How to Make Your Hubspot Investment Work- Short Term & Long Term

August 6, 2021

We are seeing millions of specialists and workers transition to remote working, a paradigm shift that took place almost overnight. Product launches, events, trade shows, and more have been canceled, and the in-person meetings are on indefinite hold. Online marketers and salespersons are working from home during these ill hours but are facing new challenges.

We conduct regular check-ins for our clients who use HubSpot. In these check-ins, we take care of these aspects:

  • If our client is paying for a particular feature but not fully utilizing it.
  • If our client is unaware of a feature that could help.

We analyze everything and determine how we can help our clients adjust their HubSpot tier to optimize their use of the tools and features they pay for. Down the road, our goal is to help our clients achieve better ROI.

For marketers who run marketing campaigns, support sales teams to sell remotely, or automate tasks, now is the perfect time to audit your digital tools. We are a HubSpot Solutions Partner and have been helping several businesses across the globe optimize their investment in this platform. If you are using HubSpot, follow these steps for complete check-ins. Here is how you can make your HubSpot investment work.

Short Term Goals

Check Out Which Features You Are Paying For

Each HubSpot package includes dozens of features, and your subscription may have tools you might not know. Nothing is worse than learning that your client is paying for a third-party integration feature even though their HubSpot package includes a better alternative to that particular feature.

  • Log into your HubSpot account, click on your profile photo in the upper hand corner and then click on Account and Billing to check which tier you are using.
  • Head to HubSpot’s pricing page and check the list of features included in your tier.

Document The Particular Features Our Client Is Using

Before we dive into all the things you could do with HubSpot, we document the particular features our clients are currently using. When conducting an account audit, you should emphasize customer experience. We make sure that our client understands the automated workflows that are already running. We do not want our clients’ contacts to get email-spammed.

We Help Our Clients Leverage HubSpot Better

The entire act of diving deep into your HubSpot account sparks a thousand ideas about how you can help your clients better use the platform to automate your workflows and effectively collaborate with your teams. Here is how we prioritize our next steps:

  • We fix the issues and take care of the flaws such as incorrect user permissions, expired contact data, outdated logos, and more.
  • We optimize your account by updating the campaign content that is not performing well. We also update the old content and clean up every hub.
  • Finally, we take care of implementing the tools and features into the business model of our clients. We do this to streamline their workflows and lessen the work while delivering the best customer experience.

Long Term Goals

Get To Know HubSpot

HubSpot is a superb platform for giving your customers the information they need to understand how the platform works. Get yourself familiarized with the tools and features you have at your disposal. This platform offers certifications and free online training, workbooks, quizzes, videos, and more to test and improve your knowledge. Getting your staff HubSpot certified is one way to ensure that they can get the most out of your investment.

Here is what they get

  • Inbound Marketing
  • Email marketing
  • Growth-Driven Designs
  • HubSpot Marketing Software
  • Social Media
  • Marketing Strategy Preparation

Assign At Least One Member To HubSpot

Marketing automation is dynamic and occurs on the customer-facing side. Several hours of manual work are involved in marketing automation. Depending on your specific business requirements, having a staff or at least a small team of HubSpot experts can help you steer your project in the right direction. Specific marketing efforts and strategy planning demand experienced minds. Without experienced staff, using HubSpot is a complete waste of your budget.

Have A Discussion With Your Marketing, Sales & Customer Support Teams

HubSpot spans Marketing, Sales, and Customer Support teams and allows each department to support the work of the other two. Sales and marketing teams work together to score leads based on their online activity. Constant communication works best with customer support and creates automated emails to onboard the new customers and answer the FAQs.

Conduct Regular Portal Audits

Your HubSpot portal accumulates contacts, old campaigns, forms, workflows, and more. You need to periodically archive these old campaigns, delete the old data that is no longer in use. It is easier to find better things in a clean portal. Regular portal audits enable you to clean your HubSpot portals and find better and relevant data.

Track Your HubSpot Revenue

With HubSpot, you get to have multi-touch revenue attribution that helps you decide which particular marketing activities are the most successful. You can identify the specific touchpoints for your leads and create sales opportunities. Not only that, you can strategize your marketing efforts if you start tracking your HubSpot revenue. Focus on those touchpoints that are performing well.

Have A Strategy

Several companies and businesses do not create an overall marketing strategy. Sometimes the marketing tactics are confused with marketing strategies. Blogging, Google ads, and SEO are just marketing tactics that do not provide an overall strategic direction.

Use the SMART technique (Specific, Measurable, Attainable, Relevant, Time-bound) to create a marketing strategy. Your marketing strategy won’t be successful without this approach. After all, HubSpot is just a marketing platform that cannot create a marketing strategy for you.


At DRC Systems, we use HubSpot for both B2B and B2C clients across the globe. We streamline the work of our clients and optimize their HubSpot Investment. It helps them with effective lead generation, campaign management, and complete content audit. In short, you can move ahead with the right set of tools.

The right partner can help you supplement your marketing efforts and strategy implementation. If you don’t know where to start or where to go next with your HubSpot journey, DRC Systems would love to steer your boat.

If you need to optimize your investment for both long and short-term business goals, we are happy to help!


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