Do you find it challenging to keep track of your customer details? If yes, you're not alone. Many businesses face the challenge of managing customer data effectively. Here's a startling fact: 74% of users have experienced a game-changer with CRM, gaining improved access to customer data. 

Customer Relationship Management, commonly known as CRM, is a significant tool for businesses seeking to enhance customer interactions and streamline their operations. At its core, CRM is designed to help businesses manage and organize customer data, build stronger relationships, and ultimately drive growth. 

Now, let's explore HubSpot CRM, a leading player in the CRM space. HubSpot CRM takes the principles of smart CRM and amplifies them, offering a user-friendly and integrated platform that goes beyond traditional customer management.

Let's dive deeper into HubSpot's CRM, its usage, advantages and pricing plans!

Chapter 1: Basics of CRM

What is CRM?

In today's dynamic digital marketing age, it is important to be aware of your customers' expectations. Thus, to truly succeed in your industry, you need to be in the good books of your prospects, clients, and customers.

Now the burning question here is: “How to do that?”. That's where HubSpot CRM comes into the picture! 

CRM is more than just software; it's a strategy that focuses on building and nurturing relationships with customers. It involves collecting, organizing, and leveraging customer information to improve communication, customer experience, and overall business performance.

Various CRM tools that organizations commonly use for making customer relationships are HubSpot, Salesforce, Zoho, Hatchback, Infor CRM, Hatchback, etc.

From all the above tools, HubSpot CRM is one of the popular platforms to interact with customers and build a better customer relationship. 

Importance of CRM

In my analysis, I've found that most companies are using CRM platforms to boost their sales and productivity. Wondering why? Well, it's because of the numerous benefits it brings.

More than 54% of business organizations aim to increase their sales using a CRM system. 

what-a-crm-can-do-for-your-business

Here are some points to shed light on the benefits and importance of CRM:

  • Cost-Effectiveness: Many marketers prefer HubSpot CRM due to its cost-effectiveness compared to other tools for data management.
  • Brand Boost: CRM helps enhance your brand image by attracting more customers, fostering good relationships, and turning loyal customers into brand advocates, expanding your business.
  • Comprehensive Customer View: CRM provides a complete view of customer history, including demographics and habits, allowing you to offer better services.
  • Effective Purchase Tracking: It stores clients' details and purchase history, facilitating efficient tracking of customer resources and purchase details, improving customer support.
    If you want to, for example, improve your customer support and service thanks to HubSpot CRM phone integration your agents will always have up-to-date information about the prospects even before they pick up the phone.
  • Effortless Grouping: CRM makes grouping customers based on preferences, price, and location easy, a crucial aspect in managing services.
  • Centralized Data: Being an integrated system, CRM stores centralized data that can be easily viewed and updated, saving valuable time and enhancing your business reputation.
  • Customer Acquisition and History Tracking: If your focus is on acquiring new customers and tracking their history, CRM is the best. It identifies essential data, targets, and opportunities for your business.
  • Optimizing Conversion Probability: CRM helps optimize conversion probability by tracking the time customers spend on your site.

These points highlight the significance of using a CRM system. You can learn more about the benefits of the Customer Relationship Management System.

Chapter 2: What is HubSpot CRM?

Let's explore the HubSpot CRM.

Introduction to HubSpot CRM

HubSpot CRM is one of the leading and simplest CRM tools currently available in the market. It is the smartest and easiest way to carry out all the necessary functions effortlessly, unlike some other complicated CRM tools out there.

While the CRM is easy to learn, if you're migrating from another CRM, have a complex implementation, or have unique needs, you should consider different HubSpot onboarding options.

Organizations that are new to the business or mid-market companies accept the HubSpot CRM tool because it provides secured services and quick functions that ordinary people can easily understand.

Want to dive deeper into HubSpot CRM? Go through this article: What is HubSpot and what can you do with it?

Why is HubSpot CRM used Commonly?

In this competitive world, most companies are looking for free services to increase their sales process productivity. If you are the one, then HubSpot CRM is for you! Let's explore some of the reasons why HubSpot CRM is one of the popular CRMs.

  • Free and Limitless: HubSpot CRM is entirely free with no limitations, making it an attractive choice for companies seeking cost-effective solutions to boost sales productivity.
  • Efficiency Enhancement: Sales managers and directors prefer HubSpot CRM for turning customers into promoters and improving overall efficiency in the sales process. You can also improve your knowledge by knowing how to be good at Marketing in 2024.
  • Organized Data: It helps organize essential data, leading to improved conversational rates and increased leads, contributing to business growth and capturing more customer attention.
  • Ease of Adoption: HubSpot CRM features are easy to catch up to, reducing the time required for teams to adapt to a new solution. Beginners find it user-friendly, eliminating the need for extensive training.
  • Simplicity Advantage: When comparing tools based on simplicity, HubSpot CRM stands out as the best solution, ensuring a straightforward and streamlined user experience.
  • Quick Setup: Users can quickly get used to its working and set up in no time, allowing for a seamless onboarding process.
  • No Training Required: Its user-friendly nature eliminates the need for proper training, making the HubSpot CRM tool a preferred choice for organizations, especially for those just starting with CRM solutions.
  • Versatile Functionality: HubSpot CRM enables efficient performance of various activities, including adding contacts, managing sales pipeline information, and calculating values.

If we compare all other tools based on the simplicity feature, HubSpot CRM is the best possible solution which we all should use.

Read more about the Reasons to choose HubSpot CRM.

Chapter 3: How to use HubSpot CRM?

In this chapter, you will get detailed knowledge about HubSpot CRM. Firstly, you will get to know about the HubSpot CRM process. These steps will help you understand how HubSpot CRM works allowing you to manage the customers' data efficiently. 

How to set up your HubSpot CRM Account?

Without any further delay, let's explore the detailed guide on how to use HubSpot CRM.

Step-1: Create your HubSpot Account:

Visit HubSpot.com. You will navigate to the Home page.

hubspot-crm-get-started-for-free
  • Click on “Get started free,” located at the top right corner. 
  • Next, you will see the login page. You can either sign up with your Google account, Microsoft account or your email address.
  • After entering all the details, you'll be requested to answer some of the basic questions related to your business like Find which industry is your company in?, How many people work at your company? and more. 
  • Now, you will be able to successfully create your HubSpot CRM account.
hubspot-sign-up-page

Source: HubSpot

Step 2: Add Contacts and Companies

  • After creating an account, you will be directed to the home page of HubSpot CRM. It looks like the added screenshot:
explore-hubspot-hubs
  • Once you get access to view the HubSpot CRM dashboard, you can create a new contact, import, edit columns and generate filters according to your needs.
  • Want to create a new contact? Click on the “Create Contact” button and enter the details of the connection you want to add. You need to fill in the data like email, name, select contact type (client or candidate), choose a persona, and select a legal basis for processing contact information.
  • Once you have added all the information, click on the Create Contact button.
  • If you want to add another contact, click on the “Create and add another” button. After this, you have to proceed with the same steps you follow while creating a new contact.
create-a-new-contact
  • The information you have created will be added to the contact list.
  • Is the added information incorrect? Want to edit? Relax!
  • Select the contact you want to edit or delete. If you want some corrections in the content, click on the Edit icon.
edit-or-delete-a-contact
  • Here you have to select a property of the contact you want to edit, such as Agency, date of birth, degree, etc.
  • After editing the content, click on the Update button to save the changes.
  • If you want to delete the contact permanently, Click on the “Permanently delete” button.
  • Do you want to assign an owner to the selected item?
  • Click on the Assign link, and you will see a pop-up window with a dropdown to select owner.
assign-contact
  • Now, choose the owner you want to assign the particular item and click on the Assign button.
  • Want to add a large number of contacts at a single time? Click on the Import button. 
import-contacts
  • To proceed, click on the” start an import” button. Now, choose the files you want to import. It can be a single file or multiple files with associations or an Opt-Out list.

