HubSpot CRM has a wide range of functions. Rather than learning the detailed functions, by understanding the overview, you can understand the overall picture of HubSpot CRM and use it in your department or team.
In addition, it is divided into seven main features.
The functions you should use will vary depending on which department you belong to, such as marketing or sales.
Customer and corporate information management function
You can centrally manage information about your customers and client companies.
Managing contact (customer) information
In addition to personal information such as the contact’s name, company name, department, and email address, you can also manage information such as the status of the deal and the progress towards purchase.
Record and review contact activity iran phone number list on websites, etc. You can record and review contacts’ online activities
, such as website visits, form submissions, and email opens, as well as offline activities, such as sales conversations.
Management of company (corporate customer) information You
can view a list of the company information to which the contact belongs and the history of sales records, etc. Company information is automatically retrieved from HubSpot’s own database, so there is no need for the person in charge to enter it manually.
Marketing function
You can create form lists and measure the effectiveness of your marketing initiatives.
Forms feature
You can create forms to collect information from potential customers, such as for inquiries and requests for information materials. The forms you create can be used by embedding the form tag on your company’s website.
Pop-up form feature
You can create pop-up forms to be displayed at the bottom of your company’s website. You can also make detailed settings such as which william diieso senior account executive page the pop-up form will be displayed on and when it will be displayed.
Live chat, chatbots You
can have one-on-one live chats with anonymous visitors or specific contacts when they visit your site. Chats can be in the form of bots, and you can also configure which pages the chats will appear on.
Reporting Dashboard
Detailed data on your marketing activities, such as website traffic, number of leads (contacts) acquired, and email performance, can be graphed and displayed on the dashboard. Create reports that are best suited for your team and can be used to inform your marketing activities.
Email marketing function
You can send 2,000 emails per month and also create HTML emails.
Email TemplatesCreate
your own company-specific email templates for your team to use.
Create HTML emails
Create attractive HTML emails, or you can create them in plain text format.
Mass E-mail Delivery
Email Tracking & Notifications
When a contact opens an email or clicks a link, the activity is logged in the contact management screen and notifications can be sent to the contact person in charge.
Is email marketing still effective? The current situation and six types explained
For more information on marketing strategies using email, please see ” Is email marketing still effective? The current situation and six types explained .”
Advertising Explore HubSpot CRM function
In addition to Google Ads and Facebook ads, it also supports Instagram and LinkedIn ads.
Ad Management
Connect your Google Ads, Facebook, Instagram, and LinkedIn ad accounts to. HubSpot to see the performance of your ad campaigns. The number of contacts and customers acquired through your ads is also displayed in relation to the campaign, making it easy to measure ROI.
Free consultation with LeadPlus, HubSpot’s best partner
If you have any concerns such as “I introduced HubSpot but I’m not using it properly…”, “I’m currently using another CRM but am considering switching to. HubSpot” or “There are too many features and I don’t know how to use them…”, please contact us at LeadPlus.
Since signing a HubSpot agency contract in 2015, we have been providing. HubSpot implementation support and operation services. As well as comprehensive inbound marketing support using HubSpot. Please feel free to contact us with any inquiries, no matter how trivial.
Sales function
It has a variety of functions for managing transactions, task management for staff, and smooth communication with customers.
Deal and Pipeline Management
Track, manage, and report on the Explore HubSpot CRM deals your sales team is working on. Track deals and forecast future revenue based on the probability of closing.
Tasks can be created for each task
manager and displayed in a list. The progress of tasks can be seen at a glance, and reminder emails can be sent when a deadline is reached.
Document Management
You can store documents used by the whole team, such as sales materials. You can also keep track of who accessed the document and when.