Lead Scoring
What does Lead Qualification mean?
Learn the meaning of lead qualification, from capturing and tracking data to nurturing and converting leads using HubSpot's powerful tools and...
Reasons Your HubSpot Portal Needs an Advanced Audit
Running a HubSpot instance without regular audits is like driving a high-performance car without maintenance. Many businesses use less than half of their HubSpot capabilities effectively. Here's how an advanced audit can transform your HubSpot performance.
What is a HubSpot Audit?
A HubSpot audit is a comprehensive review of your account to assess its effectiveness, identify areas for improvement, and ensure alignment with business goals.
What are the benefits?
- Clean Up Your Account: Organize data, fix errors, and remove outdated info.
- Improve Tool Usage: Ensure you're making the most of HubSpot's features.
- Simplify Processes: Make workflows more efficient and easier to manage.
- Align with Goals: Check that everything supports your business objectives.
- Get Better Results: Improve outcomes from your campaigns and efforts.
- Maximize ROI: Make sure your HubSpot investment pays off.
Main reasons you should audit your HubSpot asap:
1. Outdated data is holding you back
An advanced audit helps identify and remove duplicate, irrelevant, or outdated contacts, ensuring your database is clean and actionable.
It's also a review of your data and system architecture:
- contact properties,
- custom objects,
- properties fill rates,
to ensure they are well-structured and optimized for better efficiency.
Thalox's feature Profiler highlights the fill rates of your properties
2. You’re not using all the features available
If you’re only scratching the surface of HubSpot’s capabilities, an audit reveals unused tools and features and how they can benefit your business.
For instance, HubSpot tools and features, such as marketing automation, chat flows, or snippets, and help identify how they can enhance your business operations.
It also reviews your installed apps in HubSpot, which gives you an overview and helps you to identify unutilized ones.
Installed apps in a HubSpot instance.
3. Bad workflows are slowing you down
Lists and workflows are the backbone of your HubSpot instance, driving segmentation and automation.
An audit reviews the current usage and type of lists, identifies inactive ones, and suggests organizing them into system folders.
Percentage of static and active lists in a HubSpot portal.
It also analyzes workflows to identify at-risk or unused ones that can be archived or deleted. It can tell you your top workflows and suggest topic recommendations. It uncovers inefficiencies in your automation, helping to improve processes and save time for your team.
This streamlining process ensures that your HubSpot instance runs efficiently, focusing only on workflows that deliver value.
4. Your metrics aren't making sense
If reporting feels off or unclear, an audit ensures your tracking and analytics are set up correctly for accurate insights.
It reviews the setup of your dashboards for marketing channel performance, sales management, lead generation, and website analytics to ensure they provide accurate and useful data into performance and activity.
Lead funnel report in a HubSpot instance.
5. Missed opportunities for better campaigns
What are the gaps on your campaigns?
One of the reasons to do a HubSpot audit is that it highlights gaps in your campaigns, like missing lead nurturing steps, and offers ways to improve performance. It can provide information about your landing pages, social media accounts, and files, making recommendations to improve engagement and organization of your content assets.
Landing pages analyzed by Thalox's HubSpot Audit.
Over time, business objectives can shift. An audit ensures your HubSpot portal is aligned with your current goals and strategies. This includes reviewing your data fields, workflows, and assets to ensure they align with your evolving business needs.
6. You don’t know who has access to your account
A HubSpot audit can evaluate user roles and permissions to ensure only active users have access to the portal. We recommend deactivating or deleting redundant accounts to maintain security and efficiency within your HubSpot instance.
User permissions in HubSpot
7. You want to improve ROI
Regular audits ensure you’re getting the most value from your HubSpot investment by optimizing tools and strategies.
From simplifying email sender names to optimizing lead management processes and workflows, it provides you with recommendations that maximize efficiency and overall ROI.
Data & System Architecture
A well-structured data and system architecture is the foundation of a robust HubSpot instance. We can provide you a Free Advanced HubSpot Audit. It includes recommendations for normalizing data, introducing mandatory fields where necessary, and ensuring that essential fields like Lead Source are adequately filled. Additionally, we check interfaces with other systems, such as Slack, to ensure seamless data flow.