Step 5 – conducting an audit for your Sales Hub portal

As you know by now, you have the option to choose which HubSpot hubs you will use within your company. At the time of writing, HubSpot has five hubs, including the CRM – Marketing, Sales, Service, CMS, and Operations. Most companies use one of the hubs individually or some together. In this section, we will focus on Sales Hub Professional and how to perform an audit on this part of your portal if you've been using it for some time.

Remember that the goal of the audit is to be aware of the gaps that may exist in your processes or data so that they can be fixed for your portal to produce reliable reports. Your CRM system should be your single source of truth for your business and this can only happen if the data in the platform is being maintained.

Sales Hub is meant to be used in close conjunction with the CRM so that it can help your sales team convert qualified prospects into paying customers. Therefore...