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What you should be doing as an Enterprise user

Imogen Where | 30 September 2020 | 05:00

As an Enterprise user of HubSpot, you have access to the full range of products that HubSpot offers. As this is a heck of a lot of features, it can be difficult to prioritise and even know how you can be making the most of them. So to help you, we have compiled a few tips with the help of Kerry Leighton-Bailey CMO of Lumi Global, on what you should be doing when you reach this top user tier. 


What's included?

To know what you should be doing as an Enterprise user, it is key to know what differentiates an Enterprise user from a Professional or even Starter user. Below, I have listed out all of the HubSpot hubs and the extra features you receive.

Marketing Hub

On the Enterprise level of Marketing Hub, you receive the following extra features:

  1. User roles
  2. Custom event triggers and reporting
  3. Event-based segmentation
  4. Predictive lead scoring
  5. Single sign-on
  6. Partitioning
  7. YouTube integration
  8. Events API
  9. Social permissions
  10. Multi-touch revenue attribution
  11. Webhooks
  12. Field-level permissions
  13. Company scoring (25 scoring properties, not additive across objects or hubs)
  14. Hierarchical teams (300 teams)
  15. Adaptive testing

Sales Hub

On the Enterprise level of Sales Hub, you receive the following extra features:

  1. Predictive lead scoring
  2. Playbooks (1,000 playbooks)
  3. Single sign-on
  4. Webhooks
  5. Quote-based workflows
  6. Recurring revenue tracking
  7. Call transcription (English only)
  8. User roles
  9. Field-level permissions

Service Hub

On the Enterprise level of Service Hub, you receive the following extra features:

  1. Playbooks (1,000 playbooks)
  2. Call transcription (English only)
  3. Hierarchical teams
  4. User roles
  5. Single sign-on
  6. Webhooks
  7. Goals
  8. Field-level permissions

CMS Hub

On the Enterprise level of CMS Hub, you receive the following extra features:

  1. Adaptive testing (Test up to 5-page variations at a time)
  2. User roles
  3. Memberships
  4. Two brand domains
  5. Code alerts
  6. Partitioning
  7. Reverse proxy support
  8. Custom CDN configuration
  9. Site performance monitoring
  10. Activity logging
  11. Single sign-on
  12. Hierarchical teams (Up to 300 teams)
  13. Serverless functions
  14. Field-level permissions

Now that you know all the features on the Enterprise level. Let’s dive into the features that we feel, you as an Enterprise user should be making the most of:


Attribution Reporting

HubSpot defines attribution as “Multi-touch attribution reporting allows teams to set up parameters and assign credit to various teams for a customer who is going through the buyer's journey.” Within HubSpot there are 6 models:

  • First Interaction - This attributes 100% of the deal revenue to the contacts first interaction.
  • Last Interaction - This attributes 100% of the deal revenue to the contacts last interaction.
  • Full Path - This attributes 22.5% of the deal revenue to a contact first interaction, lead creation, deal creation, and last interaction. Then it attributes the remaining 10% evenly to all different interactions.
  • Linear - This attributes the deal revenue equally to each interaction in the conversion path.
  • U-Shaped - This attributes 40% of the deal revenue to the first interaction and lead conversion. And then attributes the remaining 20% of deal revenue to all of the other actions.
  • W-Shaped - This attributes 30% of the deal revenue to the first interaction, lead conversion interaction and deal creation interaction. Then it attributes the remaining 10% evenly to all different interactions.

As Kerry says in the webinar, attribution reporting is very new so there might not be a model that is suitable for your business. Don’t worry though, Hubspot is continuously updating. If you can't wait, at Boom we can make an attribution model that can accurately reflect your business. Sound good? Contact Us


Predictive Lead Scoring

HubSpot defines predictive lead scoring as “machine learning to parse through thousands of data points to identify your best leads, so you don't have to.”

Predictive lead scoring is perfect for if you want to have a lead scoring system in place for your sales team, but don’t have time to create one from scratch. To use HubSpot predictive lead scoring you need to have the following within your portal:

  1. You have been storing both engaged and unengaged contacts in HubSpot.
  2. You have been marking contacts as customers for at least three months.
  3. You have at least 500 contacts in HubSpot that are marked as customers. 


Workflows

Workflows allow you to automate a large majority of your marketing, sales, and service processes. There are many benefits to using workflows. Workflows reduce the likelihood of errors that could occur, as well as increasing productivity. Once a workflow is on, you won’t need to go back to it unless you want to update or turn it off. 

Stuck on where to start with automations? Here are some resources from Boom that can help you Advanced Marketing Automation Strategies For 2020 or 9 Email Automations You Should Be Using In Your Business


HubSpot Support

I know this isn’t necessarily a feature only exclusive to Enterprise users, but if you’re not using HubSpot support when you need help within your portal, then you are really missing out. There are multiple ways to get in contact with HubSpot. These include:

  • Contact HubSpot via a call. This is one of the fastest ways to get help. You would use this form of communication when the issue is time sensitive. 
  • Live chat is another useful way to get help. Live calls depend on how complex the issue is, but can be a fast way to receive help. 
  • Emailing HubSpot. This way is used for more general help. You would likely receive help on your problem within one working day. This way of support isn’t the way to go if you need instant help.

Another way to get help is through the HubSpot Community. HubSpot Community is a forum where you can receive help from any person in the HubSpot ecosystem. This means that you won’t necessarily be talking to someone from HubSpot, but you might get help from an expert who is also a partner.

As an Enterprise user for a global business, Kerry Leighton-Bailey, CMO of Lumi Global is well versed in everything there is to know about the wide range of features it has to offer. If you want to dive deeper into how you can make the most out of your Enterprise account, check out the recent Growth Webinar where Kerry sat down with Boom’s Co-Founder and Solutions Architect, Adam Lewis, to discuss how her trust in HubSpot and the Inbound Methodology helped her turn a redundant HubSpot portal into a seven-figure revenue machine. 

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