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Keeping Up with HubSpot: 6 Bite-Sized Solutions to Streamline Operations, Boost Efficiency, and Drive Results

Written by Aurora | Oct 30, 2024 8:58:49 PM

Managing client relationships, streamlining operations, and hitting your revenue goals can often feel like an uphill battle—especially when manual tasks and fragmented processes slow everything down. But there’s good news: HubSpot offers a suite of powerful tools designed to simplify your workflows, automate the tedious tasks, and help your team scale faster.

Whether your goal is to increase productivity, enhance team collaboration, or drive sales pipeline growth, these six HubSpot solutions will help you align your processes and accelerate your results. Let’s dive in!

1. Automate Data Entry and Supercharge Engagement

Problem: Manual data entry is not only time-consuming, but it also leads to errors that can slow your team down.

Solution: HubSpot’s Breeze Intelligence automates data enrichment, allowing your CRM to fill in crucial details—like company size, revenue, and tech stack—automatically. This frees your team to focus on what really matters: nurturing high-value prospects and building client relationships. Plus, with access to over 200 million profiles, your data stays accurate and actionable.



Use Case: Whether you're scaling a startup or cleaning up an enterprise database, Breeze Intelligence ensures your data is accurate for better lead scoring and segmentation, so you can connect with prospects that have the highest potential to convert.

How to Get Started:

  1. Navigate to Contacts or Companies in HubSpot CRM.
  2. Select the record you’d like to enrich.
  3. Under the About this Contact/Company section, click Actions, and choose Enrich Record.
  4. Select which properties to update and click Enrich Record.
  5. Want to enrich multiple records at once? Select them from the table, and click Enrich Records at the top.

💡 Pro Tip: Boost your form completion rates with integrated form shortening—less friction for users means more qualified leads for your sales team.

For more details, visit the full guide here.

Note: When using enrichment, you will need to use credits to enrich your records. Learn more about using Breeze Intelligence credits.

2. Capture Opportunities Anytime, Anywhere

Problem: For remote or on-the-go teams, missing critical follow-ups or lead opportunities can be costly.

Solution: With HubSpot’s mobile-optimized sequences, your sales team stays connected, even while working remotely. Using the HubSpot mobile app, they can enroll contacts into sequences, track engagement, and follow up instantly—no more missed opportunities.


Use Case: If you're a field service company or managing remote teams, this mobile solution allows reps to respond quickly to client inquiries, enhancing the customer experience and keeping deals moving.

How to Use Mobile Sequences:

  • Update your HubSpot mobile app to the latest version.
  • Open a contact, company, or deal record.
  • Tap the Sequences tab.
  • Select the sequence you want to enroll the contact in.
  • Track the sequence’s progress and engagement—all from the app.

💡 Why It Matters: Speed is critical. The faster your team can respond, the more likely they are to win the deal. HubSpot’s mobile access ensures you stay competitive, no matter where you are.

For more detailed information, visit the full guide here.

3. Break Through the Noise with Targeted Social Posts

Problem: Standing out on crowded social platforms can feel impossible, especially when you're not engaging the right audience.

Solution: HubSpot’s LinkedIn post targeting lets you get granular with your audience. By narrowing down who sees your posts—whether it's by job title, seniority, or industry—you can make sure your message resonates with decision-makers, partners, or prospects that matter most to your business.

Use Case: B2B SaaS companies and consulting firms can target posts to specific job functions or companies, increasing engagement from high-potential leads and industry influencers.

How to Start Targeting on LinkedIn:

  • Go to Marketing > Social in HubSpot.
  • Click Create Social Post and select LinkedIn.
  • Write your post, then use the Target Audience dropdown to filter by job function, seniority, or company size.
  • Schedule your post or Publish immediately.

💡 Pro Tip: To unlock advanced targeting features and take your campaigns to the next level, aim to build your LinkedIn following to 300 or more.

4. Simplify Revenue Sharing Across Your Sales Team

Problem: Tracking and distributing credit for deals when multiple team members collaborate can get messy.

Solution: HubSpot’s Deal Splits feature allows you to allocate revenue shares among sales reps, ensuring everyone’s contribution is recognized and accurately reported in real-time. Transparent reporting means easier compensation management and a more motivated sales team.

Use Case: Whether you’re in a collaborative sales environment or working across multiple departments, Deal Splits ensure your CRM accurately reflects each team member’s role in closing the deal.

How to Start Using Deal Splits:

  • Manual Deal Splits: In HubSpot CRM, edit the deal record to assign percentage credits to team members. Learn more about manual splits here.
  • API-based Deal Splits: Automate deal splits using HubSpot’s API for large-scale operations. Find API documentation here.

💡 Pro Tip: Recognizing everyone’s role in a deal boosts morale and encourages cross-team collaboration, ultimately leading to higher win rates.

Bonus: Nonprofit Use Case🫱🏽‍🫲🏽

In nonprofit fundraising, collaboration is key—especially when multiple development officers or fundraising teams work together to secure major gifts. HubSpot’s Deal Splits feature is perfect for these scenarios, allowing nonprofits to easily allocate credit among team members.

For instance, if two fundraisers partner to close a significant corporate donation, Deal Splits ensures that each contributor receives transparent recognition for their role. This not only boosts team morale but also aligns incentives across the organization.

Leadership can also use Deal Splits to monitor team collaboration and track donor engagement, making it easier to foster long-term relationships and strategically manage ongoing fundraising efforts.

5. Accelerate Your Sales Cycle with In-App Quotes and Payments

Problem: Long sales cycles and disjointed payment processes can slow down growth and frustrate clients.

Solution: HubSpot’s In-App Quotes and Payments feature streamlines your sales process by enabling your team to create branded quotes and collect payments—all from within HubSpot. The result? A faster path to revenue, less administrative hassle, and improved cash flow.

Use Case: For professional services firms or agencies, this feature allows you to create and send proposals quickly, receive payments faster, and focus more on delivering value rather than chasing paperwork.

  1. Go to Deals in HubSpot CRM.
  2. Open a deal and click Create Quote.
  3. Customize the quote with your terms, products, and discounts, and add a payment link.
  4. Send the quote to your customer for approval.

💡 Pro Tip: By reducing the time between proposal and payment, you’ll streamline your sales cycle, improve cash flow, and create a better client experience.

For more detailed instructions, visit the full guide here.

Ready to Streamline Your Operations?

HubSpot provides more than just tools — it offers solutions that transform how businesses operate and scale. With these six features, your team can work smarter, collaborate better, and close deals faster.

Want to take it a step further? Let’s chat! Whether you're ready for a custom HubSpot solution or just want to explore how these features can work for you, we’re here to help. Book a free HubSpot audit today, and we’ll show you how to tailor these solutions to your business needs.