If you find any difficulty in implementing these steps, feel free to Contact Us. 

Steps to import files from the computer:

  • If you select the option “File from the computer,” choose the number of files you want to import.
select-the-number-of-files-to-import-from-computer
  • If you have selected one file option then you have to choose the number of objects you want to import. (Do you have any doubts regarding the term Objects? These are the data types that are used to organize the data.)
  • Want to proceed further? Click on the Next button.

You will be directed to select multiple objects.

select-the-objects-to-import
  • You have to select one from all these options (contacts, companies, Deals, and Tickets).
  • Contact will be selected if you want to add the information of the people you work with commonly known as customers or leaders.
  • Companies will be selected if you want to add information about the companies you work for.
  • The deals option will be selected only when you want to connect revenue to the company.
  • Select Tickets to add information about the issues that are faced by the customers.
  • Now, choose the files you want to upload. You can directly drag and drop the contacts.
  • Remember- Files can only be uploaded if they are stored in the form .CSV, .XLSX, and .XLS.
  • Once the selected file is uploaded, click on the Next button.
  • HubSpot will automatically map the columns that are stored in your files. The files that haven’t been mapped can be done manually by selecting the property from the drop-down menu. You can also add a new property or select “Don’t import column.”

Mapping completed?

Now, proceed with these steps- 

  • Click on the Next button. Now, the selected files will be uploaded which will be seen on the dashboard.
  • You can also select multiple files by choosing the “Multiple files with associations” option.
  • Next, select two different objects.
upload-your-files

Further, all the steps involved are identical to the ones you follow when importing a single file.

Steps to import An opt-out list
  • Do you want to import the list of people who are disqualified from receiving emails? Select “An opt-out list.”
  • Remember to store the opt-list only in the form of CSV files. You can also drag and drop the files directly from the stored place.
choose-a-file-to-upload
  • Click on the Upload button to import the list.
  • Now, you have to import the details by selecting the email field column header from the drop-down list. The content which is selected will go into your blacklist.
hubspot-crm-email-field-column-h
  • After choosing, click on the “Next, confirm your choice” button.
  • Now, select the privacy laws and regulations. You have to choose an option from the drop-down list for selecting a lawful basis.
  • You also have to add the explanation for the selected option. After the addition of data, confirm your opt-out.
hubspot-crm-confirm-your-opt-out
  • Here, type the number of contacts which you want to blacklist. Now, click on the “Begin import” button.
  • You will receive a notification about the imported list.
Steps to import Contacts from Gmail:
  • Are you facing a problem importing all the contacts from Gmail? Click on import and select “contacts from Gmail.”
hubspot-crm-contacts-from-gmail
  • Have you received any dialogue on the screen? Read the information and click on the “Accept and connect to Google” button.
  • Choose your email account to integrate with HubSpot.
  • HubSpot wants access to your account. Click on the Allow button to give access to HubSpot.
hubspot-crm-allow-button
  • Once, the process is completed, you will receive the message “Huzzah! Your connection is now complete. ” Now, all the contacts that are stored in your Gmail will be viewed in HubSpot.
Steps to add Filters
  • To simplify the searching process, HubSpot provides an “Add filter” icon option. Here you have to select the option according to your needs. It gives the option such as Agency, Associated deals, Associated company, etc.
  • After selecting the option, just click on “the Apply filter” and save.
hubspot-crm-the-apply-filter
  • If you want to view all the applied filters, Click on the “All saved filters” option.
hubspot-crm-the-all-saved-filter
  • Do you want to make some updates in columns?
  • Click on the “Actions” button after which you can edit the properties and restore the contacts.
hubspot-crm-actions-button

Facing difficulty in implementing the steps? Contact us now

For adding companies:

  • To add client data, follow the same steps that are considered while adding the contact details. Here you just have to add the company's domain name, create date, and the first contact create date accordingly.

Step-3: Send Invitation to your Teammates

Once the contacts and companies are added, HubSpot will send the emails to the people. It includes the instructions for logging in.

By sending an invitation to all your team to join HubSpot CRM, you can easily unify your company services that are provided to the customers.

Step-4: Create a Deal and define Deal Stages

Perhaps, deals will help in organizing your sales and tracking the progress of everyone. It helps in managing multiple relations at a single time and identifying the roadblocks.

Here are the steps which will help you in defining the deal stages and actions:

  • Click on the “Create Deal” button and move to the next stage.
hubspot-crm-create-deal
  • While creating the deal, you have to give the name and probability to your deal by entering a deal name, sales pipeline, deal stage, amount, close date, deal owner, company, contact, and products.
hubspot-crm-entering-a-deal-name

After entering all the information, Click on the Create button. You will be directed to a new window. 

hubspot-crm-create-button

The information which is created will be displayed on the dashboard. You can quickly view the status of your deal on the dashboard.

  • If you want to edit some created deal, click on the edit icon which lies on the left side of the dashboard.
hubspot-crm-edit-some-created-deal

You can also delete the deals, view all properties, and view property history by clicking on the Action drop-down which lies in the top left corner of the desktop

hubspot-crm-action-drop-down
  • If you want to create emails, make a call schedule a meeting, just click on an email, call, or meet icon to communicate with your deal and schedule the meeting directly.
hubspot-crm-communicate-with-your-deal
  • You can also add notes by clicking on notes> Create notes. Just add the information you want to include in the provided space.
hubspot-crm-create-notes
  • You can directly create the deals by clicking on the import button from the contacts.

By following all the above steps, you can easily calculate the deal forecast by evaluating the sales dashboard.

Let me explain to you with a practical example of scheduling. Your first stage is the appointment stage. The pipeline will show you that the process is 10% completed. But when you sign the contract, it shows that you are near the final stage and the process is finished.

Hope! You are clear with the Deal stage.

Still confused? Contact Us Now! 

Step- 5: Generate Lead Ad

Once, your deals are created, it's the time to generate new leads and enhance your business productivity.

  • To proceed, Click on Marketing Ads. You will be directed to the Connect account window.
hubspot-crm-marketing-ads
  • Now, click on the Contact account to create relevant and targeted ads for every stage of the buyer's journey.
hubspot-crm-contact-account
  • Click on the Facebook link and move further.
  • Now, you have to enter your email ID and password for Lead Syncing. It will help you to engage people through Facebook desktop, mobile app, and Instagram.
  • Once you create your ads and designate the target audience, you can attract the contacts that are added to HubSpot CRM and increase business productivity.

Want to know more, Click Here.

