May 18, 2023

Best Practices for Using HubSpot in B2B Marketing

In today's fast-paced business environment, companies are turning to customer relationship management (CRM) software solutions to manage their customer data, marketing campaigns, and sales processes. HubSpot is one such CRM solution that has become increasingly popular among B2B marketing professionals. In this article, we'll explore some of the best practices for using HubSpot in B2B marketing.

Introduction to HubSpot

HubSpot is an all-in-one marketing, sales, and customer service platform that offers a suite of tools to help businesses attract, engage, and delight their customers. The platform includes features like website and landing page builders, email marketing, social media management, marketing automation, and CRM.

1. Setting up Your Account

Before you can start using HubSpot for your B2B marketing efforts, you'll need to set up your account. Here are some best practices to keep in mind when setting up your account:

Choose the Right Plan - HubSpot offers a variety of plans, each with different features and pricing. Make sure you choose the plan that best suits your needs and budget.

Customise Your Dashboard - HubSpot's dashboard is highly customisable, allowing you to create a personalised view of your marketing and sales data. Take the time to customise your dashboard to fit your needs and preferences.

Import Your Contacts - To get the most out of HubSpot's CRM features, you'll need to import your contact list. Make sure you clean and organise your list before importing it to ensure accurate data.

2. Creating and Managing Your Content

Content is king in B2B marketing, and HubSpot offers a range of tools to help you create and manage your content. Here are some best practices to keep in mind:

Develop a Content Strategy - Before you start creating content, develop a content strategy that aligns with your business goals and target audience.

Use HubSpot's Content Tools - HubSpot's content tools, like the blog editor and social media publishing tool, make it easy to create and distribute your content.

Analyze Your Content Performance - Use HubSpot's analytics tools to track the performance of your content and make data-driven decisions about future content creation.

3. Lead Generation and Nurturing

Generating and nurturing leads is a key part of B2B marketing, and HubSpot offers a range of tools to help you do just that. Here are some best practices to keep in mind:

Use Smart Forms and CTAs - HubSpot's smart forms and CTAs make it easy to capture leads and move them through your marketing funnel.

Implement Lead Scoring - Lead scoring is a way to assign values to your leads based on their behaviour and engagement with your brand. Use HubSpot's lead scoring tools to prioritise your leads and focus your marketing efforts.

Automate Your Lead Nurturing - Use HubSpot's marketing automation tools to automate your lead nurturing process and save time while still delivering a personalised experience to your leads.

4. Sales and Marketing Alignment

Sales and marketing alignment is crucial for B2B companies, and HubSpot offers tools to help bridge the gap between these two departments. Here are some best practices to keep in mind:

Set up Lead Rotation - Use HubSpot's lead rotation tools to distribute leads to your sales team in a fair and efficient manner.

Use Closed-Loop Reporting - Closed-loop reporting is a way to track the entire customer journey, from lead to sale. Use HubSpot's closed-loop reporting tools to align your sales and marketing efforts and optimise your strategy.

Collaborate with Sales - Encourage collaboration between your sales and marketing teams by using HubSpot's shared contacts and activity streams.


HubSpot is a powerful tool for B2B marketing, offering a range of features to track, analyse, and optimise your marketing efforts. By following the best practices outlined above, you can make the most of HubSpot's capabilities and take your B2B marketing to the next level.

Need help with HubSpot?

If you are struggling with scaling your business, Chimera Prime can help you build engaging and data-driven websites to increase quality traffic. We will guide you through HubSpot solutions to help you choose the ones that are suited to your business. Just go to our Contact page, fill in the form and we will get in touch with you soon!