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May 1, 2021
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How to Use Hubspot CRM as a Sales Tool Among Startups

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Photo by Austin Distel on Unsplash

What keeps a business running? If you said the people who run the company or work in it, you’re almost there. Believe it or not, it’s the customers! They are the most important assets because, in reality, they are the ones that keep a business going. Think of it this way. If your business doesn’t have any more customers, what will happen? That’s right. Your business will might have to cease operations. It’s because there is no continuous flow or movement. Nothing will happen to your business. As a result, you might be forced to move to something else. If you want more and more customers, the first step to getting there is to treat them right and make them feel valued. You want these customers to become loyal. You want them to stick with you until the very end.

What keeps a business running? If you said the people who run the company or work in it, you’re almost there. Believe it or not, it’s the customers! They are the most important assets because, in reality, they are the ones that keep a business going. Think of it this way. If your business doesn’t have any more customers, what will happen? That’s right. Your business will might have to stop operations. It’s because there is no continuous flow or movement. Nothing will happen to your business. As a result, you will have to think of moving to something else. If you want more and more customers, the first step to getting there is to treat them right and make them feel valued. You want these customers to become loyal. You want them to stick with you until the very end.

Truth be told, the Marketing and Sales teams are the backbone of any company. They work hand-in-hand, and it’s difficult to separate the two. It’s because they are interdependent. Another reason is that they are responsible for bringing in every single customer. But, this can be one of the most challenging tasks around. Why is that? It’s because both teams need to be on their toes at all times. The Marketing team needs to be original and creative at all times. It’s because they need to make such products and services appealing to everyone. It is challenging for the Sales team. They are the ones who interact with the customers. Their main task is to convert strangers into customers within a short amount of time.

We can always use an extra hand to help us out, right? Of course, HubSpot CRM is there to help out the entire team in the shortest time possible. Hubspot CRM is the handiest tool out there to assist everyone with their tasks. The teams in marketing, sales, service, and operations will be lucky. That’s because they will experience a smooth flow in all directions. This will focus on converting strangers into prospects, customers, and promoters.

It is a useful sales software that centers on customer relationship management. It is a platform wherein users use to build a stronger relationship with their customers. Other than that, it will increase conversions and raise revenues. It is easy to use and will help users keep track of these business relationships in a single platform. In return, your customers will receive a better customer experience. Users will have a higher productivity rate. There will be an increase in efficiency and collaboration among employees. That’s a win-win situation for all.

You will love HubSpot CRM at your fingertips. You can expect productivity and efficiency to increase. This means everyone will get more work done faster. This is assuming that everyone is carrying their weight. Also, they are exerting as much effort as everyone else. Yes, this is the best software to work with as it focuses on customer relationship management. It’s the perfect tool that will boost sales and will rake in profit in the long term.

You can’t afford to spend time on each administrative task. It’s because that’s a big time-waster. That’s why you need an automated tool by your side to shortcut things. Once your business starts to grow, you can track everything. Everything is in a centralized system. This time-saving tool will help you become organized. Also, it will allow you to spend time on more important things such as sales.

Everything starts at that exact moment when a potential customer visits your website. That person’s activity will be recorded. This includes the time spent on what that person is looking at. You can tell a lot about what that person is looking at and his/her interests are. You will learn how to use this information later. This is especially when the time comes for you to reach this potential customer.

If we’ve got you hooked, here’s an introduction to HubSpot CRM:

It is helpful when you are browsing your emails daily. Why is that? With HubSpot CRM, a sidebar of useful information about that person will pop out. If you are sending an email out to someone, you can compose emails based on that person’s interests. Instead of composing an email based on each person, you can save time by saving these as templates. That way, you can scroll that list and pick out the template most suitable for that person. Also, you can track that email if it has been opened by the recipient. You’ll find these saved templates under Conversations.

The most standout feature of HubSpot CRM is the ‘Log in CRM’. Once activated, it will create important details for the customer. This way, you will save lots of time instead of a slot for it via data entry. This means you can spend more time focusing on the actual sales part. The beauty of HubSpot CRM is that it records every interaction on a pipeline. In case if you need to go back to it, you can view everything including the past emails and recorded activities.

HubSpot CRM allows you to know the most important details of your customers. You can use it to your advantage. Customers don’t want to receive emails that lack personality. It’s worse if it’s a single template used for all. It sounds monotonous or robotic. That same email could even land in the Spam section.

