saw it on Reddit. Reddit is not a reliable source. You do know that, right? Yeah, well, that's just, like, your opinion, man.

Okay, Internet. I'm Chad from See HubSpot Run, a team of Platinum HubSpot partners. And today, we're going to give you some HubSpot CRM magic. To get your sales and marketing teams on the same page. I know pretty sweet, right? If you're using a CRM or disjointed spreadsheets that aren't connected to marketing activity in any way, then it's impossible to see what the right hand is doing from the left hand.

The beauty of the HubSpot platform is that you can integrate the CRM with marketing activity. Let's look at two ways on how this thing can work. The first way will take more time and intentionality [00:01:00] building your site on the CMS hub. Using HubSpot CMS, you can publish website pages, landing pages and blogs all fully integrated in HubSpot.

This means you'll have a single source of truth for all kinds of things. We won't cover the in depth analytics and reporting, but you can see from this basic analytics report. That HubSpot can attribute traffic, page entries, and activity all the way down to revenue. From the beginning to end, you can see how new clients and customers are taking their journey.

Another great way to see this is by looking at a contact's life of the lead. With an integrated CMS for all your marketing activity, you can see what pages a lead visited and what forms they filled out right alongside all of your sales activity, like sequences and phone call logs. Hey, while we're here in the contact record, I just want to point out, we do have a legit video on how to transform sales relationships using one HubSpot CRM best practice.

And all of it happens right there in the contact record. So you can go watch that video if you want, if you want to. [00:02:00] Cool. Thanks for that info, Amy. I'm like cheerful in this one. It's weird. Maybe coffee is helping me. The second way is to embed HubSpot's forms, CTAs, and tracking code onto your site.

Platforms like WordPress have great plugins to help with this effort. But on any builder, you can simply copy embed codes from your forms or CTAs, also known as calls to action. Then you'll know exactly what buttons people are clicking on and what forms they're filling out. All of that data will still get populated into your contact record.

And that's it. Don't forget to subscribe to our channel and hop on over to that best practices video. I'm going to get some more coffee. Cause it's making me feel really happy.

Published by Amy Alexander July 24, 2023
Amy Alexander