After a long day of working on something complicated have you ever realized that there was a simple way around it? We've all seen it and it's made even more aggravating when it happens due to software. 

If you're anything like me you spend all day every day in HubSpot. Some days you're stumped but on the other hand you know there must be a way to get what you need to be done. It's possible that you're looking in the wrong place for the answer or that there's a less-known way to get around the problem. HubSpot has a lot of great "hacks" for frequently asked questions and we've put together a list here to help you get the most out of your time with the platform. 

Stop HubSpot's Sales Extension from Creating Automatically Created Contacts.  

There are times when you don't want to use all of the features of the HubSpot Sales extension such as when you don't want to have your contacts automatically placed into the CRM. Are you attempting to limit the number of people you can contact or are you simply looking to turn it off? You can deactivate the Log option in your Sales project's log and record settings. 

Personalize Your Home Screen  

Several reports are generated automatically for your sales and marketing dashboards. What if these sections could be customized to your liking? Add start moving change the size and conceal reports as needed. The information presented at the top of one's dashboard should be transferred to the underside or removed entirely if it isn't critical to your business. Place the most vital information at the top of the page. By customizing your dashboard you can quickly access the data you need whenever you need it saving you valuable time.  

Use contact filters

Utilizing contact filters allows users to quickly see how many contacts meet a particular set of requirements. This eliminates the need to create and process a list manually. You can quickly see how many connections meet specific criteria after just a few seconds of loading time for filters in your address book. Creating a list can also be done which typically takes a few minutes to complete. 

In HubSpot how to save a filter: 

After logging in you can go to your contacts or companies or deals or tickets in HubSpot.

Add a filter to the left sidebar menu by clicking the Add filter button.

Select a property to use as a sorting criterion.

Please select the name of the property by clicking on it.

Filter the data according to your preferences.

To put the changes into effect click the Apply filter button. 

Identifying named accounts  

When implementing an ABM approach you'll need a way to identify certain accounts inside your company database. In HubSpot the simplest method to accomplish this is to build a custom corporate property. 

A straightforward way is to establish a checkbox term called 'Named Account' or something similar and check it on previously designated target accounts. 

If you're using a tiered AMB method a dropdown property with values such as Tier 1 2 or 3 would be an excellent alternative as it would allow you to define and categorize named accounts with a single property. 

Reduce Manual Data Entry by Using Hidden Form Fields  

When a lead completes a form you can use the hidden features in the forms tool to automatically assign a property value to each information. Sales teams can leverage this capability by posting lifecycle stages to individual form submissions.

For instance if a lead submits a form requesting a demo they are selling prices. By setting the cycle phase to "Sales Qualified" you can guarantee that highly qualified leads do not fall through the cracks due to an oversight in updating the contact attribute for the lifecycle stage.  

Analyze the Sources of Your Successful Deals and Duplication

Nothing is more reassuring than knowing exactly where your business revenue is coming from. This enables you to focus more on what works while refining other channels for improved outcomes. 

HubSpot's free CRM provides a thorough inside look at the leads created by individual channels including the total quantity of deals generated and each channel's matching average deal value. 

This information makes it easier to assess the marketing methods used throughout your social channels allowing for more efficient optimization and easy replication of outcomes throughout your other social media channels. 

Queuing System for Automated Tasks  

While everyone aspires to be a hyper-focused creator of a software unicorn who rises at 4:00 AM prepares a 100-item to-do list and heads off to a 20-hour workday distraction ensures that very few will reach that goal. 

With the job queueing feature HubSpot takes care of the what-to-do list allowing you to focus on what matters most. All you have to do with HubSpot's task queues is schedule interactions with leads and customers directly from their connection data in the HubSpot CRM. When the given date and time for a task arrive it is immediately queued onto your to-do list freeing you to concentrate on getting the work done. 

Utilize Recipes for Reporting

If you're just getting started with HubSpot you may be unsure which reports are producing to obtain the most visibility into your promotional activities. As a result HubSpot developed Reporting Recipes. 

Reporting recipes are often used reports that are used to track the performance of your marketing efforts over time. 

To view Recipes visit Reports > Reports Homepage and then to the left-hand column click on "Recipes."

Several standard reporting recipes are available including the following: 

1. With lifecycle stage distribution reports you can better understand your contact's database.
2. Take a look at your most successful deals.
3. Lead-generating pages
4. Reporting on revenue
5. Click "Add this recipe" and voila! You can now name and save your customized report for future use.

However this is not the only recipe outlet available to you. Recipes are also accessible in a variety of other tools. Look for ideas in the Workflow tool to construct standardized lead nurture flows or use campaign recipes to create a standardized content campaign.

Conclusion

These hacks are not compatible with any existing integrations and you may need to change them to meet your specific ABM strategy and sales procedures. Hopefully they serve as a valuable starting point for developing a comprehensive solution tailored to your particular requirements.