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  • Writer's pictureAdam Curwin

Unlock the Full Potential of Your CRM with HubSpot Customization

Think of your Hubspot Customer Relationship Management (CRM) not just as a tool, but as a team member that's ready to be shaped to fit your unique business. Customizing isn't about decking out your CRM with every shiny feature—it means improving efficiency, automating tasks, and aligning features and data to better serve your exact needs.

The power of Hubspot CRM customization

No general-purpose CRM platform could hope to address every business’s unique needs right out of the box. Even after a successful CRM implementation, it’s crucial to consider customization—a process that allows you to better match your CRM functions to your company’s daily operations without investing in more software.

To start, consider the following Hubspot CRM customization options and how your business can benefit from them.

Custom fields and properties

Creating custom fields in Hubspot helps your team capture data that’s significant to your operations.

Say you run a small healthcare clinic. By creating custom fields, you can track relevant details that aren’t normally in Hubspot, like unique patient ID numbers, insurance providers, or a small summary of important information about patient medical history.

With custom fields, you not only gather more relevant data (always a good thing), but you also position yourself to better understand customer needs—and how you can fill them.

Dashboard configuration

What’s the point of a dashboard if it doesn’t tell you what you need to know—fast? With a little Hubspot CRM customization magic, you can configure your dashboard to prioritize information that’s important to you.

Not prioritizing email campaigns right now? Swap out the default email performance metric for other KPIs and custom reports, like your monthly sales figures or your customer growth rate.

Customizing your dashboard is an easy way to get a clear, real-time view of your company’s performance at a glance without wading through a bunch of irrelevant data.

Workflow automation

If you or your team spend hours on repetitive tasks, think about automating them with customizations. Why? According to one study, employees spend over 20% of their time on repetitive tasks.

Fortunately, the Hubspot Workflows tool lets you set up automated systems for various manual tasks, such as:

  • Sending follow-up emails after a call

  • Scheduling a demo with someone who’s requested one

The result? More time for your team to close deals rather than get bogged down in admin work.

Email templates and communication

When it comes to your business’s branding and identity, a lack of consistency can kill customer trust. Avoid this by working toward consistent branding across all mediums—even client communication channels like email.

Customizing your email templates in HubSpot makes it easy to ensure that every email sent, whether it’s a newsletter or a sales pitch, aligns with your brand's look and voice, reinforcing your brand identity with every click.

Sales pipeline stages

Every sales process is different. Customizing your business’s pipeline stages in Hubspot to reflect your unique process—from first contact to final conversion—means clearer tracking and better forecasting of sales progress.

For a SaaS company, this might include stages like ‘Trial Sign-Up,’ ‘Demo Scheduled,’ or ‘Subscription Activated’.

Even more important? Setting up customized pipeline stages helps you understand where customers are dropping off and what’s driving conversions so that you can make data-informed decisions for improvement moving forward.

Reporting and analytics

Custom reports in Hubspot can be a game-changer, especially when you need to make quick, informed decisions. For instance, if your online store runs multiple marketing campaigns, custom reports can show which ones are driving the most sales, helping you allocate your budget more effectively.

Integrations and APIs

Integrating other tools with Hubspot can streamline your operations. For instance, if you’re using accounting software, integrating it with Hubspot means sales data can directly inform billing and invoicing—no more manual data entry or backtracking to find the latest version of that spreadsheet.

APIs take this a step further, allowing Hubspot to communicate with niche or proprietary systems unique to your business.

Evaluating the impact of HubSpot CRM customization

After customizing your HubSpot CRM, it's time to assess the impact. This assessment goes beyond a superficial check; it involves a comprehensive analysis of various performance metrics to gauge the true value added by each customization.

These metrics can include:

  • Increased efficiency and time savings

  • Improved sales performance

  • Enhanced customer engagement

By comparing data from before and after your CRM customizations, you’re able to see the tangible benefits for your business. This evaluation both highlights your successes and helps pinpoint areas for further improvement, ensuring your CRM continues to evolve in line with your business.

Hubspot customization ensures your CRM works directly for your org’s needs

Getting your CRM to work for your business’s unique needs with HubSpot customization can promote greater efficiency, more time for your team to prioritize high-value tasks, strategic decision-making, and improved sales, just to review a few of the benefits. But the truth is, fitting all of those customization pieces together isn’t always straightforward.

This is where Skydog Ops comes in, architecting HubSpot solutions that are in lockstep with your business needs. Partnering with Skydog means more than just tweaking a few settings; it means crafting a custom CRM experience that’s laser-focused on your business objectives.

Ready to get started? Contact us today to learn how our Fractional HubSpot Management team can tailor your Hubspot CRM and supercharge your operations.


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