Looking to update your current CRM? Well, HubSpot CRM is probably on your list to review. As a HubSpot Certified Partner, we can tell you why HubSpot is a cut above the rest. Plus, we’ll help you with your onboarding to get started with HubSpot correctly, maximising the potential ROI for your business.
Whatever your business size, HubSpot can unlock realms of benefits for your sales and marketing teams.
Think of it as the glue that holds your business together and helps everyone achieve their individual goals. We know we keep banging on about it – but it really does connect the disconnected, that we see so often in siloed teams.
So, why HubSpot CRM over other similar products?
Simple, HubSpot’s core CRM platform is free. And most business owners can’t argue with that. It’s also built with an easy to use interface, so all levels of your team can benefit from the software.
The scalability with HubSpot is second to none. You can select which features and the level you require whether its for the CRM Hub, Marketing Hub, and Sales Hub.
HubSpot Sales Hub is No.1 in the latest G2 Spring 2022 rankings including the Enterprise Usability Index for CRM category. Not only that, HubSpot has made a name for itself through its brilliant HubSpot Academy and online resources so that your team can become better marketers, better salespeople and above all better businesspeople!
How to get started with HubSpot…
HubSpot is an easy-to-use software and used correctly, can make a huge difference to the success of your inbound marketing and lead generation. However, a lot of businesses make a foolish mistake when signing up to HubSpot CRM and that is – assuming they’ll be able to do everything straight away.
And yes, you might. HubSpot has lots of great tools and resources for you and your team to learn from. But it will probably take a lot longer to figure out without the correct onboarding and implementation. Here’s our step-by-step guide on how to make the most of HubSpot.
1. Consider purchasing HubSpot from a specialist agency (like us!)
You can purchase HubSpot directly from HubSpot – we did! But the problem is you’re likely not experts yet at Inbound Marketing which is why you’re purchasing the platform after all. Therefore, it can be a little stressful to get your head around. There’s a big manual job of creating users, migrating data, integrating tools and plug-ins, creating personas and optimising workflows.
By using a HubSpot Certified Partner, you eliminate the risk and problems that naturally arise when implementing new software to your business. Plus, you’ll know they’re doing it right. Why? Because we have plenty of experience onboarding existing clients and have likely worked with another company like yours.
2. Ensure HubSpot is personalised to your business needs.
It’s easy to say HubSpot can do X, Y, and Z. But what do you actually need HubSpot for? Is it to generate new leads from your website by attracting visitors and engaging with them, or do you need to improve your sales enablement by connecting your sales and marketing activity? Whatever it is, we can optimise your lead nurturing process specific to your business objectives. This means instead of just getting a fancy new CRM, you’re actually making an investment that will have a proven ROI.
3. Make the most out of the HubSpot App Marketplace
When you first get HubSpot, it’s important to implement it across your business from the get-go. That way everyone in your team will be onboard with the adoption of your new software.
Visit the HubSpot App Marketplace, where you can find all the common integrations you’ll need. From Microsoft Teams Integration to ensure internal communications run smoothly, right through to WordPress integrations for contact forms on your website and LinkedIn Sales Navigator to make sure your sales team are always reaching out to the right decision makers.
4. Determine the most important properties for your contact and company data
HubSpot CRM is unlike many other CRMs – it’s built for customisation. So, when it comes to storing business data for your prospects and clients, consider what you ACTUALLY need to know.
The out-of-the-box standard information is fine. It does the job but why not make the most of the platform capabilities and store information that can help your marketing and sales teams get down to the nitty-gritty. For example, website URL and phone number are useful information, but what about information regarding what content they’ve recently downloaded from your website or the problems they’re currently facing in their business. You can store all this using HubSpot’s custom property fields.
Custom Properties are one of the greatest features in HubSpot because you can shape the software to suit your business requirements. At Golley Slater, we work together with our clients to understand exactly what they need to achieve, helping you build the platform to suit your own internal processes. This can be anything from simply using the same terminology to configuring specific identifiers for your prospects. For example, if you’re a broadband provider, you will need to store vital information about when your prospects are near the end of their contract.