Features of HubSpot CRM

Most business activities like data sharing, data managing, tracking, etc., can be done quickly by HubSpot CRM because it provides all the functions under one umbrella. Some of the standard features of HubSpot CRM are:

1. Sales Force Automation: Sales Force Automation in HubSpot CRM streamlines and automates various sales processes, enhancing efficiency. It includes tools for managing contacts, automating tasks, and tracking deals, ensuring a systematic approach to lead management and sales pipeline progression.

Sales Force Automation
HubSpot CRM FeaturesDescription
Pipeline and Opportunity managementIt helps to manage sales opportunities and track the probabilities, values, and stages. You can maintain sales pipelines as per the team, company-wide, sales representatives, and region.
Desktop IntegrationIt allows you to integrate all your emails, contacts and email tools with the CRM system. Also, you can integrate Google and Microsoft Outlook.
Task/ Activity ManagementIt helps you to track and manage the activities and tasks easily and accurately. In this feature, you will also get the opportunity to manage priorities and daily schedules.
Partner Relationship ManagementIt helps you to collaborate all your channels with different sales for sharing quotes, pricing, product information, etc. Therefore, you can easily track channel partner leads and sales opportunities.
Contact and Account managementIt helps to store and retrieve the information related to customer accounts and contacts. Also, it allows you to track companies worldwide communication with their accounts.
Territory and Quota ManagementIt allows you to manage, track, change and assign territory and sales quotas as per your needs.
Customer Contact ManagementIt helps you maintain contacts and make amendments according to your needs.
Quote and order managementIt helps you create quotes for the customers which includes products, discounts, and prices. With the help of an order management feature, you can process the orders appropriately.
Product and Price List managementIt allows you to add the products and prices in proper modules which can further be accessed easily.

2. Marketing Automation: This includes tools for email campaigns, lead scoring, and personalized content delivery, ensuring a targeted and strategic approach to customer engagement. With Marketing Automation, HubSpot CRM enables businesses to optimize their marketing efforts, save time, and deliver personalized experiences to their audience.

Marketing Automation
HubSpot CRM FeaturesDescription
Campaign ManagementIt helps to optimize all your organizational processes, deploy and track different types of marketing campaigns
Email MarketingIt allows you to easily send a large number of contacts. Email marketing offers many common features like subscriber list management, social media integration, the making of email templates, success rate reports, autoresponders sign-up forms, AB testing, and subscriber list management.
Marketing ROI AnalyticsBy using this feature, you can analyze the effectiveness of different marketing activities of an organization.
Lead ManagementIt allows you to process the leads in proper steps. It includes:1- Lead Generation2- Customer InquiryInquiry CaptureLead FilteringLead Distribution3- Lead Qualification

 3. Customer Support: Customer Support in HubSpot CRM provides a comprehensive solution for managing and resolving customer inquiries. It includes ticketing systems, knowledge base creation, and tools for delivering timely and personalized support.

Customer Support
HubSpot CRM FeaturesDescription
Case ManagementIt helps to track the issues and send a request to the customers during the resolution process.
Call Center FeaturesIt allows you to access information such as case history, and customer information easily. Also, it provides features related to workforce management, call recording, compliance management, analytics, and script management.
Support AnalysisIt helps you to analyze customer support activities. This will further help you to optimize tools, processes and customer support professionals.
Knowledge BaseThe customers can easily receive all the answers to the common questions as HubSpot CRM is centralized. This feature will help you to collect, search, organize, utilize and share information easily.
Customer Support PortalIt provides all the answers to the people and resolves post-service issues. By using this feature, customers can easily place orders, gain information about the knowledge base, view order histories, etc.

4. Reporting and Analytics: HubSpot CRM offers robust tools for tracking and analyzing various aspects of your business performance. It provides insightful reports on sales, marketing, and customer interactions, empowering users to make data-driven decisions.

Reporting and Analytics
HubSpot CRM FeaturesDescription
ReportingAll the data stored in HubSpot CRM can easily be enabled by using this feature. You will also be able to create ad-hoc and standard reports accurately and in less time.
ForecastingIt allows you to enable the projection of sales revenue which is based on the analysis of market trends surveys, and historical sales data. You can also do the estimation of salespersons.
DashboardsIt allows you to view and read different information such as current status, real-time user interface, historical organizational trends, etc. from one platform. Also, it enables informed decisions which are made early. 

5. Platform: The Platform in HubSpot CRM serves as a unified ecosystem that integrates various tools and applications for seamless collaboration across sales, marketing, and customer service.

Platform
HubSpot CRM FeaturesDescription
Sandbox/ Test EnvironmentIt helps your administration team to develop and test all the changes which may occur at the time of CRM development.
Workflow capabilityIt will save time because all the processes that are done manually can be automated. Also, it helps administrators to easily write and determine the needs so that they can take action easily.
CustomizationIt helps the administrators to gather different information which includes the ability to create fields, custom objects, fields, views, and calculations
The user, Access and Role ManagementThis feature of HubSpot CRM will help you to easily manage data, objects, and features that are based on groups, users, etc.
Output Document GenerationYou can also create the templates by using this feature of HubSpot CRM. This will further help you in generating dynamic documents in different types of formats.
Document and Content ManagementIt helps you in publishing, consuming and editing the information centrally. You can also manage the content accurately such as documents, presentations, electronic files, and images.  
InternationalizationIt helps you to do business transactions in different currencies. Furthermore, you can also view the content in different languages.
Territory and Quota ManagementIt allows you to manage, track, change and assign territory and sales quotas as per your needs.
Customer Contact ManagementIt helps you maintain contacts and make amendments according to your needs.
Quote and order managementIt helps you create quotes for the customers which includes products, discounts, and prices. With the help of an order management feature, you can process the orders appropriately.
Product and Price List managementIt allows you to add the products and prices in proper modules which can further be accessed easily.

6. API Integration: API Integration in HubSpot CRM allows for seamless connectivity with external applications and services, enabling businesses to tailor their CRM system to specific requirements.

API Integration
HubSpot CRM FeaturesDescription
(API) Application programming interface integrationIt specifies the way of communicating applications with other tools. You can integrate objects, logic, data, etc. with different software applications accurately and effectively.
Workflow capabilityIt will save time because all the processes that are done manually can be automated. Also, it helps administrators to easily write and determine the needs so that they can take action easily.
CustomizationIt helps the administrators to gather different information which includes the ability to create fields, custom objects, fields, views, and calculations.

7. Integration: The Integration feature in HubSpot CRM allows seamless connectivity with a wide range of third-party tools and applications. This ensures that businesses can integrate their preferred software, enhancing flexibility and efficiency in managing various aspects of sales, marketing, and customer support.

Integration
HubSpot CRM FeaturesDescription
Mobile and SocialIt specifies the way of communicating applications with other tools. You can integrate objects, logic, data, etc. with different software applications accurately and effectively.
Social Network integrationIt will save time because all the processes that are done manually can be automated. Also, it helps administrators to easily write and determine the needs so that they can take action easily.
Social CollaborationIf you want more than one user to interact and share the information, then this feature will help you to achieve your goals. Also, it collaborates the spaces and identifies the shared groups in which everyone in the same contextual manner can see the information.
The user, Access and Role ManagementIt helps you to easily manage data, objects, and features that are based on groups, users, etc.
Output Document GenerationYou can also create the templates by using this feature of HubSpot CRM. This will further help you in generating dynamic documents in different types of formats.
Document and Content ManagementIt helps you in publishing, consuming and editing the information centrally. You can also manage the content accurately such as documents, presentations, electronic files, and images.  
InternationalizationIt helps you to do business transactions in different currencies. Furthermore, you can also view the content in different languages.
Territory and Quota ManagementIt allows you to manage, track, change and assign territory and sales quotas as per your needs.
Customer Contact ManagementIt helps you maintain contacts and make amendments according to your needs.
Quote and order managementIt helps you create quotes for the customers which include products, discounts, and prices. With the help of an order management feature, you can process the orders appropriately.
Product and Price List managementIt allows you to add the products and prices in proper modules which can further be accessed easily.

