If you are asking this question, you’re not alone. After all, HubSpot CRM and Sales has a ton of features. It is hard to know where to start.
So, we teamed up with the research team at Databox to ask 25+ HubSpot experts for their advice. We started with the question, “What features do you find most useful in HubSpot?” As you can see from mom database the graph below, there are some features you should get setup right away (the ones at the top of the chart) and some you might ignore completely (at the bottom of the chart).best HubSpot features
We also asked our experts, “Which of these features do you plan to start or continue using?”HubSpot features used
As you can see, even the experts don’t or don’t plan to use all of the features in the product.
So, when you’re setting up your HubSpot CRM or sales software, what should you consider doing, in order to make your team more organized and efficient? Where do you start?
Customize the CRM To Your Sales Process
“The biggest mistake I see companies making is to jump right in and set up as they go, with no clear plan for implementation or adoption,” says Shannon Howard of You Need a Shannon.
“Any software transition is difficult. But, it’s especially difficult when you're moving to a software as robust as HubSpot. Make sure you think through how you want to use the software and, more importantly, WHO is going to use the software.”
