By working on this point, you can better create automation strategies and avoid manual work. Otherwise, you will miss out on many segmentation capabilities for the future.
10. Upload databases not obtained through forms to HubSpot:
All marketing automation systems have a high cost for managing every mobile number list thousand contacts (from $600 per year).
Inserting databases of users who are not potential customers is an expensive mistake. Unvalidated emails with a high bounce rate can cause account problems and increase costs absurdly.
It is better to do email blasts with the tools that serve that purpose.
11. Not using HubSpot's native fields for your forms
In any automation tool, there are 5 fields that should be used natively:
Name
Last name
Phone
Web page
Each automation platform handles these fields differently, for Name it can be Firstname or FNAME.
Using these fields correctly will avoid difficult and unnecessary problems when performing integrations via API.
12. Don't evangelize sales managers about the wonders that HubSpot does and let them depend on their previous tools
All sales supervisors have proactive activities that they carry out on a daily basis without Marketing and Management knowing about them. Some of these activities may include:
Sending mass emails (yes, sales does it at home).
Creating WhatsApp groups.
Communication via physical mail… to name a few.
Many of these activities can be done in HubSpot , and others should be logged in the CRM to get the most out of them. However, no one in sales will exploit the most opportunities if they don't know the easy way to do it in the system.
13. Not having clear mechanisms for lead nurturing and assigning accounts to sellers
Good automation tools allow you to generate specific rules to assign prequalified contacts to the sales force (whether specialized or general) in an organized or random manner.
