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You also need to ensure that data fields between systems are mapped correctly. Sometimes, simple integration projects also involve data cleansing. It is therefore essential to prepare the data properly before starting any integration. HubSpot CRM Contact properties Contact properties are crucial to personalizing interactions. Analyze contact properties to ensure they capture the right information and are properly mapped in HubSpot CRM. Reflect on your marketing and sales objectives and, based on them, customize your contact properties. This will also inform you what custom properties are needed to meet the needs of the business.
Lead Scoring Implementing lead scoring helps you prioritize and segment leads based on their Photo Editing Services engagement and readiness to convert . Many companies put off contact scoring while implementing HubSpot. It's a tool they've never used before, they're just starting to understand, and in some cases they're worried about how sales will use the data. However, it is relatively easy to use and should be part of any initial HubSpot CRM setup. Implementing a contact score allows you to prioritize contacts based on their interaction. Build a basic scoring model and adapt it over time based on business needs.
Email and communication settings Many new HubSpot users consider email to be one of the key value propositions associated with this tool. Both marketing and sales will benefit from HubSpot's email capabilities , if configured correctly. During setup, you should pay attention to email reputation, exclusion lists, and email sending rules. A good email reputation optimizes the effectiveness of your campaigns , ensuring that emails sent from HubSpot are delivered to inboxes and not spam folders. It is also important to set up exclusion lists.
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