By injecting personal details here and there, they are more likely to respond to you in a friendly manner. For example, they won’t be able to respond to your email due to vacation. You can set up reminders, make a follow-up, or schedule emails. An important detail picked up on this is that you can ask them how their vacation went. This small but important detail injects warmth. It will make the customer feel that you care about him or her. That’s the beauty of using HubSpot CRM.

What Will I See?

Here are some helpful things about the tool. The first thing you’ll see on your screen when you are using HubSpot is Sales Dashboard. On the top bar, you’ll find Contacts, Conversations, Marketing, Sales, Service, Automation, and Reports. It looks and seems pretty straightforward, right? If you’d like to view your previous, click on Contacts located under Contacts. No surprise there. Here, you’ll find records about your contacts. The ones you’ve communicated with before. HubSpot CRM will record details like name, email address, and contact number.

If you are looking for something specific contact or company, use this tip. Click ‘Add Filter’ to narrow down your search. For example, you’re looking for contacts belonging to a certain company. You can click on that particular company. You can save this customized filter so that you can come back to it anytime you wish to. There’s also an option if you want it to remain for private use or share it with others. Other than Contacts, you can click on Companies. This is if you wish to view the companies affiliated with the contacts that you’ve reached out to. This option might be easier for you in case if you need to target a specific company.

If you wish to check all the activities that you’ve done in the past, click Activity Feed. This is helpful especially if you want to look back on what you’ve done on HubSpot. Under Ads, you can sync them from various platforms like Facebook and Linkedin. If you wish to send out email campaigns to your contacts or companies, click on Emails. Another useful feature under Marketing you may want to look into is Calendar. You’ll find it by hovering the mouse over Planning and Strategy. Here, you can start planning activities ahead of time in an orderly manner. If you wish to start a new campaign, click over at Campaigns.

For the Sales team, they can reach most of their tasks by clicking on Sales. Ongoing deals and projects are under Deals. These can your individualized deals or you can view how the members or teams are doing. This is helpful if you want to watch or several deals since there’s a pipeline to see things. If any person has assigned you specific tasks, you can view them under Tasks. It is also the same area where you can create your tasks for yourself to work on. Aside from that, you can assign tasks for other people.

Under Documents, this is where you can download important files. This is especially if anyone on the team will use them. For Sales-related calls and meetings with customers, you can find this under Meetings. There is an option to sync your Calendar in real-time if you have an upcoming call or meeting. At the same time, you can set up and share any sales meeting link with others. As for Playbooks, you can find useful information that’s part of your sales funnel. They are step-by-step instructions that will tell you how to do something.

Under Services, you will find two tabs. Those are Tickets and Service Hub. Under Tickets, you will find here submitted support requests. It is recorded as a ticket and there’s an option to assign to someone. For Service Hub, there will be a drop-down list of services. Moving on to the next tab is Automation. Here, you will find Sequences and Workflows. Most people in sales will find sequences under this tab. These sequences can be sent out on a 1-to-1 basis. The marketing team is the one who encounters workflows and will find it in this tab. Managing workflows can be quite tricky. But, it will be easier if you find a way to organize them by putting them into folders. Or have someone else work on that.

The last tab on the bar is Reports. You will find three things: Analytic Tools, Dashboards, and Reports. Under Analytic Tools, here are useful features that are not seen in the toolbar. These include Traffic Analytics, Ads, Events, Website Analytics, Campaign Analytics, and Contact Analytics. More tabs include Competitors, Prospects, and Tracking URL Builder.

For settings, go ahead and click the Settings icon found on the top right. You can adjust basic settings here according to your personal preferences. The ones that you’ll be needing the most are Basic Info, Notifications, and Security. Other settings you can find here are Account Defaults, Contacts & Companies, Conversations, Domains & URLs, Import & Export, Integrations, Marketing, Private Content, Properties, Sales, Tickets, Tracking Code, Users & Teams, and Website.

With HubSpot as an addition to your company, you will enjoy its smooth and intuitive software. It’s affordable and straightforward to use. Any newbie will become a pro in no time. We need to iterate that you need to start learning more about your customers. That way, you can develop meaningful and genuine relationships with prospects and customers. Believe it or not, when you start using HubSpot CRM, it will help you and your customers grow bigger and better.

Start taking advantage of these time-saving tools today among your teams. This automated system manages relationships with customers. Not only that, but it takes it to the next level. Establish the relationships of your customers today. Tomorrow, you will build your database. With a growing number of satisfied customers, they will do the work for you. The same customers will promote your products or services. As a result, they will bring in more potential customers.

Article Categories:
Business · crm · hubspot · sales · startup
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