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Lifecycle Stageīefore we get into tactics on how to keep lifecycle stages up to date, you’ll want to ensure you are using HubSpot’s lifecycle stage property and not a custom “lifecycle stage” property. Now, let’s get into how you can ensure the properties are staying up to date and, even more importantly, let’s look at how you can report on them. If not, familiarize yourself with HubSpot’s custom report builder to create the visual. When reporting on properties that constantly change, be sure to scan through HubSpot’s thorough report library to see if an existing report provides the data you need. Here are a few of the properties that change most frequently: HubSpot also released custom reporting that allows you to capture the information you need in a variety of visuals. Lucky for marketers, HubSpot has an array of marketing automation features that allows you to not only keep track of these constant changes, but also to update them in real time. As the Greek philosopher Heraclitus once said, “Change is the only constant.”
The buyer’s journey is constantly evolving, and as consumers ourselves, we know our decisions sway depending on the information we read, the feedback we hear, and the experiences we encounter. Even further, it allows you to report on relevant information that tells a true, accurate story. Maintaining a clean database is crucial in this day and age, and there are several HubSpot best practices you can follow to ensure your CRM is constantly up to date and reports on accurate metrics.Ensuring data cleanliness equips your marketing and sales teams with accurate and complete data, resulting in their ability to provide helpful and targeted information to potential customers.