Introducing the HubSpot CRM System for Small Businesses

This past September I attended Inbound 2014 HubSpot’s inbound marketing conference held in Boston for Inbound Marketers since 2011. The success of Inbound is another story for another post but I mention it here because company CEO Brian Halligan used this event with over 10,000 in attendance to introduce the company’s new CRM system to the public.

HubSpot’s CRM System – Who is it Designed For?

The HubSpot CRM is a lighter-weight system with features designed to enhance the power of the HubSpot platform. While other CRM platforms incorporate dozens of tools and complicated features that need to be learned and customized, the HubSpot CRM is designed to get your sales team onboard quickly without changing your selling process.

If your sales reps are already Salesforce power users, than the HubSpot CRM is not designed for you – as the depth and range of features found in platforms like Salesforce are not in HubSpot’s CRM. But if your company is under-utilizing your current CRM platform or in the market to try one out – this tool is worth your further investigation.

And the CRM offers another reason for your company to consider using HubSpot Marketing Software… the CRM is a free, add-on component for HubSpot Marketing Software users.

What Makes the HubSpot CRM Different?

It takes minutes to learn, not months:
HubSpot CRM adapts to your process, not the other way around. Your team will get started quickly and stay focused on selling, not learning a new tool.

It’s always working behind the scenes:
Say goodbye to the days of logging emails & calls. HubSpot CRM works in the background with the tools you already use. It’s there when you need it, and out of the way when you don’t.

It’s in sync with today’s sales process:
HubSpot CRM is connected to the dozens of places where the modern sales process takes place – on your website, in email, on phone calls, across social media, and more.

Features Overview – HubSpot’s CRM System:

All-in-one at a glance…

Control your content, channels and marketing performance while getting a 360 degree view of the people who matter most to your company from your dashboard.

HubSpot CRM System

Store every detail about your contacts, companies, and deals…

The HubSpot CRM gives you everything you need to store contacts and companies, track deals, and manage tasks easily. Personalize your views, create custom fields, and filter to find your best contacts instantly.

HubSpot CRM Contact Properties

Customize Views:
Add custom fields, filter records, select and organize columns, and save different views easily.

Deal & Task Board:
View deals & tasks in a traditional table view, or using the intuitive board view. Drag deals from stage to stage as they progress through your pipeline.

In Sync with HubSpot Marketing:
HubSpot CRM is closely integrated with the HubSpot Marketing Platform. Effortlessly capture, score, and hand off leads to your sales team.

Connect with your leads quickly & easily
When the time comes to connect with your leads and prospects, HubSpot CRM makes it easy. Work from your inbox, or send emails, place calls, and schedule meetings right from any contact’s record.

HubSpot Communicator in Action

Drag & Drop Communicator:
Connect with your contacts in every way from one place, right at the top of their record in HubSpot CRM.

Email Integration:
Send tracked emails from your inbox, or from your CRM. Get notified instantly when your emails are opened or clicked.

Phone Integration:
Place calls from your CRM with one click. Log your call notes & full recordings of your discussion automatically. (Additional cost. Recording is optional.)

Stay in sync with today’s sales process…
Today, a typical sales process happens across dozens of channels and thousands of touch points. HubSpot CRM is aware of it all, giving you useful bits of information when and where you need it.

HubSpot CRM Sales Pipeline DealsWebsite Integration:
HubSpot CRM is connected to your website, so it knows (and it tells you) when a long lost lead reawakens.

Enrichment:
For every contact you add, HubSpot CRM fills in valuable details about their company and other key employees.

Social Media:
HubSpot CRM automatically pulls in useful social media profile details, making connecting on social easy.

Want to Learn More About HubSpot’s CRM System?

If you want a sales platform that gives managers better insight into the sales pipeline and provides your sales reps with better information about leads before they get on the phone with them – than the HubSpot CRM system may be just what you’re looking for! Sign up for a HubSpot Demo so we can show you around.You’ll be glad you did. We promise!

Schedule a HubSpot Marketing Software Demo - Los Angeles


About The Author: 

Terry Hayes is an Online Marketing Consultant and a HubSpot Marketing Software Consultant at Agency IMC based in Santa Monica, California.

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Posted: December 5, 2014