HubSpot Best Practices for 2025

Data formatting is a crucial part of CRMs. HubSpot has a lot of functionalities, but at the core, they are just database management software. And, if this data isn’t formatted properly, it will create a lot of issues for everyone involved. The way data is stored and presented can significantly impact your ability to analyze, interpret, and draw meaningful conclusions.

Keeping your data clean is necessary for some very obvious reasons. It enables you to market and sell effectively. You have to make sure that the information in your HubSpot is accurate and you can rely on the information.

You can generate accurate and meaningful reports with HubSpot data if your HubSpot data is clean. You can also use precise data to target specific customers and prospects. You can also provide personalised service and address customer needs more effectively with clean data.

Tracking all customer interactions, like website traffic data, email tracking data, and phone call tracking data, will help you understand how visitors interact with your business in general and identify areas for improvement. HubSpot also allows you to create reports and use automation with interaction data.

Automation can help you save time, reduce errors, and improve efficiency. Automation is often a massive selling point of HubSpot, because of the massive amount of time and money you can save by automating your tasks. If purchasing a HubSpot subscription ultimately lets you not hire data entry operators, then that itself becomes a massive time-money saver.

In today’s competitive business environment, managing customer relationships efficiently is crucial. A Customer Relationship Management (CRM) system helps centralize contacts, track interactions, and streamline sales and marketing efforts. It’s no surprise that 73% of businesses use CRM software as of 2024​.

Landing pages are dedicated pages designed to capture leads and track conversions. If you have HubSpot Marketing Hub Pro, chances are you also have Content Hub Starter, which is a small subscription they will provide you with. With Content Hub Starter, you will get to build 30 landing pages on HubSpot.

This section assumes you are using HubSpot forms. If you are not, use them! And if you are, here are some tips on how you can get the best out of this superb feature!

HubSpot's reporting dashboard gives you real time information on your marketing and sales performance and activities. The reports will allow you to track your progress, identify trends, and measure the effectiveness of your campaigns.

HubSpot is not a standalone application or software. It truly shines, when you integrate your HubSpot with everything related to your tech stack. Not to mention the increased data flow from all other software and media will make your HubSpot work better, and the automation functionalities will make the other systems run better as well.

A/B testing is almost a necessity in the current day and age. It allows you to compare different versions of your marketing materials to identify what works best.

A/B testing allows you to test the market before you push a specific marketing campaign. It shows you real-life data on what works and what doesn’t. You can also use A/B testing to continuously improve your campaigns, and get better with trends.