CRM, or Customer Relationship Management, helps manage customer data. It supports sales management, delivers actionable insights, integrates with social media, and facilitates team communication. It is also the three-letter cousin of the famous “SEO”.
It's no secret that your business needs a CRM. HubSpot provides tools for a lot of things, including CRM. It is a helpful tool if you want to be able to track customer data more effectively.
Below are five reasons why HubSpot is the best CRM tool out there.
A long time ago, there was a dividing line between marketing tools and CRM. Marketing tools were used by the marketing team to drive and distribute leads. Then the sales team would add the leads to their CRM for the sales process. Today, it is being merged into one. HubSpot does an incredible job of joining these two. Every account has a tab at the top left that makes it easy to go between the marketing or sales dashboard. Other CRM tools cover only one aspect and you need to buy and additional add-in to accommodate the other. With HubSpot, everything is together in the platform.
The advatanges of CRM are endless! But HubSpot continued to stand out from the rest. In the recent year, Hubspot CRM has improved its insight reporting. Some people need to generate leads and close deals so it's important to have these in-depth insights ready. It also tracks revenue, keeping an eye on your progress. Looking at these reports, it will be much easier to make small or big tweaks on your strategies to adapt to the progress needed for the business. Additionally, HubSpot’s reporting tools are in the daily activity report. It has daily, weekly, monthly and annual sales goals presented.
There are things in life that you never knew you needed until you found them. Sales sequences are one of those. When pursuing a lead, you might need to send more than one email. HubSpot offers a Sales Sequence tool that automatically inputs their name, business, and other relevant information, dripping them certain follow-up emails until they either reply or book a meeting on your calendar. Very easy to use and it can save a lot of time.
Setting meetings is easier with HubSpot because it is slick, already branded to your company, syncs with your calendar and it integrates with the Sales Sequences Tool. This eliminates the need for additional software.
Another great feature about HubSpot is that it gives you the ability to automate any kind of notification you can dream of. It even sends you a list of prospects who visited your website the previous day. You can customize it to send a notification every time your assigned leads visit your products/service page. Or you can also opt to receive a daily email of all companies and prospects who visited your website. You can also have the billing team notified when it is time to invoice your customers.