If you rely on HubSpot for marketing automation or customer relationship management, lifecycle stages are an essential component of the platform. The problem is that they can be really confusing to understand since the concept of each stage is open to interpretation and adaptation, but HubSpot’s current format makes the lifecycle stage implementation pretty rigid and automatic. Developing a clear understanding of the purpose of each stage and how they can work most effectively to motivate leads to become customers will help your sales and marketing teams avoid the need for workarounds in the future.
HubSpot is one of the best tools in any marketing or sales team's arsenal, but a tool is really only as good as the person using it. Our CAM (Channel Account Manager) at HubSpot, Jacob (@jacobin617), loves to use the analogy of a helicopter. It goes something like this -
If someone asked you if you wanted a helicopter, what would you say? You'd say heck yeah!
Then they'd drop the helicopter off in your backyard and you'd have no idea what to do with it. Where do you get gas for the helicopter? How do you fly it (hint: that's not how!)? Who does helicopter maintenance? There are so many questions to go along with your cool new toy.
Sales-driven organizations gather leads in a lot of different ways. One organization may focus on pay-per-click advertising and building an exciting e-newsletter, while another thrives on personal referrals and gathering potential customer information at special events.