3min
Let’s be honest – adopting HubSpot can feel overwhelming at first. With so many features, tools, and dashboards at your fingertips, it’s easy to lose momentum. But here’s what we’ve learned at Real Inbound: HubSpot success doesn’t come from overhauling everything at once.
It comes from quick wins.
When your team starts seeing immediate value, adoption takes off naturally. Whether you’re a small team getting started or a large organisation aiming for alignment, these practical tips will make HubSpot a core part of your daily workflow in no time.
So, let’s dive into 10 quick wins for faster HubSpot adoption.
- Start with Clear Goals and KPIs
Why it works: If your team doesn’t know why they’re using HubSpot, they won’t use it effectively. Clear goals give purpose to every click, dashboard, and report.
Quick Win:
- Identify 2-3 immediate goals, such as:
- Increasing lead conversion by 10%.
- Shortening your sales cycle.
- Automating follow-ups to save time.
- Use HubSpot’s Goals feature to set measurable KPIs and track progress.
Outcome: Your team sees HubSpot working towards tangible results.
- Automate Small, Time-Consuming Tasks
Why it works: Automation removes manual friction. Your team gets value without extra effort, freeing up time for higher-priority tasks.
Quick Win:
- Automate follow-up emails using HubSpot Workflows.
- Set up notifications for tasks like “deal stage changes” or “lead assignments.”
- Use automated lead nurturing campaigns to keep prospects engaged.
Outcome: Your team realises how much time HubSpot saves them—and they’ll want to use it more.
- Centralise Contacts and Data Immediately
Why it works: Disconnected data stops teams from adopting new systems. Centralising your data is the quickest route to seeing the big picture.
Quick Win:
- Import your existing contacts into HubSpot’s CRM.
- Ensure every team member adds new leads to HubSpot – not Excel or Google Sheets.
- Set up integrations with tools like Gmail, Outlook, and Zoom.
Outcome: Teams get instant visibility into all contacts, deals, and conversations in one place.
- Train with Real Scenarios, Not Theoretical Lessons
Why it works: People learn best when they solve real challenges. Training shouldn’t be abstract; it should be practical.
Quick Win:
- Instead of generic “feature tours,” train your team by solving actual problems, such as:
- Creating a custom dashboard to track sales goals.
- Automating lead assignment to speed up response time.
- Use HubSpot Academy’s bite-sized courses for on-the-job learning.
Outcome: Training sticks because it’s relevant, and people feel confident using HubSpot.
- Build a Single Source of Truth with Dashboards
Why it works: When teams see reliable data presented clearly, they trust the system and make smarter decisions.
Quick Win:
- Create dashboards for key teams (Sales, Marketing, and Service).
- Add high-impact metrics like:
- Number of new leads.
- Deals in pipeline by stage.
- Campaign conversion rates.
- Use HubSpot’s default dashboards for quick setup.
Outcome: Teams can monitor performance instantly—no more digging through spreadsheets.
- Integrate HubSpot with Tools You Already Use
Why it works: Seamless integration with familiar tools makes HubSpot easier to adopt. It becomes part of the workflow instead of “another tool.”
Quick Win:
- Connect tools like Slack, Google Ads, Zoom, or Salesforce to HubSpot.
- Enable HubSpot’s Gmail/Outlook plug-in to log emails automatically.
- Use HubSpot’s calendar integration to book meetings without friction.
Outcome: HubSpot blends into existing habits, making adoption frictionless.
- Start Using Lead Scoring for Prioritisation
Why it works: Sales teams love prioritisation. Lead scoring helps them focus on the leads most likely to convert, driving immediate value.
Quick Win:
- Use HubSpot’s Predictive Lead Scoring or create a manual score based on:
- Website activity (visits, form submissions).
- Email engagement (opens and clicks).
- Lead fit (company size, job title, etc.).
Outcome: Sales reps see how HubSpot helps them close deals faster.
- Set Up Simple Email Campaigns to Nurture Leads
Why it works: Nurtured leads are more likely to convert. Automating lead nurturing keeps potential customers engaged without constant manual work.
Quick Win:
- Create a simple 3-email sequence for new leads:
- Email 1: Welcome and value proposition.
- Email 2: Share a useful resource (case study, blog).
- Email 3: Invite them to a call or demo.
- Use HubSpot’s Email Tool and Workflows to automate the sequence.
Outcome: Marketing sees instant engagement, and Sales gets better-qualified leads.
- Use HubSpot’s Templates and Snippets
Why it works: Consistency and efficiency are key for faster adoption. Templates save time and standardise communication.
Quick Win:
- Set up email templates for common responses or outreach.
- Use Snippets for quick, reusable phrases in emails or notes.
- Save meeting links and follow-up reminders as standardised templates.
Outcome: Teams adopt HubSpot faster because it helps them work smarter, not harder.
- Celebrate Quick Wins and Share Success Stories
Why it works: Adoption thrives when people see results. Highlighting small wins builds excitement and motivates your team.
Quick Win:
- Share a report showing improved lead conversion or saved time.
- Celebrate when HubSpot helps close a deal faster.
- Recognise team members who embrace HubSpot and showcase their wins.
Outcome: The team sees HubSpot as a driver of success, not just another tool.
Adoption Comes from Action – Not Just Training
At Real Inbound, we’ve worked with countless organisations that struggled to get teams fully onboard with HubSpot. Here’s what we’ve learned: quick, practical wins are the secret to fast adoption.
These 10 tips aren’t about perfection. They’re about momentum.
- Start small.
- Show immediate value.
- Celebrate success.
Once your team sees what HubSpot can do, adoption stops being a challenge—it becomes a habit.
What Next? Uncover the Hidden Costs of HubSpot Adoption
The journey doesn’t end with quick wins. Understanding the deeper challenges around HubSpot adoption can save your business time, money, and frustration.
Get our exclusive email series: “Uncover Hidden Costs of Adoption” and unlock our CRM Adoption Success Scorecard.
