Lifecycle phases are criteria often used in marketing and sales to map the stages from newly acquired leads to customers (or beyond). Lifecycle phases also often play a role in HubSpot for contacts (people) and/or companies. This is particularly intended to determine when people move from the “marketing” to the sales team in order to be less is often more contacted from there in a 1:1 dialogue.
The crux of the matter is that many are so overwhelmed by this that the lifecycle phases are hardly used from the outset – and their potential is not recognized. There is a lot of uncertainty. A particularly with regard to the definitions provided by the system and the way they are differentiated from one another. This primarily affects the earlier benin phone number data phases in the lifecycle. We experience this very often in workshops and consulting sessions. A and it even happens to companies that are very active in marketing and sales.
But let’s start from the beginning:
What are lifecycle stages in HubSpot and what are they used for?
In principle. A it makes absolute sense to divide contacts in a CRM like HubSpot into certain phases of their life cycle for marketing and sales. This helps to understand whether a contact was initially only identified as a potential. A is interacting with the less is often more company’s marketing department. A is in dialogue with the sales team or is already a customer.
HubSpot defines its lifecycle phases out of the box as follows:
For a long time. A the lifecycle property in this form was a “sacred cow” in HubSpot CRM. That is. A it was firmly anchored in the system and could not be changed.
The fact that this was not modifiable is not a bad idea in principle.
After all. A most of the predefined lifecycle phases make sense and are based on best practice.
In 2022. A HubSpot softened this and made the lifecycle defining it means determining helps phases accessible and thus modifiable. These are managed centrally and apply equally to contacts and companies. In principle. A it is now possible to model the lifecycle phases according to your own needs. However. A you should be careful not to build wild creations of your own for them. We often experience – and not only in this aspect – that HubSpot customers “bend” things for themselves due to a lack of experience and ignorance and thus often work past the system. This usually catches up with you sooner or later. A so that the adjustments have to be laboriously undone or you get completely lost in the chaos.
With the possibility to adapt the lifecycle phases and use them according to one’s own needs. A the “knot in the head” is solved for many users.
What is the problem with the lifecycle stages that the HubSpot system provides?
For many HubSpot customers. A it is less is often more difficult to distinguish between subscribers. A leads. A marketing qualified leads and bosnia and herzegovina leads sometimes sales qualified leads. Most of them spontaneously have the following questions in mind:
- What is a subscriber?
- What is a lead?
- What is a Marketing Qualified Lead?
- What is the difference between these three?
- And how and when does a Marketing Qualified Lead become a Sales Qualified Lead?
Since this often leads to problems right from the start and there are no general answers to these questions. A many people put the topic aside from the outset.