These features set HubSpot CRM apart, contributing to the streamlined efficiency of your team.

Benefits of HubSpot CRM

Some of the advantages of using HubSpot CRM are as below:

1- Helps in organizing the Sales Process

HubSpot CRM helps in organizing the sales process as it shows all the recent activities to the sales team in an assembled form.

2- Helps to Automate Processes

With the help of HubSpot CRM, you can automate all the manual processes such as reminders, calculating close rates, email sequences, the addition of contact details, lead scoring, etc. by spending less time.

3- Helps to Track Buyer's Journey

It also enables you to track the buyer's journey. With the help of clear sales pipelines or by using associated records, sales representatives can easily follow prospects as it is essential to increase leads and business growth.

4- Provides Website Integration

Are you missing your leads and you are not able to evaluate your website performance? HubSpot CRM will notify you about a new lead which visits your website because the website is integrated with HubSpot.

I found this functionality interesting because it helped me to be updated and find out the most recently viewed pages. I was also able to evaluate the customer's demands according to which I delivered the services. It helped me to improve business sales by influencing more people.

I also recommend you use HubSpot CRM because, with the help of HubSpot CRM, you can easily find the pages that are visited by your old lead when you are busy talking with a new lead.

5- Provide Effortless Communication

With the help of the HubSpot CRM tool, you can effortlessly communicate with all your contacts via phone or email. If you are currently on the contact page in CRM, then you can send emails directly to the contact with one click. Another option is to track the emails which will help you in finding whether the contact has received and opened the messages or not.

You can also integrate a phone to make calls directly from the page. Moreover, you can enter the notes and record the calls if necessary.

6- Measurable Metrics

Measurable metrics are another advantage of this free tool. By using it, you can easily track the performance of sales representatives. HubSpot CRM also provides dashboard visual ticklers which help to increase sales numbers like lead velocity, sales cycle length, conversion rate, etc.

7- Provide Free Services and Hold Live Chat Sessions:

As compared to other CRM tools, HubSpot CRM provides free services. If you are planning to improve your business productivity, then go for HubSpot CRM.

Live chat is another feature of HubSpot CRM. It will help you in answering all the questions and make a better relationship with the customers.

Evaluate and know more about the benefits of using HubSpot CRM.

Chapter 4: HubSpot CRM Workflows

In this chapter, you will get to know about the information related to workflows, their types, examples, and steps to create Workflow in HubSpot CRM.

Read below to understand the basic concepts of Workflow.

What are Workflows in HubSpot

Workflows– An essential tool in HubSpot which helps to structure your work processes.

Workflow is a combination of automated actions that execute when the condition is predefined. The process starts when the lead enters a workflow. The whole task gets completed when the trigger goes off; only when the lead clicks on the Submit button.

Do you want to automate the communication with your leads? Use Workflows in HubSpot CRM.

It is a new powerful tool of HubSpot CRM which will help you increase your leads, generate more traffic to your website, automate your marketing strategy and manage your pipeline.

Do you want to create accurate workflows to improve business performance? Don't know how? Feel free to Contact Us

Five types of workflows are commonly used such as:

  • Contact-based Workflows
  • Company based Workflows
  • Deal based Workflows
  • Ticket based Workflows
  • Quote based Workflows

From all the above workflows, most organizations are using contact-based workflows to manage their data. Choose the one for your business and see the results!

Steps to Create Workflows in HubSpot CRM

Here are the steps by which you can create Workflows in HubSpot CRM.

  • Step-1: First create a HubSpot account and search workflow feature in Automation. Then Click on the Create Workflow button which is located in the upper right corner of the Website.
hubspot-crm-create-workflows
  • Step-2: Now, you have to select workflow type from Contact based/ Company based/  Ticket based/ Deal based/ or Quote based which lies in the left panel.
hubspot-crm-workflow-type
  • Step-3: After selecting one particular type of Workflow, Click on the Create Workflow button located at the top right corner of the website. You will be directed to set the enrollment trigger.
hubspot-crm-create-workflow-button
  • Step-4: To give the name to your website, click on the pencil icon which lies on top of the desktop.
hubspot-crm-pencil-icon
  • Step-5: After adding the name, you have to click on the “Set enrollment triggers” button located in the Workflow editor.
hubspot-crm-set-enrollment-triggers
  • Step-6: You will be directed to the enrollment triggers display in which you have to select filter type and set up criteria by clicking on the Save button.
  • Step-7: After selecting the Trigger criteria, select a property and click on the “Done button. You will be directed to a page which looks like the below screenshot.
hubspot-crm-set-done-button
  • Step-8: If you want to edit the trigger, click on the pencil icon which lies on the right side of the page.
  • Step-9: To start with re-enrollment, you have to click on the Re-enrollment tab and then switch on the Re-enrollment button.
hubspot-crm-re-enrollment-button
  • Step-10: Click on the Save button to proceed further.
  • Step-11: You can click on the Plus icon + button to add more enrollment triggers.
hubspot-crm-plus-icon-button
  • Step-12: Once, you toggle the Re-enrollment, select the actions according to your choice such as add delay, add if/ then branch, enroll in another workflow, trigger a webhook, send internal email, remove from a static list, etc.
    If you want to add more triggers, then don't Worry!
  • Step-13: After the completion of all the steps, you have to click on the Save Button to proceed further.
  • Step-14: To start the workflow, click on the Review button which is displayed on the top right corner of the desktop.
  • Step-15: Now, click on the Turn on button and your workflow will start. You will see a dialog box on the screen like below.
hubspot-crm-turn-on-button
  • Step-16: Select the OK button to start the automation of workflow.

Click here to learn more.

Benefits of using Workflows in HubSpot CRM

You must be aware that earlier all the business processes were done manually.

But now, HubSpot has introduced a powerful tool which will help you automate all the processes and reduce the processing time.

I am sure; you want to know more about HubSpot CRM advantages in detail so that you can achieve your marketing and business objectives.

Here are some benefits of using Workflows in HubSpot CRM:

  • Make the Processes Automatic
  • Helps to Nurture your Needs
  • Saves Time
  • Personalization
  • Saves Cost
  • Reduces Errors

Want some free consultation then you can communicate with the experts by availing the HubSpot services.

HubSpot CRM Workflow Examples

I am sure that now you are aware of the term Workflows in HubSpot CRM.

If you still have some doubts, then read the real-time examples that are added below.

Example-1:

Here is an example of a workflow which is made to engage more customers by the content.

In the beginning, send the case study to all your leads which have been created already in your database or CRM.

If the leads view the respective content, then you can approach the buyers by sending an invitation to go for a demo. They can only avail your demo service because they are engaged with the initially added content.

