by Julie Riouallon - Growth and Marketing Manager at Markentive
Sep 14, 2021
So you have decided you need a CRM solution and you are wondering which tool to choose? Choosing a CRM that meets the needs of your organisation is a crucial step in guaranteeing the success of your project.
This is why it is essential to do qualitative preparatory work to identify the needs of your company and your teams, and by comparing the different software solutions on the market in order to identify the one that will best meet your expectations.
The Hubspot CRM platform: a complete uniquely positioned solution
The HubSpot Customer Relationship Management Tool (Sales Hub) is part of the Hubspot CRM platform, a complete solution comprising different Hubs (Sales, Marketing, Service and CMS) that you can choose to use together or independently. The HubSpot CRM platform is unique because, unlike other CRM solutions on the market, it has been entirely designed and developed in-house and not built through diverse acquisitions. This development model has many advantages for the user:
- Customer data is centralised within a single interface common to all Hubs, thus making it possible to align sales, marketing and customer service teams around a single and intuitive interface.
- The platform was developed with the customer experience being the focus of all actions, thus eliminating as much friction as possible between the different services using the different Hubs.
The HubSpot CRM platform is thus not a simple sales tool, it is a business tool for all of your teams that integrates customer relationship management at all levels.
HubSpot CRM: simplified business management
One of the main benefits of a CRM solution is being able to boost the productivity and performance of your sales team. The HubSpot CRM stands out on this point for its ease of use and its intuitive interface, which will mean your team can get up to speed with the tool in a very short time.
A visual and easy-to-use commercial pipeline
While we are on the subject of how easy HubSpot is to use, this is a good moment to take a quick look at the HubSpot Pipeline feature. This allows you to follow the progress of all your business opportunities according to their probability of coming to fruition, and thus to predict your turnover as well as identifying the obstacles in your sales process. A real asset!
But that is not all, HubSpot offers a whole host of tools to save your sales team valuable time and as we all know, “time is money”.
A real assistant to your sales organisation
To facilitate your day-to-day organisation, the HubSpot CRM allows you to automate the creation of contact or follow-up tasks (call, email, LinkedIn connection). No need to save these different tasks manually, they are automatically added to your daily to-do list.
But the HubSpot CRM goes further by making the everyday life of your sales reps easier, thus allowing them to focus on managing their prospects and customers. The Tasks application offers a personalised dashboard for each salesperson by grouping their tasks, meetings and a summary of their sales actions in a single place. No need to compile different information sources, your sales reps have access to a centralised view, without leaving their CRM.
With the personalised view of the task queue, members of your sales team can also process tasks one after another without having to leave the interface to search for information.
HubSpot CRM: a toolbox for your sales teams
On the practical side, the HubSpot CRM offers many features to make the everyday life of sales representatives easier:
- Automated and personalised email sequences for sales using customer information stored in your CRM.
- Personalised appointment links synchronised to your calendars
- Synchronisation of your telephony and email tools with your CRM to allow you to automatically record all your emails and calls
- Pre-registered email templates to save time on your standardised communications
- Saved documents to monitor the activity of your leads (opening, click, time spent)
- Notifications of tasks or monitoring the activity of your leads (visit to the website, downloading a resource) so that you do not miss any opportunity to re-engage your leads.
Fully customisable business reports
Customisable reports and dashboards are an essential tool for your commercial management when it comes to monitoring the effectiveness of your commercial actions and effective prospecting, as well as guaranteeing the good productivity of your teams. They allow you to optimise your actions and continuously improve your performance.
HubSpot offers you several options to make this task easier:
- Many pre-built dashboards: ideal for getting started quickly and easily!
- A tool for creating personalised reports: to adapt to your needs and obtain a precise vision of the data you wish to monitor
- A single interface for sales and marketing users: useful for crossing data used by both parties.
HubSpot CRM: the solution that aligns your marketing and sales teams
Gone are the days when each department has its own tool. Today, the time has come for a tool that suits everyone. This allows you access to a single source of information for your entire business, and to centralise marketing and sales actions.
The HubSpot CRM platform is built around a single data source shared by all Hubs, which allows your marketing and sales teams to follow the status of leads, prospects and customers and their evolution in real time.
Thus, the entire history of a contact (commercial interactions, pages visited on the website, resources downloaded) is stored in a single tool.
To go even further in lead management, it is possible to assign a score to each lead based on their demographic and behavioural information. By determining clear rules for the processing of leads by sales and marketing teams based on their score, you ensure the efficient and intelligent processing of your leads.
HubSpot CRM: a platform with a multitude of native integrations
Another important advantage: the connected ecosystem of the HubSpot platform. Whether you use ERP, invoicing software or tools specific to your business, the open HubSpot ecosystem allows you to connect a multitude of applications and ensure efficient data processing.
In addition to over 500 integrations offered by HubSpot (for example with Slack, Mailchimp, Databox, Aircall, Pandadoc and Zoom), the open HubSpot environment allows you to connect many other tools via APIs.
Take it a step further, and watch our webinar dedicated to the integration of the CRM.
HubSpot CRM: free access is priceless
When CRM is discussed, the budget can climb quickly when considering the licence, the costs per user or the costs of implementation and training.
The HubSpot CRM has a freemium version that will allow you to access multiple features for free: management of prospects and contacts, management of opportunities, possibility of tracking commercial communications (emails, telephone), and comprehensive appointment and report management tools.
However, if you want to go further in customer relations, other packages offer you a multitude of features.
Learn continuously and for free with HubSpot
In terms of training, HubSpot does not do things by halves and offers you a wide choice of free courses and certifications that will allow you to master the different Hubs (Marketing, Sales, Services, CMS) as well as improve your marketing and commercial strategy.
If you need more, the HubSpot community allows you to ask questions, share your expertise to help other members find solutions to their problems, and of course to benefit from the support of other HubSpot users. This forum is like a constantly enriched encyclopaedia. You can search by keyword to see if the topic you want to broach has already been covered, or ask a new question making sure to include your objective, your problem and a few examples so the community can help you.
Finally, by joining a local HubSpot user group, you can also connect with HubSpot users in your area, enrich your network and even boost your growth.
HubSpot CRM review: what to remember
Choosing a CRM is an important structuration project that requires a lot of upstream preparation work. When your CRM is adapted to your structure, it can revolutionise your business processes and allow you to achieve all your goals. In order to properly prepare your project, we suggest you watch our webinar dedicated to the choice of CRM.
The HubSpot CRM tool is packed with features and gives you the flexibility to manage your customer relationship from A to Z. The HubSpot CRM platform, in the broad sense, even allows you to align all your teams (sales, marketing and customer service) around the same customer data, centralised in common reporting tools.
If you still unsure about taking the plunge, do not hesitate to contact one of our experts and tell them about your project.
