Making HubSpot Work for You
Estimated reading time: 4 minutes
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Having a CRM isn’t a strategy, it’s a start. If you’re using HubSpot and wondering why the marketing-to-revenue pipeline still feels like wishful thinking, you’re not alone. Most businesses aren’t really using HubSpot, they just have it.
And here’s the thing: having HubSpot isn’t the same as making it work for you. It’s not just a database – it’s a platform that can power your entire revenue engine. When used right, it gives marketing, sales and customer teams the clarity and confidence to make smarter decisions, faster.
With insights from CRM strategist and HubSpot expert Katie Magorrian, here’s how to make HubSpot work for you – and not the other way around.
Clean up your data
We get it. Cleaning data can feel mind-numbing, but without it, you’re not getting any value from your CRM. First step to get value? Trust the data in it.
That means removing duplicates, filling in missing details, and making sure everything is up to date. HubSpot’s data quality tools can automate some of this process, helping you stay on top of your database, spend less time reacting and more time using the data to make better, faster decisions.
As Katie puts it: “HubSpot’s data quality tools automatically clean and organise your database, so you can spend less time reacting to problems as they appear and more time using your data to make smart business decisions.”
Invest in your team – train them
A CRM is only as effective as the people using it. If teams aren’t trained properly, or aren’t aware of the tools at their fingertips, it becomes just another bit of tech to ignore.
This is where ongoing training and knowledge sharing make all the difference. Teams get a lot more from HubSpot simply by carving out time to learn. That might mean building a few internal champions, exploring free HubSpot Academy courses joining the community to tap into peer support, or even exploring options through HubSpot’s partner network and webinars.
“By equipping your team with in-depth CRM knowledge, you can maximise the effectiveness of your CRM implementation and encourage widespread adoption throughout the organisation.”
It’s not about ticking boxes – it’s about making sure your team has the confidence, capability and skills to use your CRM and drive real results.
Use AI where it counts
HubSpot’s built-in AI tools can help you do more with less. From writing content to generating campaign ideas and speeding up reporting, they’re designed to take care of the heavy lifting – freeing you up for more strategic work.
“Businesses using HubSpot are supercharging their marketing with AI. They are leveraging HubSpot’s AI tools to brainstorm ideas, generate entire campaigns within minutes, and produce reports in seconds.”
AI improves workflows thorough data analysis, predictions and process automation. It doesn’t replace marketers – it supports them. So, if it’s in your CRM, use it.
Prove your impact with better reporting
Marketers still get a rough ride when it comes to proving value. You know you’re influencing pipeline, but unless you’ve got the data to back it up, it’s easy to be overlooked at the revenue table.
Use the reporting tools from your CRM – you can build dashboards that speak your commercial team’s language, track the KPIs that actually matter and map activity straight through to revenue. This will allow you to:
- Show which campaign brought in the most qualified leads
- Compare the cost per MQL across channels
- Have strategic conversations about what’s driving growth
“CRM analytics empower marketers to demonstrate clear marketing revenue attribution by linking specific campaigns and interactions directly to revenue outcomes.”
When your reporting is clear, timely and commercially focused, the entire conversation around marketing shifts from cost centre to revenue engine.
In short, don’t let your CRM gather dust
Clean data, confident users, smart automation, and clear reporting: get those right, and your CRM becomes more than just a tool. It becomes your team’s competitive advantage.
Got the CRM. Need pipeline? Our SDRs turn static data into real opportunities.