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Take control of your sales activity with Hubspot

Find out how HubSpot can help you make the most out of your customer service and sales activity…

Most businesses have some way of tracking customer interactions, whether it’s via a CRM or (gasp!) spreadsheet, but more often than not, your marketing efforts go to waste when you lose track of activity between systems.

As well as being a Customer Relationship Management (CRM) system, HubSpot offers a wide range of features that allow you monitor each and every interaction, giving you the power to take control of your customer’s experiences.

Control your Data

Way beyond just contact details, every interaction with your lead, from emails and calls to meetings and ad-hoc notes, is neatly arranged in a timeline allowing total visibility of the customer’s history and experience with the brand.

You can even see which email and social media campaigns your customers have interacted with, to help you get to know them even better.

Furthermore, if you’re using Gmail or Outlook, you can even connect your email to HubSpot using Sales Tools. People you email will automatically be added into your CRM, and your emails to them will be logged under so that the whole team has full visibility of every communication your lead has had with the business.

Send More Meaningful Email

When trying to generate sales, emailing can become very repetitive and whilst you try to keep it fresh, you can find yourself saying the same things over and over. With HubSpot you can turn the emails that convert into templates and share access to these with your entire team to help them convert their leads too.

We know that sales is not a 9-5 job, which means that you’ll often find yourself catching up on emails and cracking on with your paperwork in the evenings. But receiving emails out of hours doesn’t always give the best impression. HubSpot gives you flexibility with your emails, so you can catch up in the evenings and schedule them to go out first thing the next day. You can even take advantage of machine learning, and have your emails delivered at a time where they are most likely to be engaged with.

Whilst some people live for it, we know that the ‘chase’ can be unbearable! With HubSpot, see when your emails and attachments are opened and send perfectly timed follow ups.

Sales Pipeline

One of the great things about HubSpot is that it allows you to see your pipeline at a glance, on your personalised dashboard.

HubSpot makes it really easy to tailor your pipeline to make it fit you and your business. Add, edit and delete deal stages with the user-friendly interface. You can even assign parts of the process to other team members to help automate the sales process.

You can sort through your leads based on their stage in the buying journey; deals won and lost, documents sent over and scheduled appointments – and track all of these against targets that you’ve set.

Help Customers Help Themselves

In these modern times, more and more customers are looking for ways to help themselves before turning to a brand representative for assistance.

With HubSpot you can quickly and easily add live chat to your website. Live chat is being used more and more by consumers looking for a quick answer without having to pick up the phone. Using the ‘conversations inbox’, the whole team have access to customer conversations and enquiry emails, meaning that conversions never get lost and customers are never left disappointed. Furthermore, because the conversations inbox is built into your CRM, you’ll be able to see your customers details and history at the click of a button, helping you to offer a more personalised experience.

HubSpot’s customer service tools let you turn your customers most frequently asked questions into a knowledge base of helpful articles. These articles will even be indexed for Google, meaning when people search the web for an answer to their question, they come to your site to find the help they’re looking for.

With a range of tools available to you and a host of personalisation options to choose from, your sales team can concentrate more on selling and less on tedious admin tasks, allowing them more time to do what they do best!

Are you interested to see how you could use HubSpot to make your business run more smoothly? Get in touch today and we can discuss HubSpot with you in more detail – we can even arrange a demo so that you can see the platform in action!

Keep an eye on our blog and social media channels for more about HubSpot and it’s never ending capabilities…

Head of Online Content and Social Media and mum of baby Ella, Lois has masses of experience to help your organic and paid social deliver the goods.