But if the customers have not viewed the case study then send a more attractive offer instead of sending a demo such as a product video.

Below is a screenshot of the created workflow:

hubspot-crm-sparkreaction

Source: Sparkreaction

Example-2:

The example which is added below is the workflow of Inbound Recruitment marketing. Do you know the need for creating this workflow?

The primary motive is to engage only those candidates who are interested in availing the services as it will save you time and cost.

In this workflow, firstly send emails to all your customers. The email includes information related to education, career growth, Business opportunities, etc.

If the candidate subscribes to your emails or blog, then it shows that they are interested in availing your services.

But if they do not subscribe, then it shows that they are not interested. To attract and engage the candidates, you can send another email by providing them with more relevant content.

If they do not show their interest, then it concludes that they are not potential customers.

Below is the screenshot of the Inbound Recruitment Marketing Workflow.

hubspot-crm-recruitment-marketing-workflow

If you want to enhance your knowledge about Inbound Recruitment marketing, contact experts.

Chapter 5: HubSpot CRM Pricing

We all want to avail more services by spending less money. HubSpot CRM is the best possible way to increase ROI and efficiency in less amount.

In this chapter, we are going to find out if HubSpot CRM is free or paid. You will also get to know about HubSpot CRM Pricing accurately.

Is HubSpot CRM Free?

It's always observed that customers go where they have to pay less and get more services.

If you are on the same track then yes, Go for HubSpot CRM because it is free.

I know the fact that HubSpot CRM is free seemed unbelievable to me as well. Yeah! You are reading accurate information.

HubSpot CRM is entirely free. If you are new to the business, then the basic free version of HubSpot CRM is enough for you as HubSpot CRM is the best and easiest tool to manage the customer relationship and improve sales productivity.

The Word “Free” here refers to a cheap and pared-down version of HubSpot.

If you want to add and centralize some limited contacts, then HubSpot CRM is the best for you as it offers 100 contacts for free. But if you want to include 1000 contacts more, then you have to pay $100 per month, and if the number of contacts reaches 1,100, then you have to pay $100 in a month.

By availing HubSpot CRM free features, you can quickly increase customers lead and grow business productivity and efficiency.

There are many ways in which HubSpot CRM will help you like:

  • Managing your contacts
  • Track your deals and tasks
  • Nurture your leads by engaging more customers

According to me, I think that HubSpot CRM free services are enough for you to improve your business growth, increase conversational rates, increase ROI, and be on top of this competitive world.

What is HubSpot Sales Hub?

HubSpot Sales Hub provides many features to improve your sales process. With the help of HubSpot Sales, you can quickly uncover more leads in less time. You can also make a good connection with the customers and can efficiently manage the central database.

HubSpot Sales will help you to achieve a business goal- “Sell More and Work Less.”

Do you want to avail free sales services? Go for HubSpot Sales as it’s free to start with.

Now, Let me introduce you to the term HubSpot Sales Hub.

HubSpot Sales Hub is divided into three different sections according to the business type-

  • HubSpot Sales Starter
  • HubSpot Sales Professional
  • HubSpot Sales Enterprise
sales-hub-pricing

1. HubSpot Sales Starter

Are you new in the world of business and want to increase sales productivity and improve close rates? Go for HubSpot CRM Pro.

In HubSpot Sales Starter, you can easily avail the sale services starting at $45 per month.

Features-

  • Contact management
  • Gmail and Outlook integration
  • Company records
  • Tasks
  • Email templates
  • Calling
  • Email Scheduling
  • Documents
  • Contact and company insights
  • Deals
  • Email tracking and notification
  • Live Chat
  • Canned snippets
  • Meeting scheduling
  • Prospects
  • Conversation routing
  • Email sequences
  • Conversational bots
  • Reporting dashboards
  • HubSpot branding removed

2. Sales Hub Professional

It is a complete sales toolkit which includes advanced automation, artificial intelligence, and custom reporting. You can start availing Sales Hub Professional services starting at $450 per month.

Features-

  • Phone support
  • Multiple deal pipelines
  • Teams
  • Required fields
  • Sales automation
  • Products
  • Required fields
  • Smart send times
  • Quotes
  • Smart send notification
  • Custom reporting
  • Salesforce integration
  • 1:1 video creation

3. Sales Hub Enterprise

It will help you in providing accessible services without any complexity. To start with the enterprise package, pay $1,200 per month.

Features- 

  • Playbooks
  • Goals
  • Predictive lead scoring
  • Single sign-on
  • Quote approvals
  • e Signature
  • Call transcription and reporting
  • Calculated properties
  • Recurring revenue tracking

Understand more about HubSpot Sales Hub.

Pricing of HubSpot Sales Hub

So ready to boil your business by offering excellent services and increasing customer leads. Go ahead.

“How much does HubSpot Sales Cost?” It is the next question for which you want a clear answer.

Right?

Now, we all know that HubSpot Sales Hub is divided into 3 license types. It entirely depends on you and your business type and which service you want to avail.

Here is the pricing of 3 license types:

  • Sales Hub Starter: $216 per year with 2 paid users
  • Sales Hub Professional: $5400 per year for 5 paid users
  • Sales Hub Enterprise: $18000 per year for 10 paid users

Do you want to import more contacts? You will be charged extra, but I assure you that you will not regret it afterward.

If you want to plug in with HubSpot Marketing, you need to take the HubSpot Marketing license.

License Requirements:

  • Starter: You will be charged $9 (For an annual subscription) per additional user.
  • Professional: You will be charged $90 (For an annual subscription) per additional user.
  • Enterprise: You will be charged $150 per additional user.

Difference between HubSpot CRM & Sales Hub

Want to upgrade HubSpot CRM? Before taking any decision, you should first understand the exact difference between HubSpot CRM and Sales Hub.

HubSpot CRM

Sales Hub

Definition

HubSpot CRM is an online platform which helps to store information about contacts and companies. It also helps to track your outreach efforts.

It is an online time-saving sales tool which helps to grow traffic and convert it into visitors. It helps to connect more leads by spending some extra amount.

Cost

HubSpot CRM is a free sales tool which will help you to increase your business growth.

You have to pay some extra money to avail the services provided in Sales Hub. According to your business, you just have to select one type(HubSpot Starter, HubSpot Professional, HubSpot Enterprise) and proceed further by paying the amount accordingly.

Features

HubSpot CRM provides limited free features.

You can avail as many features as you want by giving a limited amount of time.

Analytics and Reporting

HubSpot CRM helps you to access your organization leads and task reporting dashboards.

Sales Hub provides reporting at the professional level. By using this platform, you can purchase reports and dashboards easily and accurately.

Storage

Provides limited storage

Provides a large storage space.

Marketing

HubSpot CRM helps in collecting forms, analyzing leads, and improving lead flows. This tool helps you to track the website activity for 7 days.

If you want to avail free services or want to get free advice from experts, feel free to Contact Us.

What is HubSpot Marketing Hub?

