Managing customer relationships contributes to significant business growth. Many organizations are accomplishing this by turning to digital solutions. CRM tools such as HubSpot make this accomplishable by delivering several important tools to manage sales and marketing campaigns.
Sales Reporting and Dashboarding
As mentioned earlier, HubSpot can be integrated into tools such as email integration. This integration keeps a record of sales, marketing, and customer services. Consequently, many reports are generated to provide users with accurate information on the organization’s progress. These reports can also be customized.
The dashboard feature is essential for a visual representation of the reports generated. HubSpot has a built-in standardized dashboard and a customizable dashboard that can be used depending on the type of business.
This feature provides a fully functional overview of the sales process. Additionally, it tracks the progress of new deals and the overall health of the pipeline using a customizable dashboard.
It is handy in tracking, managing, and reporting tasks in a business. It also streamlines tasks, saving time that would be used to navigate multiple windows. Therefore, this feature helps a business to create an effective framework for managing repetitive and one-time tasks without much manual effort.
Email integration allows users to schedule emails and reach potential clients promptly. One can also edit or modify scheduled emails since the emails are saved as drafts before being delivered.
HubSpot gives users the autonomy to schedule meetings automatically. Moreover, this feature allows potential customers to choose the meeting slot on the organization’s calendar.
They determine the organization’s value and progress. The contact management feature helps to set the business and customer base up for success. Additionally, the contact management tool in HubSpot helps businesses in the following areas:
Updating the customer database
Creating segmented lists and features- HubSpot allows the segmentation of contacts in customised categories. This saves time in implementing the framework in the targeted groups.
Starter $ 45 / Month This plan is designed for two users, and is ideal for sales teams that organize the sales process to measure a team’s success with period-based quotas. It offers the following:
• Organizing and tracking customer communications • Creating content and generating leads • Streamlining business outreach and connecting with potential customers • 1000 marketing contacts • Email and in-app support • Sales automation
$ 450 / Month The professional plan provides tools to manage a growing sales team, personalize outreach and further automate sales. It offers the following:
• Creating content and generating leads • Tracking and improving performance • 2000 marketing contacts • Custom reporting • Omni-channel marketing • Sales analytics and automation • Forecasting • Phone support
Enterprise $1200 / Month
This plan boasts the use of AI to gain insight into a sales team's conversions, score leads, and detailed reports to track revenue. It offers the following:
• 10,000 marketing contacts • YouTube analytic integration • Hierarchical teams • Predictive lead scoring • Behavioral event triggering and reporting
This includes a tracking matrix, thus making it easy to follow leads.
Easy to Use
One can easily bulk-create and schedule social media content.
Free Tools for Business Owners
These include invoice template generators, free business templates, and email signature templates.
Simple and Usable Interface
This is ideal for integration and data automation.
It has various features that allow the user to document communication without a hassle.
Users can integrate HubSpot into their organizations’ websites. Website integration notifies users when potential clients visit their website.