You invested in HubSpot CRM. Great! Now how do you use it? And even more importantly, how do you use it to drive growth for your business?
How to use HubSpot
The best way to learn HubSpot is to start clicking around and trying it out for yourself. So let’s jump right in and take a tour of each of HubSpot's five hubs.
The HubSpot Marketing Hub gives you access to:
Social media management
Automation (lead nurturing, personalization)
Contact and company scoring (based on their behavior)
Analytics and dynamic reporting
The HubSpot Sales Hub gives you access to:
Contact and company records
The HubSpot Customer Service Hub gives you access to:
Tickets and ticket pipelines
Help desk automation
Automation and bots
The HubSpot CMS Hub gives you access to:
Google Search Console integration
SSL, WAF, CDN, domain security
Themes and drag-and-drop editor
The HubSpot Operations Hub gives you access to:
Data quality automation
Custom field mappings
How to get the most out of HubSpot
We always like to tell people who are just starting out in HubSpot to begin with the end in mind. Or in other words, what (in measurable terms) are you hoping to achieve?
Maybe you’re hoping to reach:
X number of SQL’s per month or quarter
Closed revenue per quarter
90% response rate in customer satisfaction survey
Total traffic to your website per month or percentage increase YOY
Keywords that rank in the top 10
A contact database growth to total number
Once you know your measurable goal, you’ll have to determine what you can do within your organization to bring it to life. There’s a good chance you might not have the in-house capacity or skill sets to get you all the way there. That’s normal — and the right HubSpot Solutions Partner can help you tackle the rest.
Learn the basics with HubSpot Academy
One of the best in the marketing tech (MarTech) space, HubSpot has created a unique learning environment with video tutorials and certifications to guide users to successful implementation. HubSpot Academy is not only incredibly user-friendly, but it has an extensive library of videos that you can watch anytime.
Take advantage of HubSpot’s chatbot
Need a little more hands-on support than what the HubSpot Academy offers? HubSpot’s chatbot (affectionately named HubBot) will pull from the software’s extensive content library to get you real-time answers.
If you like interfacing with the HubBot, keep in mind it's a feature you can use to improve customer experiences on your website.
Why go with HubSpot?
Most companies I talk to that have purchased HubSpot talk about its ease of use. Think of it like Microsoft Excel. The first time you opened it, you started using it. You organized some information on a table, clicked around, and found the Sum function. Maybe you color-coded some cells. It was helpful. Then, if you wanted to go deeper into the tool, you started learning about more functionality based on your needs.
HubSpot is like that. It’s as powerful as you need it to be, but not extremely difficult and time-consuming to set up. You can start small and grow into all that it has to offer.
Worried that HubSpot won’t have all that you need (and you’ll have to tack on more technology to round out your MarTech toolbox)? It’s possible that might be the case — but HubSpot has evolved into a more complex growth suite of CRM tools over the years, boasting hundreds of integrations to meet the wide range of needs businesses require to drive and measure growth successfully.
HubSpot Starter vs. HubSpot Pro vs. HubSpot Enterprise
HubSpot Starter is about as easy to use as the name suggests. With this option, you’ll have access to all of the features available in the free version of HubSpot, plus a few others that will help you hone in on growth without overwhelming you with options and capabilities. It’s easily the most accessible option from a cost and time investment standpoint.
HubSpot Pro takes what HubSpot Starter offers and elevates your capabilities to a whole new level by adding new automation, personalization, and analytics features.
HubSpot Enterprise is the top-tier option for HubSpot users, giving you the ability to manage multiple brands and complex teams. It’ll also provide the data you need to analyze and improve your revenue streams.
Ready to dive in?
As a HubSpot Partner agency, we’ve seen what this software can do for companies of all sizes and industries. No matter what level you come in at, or how many capabilities you try out to start, you’re bound to find value in what the CRM has to offer.
At Vye, we’re a full-service agency that helps businesses get better and drive growth. We have a strong grasp of what HubSpot can do (and how to get around each of its different Hubs and tools). Best of all, we’re here and ready to help you get the most out of your CRM.
Ready to get started? Let’s chat about your goals.
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