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It’s a new year and a new chance to do something different, to help grow your business and take it to the next level. Regarding this, many businesses have made the shift to online. As part of that shift these businesses are looking to add or implement a CRM platform to help them run marketing campaigns, attract new leads, generate sales and create an overall better experience and engagement with their users. 

When it comes to CRM platforms, there are more options than we have the time to write about, each with its own set of features and tools. Today we decided to focus on one of the biggest players in the field, HubSpot. Below we’ve written a detailed review on this platform. Keep reading to find out if HubSpot might be right for your business.

What is a CRM platform?

Before we talk about HubSpot, it’s best to make sure everyone is on the same page. A CRM platform is an online system that allows you to manage your marketing campaigns, lead generation, sales cycles, automate funnels and customer journeys and connect between different departments. To further explain how these platforms help connect different teams together, take for example your marketing team, which runs campaigns to bring in leads. Once these leads get qualified using funnels or other methods, the relevant users get passed on to the sales team. This flow of work can increase ROI and customer lifetime values.

What is HubSpot?

HubSpot is a leading CRM platform provider that was originally founded in the United States in 2006. Over the years HubSpot has grown to become a leader in the industry, offering leading edge technology. The company now offers a full set of tools and features to fully automate your business. HubSpot’s main services can be broken down into 4 categories. Each one focusing on a different aspect of a business.

Marketing Hub 

The Marketing Hub is where you’ll most likely begin your journey. This section of HubSpot focuses on all your different activities and communication channels. You can set up your PPC campaigns and launch your Facebook campaigns all while tracking your stats in one place. Marketing Hub allows for integration with other platforms so you can run all your marketing activity from the same platform.

Here is where you’ll be able to:

• Create email templates 
• Build pop-up forms
• Manage your database of leads and new customers
• Manage your various social media campaigns on Facebook, Instagram and LinkedIn
• Analyze your campaigns
• Create custom funnels and user journeys
• And much more…

Sales Hub

As the name implies, the Sales Hub is where you will manage all your sales activities with the intent to seal the deal. This is where your sales team can login to and keep track of the leads and customers in all the various sales cycle stages. What’s more, is that Sales Hub can connect with Marketing Hub allowing these 2 departments to work cohesively as one well-oiled machine. The more information your sales teams have on potential leads the easier it is to convert them.

Here is where you’ll be able to:

• Update contacts in your database, including at which lifecycle stage they are at
• Create and schedule sales emails to a database of leads and customers
• Document sharing allows your sales to connect with other departments
• Schedule meetings
• Advanced CRM tools
• Sales automation
• Customizable reports
• And more…

Service Hub

This section of HubSpot focuses on managing all your customer service tools and software. If you thought your job was over once a sale was made, then you’d be completely wrong. The mark of any great company is shown by how they listen to customers and are able to assist with any issues they may have. In fact, many paying customers will refuse to make additional purchases from companies that they have experienced bad customer service from in the past. Being on top of customer complaints or concerns can help extend your customers’ lifetime value. 

Here is where you’ll be able to:

• Track customer support tickets
• Send team emails to keep all agents updated
• Implement live chat and manage conversations
• Access to ticket creating bots
• Ability to schedule meetings
• Detailed and customized reports
• Get customer feedback
• Setup multiple ticket pipelines
• Create tutorial and help videos
• And more…

CMS Hub

CMS or Content Management Systems are essential for managing your website, blogs, FB posts, landing pages and anywhere else you add new content to on an ongoing basis. HubSpot’s CMS allows you to connect different assets such as your website, blog posts, FB posts and more in one centralized place. Instead of needing to log in to different systems or do everything manually HubSpot CMS can do it all in one place. Save time by scheduling your FB posts and blogs in advance. In fact, you can plan for weeks or months ahead. This can free up your time for other important tasks you’ll need to focus on.

Here is where you’ll be able to:

• Get blog and content creation tools to design beautiful posts
• Use dynamic content through HubDB
• SEO and content strategy tools
• Get lead generation tools
• Implement smart content based on who is viewing
• Access to live chat
• Get security monitoring and threat detection
• And more…

Ultimately it will be up to you to decide if HubSpot will meet the needs of your business. By asking yourself the right questions, you can better understand if HubSpot is a good fit. Questions like what is my budget, how much activity I am planning to start with, and do I need all these features? One last thing to consider is scaling up. If you plan to grow and scale rather quickly, you may already want to start with HubSpot rather than go with another CMS and have to switch later.

If you’re looking to implement a CMS platform or would like to get setup with your current HubSpot account, we can help! At ThereeDots we are certified HubSpot experts who can help your business’s content marketing campaigns get up and running in no time. 

By using Hubspot, we can connect all parts of your marketing campaign and automate it so you can stay busy with running your business.

For more information or to schedule your free consultation, send us an email to marketing@threeedots.com or visit our website www.threeedots.com.