HubSpot Marketing Hub is a powerful tool that helps businesses attract, engage, and delight their customers. It's like a central command center for all your marketing activities. Here's a simple breakdown of what it does:

  • Attract: HubSpot helps you bring in potential customers by creating content that appeals to them. You can optimize your website for search engines, write blog posts, and manage your social media—all from one place.
  • Engage: Once you've attracted visitors, HubSpot helps you engage with them. You can send targeted emails, create personalized content, and track interactions to understand what your audience is interested in.
  • Delight: The goal is to make your customers happy and keep them coming back. HubSpot lets you provide excellent customer service by managing feedback, resolving issues, and maintaining strong relationships.
  • Analytics: HubSpot gives you insights into your marketing efforts. You can see which strategies are working and where you can improve, helping you make informed decisions.
  • Automation: You can automate repetitive tasks, saving time and ensuring consistency in your marketing efforts. This includes email campaigns, social media posts, and more.

Pricing of HubSpot Marketing Hub

Here's a breakdown of the pricing structure for HubSpot Marketing Hub:

  • Marketing Hub Starter: Annual Cost: $216 per year, Marketing Contacts: 1,000
  • Marketing Hub Professional: Annual Cost: $9,600 per year, Marketing Contacts: 5,000
  • Marketing Hub Enterprise: Annual Cost: $43,200 per year, Marketing Contacts: 10,000

These prices and contact limits give you an idea of the different packages available in HubSpot Marketing Hub and the corresponding costs based on your business needs and the size of your contact list. 

What is HubSpot CMS Hub?

HubSpot CMS Hub is like a digital home for your website, making it easy to create, manage, and optimize your online content without needing to be a tech expert. Here's a simple breakdown of what it does:

  • Content Creation: You can build and customize your website pages without dealing with complicated code. It's like using a user-friendly editor to design and publish your content, making it visually appealing and engaging.
  • Manage Your Content: HubSpot CMS Hub helps you organize and control your content efficiently. Whether it's blog posts, landing pages, or other types of content, you can easily update and manage everything in one place.
  • Responsive Design: Your website will look good on any device—desktop, tablet, or mobile. HubSpot CMS Hub automatically adjusts your site's layout and design to ensure a seamless and consistent experience for your visitors.
  • Security: Security is a priority. HubSpot CMS Hub provides tools and features to keep your website safe from cyber threats. This way, you can focus on your content without worrying about potential security issues.
  • SEO Optimization: You can optimize your website for search engines effortlessly. HubSpot CMS Hub gives you tools to improve your site's visibility on search engine results, making it easier for people to find you online.
  • Analytics: HubSpot CMS Hub includes analytics tools to help you understand how your website is performing. You can track visitor behavior, monitor page views, and gather insights to enhance your content strategy.

Pricing of HubSpot CMS Hub

Look at the pricing structure of various tiers of HubSpot CMS Hub. 

  • CMS Hub Starter: Annual Cost: $270 per year
  • CMS Hub Professional: Annual Cost: $4,320 per year
  • CMS Hub Enterprise: Annual Cost: $14,400 per year

These prices represent the annual costs for each HubSpot CMS Hub package, giving you an idea of the expenses associated with each level of service. Choose the package that best suits your website needs and business requirements.

What is HubSpot Operations Hub?

HubSpot Operations Hub helps you manage, organize, and automate various aspects of your business processes, making everything run smoothly. Here's a simple breakdown of what it does:

  • Data Management: It's all about keeping your business data organized and clean. HubSpot Operations Hub helps you manage customer information, deals, and other important data in one centralized place, making it easy to access and use.
  • Automation: Imagine having a virtual assistant to handle repetitive tasks. Operations Hub allows you to automate workflows and processes, saving you time and ensuring consistency in your operations.
  • Integration: If you're using different tools and software for various tasks, Operations Hub helps them work together seamlessly. It integrates with other apps, making sure your data flows smoothly across your tech stack.
  • Ticketing System: For customer support and issue tracking, Operations Hub provides a ticketing system. It helps you organize and prioritize customer inquiries or problems, ensuring a timely and efficient response.
  • Sales Automation: When it comes to sales, Operations Hub assists in automating tasks like lead assignment and deal creation. This helps your sales team focus on building relationships rather than getting bogged down in administrative work.
  • Analytics and Reporting: Understanding how your business is performing is crucial. Operations Hub provides analytics and reporting tools, giving you insights into your operations and helping you make informed decisions.

Pricing of HubSpot Operations Hub

Have a look at the annual costs for each tier of HubSpot Operations Hub.

  • Operations Hub Starter: Annual Cost: $216 per year
  • Operations Hub Professional: Annual Cost: $8,640 per year
  • Operations Hub Enterprise: Annual Cost: $24,000 per year

Select the package that best suits your business requirements to optimize and streamline your operations effectively.

What is HubSpot Service Hub?

HubSpot Services Hub is designed to help you manage customer relationships, provide support, and keep your clients happy. Here are the key features of this Hub: 

  • Customer Ticketing System: Think of it as a digital helpdesk. Services Hub allows you to organize and manage customer inquiries, issues, and requests in a systematic way using a ticketing system. This ensures that no customer concern goes unnoticed.
  • Knowledge Base: It's like having an online library for your customers. Services Hub lets you create and maintain a knowledge base with articles and resources, helping your customers find answers to common questions on their own.
  • Service Automation: Just like automating tasks in Operations Hub, Services Hub helps automate routine service processes. This means less manual work for your team and faster resolution times for your customers.
  • Customer Feedback: Services Hub enables you to gather and analyze customer feedback. This feedback loop helps you understand your customers' satisfaction levels and identify areas for improvement.
  • Service Analytics: Understanding how well your customer service is performing is crucial. Services Hub provides analytics tools that give insights into your team's productivity, customer response times, and overall performance.

Pricing of HubSpot Services Hub

Check out the pricing plans of 3 different tiers of Services Hub.

  • Service Hub Starter: Annual Cost: $216 per year, Paid Users: 2
  • Service Hub Professional: Annual Cost: $5,400 per year, Paid Users: 5
  • Service Hub Enterprise: Annual Cost: $14,400 per year, Paid Users: 10

These prices represent the annual costs for each tier of HubSpot Service Hub, along with the number of paid users included in each package. The pricing structure allows you to choose the level of service that aligns with the size of your team and the specific needs of your customer service operations.

Chapter 6: HubSpot CRM Integrations

Do you want customized services and fulfill your business needs? Start exploring integrations.

To build better customer relationships and nurture your leads or prospects, start with HubSpot CRM integrations.

Now, let's understand the significance of HubSpot CRM integrations.

Why Integrate your CRM with HubSpot?

CRM integration allows your website and CRM to work together. Do you want to promote your CRM and bring valuable customer lead data automatically? CRM integration is the best possible way.

Know more about HubSpot integration and how it maximizes your marketing strategy.

Here are some benefits of knowing which you will integrate your current CRM with HubSpot.

1- Customization

Do you want to grow your business by providing excellent services to the people? Integrate your CRM with HubSpot as it allows customization and configuration. These options will help you to achieve your business needs.

Want to know more about HubSpot contact our expert team and get excellent advice.

2- Automation

If you don't like to spend time on Data Entry, then integrate CRM with HubSpot. You can also save your precious time by integrating CRM with HubSpot. Once you successfully perform this task, you need not enter data manually. Furthermore, you will be able to generate more leads and productivity.

3- List Segmentation

Once you integrate with HubSpot, your sales team can quickly identify the qualified leads that are interested in availing the services. It will help you to filter the leads without spending a significant amount of time.

