A Practical Guide for Each Department
The start of a new year is always a time for fresh plans and renewed focus. For businesses using HubSpot, January is the perfect moment to reassess, recalibrate, and unlock the platform’s potential across your entire organisation. Whether your goals are related to marketing, sales, service, or operations, HubSpot has the tools to help every team excel in 2025.
1. Reflect and Refine: Lessons from 2024
Every team benefits from looking back before moving forward. Use HubSpot’s analytics and reporting features to gather insights into last year’s performance:
- Marketing: Which campaigns resonated with your audience?
- Sales: What’s your average deal size, and where do deals stall in the pipeline?
- Service: Are you responding to tickets efficiently and meeting SLAs?
By analysing these trends, you can identify opportunities for improvement and build stronger strategies for the year ahead.
2. Set Team-Specific Goals
HubSpot isn’t just a marketing tool, it’s an all-in-one platform designed to support every function. Here’s how different teams can define SMART (Specific, Measurable, Achievable, Relevant, Time-bound) goals:
- Sales: Reduce the average time to close a deal by 15% in Q1.
- Customer Service: Achieve a 90% customer satisfaction score by June.
- Operations: Automate 20 routine workflows to save 100+ hours annually.
Once you’ve set your goals, use HubSpot’s tools to monitor and measure progress in real-time.
3. Revamp Your CRM for the New Year
A well-maintained CRM is the backbone of any business. Start the year strong by cleaning and optimising your HubSpot database:
- Merge duplicate records to keep customer data clean.
- Revisit lead scoring to reflect updated priorities.
- Refresh contact lists for more precise segmentation and outreach.
A streamlined CRM means smoother workflows for every department.
4. Supercharge Team Collaboration
HubSpot excels at breaking down silos. With its unified database, your teams can work together seamlessly:
- Shared Notes and Activity Feeds: Ensure marketing, sales, and service teams have a complete view of customer interactions.
- Tasks and Follow-Ups: Assign tasks across teams and set reminders directly within the CRM.
- Custom Dashboards: Build role-specific dashboards to keep everyone on track with their goals.
Collaboration improves efficiency, reduces errors, and ultimately creates a better customer experience.
5. Explore Automation for Every Team
Automation isn’t just for marketing. HubSpot’s workflow builder can save time and increase efficiency across your business:
- Sales: Automate follow-up emails or lead handoffs between reps.
- Service: Route incoming tickets to the right team members based on issue type.
- Operations: Automatically log data updates or trigger tasks based on specific conditions.
By reducing manual work, your team can focus on tasks that drive real impact.
6. Take Advantage of HubSpot’s 2025 Updates
HubSpot frequently rolls out new features and updates, many of which are designed to improve usability and functionality across all departments. Keep an eye out for:
- Enhanced AI tools for predictive analytics and content generation.
- Improved integration options with third-party tools for smoother workflows.
- Customisation capabilities for reports, dashboards, and pipelines.
Stay informed and experiment with these updates to stay ahead of the curve.
7. Keep Learning and Adapting
HubSpot’s community and educational resources are second to none. Use the start of the year to upskill your team:
- HubSpot Academy: Access free courses on everything from CRM basics to advanced automation.
- Hake Digital’s Insights: Check back regularly for tips, tricks, and updates tailored to your needs.
Continuous learning ensures you’re always making the most of your tools.
2025: A Year of Growth with HubSpot
By reflecting on past performance, setting focused goals, and leveraging HubSpot’s powerful features, you’ll set your business up for success this year. Whether you’re streamlining operations, enhancing customer service, or boosting sales, HubSpot’s flexibility makes it the ultimate ally for growth in 2025.
Looking for tailored advice or hands-on support? We are here to help you make this your most successful year yet:
