Sales, Marketing, and CRM Tips for Homebuilders

13 HubSpot Sales and Marketing Tools Homebuilders Can't Live Without

Written by Josh Paul | Sep 7, 2024 4:28:06 AM

With rising competition and increasing expectations year after year, homebuilders face mounting pressure to enhance every aspect of their business.

From customer experience to overall business operations, leveraging the right technology and tools is essential for continuous improvement.

HubSpot offers a suite of features that are essential for homebuilders concerned with excellence by enhancing business operations, improving marketing efforts, and delivering exceptional customer experiences.

Across the residential construction industry, the buzz around HubSpot’s potential continues to grow.

Dozens of homebuilders approached my team and I at this summer's Sales and Marketing Summit, eager to understand and leverage HubSpot's toolset to increase sales.

However, because HubSpot is a comprehensive sales, marketing, and customer management system with extensive capabilities, it can be challenging for those without specialized knowledge to fully understand.

Often, the wide-ranging potential of HubSpot for builders can make achieving a clear ROI difficult.

Reporting and Analytics Drive Builders' Interest in HubSpot

The number one reason HubSpot stands out for homebuilders lies in its powerful reporting capabilities. HubSpot's reporting tools allow homebuilders to track sales and marketing performance down to the minute detail.

This provides a wealth of insights into what’s working and what needs improvement.

By monitoring leading indicators, setting and tracking goals, and ensuring accountability within the team, homebuilders can make data-driven decisions that drive their organization forward.

Giving builder visibility into the following insights opens up opportunities for optimizing sales and marketing to generate measurably more leads, appointments, and contracts at a much lower cost.

  1. Sales and Marketing Performance

    HubSpot delivers comprehensive reports on sales and marketing activities, empowering homebuilders to pinpoint which strategies are yielding results and where fine-tuning is necessary.

    These insights are vital for making informed decisions that boost the efficiency and impact of marketing campaigns.

    By examining data on customer interactions, conversion rates, and sales trends, homebuilders can adjust their strategies to better target their audience and optimize their customer experience.

  2. Leading Indicators
    Say goodbye to spreadsheets. By centrally tracking leading indicators, such as traffic, leads, and appointments set, HubSpot allows homebuilders to identify early signs of success or potential issues, enabling proactive management and strategy adjustments.

    These indicators provide valuable foresight into the future performance of sales and marketing efforts. For instance, mid-month, builders have real-time data indicating a dip in leads, the cause, and what they can do about it to stay on track to hit their sales goals for the month.

    Early detection of trends helps in making timely decisions that can prevent problems before they escalate and capitalize on opportunities as they arise.

  3. Goals
    HubSpot's goal-setting features enable homebuilders to define, track, and achieve their sales and marketing objectives. By setting clear, measurable goals, homebuilders can maintain focus and direction in their strategies.

    HubSpot facilitates the monitoring of progress through dashboards and reports, which allows teams to stay on track and make necessary adjustments to meet their objectives as needed.

  4. Accountability
    HubSpot helps homebuilders monitor process adoption and hold team members responsible for their performance and CRM usage, which creates a culture of accountability and continuous improvement.

    By assigning specific tasks and deals to team members and tracking their performance, HubSpot ensures that everyone is aware of their responsibilities and contributions.

    Regular performance reviews and transparent reporting mechanisms help in identifying areas for improvement, recognizing achievements, and maintaining high standards of productivity and accountability across the organization.

HubSpot's Sales and Marketing Tools for Homebuilders

To make it easier for builders to understand how HubSpot plug into their growth plan, we've highlighted the 13 most important tools in the platform for residential construction companies.

Beyond making data-driven decisions and optimizing your sales and marketing operations, here’s a quick look at some of the key features and tools homebuilders use with HubSpot:

Homebuilders Tool #1) Email Marketing

HubSpot enables homebuilders to run effective email campaigns for promotions, VIP announcements for upcoming communities, and new floor plan releases.

This feature allows for targeted communication with potential buyers and ensures that they receive relevant information that can drive engagement and conversions.

Homebuilders Tool #2) Website Tracking

With detailed insights into visitor behavior, homebuilders can understand what each visitor, lead, and repeat visitor is interested in.

This information helps tailor marketing efforts to the specific interests of potential buyers which enhances the likelihood of conversion.

Homebuilder Tool #3) Lead Capture

Utilizing forms, chatbots, and CTAs, HubSpot ensures that potential leads are captured efficiently and systematically.

This feature allows builders to gather valuable contact information and follow up with interested parties in a timely manner.

Homebuilder Tool #4) Lead Routing

HubSpot’s lead routing features allow homebuilders to assign leads to Online Sales Consultants (OSCs) or Customer Success Managers (CSMs) based on specific business rules.

This ensures that leads are handled by the right people at the right time. 

Homebuilder Tool #5) Lead Tracking

Keeping track of where each lead is in the buying process helps ensure that no leads fall through the cracks and that each prospect receives the appropriate follow-up.

This feature is crucial for maintaining a steady flow of communication and nurturing leads until they are ready to buy.

Homebuilder Tool #6) Appointment Setting and Hand-Off

HubSpot streamlines appointment setting by allowing meetings to be booked on a CSM’s calendar, centralizing notes, and providing warm introductions to the next steps and people the buyer will be working with.

These features ensure a seamless transition from one stage of the buying process to the next.

Homebuilder Tool #7) Pipeline Management and Forecasting

Homebuilders can manage their sales pipelines and forecast future sales accurately to stay on top of their business operations.

This feature provides a clear view of current and future opportunities. 

Homebuilder Tool #8) Lead and Deal Scoring

Prioritizing leads and deals based on scoring criteria helps homebuilders focus their efforts where they matter most.

This feature helps identify the most promising leads and opportunities. 

Homebuilder Tool #9) Task Management and Accountability

HubSpot’s task management features ensure accountability within the team by tracking tasks and performance metrics.

This keeps everyone on track and ensures that all necessary actions are taken to move leads through the sales funnel.

Homebuilder Tool #10) Sales Productivity

Enhancements such as email templates, video in emails, meeting booking, and automated email sequences help boost sales productivity and streamline communication.

These tools save time and ensure consistent, high-quality interactions with potential buyers.

Homebuilder Growth Tool #11) Lead Nurturing and Re-Engagement

Nurturing campaigns and re-engagement strategies keep leads interested and engaged, reducing the chances of losing potential customers.

This feature helps maintain a steady flow of communication and keeps the builder top-of-mind for potential buyers.

Homebuilder Tool #12) Post-Contract Communication

Maintaining communication with buyers even after the contract is signed ensures continued satisfaction and builds long-term relationships.

This feature helps manage expectations and provides ongoing support, enhancing the overall customer experience.

Homebuilder Tool #13) Customer Care and Warranty Requests

Efficiently managing customer care and handling warranty requests help maintain high levels of customer satisfaction and loyalty.

This feature ensures that buyers receive prompt and effective support, reinforcing their trust and confidence in the builder.

HubSpot Homebuilder Features Takeaway

With hundreds of sales, marketing, and customer care features, HubSpot plays a central role in homebuilders' growth strategies.

From advanced reporting capabilities that enable data-driven decisions to comprehensive tools for lead management, customer care, and marketing automation, HubSpot provides the necessary infrastructure to enhance every aspect of a homebuilder's operations.

By leveraging these powerful tools, homebuilders can improve efficiency, boost sales productivity, and deliver exceptional customer experiences. However, to fully realize these benefits, it's crucial to have the right expertise to implement and manage HubSpot effectively, ensuring that the system operates at its full potential and delivers a clear return on investment.