An inside sales user experience of HubSpot marketing analytics

By Andrew McFayden
Marketing and Sales Insight Consultant

Inside Sales experience before HubSpot Access

Working for other companies in various levels of maturity, I have found that the incumbent customer relationship management tool has ranged from either online shared Gmail tools, Microsoft suite or the old style note book and pen. Suffice to say they have their purpose and are thankfully superseded. These tools and the outbound process of cold calling and having no visibility into whether my communications have been received or even looked at are behind me at this point in time.

My initial impression of HubSpot as a CRM was that it was an unknown – I have not used this tool before, I hope that it does not slow me down. Should I revert to digital note pad to create canned responses to my contacts? Should I create multiple signatures as canned responses in Outlook? Also yes, great – so where is my cold calling list to bang blindly away at!

Inside Sales transformation with HubSpot access

I found that the user interface was easy to work out and it also helped that HubSpot has easy to follow training videos that helps your people with getting a running start to the tool. The important point here is that it is a tool. But this particular tool has smarts about it. Uploading structured and relevant content documents (PowerPoint, Excel, Word, videos/audio etc) to the file system allows you to place hyperlinks into your emails that allows this system to provide analytics to the sender of the email.

Where as before I was blind and ignorant as to whether a contact has opened my email clicked on the attachment and even if they have looked at the content pieces I have sent. Now I am able to see each time stamp when the email has been viewed.  Hang on a second, I know you want more. This reporting goes further and also informs you as to when the contact has clicked on a link to your document(s), as well as which pages have been viewed and approximately how long each page was the focus. This is provided that you send them a link that allows them to view the link to the document(s) online. An important note here is to structure your content attachments so that you have one topic/service listed per page, with a table of contents at the front.

marketing-analytics

With previous tools that I have used this level of data was not available and it resulted in repeated calls to the contacts to see if they had viewed the email or the document(s). More importantly it has allowed me to identify who may have needed a reminder and who has not opened a particular email, content attachment or link.

Inside Sales with HubSpot access: A real example

For example: I was in recent contact with an ICT software development company. Part of my research included looking for triggers. Triggers are events that have been documented online that may be a pain point for your contact that may be a need that can be filled by your company. I found that they were advertising for a position, also additional research uncovered that there was a review on Glassdoor that reflected on the current culture within the organisation.

Reaching out to the CEO of the company, I had a discussion around the position that was advertised. We discussed the particulars of the role and also details of the culture of the company as well. The result of the call was that I was to send an email with additional information to be reviewed. I included the link to the Glassdoor review as one of the links. Out of all the information that I had sent through to the CEO, the link that was clicked first was not surprisingly the Glassdoor review that was submitted by a former employee. The details of the Glassdoor review are not important to this overall picture. What is important, is that it provided me with some insights into the priorities that the CEO has for his business.

When I review this contact in the HubSpot CRM now, I am able to see which other links he has clicked and which documents he has viewed. As a result, I avoid sending information that he has not reviewed, again, and instead look into content that I can send him that he has shown an interest in. It is important to note that at this point that you should not just rely on the marketing analytics and data report to supply you with all the information. Follow up with a call for validation from your contact.

You can use this data to determine when the best time to call may be. As people tend to form habits calling at around the same time as the contact has been setting aside to read emails you have sent should result in being able to reach the contact more readily. The same can be said if the contact has not opened your emails as well. Calling to verify if they have been received your email will help you avoid the spam filter black hole.

This level of marketing analytics and insights have not been available to me previously. It has allowed me to be able to determine the logical and informed next step, the next piece of content to follow with my clients.

It is important to note that HubSpot also have a certified course on email marketing as well that I can recommend that will help with structuring your emails and the content that you send. The courses are free which is an added bonus and I have found that they have allowed me to further improve the quality of my engagement with inbound methodology to my customers.



Find out more about how you could be further optimising and aligning your marketing and sales strategies using digital tools with a complimentary
Digital Readiness Assessment.

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A digital marketing user experience with HubSpot marketing automation

Case study: Digital readiness strategy & web user experience review

Alchemise Consulting was engaged by a leading Australian independent cyber security consulting business to run a specific marketing campaign. Our objective was to generate new leads within the Enterprise and Government market and position the client’s IT security consulting services for more sales opportunities.

Business challenge

In preparation for the marketing campaign, the messaging and collateral required review and updating to ensure there was follow-up capability, and a quality digital strategy and content. The client’s static website hadn’t been updated for some time and wasn’t presenting their brand and offerings clearly to prospective customers.

The client had limited sales and marketing resources and expertise to grow the business with a structured go to market approach. Typically, existing business had stemmed from referrals and the vendor, however little new business development had been undertaken or invested in beyond this.

A strong part of this digital world and presence is a strongly presented website that resonates to the targeted audience of a professional and credible level. Brand awareness and user experience is key with establishing new contacts and first impressions counted – both existing and prospective customers needed to have their needs met as far as the website content goes in addressing their problems and challenges.

In order to run a successful marketing campaign and “go live”, we needed to ensure that the preparation material was complete.

Our solution

Alchemise understood what was missing from the marketing campaign preparation. The brand awareness and customer focus starts with online presence and messaging, and the best practices of the current digital design for website and content design and inbound marketing.

Our recommendations

Our digital customer experience consultant spent time reviewing the web presence around the formatting and editing of the current online content to reflect the desired purpose of the business services on offer and awareness to attract the right audience. The online web resources needed to be updated with current material and relevance to the market and vendor partnerships in place, in order to best demonstrate to customers how the client could address their challenges and provide solutions to their problems.

Although this comprehensive review pushed the lead generation campaign back, it was essential to demonstrate from a customer or user audience perspective how the client’s website content, presentation and formatting and branding drove customers to engage, or to not engage, with the website and ultimately the company itself.

For further reading of relevance and if you are ready for digital and what to consider for a digital assessment includes please read our previous blog article:  3 key elements of a digital readiness assessment

Outcome

After the comprehensive website and user experience review, we made a number of recommendations in order to ensure the website and digital resources were fit for purpose prior to campaign kickoff.

The primary focus, on the user experience front, was on text content and style in order to optimize readability for website visitors. We submitted revised text copy utilizing a more consistent use of language and style and an increased focus on the customers’ challenges to better project the client’s capabilities to prospects.

Navigation and page layouts were restructured for a clearer presentation of the client’s capabilities and expertise, and images and visuals were used strategically, not just for the sake of adding graphics to the page.

To further improve user experience we ensured that hyperlinks and click-through features were created and used purposefully for a more seamless site exploration by users. We also ensured that all of the client’s downloadable resources had their correct contact details, after the review highlighted that nearly three-quarters of resources listed outdated information.

Each aspect of this review and recommendation process was essential to create a web and digital presence that accurately reflected the client’s brand, offerings and value-adds to clients, and their positioning in the market.

Digital presence and marketing is becoming increasingly important and in a crowded marketplace where there is little allowance made for a poor and/or misguiding first impression when a prospect visits a website. The recommendations and changes that Alchemise Consulting offered were key to improving the impact and success of our client’s direct marketing campaign, and were the gateway to our client becoming fully digitally optimised.

For further information on how you can increase your client engagement from your digital presence and website, we can review this for you and share our recommendations as part of our complementary digital readiness assessment.

Contact us at Twitter@alchemise_cons,  email info@alchemiseconsulting.com or phone us +61(3) 9225 5022