HubSpot plays a pivotal dual role as both a CRM and a Marketing Automation Platform (MAP) for marketing and revenue operations teams. But while it offers an intuitive interface for managing email campaigns, creating dynamic content, and utilizing smart lists, it’s not immune to errors that can impact your efforts.
Organizations need a way to proactively validate that every tool, process, and asset that touches their customer and lead journeys is working as expected. Enter Stack Moxie — a dependable solution for testing and monitoring, tailored to organizations that use HubSpot either as a CRM, a MAP, or in a combined capacity.
In this dance of technology and strategy, automated testing gives teams a new way to manage their tools and processes in minutes instead of hours. With hundreds of pathways to explore, Stack Moxie bolsters your operations and offers a safety net to address challenges within HubSpot’s functionalities.
In this blog, we’ll explore five of the most popular ways teams leverage Stack Moxie to launch campaigns, optimize user experience, and manage complex tech stacks behind the scenes. Learn how you can maximize the potential of HubSpot, minimize uncertainties, and guide your operations towards success.
Validate Lead Lifecycle
The lead lifecycle is the intricate journey that prospects go on from their initial engagement with your website to their conversion into a sales qualified opportunity. It encompasses evaluation, segmentation, qualification, and progression through the sales funnel.
Unfortunately, even with the best strategies in place, the lead lifecycle is not immune to breakages that can hinder its progression. These hitches might manifest as missteps in lead scoring, inaccurate segmentation, or delays in qualification, ultimately impacting your organization’s overall success and the lead’s experience.
Picture this: a promising lead, exhibiting strong interest, gets lost in the shuffle due to a breakdown in the lead lifecycle. The moment of optimal engagement passes, and the potential opportunity fades. Such instances can cascade into missed revenue prospects and a tarnished lead experience, both of which have consequences for your team, your organization, and your reputation.
With its automated QA testing capabilities, Stack Moxie ensures the seamless flow of leads through the lifecycle. It scrutinizes the process for discrepancies, flags potential bottlenecks, and helps validate that leads progress without unnecessary friction.
By continuously monitoring the lead lifecycle, you get peace of mind knowing that your prospects are making their journey unimpeded. It safeguards against missed opportunities, enhances lead experience, and contributes to the overall effectiveness of your marketing efforts.
Execute Successful Campaign Launches
Campaign launches are the result of careful planning and preparation, and it’s important that each one makes a good impression on your target audience to deliver results. But behind each campaign is a complex interplay of functions and interactions that can make or break your campaign’s success.
Consider the multitude of moving parts: email links that need to be valid, forms that must flawlessly transmit data, attribution metrics that must remain clean, and more. A campaign launch encompasses a spectrum of mission-critical tasks, and even slight oversights can impact its success.
Stack Moxie allows you to tailor your campaign QA piece by piece, ensuring each component meets quality standards. Custom templates compile the tests you need to run for each launch, forming a toolkit that streamlines your process. Fill in the template with your links, click ‘run,’ and activate a comprehensive battery of tests that confirm that every campaign aspect is checked over.
This proficiency guarantees the launch with confidence and precision, so you can concentrate on the creative and strategic dimensions of the campaign while your journey to executing successful campaigns becomes smoother, with fewer hidden hazards along the way.
Navigate the Complexity of Multiple Instances
Acquiring a company isn’t just a business transaction—it’s an intricate process that ripples across operations. Once the ink dries on the legal agreements, the real work begins: aligning marketing stacks, integrating business processes, and harmonizing a host of technologies.
And as growth continues and acquisitions accumulate, organizations can find themselves contending with multiple instances of each MAP, CRM, and tech platform, resulting in a convoluted environment that’s challenging to manage.
Distinguishing which system handles specific functions or houses crucial data becomes difficult, making effective decision-making a challenge. This jeopardizes operational efficiency and clouds the path to strategic planning.
Marketing teams need the capability to test across the spectrum of their tech platforms, unraveling not only what works but how it operates. Discerning compatibility with existing systems, identifying components requiring independent operation, and pinpointing elements to be deprecated are critical steps.
Stack Moxie gives teams the ability to connect to multiple HubSpot instances, empowering them to adeptly oversee their multifaceted marketing environments. Imagine having HubSpot instances tailored for Europe, Asia, and America—each one operating at peak performance. This functionality extends across your diverse MAPs and CRMs.
As your business grows, your customers’ experience shouldn’t waver. Stack Moxie equips you to preemptively identify problematic systems before they affect your operations, eradicating downtimes and mitigating potential revenue losses while helping you maintain a consistent brand experience across all your marketing endeavors.
Streamline Lead Data Mapping
Lead data is the lifeblood that fuels successful campaigns and interactions. But for many organizations, the process of mapping lead data across different systems is fraught with misalignments and inaccuracies.
Stack Moxie’s Lead Data Mapping starter simplifies this challenge by streamlining the synchronization of lead data across multiple platforms. It creates a Lead object in one system, allows a designated period to elapse, and then verifies the presence of an equivalent Lead object in a second system. It serves as a litmus test, confirming that leads are not only mapped correctly but also synchronized between the systems.
Picture a scenario where a lead’s crucial information, gleaned from interactions across various touchpoints, fails to harmonize as it travels through your tech stack. This disjointed experience can erode the effectiveness of your campaigns and hamper your team’s decision-making.
The Lead Data Mapping Starter serves as an automated safeguard, ensuring the accurate mapping and synchronization of lead data between systems. This process not only enhances the efficiency of your operations but also bolsters your ability to provide a consistent and personalized experience for leads.
Validate Scripts and Tags
Scripts and tags form the backbone of attribution and reporting, enabling data-driven insights that steer decision-making. But without careful validation, they can also become potential sources of chaos.
Script and tag validation is a critical step to guarantee seamless attribution and reporting functionality. The absence of robust tag governance structures can create a perfect storm, where overlapping teams inadvertently duplicate or disable crucial tags, leading to disruptions in integrated systems, skewed data, and impacted strategic choices and reporting accuracy.
Stack Moxie steps helps teams secure the integrity of their scripts and tags, ensuring that attribution and reporting mechanisms remain accurate and consistent. It alerts teams when duplications or malfunctions that could otherwise sabotage integrated systems are found, allowing them to fix them before they have an impact.
Script and tag validation bolsters the reliability of your data-driven insights. Marketing efforts are grounded in accurate reporting, allowing teams to make informed decisions and allocate resources wisely. With Stack Moxie, you can ensure that your attribution and reporting functionalities work harmoniously, elevating your organization’s strategic prowess and facilitating growth.
Optimize Your HubSpot Instance With Stack Moxie
Automated monitoring and observability aren’t just preliminary measures—they’re an ongoing commitment to maintaining operational excellence. By integrating Stack Moxie into your arsenal, you position your organization for success in an increasingly competitive landscape. Every test conducted is a step toward stronger campaigns, more efficient processes, and an elevated customer experience.
Discover how Stack Moxie can enable your team to transform the way your organization operates and engages with your audience. Create a free account or request a demo.