How long has your organization utilized HubSpot?

5+ years; we’re very familiar with the platform 3-5 years; we know our way around the platform 1-3 years; we’re fairly familiar with the platform < 1 year; we’re new to the platform

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How many teams within your organization consistently use the platform?

All of our teams are using the platform. Some of our teams; we plan to onboard more in the future. Just my team right now; we plan to onboard more in the future. I’m not sure which teams are consistently using the platform.

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Do you have documentation or standard operating procedures (SOPs) around how your organization utilizes HubSpot?

We have developed processes and SOPs for HubSpot. We have processes and some documentation but need to update/add to it. We have processes but do not currently have any SOPs or documentation. We are still developing our processes for the HubSpot platform.

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How accurate do you feel your HubSpot data is at this moment?

Our data in HubSpot is accurate, and our teams leverage processes consistently to maintain clean data. Our data in HubSpot is fairly accurate; there are opportunities for our organization to clean up our contact, company, deal, and/or ticket data. Our data in HubSpot needs some maintenance; we’re not confident our teams can utilize accurate data metrics. We need to clean out invalid data in HubSpot and need to develop a process for maintenance moving forward.

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How are you utilizing HubSpot segmentation and properties?

Our customer journey is mapped out in HubSpot, and we consistently use lifecycle stages, lead scoring, lists, and filters. We use some properties for data management and lists for emailing and plan to add lifecycle stages and lead scoring in the future. We have some historical data but need to implement more segmentation. I’m not sure how our HubSpot data is segmented or what properties we utilize.

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Does your organization's use of HubSpot's tools make your business processes more effective and efficient?

Yes, we’ve seen significant ROI from utilizing HubSpot. Yes, we use some tools but we are still determining what our return on investment is. No, we’ve trained and onboarded but need to figure out how our teams consistently utilize HubSpot. No, we’re not confident utilizing HubSpot has impacted efficiency or effectiveness as an organization.

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How well do you feel your organization utilizes your Marketing Hub tools? (CTAS, emails, forms, campaigns, workflow automation, landing pages, blogs, social media, and ads)

We utilize all of the Marketing Hub tools and have many of the tools connected to active HubSpot campaigns. We use some of the Marketing Hub tools for specific use cases. I’m not sure where to start with the Marketing Hub tools. Not applicable; we do not use Marketing Hub.

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How well do you feel your organization utilizes your Sales Hub tools? (templates, tasks, snippets, files, emails, sequences, pipelines, and deals)

We utilize all of the Sales Hub tools and have developed deal pipelines and deal logic that lives in HubSpot. We use some of the Sales Hub tools for specific use cases. I’m not sure where to start with the Sales Hub tools. Not applicable; we do not use Sales Hub.

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How well do you feel your organization utilizes your Service Hub tools? (Knowledge base, automation, ticketing, ticket pipeline, surveys, and chat)

We utilize all of the HubSpot Service tools and have developed a ticket pipeline, inbox logic, and knowledge base. We use some of the Service Hub tools for specific use cases. I’m not sure where to start with the Service Hub tools. Not applicable; we do not use Service Hub.

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How many integration apps installed in your portal are functioning with no errors?

All are functioning properly. Some are functioning properly. I’m not sure any are functioning properly. I’m not quite sure where to find my installed apps.

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What is your organization’s biggest challenge when utilizing HubSpot?

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Get your tailored results now!

Thank you for taking our HubSpot Utilization Assessment! Where should we send your results so you can start improving your HubSpot portal today?

Are You Getting the Most Out of Your HubSpot Investment?

How long has your organization utilized HubSpot?

How many teams within your organization consistently use the platform?

Do you have documentation or standard operating procedures (SOPs) around how your organization utilizes HubSpot?

How accurate do you feel your HubSpot data is at this moment?

How are you utilizing HubSpot segmentation and properties?

Does your organization's use of HubSpot's tools make your business processes more effective and efficient?

How well do you feel your organization utilizes your Marketing Hub tools? (CTAS, emails, forms, campaigns, workflow automation, landing pages, blogs, social media, and ads)

How well do you feel your organization utilizes your Sales Hub tools? (templates, tasks, snippets, files, emails, sequences, pipelines, and deals)

How well do you feel your organization utilizes your Service Hub tools? (Knowledge base, automation, ticketing, ticket pipeline, surveys, and chat)

How many integration apps installed in your portal are functioning with no errors?

What is your organization’s biggest challenge when utilizing HubSpot?

Get your tailored results now!