4- Record Owner

Synchronizing email addresses and names will help you to personalize the emails that are sent to the leads. You can easily record the owner's information which can further be accessed in an accurate form and in less time.

5- Helps you to identify ROI

Integration of HubSpot and CRM helps in identifying the inbound marketing ROI easily. It will also help you in making good customer relationships which will improve your marketing strategy.

6- Lead intelligence

Once you successfully integrate your CRM with HubSpot, you can synchronize contacts' public profile URLs. It will help your sales representatives in viewing the contacts' activity without logging into their accounts.

You can also learn how to set up and customize your deal pipelines and deal stages as it will help you to increase your business revenue in less time.

7- Increases Team Efficiency

Is your marketing team unable to send qualified leads to the sales team? You should integrate CRM with HubSpot. Once you integrate, your marketing team can send the leads to the sales team.

Your sales representatives will spend more time selling and providing the services instead of spending time on entering and qualifying data.

8- Get Real-time Updates

Everyone loves to be updated. Integrating HubSpot with CRM will help your sales team in getting an updated notification every 10 minutes. It will assist them in tracking the behaviour of leads in real-time.

9- Convert CRM Leads to closed Opportunities

Once you integrate CRM with HubSpot, you can easily track the conversions and analyze closed-loop in HubSpot. Furthermore, you can easily create more opportunities in less time.

Do you still have any doubts about why most organizations are integrating CRM with HubSpot CRM?

Read more reasons why to connect HubSpot with CRM.

Chapter 7: HubSpot CRM Reporting

Let's start with the term “Reporting.”

Reporting is one of the most helpful features of HubSpot CRM. It helps in viewing and analyzing different pages to get the conclusion in less time.

HubSpot CRM reporting provides an Analytic tool by which you can analyze your website traffic, contacts, campaigns, marketing, service and sales team productivity.

Analytic tool

hubspot-crm-analytic-tool

Most of the organizations prefer to use HubSpot CRM for analyzing the traffic and interest of the customers. Unaware how? Read below! 

Why is Reporting Important?

Is your boss asking you about the status of the website, and you have less time to evaluate it? Don't have enough time? Use HubSpot CRM Reporting.

By evaluating the reports, you will be able to compare all the data sets and analyze the website performance from different perspectives. Furthermore, you will get the exact status of the website after which you will be answerable to your boss.

Here are some more benefits of HubSpot CRM Reporting:

1- Helps to visualize your Customer Demographics:

Do you want the right to view the sales cycle at 360 degrees? Use the HubSpot CRM Reporting tool.

By accessing the reporting tool, you can quickly collect ideal prospects, analyze customers' activities, identify users' last conversion events, build target personas, and many more.

HubSpot CRM Reporting provides graphical information. It will help your digital marketing team to efficiently analyze the online behaviour of the customers, their interests and concerns.

2- Collect Clear and Accurate Results

By using the Reporting tool, you will gather correct information and accurate results in less time. The results which you collect will support your decision and will help you in expressing the information in front of your boss.

Let me explain more with an example.

Let us suppose; you are sharing some information with your boss. Instead of saying, that visitors have increased on our site. You should explain that 45% of traffic has increased which has generated 17 more leads.

Which information is more exciting and revealing?

Yes, you are right- information containing numerical data.

3- Reduces the Sales Cycle

If you have updated information about your leads and your new customers, you can easily convert the leads into customers in less time. This is only possible by analyzing your Reports.

By following a particular trajectory of actions, you can quickly analyze the demographic profile of the customers. Also, you accelerate your sales cycle and nurture more leads to achieve the business objectives.

4- Helps to fulfill your expectations and achieve your Goals

By using the reporting tool, you can analyze your business growth by focusing on the right channels. By observing up and down movement of the graph, you can easily compare the data, get the essential information and nurture your social media leads.

5- Create a Trackable Event on your Website

Are you facing problems in event tracking? Use the HubSpot CRM Reporting tool. All the activities that are performed on your site can easily be tracked.

Types of Reporting

Contacts Report

The contacts report displays a breakdown of all the contact information of the customers. It includes the customer's name, country, and other related information.

hubspot-crm-contacts-report

Companies Report

With the help of company reports, you can easily calculate your organizational revenue for specific marketing activities. Organizations that rely on more number of companies can quickly evaluate their business instead of counting the contacts.

hubspot-crm-companies-report

Source: HubSpot

Pipeline Report

This report will help you to visualize the quality and value of deals at different stages of the pipeline. It helps you to evaluate the exact movement of the reports. You can also determine the budget for your company.

hubspot-crm-pipeline-report

Custom Reports or Cross-Object Reports

Custom reports will display different records such as deal, company or contact. Most of the answers which you want for analyzing your business performance can be received by evaluating custom reports or cross-object reports.

Learn more about how to customize your dashboard and create attractive and valuable reports.

Chapter 8: HubSpot CRM Migration

To be on the top list of this competitive world, every organization wants improvement. It is only possible when you improve your services by migrating from one platform to another.

If you want to improve your marketing, sales and service activities, it is the best time to migrate to HubSpot CRM migration because it provides all the services under one platform.

So, in this chapter, we are going to discuss- why and how to migrate to HubSpot CRM.

Why migrate to HubSpot CRM?

I know that moving from one CRM to another is a massive headache, but HubSpot has an expert team who will handle all the pain points that you may face during a HubSpot CRM data migration.

According to Peter Thiel, if you are getting a 10x better solution than your current solution, you should move and get incremental value.

Here are some reasons which will force you to migrate to HubSpot CRM:

1- Improves Marketing Efficiency

Once you migrate to HubSpot CRM, you can reuse all the files that are stored on your landing pages. You can also add the files anywhere on the website.

If you want to add the content on the homepage, you need to take 2 clicks, and you do not require any coding. However, you can also create new pages with a click of buttons in less time.

2- Customization and Personalization

If you are already into digital marketing profiles, then you can easily understand the value of email, blogs, landing pages, contact databases, etc. After migrating to HubSpot CRM, you can expand your website as it helps to customize and personalize every interaction.

The addition of smart content will help you to achieve your goals by creating relevant experiences as it will have a good impact on the visitors.

3- Provide Fast, Updated and Secured Services

HubSpot CRM is an enterprise-grade content delivery network which ensures that all the information added is secure, fast and updated regularly.

When you migrate to HubSpot CRM, all your website content will be added to HubSpot automatically. It will maintain your website consistency as it backs up security, speed, and uptime.

4- Gives Access to view HubSpot Database

Once you completely migrate to HubSpot CRM, you can view any of the contact details that are stored in the HubSpot contact database.

This will help you to easily maintain and access the information by spending less time as anyone can access the data by using a HubSpot account.

5- It’s Free and Organizes data

Do you want to save money and still want to avail good marketing services? Migrate to HubSpot CRM as it provides free services and increases your business productivity.

Hurry! Get started with HubSpot CRM. 

6- Helps to Import Existing Contacts

After migration, you can easily add the information in less time. This platform will automatically import the data from all the existing contacts, and easily store and consolidate unlimited files in one place.

7- Conversation-Oriented

After migrating to HubSpot CRM, you will get instant notifications and real-time contact options which will help you to be more interactive.

