Introduction

Hello and welcome to HubSpot! It can be daunting to get started when implementing this robust CRM platform, particularly if you're unfamiliar with RevOps concepts like data centralization, revenue leak prevention, or marketing automation campaigns. We will walk you through the key HubSpot CRM features that are necessary for RevOps success in this guide. We will assist you in quickly unlocking value, from a HubSpot onboarding checklist and campaign creators to marketing automation. Knowing these features lays a strong basis whether you're developing your business workflow automation stack, deploying LMS tools for training, or collaborating with a learning management system consultant.

1. Contact & Company Management

The Contact and Company records at the core of HubSpot are crucial for data centralization and facilitating coordinated RevOps. When set up correctly, you will reduce data silos that result in revenue leakage by keeping your clients and prospects in a single source of truth.

Essential Skills:

Rich properties: If working with an LMS consultant, customize the contact and company fields to capture pertinent information from the deal stage to the completion of training.
Sorting and filtering: Create lists according to HubSpot CRM attributes such as campaign involvement, training enrollment, or lifecycle stage.
Associations: Provide a 360-degree view and strengthen business workflow automation by connecting contacts to businesses, deals, tickets, and workflows.

Make sure these records are consistently set up using your HubSpot onboarding checklist to avoid misaligned data that could cause campaign creators and marketing automation to fail.

2. Deal Pipelines & Deal Stages

Deal Pipelines from HubSpot assist you in managing and visualizing revenue flow. You can determine where prospects may stall or leak by matching pipeline stages with important benchmarks, such as onboarding, training (through an LMS), proposals, and renewal.

Why it's important

Automation of the deal stage: When a deal progresses through different stages, initiate workflows or alerts—for example, alerting an LMS consultant when a training phase starts.
Identification of revenue leakage: Dashboard insights assist you in identifying opportunities that are stuck or deals that are moving slowly.
Custom pipelines for distinct segments: You can create pipelines specifically for each segment if you're using the best LMS for business and running several product lines or training paths.

To keep visibility and prevent deals from falling through the cracks, start utilizing HubSpot CRM features like pipeline funnels and stage-based automation.

3. Marketing & Sales Automation

One of HubSpot's advantages is its automation, which is exactly where marketing automation and campaign creators excel. You can streamline growth and cut down on manual handoffs by automating portions of your customer journey.

Key characteristics:

Workflows: Automate everything, including reminders for training, welcome emails, and nudges for renewal.
Triggered actions: Personalized follow-ups are initiated when a contact completes LMS training, joins a campaign, or reaches a lifecycle stage.
Lead nurturing sequences: Reduce revenue leakage by using HubSpot's campaign creators to nurture leads through their funnel.

Workflows are essential to business workflow automation and marketing automation campaigns, so create a HubSpot onboarding checklist that tests key triggers and makes sure no leads evade your nurturing.

4. Dashboarding & Reporting

The foundation of successful RevOps is performance tracking. You can see in real time how well your campaigns are performing, whether your data centralization is effective, and whether revenue leakage is occurring thanks to HubSpot's dashboard features.

Crucial reports:

Analytics for pipelines and deals: Track averages, deal velocity, and stage conversion to identify bottlenecks early.
Campaign performance: Assess the success of the campaign creator, email, and workflow in terms of clicks, conversions, and open rates.
Impact of training: To monitor the relationship between training completion and deal close rates, integrate training data with HubSpot if you're collaborating with an LMS consultant or implementing the best LMS for your company.

Make sure the reporting templates on your HubSpot onboarding checklist are included so you can provide stakeholders with consistent dashboards that demonstrate the return on investment of projects like business workflow automation or marketing automation.

5. Custom Properties & Data Centralization

In order to successfully centralize data, you will need to create custom properties in order to integrate HubSpot with external tools, such as workflow automation platforms or LMS platforms.

Examples of use:

Monitoring participation in training: Use attributes such as Onboarding Stage or Training Module Completed (particularly when LMS consultant input is involved).
Audience segmentation: Create customized campaigns with custom filters, such as HubSpot CRM features, campaign creators, training signals, and enablement signals.
Workflows and reporting alignment: Custom property values should support business workflow automation objectives, initiate workflows, and feed dashboards.

In order to guarantee that your system can grow, stop revenue leaks, and stay RevOps-ready, a proper HubSpot onboarding checklist should insist on setting these properties early.

6. Integrations & Workflow Automation Platforms

Whether your team uses an LMS consultant to implement training or you use third-party campaign creators and automation platforms, HubSpot integrates well with other tools.

Important components:

Integrations with native systems: Training data is now a part of your centralized CRM thanks to HubSpot's integrations with numerous LMS tools.
API & middleware: Workflows across systems can be synchronized with tools like Zapier, Segment, or custom automation.
Platforms for workflow automation: These add to HubSpot's built-in automation, allowing for more reliable coordination between operations, marketing, training, and fulfillment.

Data centralization and automation for marketing tasks are guaranteed from Day One when a HubSpot onboarding checklist that tests integrations is used, ensuring smooth RevOps alignment.

7. Putting It All Together: A Starter HubSpot Onboarding Checklist

This RevOps-optimized onboarding checklist will assist new hires in utilizing essential HubSpot

CRM features:

Companies & Contacts: Segment accounts and configure important custom properties.
Deal Pipelines: Create suitable pipelines and specify phases that correspond to onboarding, training, and renewals.
Workflows: Configure the first automation, including deal movement alerts, training reminders, and welcome sequences.
Dashboards & Reports: Make dashboards that monitor the effectiveness of campaigns, pipeline health, and training's effects.
Integrations: Link marketing tools, Slack, email, and LMS to sync data and automate notifications.

By following this checklist, you can strengthen your RevOps foundation while promoting data centralization, reducing revenue leakage, enabling campaign creators and marketing automation, and supporting business workflow automation.

Conclusion

Getting started with HubSpot doesn't have to be difficult. You can create a robust RevOps infrastructure by concentrating on the essential CRM features, such as contact management, deal pipelines, automation, reporting, custom properties, and integrations. These components facilitate the launch of effective marketing automation campaigns, centralize your data, expedite campaign creators, and stop revenue leaks. Aligning training and workflows within HubSpot maximizes your impact, regardless of whether you work with a learning management system consultant or implement the best LMS for business. To create consistency, use your HubSpot onboarding checklist. Then, use Fruition Marketing-style RevOps excellence to lay the groundwork for scalable, data-driven growth.

New to HubSpot? Start With These Core CRM Features.