Chapter 8: Conducting a Portal Audit

If you are a current customer of HubSpot, by now, you must have realized there is a whole lot more you can do with your portal than sending emails. Although HubSpot initially began as a marketing automation tool, today, it is described as a CRM platform with complete marketing, sales, and service capabilities. Its goal is to help small, medium, and enterprise companies scale efforts and reach revenue targets. The problem is that even though most companies may have the correct licenses, they aren't utilizing all the functionalities within their respective portals.

On the other hand, some companies may fully utilize the various tools in their portal. Still, maintaining the data or generally keeping the CRM clean isn't optimal. For this reason, it is recommended to at least do a portal audit every 6 months or so to identify any issues and perform the cleanup necessary to get proper reports and insights.

Remember the rule of thumb for...