I assure you that once you migrate to HubSpot CRM, you will increase your enterprise productivity.

Want to take expert advice? Contact Us. 

How to migrate to HubSpot CRM?

Here are some of the steps which will help you to migrate to HubSpot CRM successfully.

Step 1: Kickoff meeting and plan

Your first step is to contact the HubSpot Sales team and start with your migration. All the details and your priorities will be discussed with the technical consultant team of HubSpot for the successful migration.

Step 2: Make Templates, Style, and Layout

Once you share your details and priorities, the technical consultant team will set up the account and will create the layout and templates. Once the set is established, the recreation of all the pages will be done on HubSpot CRM.

Step 3: Perform quality check and configure

When all the landing pages and other templates are ready, the web technical consultant will get a notification to do a quality check and review. They must check whether all the landing pages are migrated correctly or not. Once the quality content is checked, the technical will configure the whole content to make it live.

Step 4: Inquire the status and finalize

In this step, HubSpot will get an email notification of the exact time in which migration will be completed. On average, it will take 2-3 weeks for its completion.

Step 5: Review the migrated content and optimize

Before you go live and migrate the content, the HubSpot migration team will test and review the whole setup. This is the last step of migration.

Now, it is time to avail free HubSpot CRM services.

You can enhance your knowledge by reading how to review your full website or blog migration.

Chapter 9: HubSpot CRM Reviews

While learning about HubSpot CRM, you might be thinking that most of the organizations are availing HubSpot CRM services than on which position it is ranked.

Curious to know about its Awards, Achievements, and Reviews…. Read this chapter.

Reviews of HubSpot CRM

If you are still confused about selecting the HubSpot CRM, then don't miss to read these reviews. 

Review-1

hubspot-customer-review-1

Source: g2crowd

Review-2

hubspot-customer-review-capterra

Source: capterra

Review-3

hubspot-customer-review-g2

Source: g2crowd

These are some of the customer testimonials which help you to take an informed decision. 

As per the overall reviews and average rating, HubSpot is liked by most of the people. Software Advice gathered reviews of 1,778 people about the HubSpot CRM and concluded that more than 80% of people are satisfied with the services that are offered by HubSpot CRM.

hubspot-crm-review-software-advice

Source: Softwareadvice

Awards & Achievements of HubSpot CRM

Do you know? HubSpot CRM is awarded as the best CRM software by FinancesOnline in the year 2023.

hubspot-best-crm-award-2023

Source: financesonline

HubSpot CRM is positioned as the Rank 1 online and social CRM software because it satisfies all the needs of every organization. By using this application, organizations can customize their data by reducing the complexity of functions.

If you want to avail the best services for improving your business revenue and productivity, go for HubSpot CRM.

I hope you will enjoy availing free marketing services to improve your organizational productivity and efficiency.

HubSpot CRM Usage Statistics

I realize that everyone is going to evaluate the reviews of real people and experts before purchasing any CRM software.

In this digital world, almost everyone is using internet sources to get quick and real information. Therefore, every organization needs to deliver the best services for making a good relationship with the customers and converting them into leads.

Due to the technicalities of HubSpot CRM, organizations are using it to increase their ROI and enhance their business efficiency.

Now, let me tell you about the technical details of HubSpot CRM which attracts the customers' attention.

Devices Supported:

HubSpot CRM supports various devices. Due to its easy accessibility, the number of users has been increased. Devices supported are:

  • Android
  • Mac
  • Windows
  • iPhone/iPad
  • Windows Mobile

Customers types:

HubSpot CRM is used by a variety of customers including:

  • Small-scale organization
  • Large-scale organization
  • Medium-scale organization

Language Supported:

HubSpot CRM supports the English Language because it is an international language which is understandable by most of the personas.

Deployment: Cloud Hosted

Pricing: It’s Free

To make your mind more clear about HubSpot CRM, understand  and analyze the below-added screenshot:

hubspot-crm-understand-and-analyze

Source: HubSpot

There are approximately 17% of salespeople who are facing problems in integration while using other CRM tools.

Also, 23% of the salespeople are facing difficulty in performing manual data entry by spending more time.

All the problems that are commonly faced by the salesperson can be resolved by migrating to HubSpot CRM.

Being the user, I will personally ask you to migrate your current CRM to HubSpot CRM to enhance your business productivity, generate more traffic to your website, provide easy and fast marketing services to your leads, etc.

As reviewed by trends.builtwithusers of HubSpot CRM have increased due to its efficient services. The graph below will help you to visualize the growth of HubSpot CRM Users easily.

hubspot-crm-stats-trends-builtwith

Source: trends.builtwith

Hope these stats will prove beneficial to take the right decision. 

HubSpot CRM: Is it your Growth Partner?

So, here you have an ultimate guide to HubSpot CRM which will help you to understand the term “HubSpot CRM” with its features, advantages, services and some additional information such as awards, reviews, etc.

My top recommendation is to kickstart your journey by leveraging HubSpot CRM's free services. This will streamline crucial business activities such as data addition, SEO, and performance evaluation.

We'd love to hear from you: Do you see HubSpot as your next business growth partner? Share your thoughts in the comments below!

The sooner you integrate HubSpot CRM, the sooner you'll witness results that benefit both you and your company. If you're ready to experience all that HubSpot CRM has to offer, visit us at Hubdew.com.

If you need any assistance with HubSpot services, feel free to Contact Us.

Frequently Asked Questions

To get started with HubSpot as a beginner, follow these steps: First, set up your HubSpot account, inviting team members and customizing settings. Then, explore HubSpot's glossary for tool-related definitions. Next, manage your CRM database, organize and utilize your customer information. Market your business using HubSpot's marketing tools, generate sales leads, and provide customer support. Additionally, build your website within HubSpot's platform. Finally, use HubSpot's reporting features to track and assess your performance, making data-driven decisions for your business. HubSpot offers a range of resources to help beginners make the most of their marketing, sales, and customer service efforts.

HubSpot CRM is user-friendly, making it straightforward to learn. It offers a simple, intuitive interface for daily use. Moreover, the platform facilitates easy content creation, including landing pages, forms, and emails through drag-and-drop features. You can efficiently manage social media content by bulk creation and scheduling. This accessibility and convenience contribute to HubSpot's ease of use for beginners.

The best way to learn HubSpot, a versatile tool for marketing and sales, offers various training paths. Here are some options: 1) HubSpot Academy provides free courses and certifications. 2) HubSpot Certified Trainers offer guided instruction. 3) Interacting with fellow HubSpot users via forums and communities can provide valuable insights. 4) Joining local HubSpot User Groups offers networking opportunities and learning. 5) Some choose HubSpot classroom training, offering in-person guidance. 6) HubSpot Solutions Partners offer expertise and support. 7) Lastly, learning through trial and error, experimenting with the platform, can be an effective hands-on approach to become proficient with HubSpot.

Yes, HubSpot's CRM is genuinely free and not just a trial. It offers essential customer relationship management features at no cost, and you can have up to 1 million contacts, users, and customer data with no time limit. It's a great way to start managing your contacts, sales, and marketing activities without any upfront fees. However, if you need more advanced CRM capabilities, HubSpot does offer paid plans with additional features. To explore these options and get detailed pricing information, you can visit HubSpot's website for a better understanding of what suits your business needs.