Hubspot – A Perfect CRM For Small Business or Individuals

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Hubspot - A Perfect CRM For Small Business or Individuals

Before continuing on the topic ‘Why Hubspot is a perfect CRM for Small business or Individuals’ let’s understand what is mean by CRM and how it is beneficial for businesses. So, let’s start…

Table of Contents

What is mean by CRM?

CRM stands for “Customer Relationship Management”. It's an approach that helps businesses improve existing customer relationships and acquire new customers faster.

The meaning of CRM has changed a lot over the years. CRM is a term that was initially defined and designed to improve customer service. Today, though, it relates to an entire business strategy. CRM software acts as a single repository to bring your sales, marketing, and customer support activities together, and streamline your process, policy, and people in one platform.

How Hubspot CRM is beneficial for business?

The best part about a CRM system is that almost any organizational unit can benefit from it — from sales and customer service to recruiting, marketing, and business development. Good CRM software gives a better way to manage external relationships. Storing all customer information in one place, recording service issues, identifying sales opportunities, managing marketing campaigns — these are just a few capabilities that CRM features.

Why Hubspot is Best CRM Platform?

The best part about a CRM system is that almost any organizational unit can benefit from it — from sales and customer service to recruiting, marketing, and business development.

Good CRM software gives a better way to manage external relationships. Storing all customer information in one place, recording service issues, identifying sales opportunities, managing marketing campaigns — these are just a few capabilities that CRM features.

There are hundreds of different CRM solutions out there and they range from free to thousands of rupees per month. But, Hubspot is not just CRM. It's a full-fledged tool loaded with multiple functions to run and boost your business more effectively and efficiently.

So let’s see some of the best features available in Hubspot CRM and how it is helpful for small businesses or individuals. For easy understanding let’s divide Hubspot features in two parts

  1. CRM Features
  2. Sales & Marketing Features.

Hubspot CRM Features

Contact Management

CRM helps you in arranging all your contact details. This enables you and your team to track who a client has talked to and what they have talked to. You can keep records of client conversations. In sales, the team aligns this knowledge so that the business operates smoothly.

You can easily create tasks and reminders for contacts. It helps you and your team members to track and follow the sales process efficiently.

Client Segmentation

You can easily split your contacts by different properties like the location, deal size, closing date, etc. It helps you and your team to understand your client in a better way and offer personalized services or offers for them which suits their requirement.

Company Management

This section is the same as Contacts, but lists the company name instead of the name of a person. Similar to Contacts, it opens to an interface with all relevant details when you click on an item. You will see a stream of activities, emails, calls, tasks, notes, schedules, deals, and related contacts in addition to the basic contact information.

Using Contacts and Companies, your sales representative can view all associated data in one location and take the next steps, like emailing or making a direct call from the same interface.

Deal/Pipeline Management

You can see deals in a visual pipeline here. You may add stages and specify a pipeline that best represents the buying journey of your prospects. The closing chance is one of the most valuable features of any transaction.

This makes it a simple task to calculate the conversion rate per stage, which is one of the requirements if you want to increase profit by reverting to your income targets.

You can also sort the deals through different filters, including the name, owner, quantity, and stage. Also, by table or board layout, you can view this section.

Task Management

This section covers all tasks and related documents, such as transactions, contact information, and activities in one location. You can also see tasks by simply clicking the board layout, depending on where they are on the sales pipeline.

This is realistic and encourages product and sales managers to act, for example when they see a task near to the final phase as a follow-up call.

Hubspot Sales & Marketing Features

Ads Management

With the HubSpot Ads tool, you can view comprehensive data on your ad performance, sync leads from your lead generation ads, see which HubSpot contacts interacted with your ads, easily install your ad account tracking pixels, and create audiences based on contact lists and website visitors.

Email Marketing

You keep your active subscribers engaged with HubSpot ‘s marketing email tool. Send marketing emails to inform your subscribers about news, promotions, and offers that might be of interest to them. Then, analyze the results of your email campaign to learn more about the content of your contacts.

With Hubspot CRM’s free version, you can send up to 2000 mails (per month) You can also create 25 static and 5 active lists in the free version.

Chat-flows

With chat flows, you can create custom chat experiences for visitors to your website or Facebook pages — with as little or as much automation as you need. Create a simple welcome message to welcome visitors and direct them to your live team, or build bots to help qualify clients for guidance or support.

Snippets

Create shortcuts in emails sent to prospects and notes in your CRM to your commonest responses. Send emails and log notes quickly, without typing over and over the same thing. The free app allows for up to 5 snippets per account.

Templates

Turn your best emails in templates that you can send without your inbox leaving. Find the best models to increase the response levels and close more deals. The free CRM allows up to 5 templates only.

These are some of the best features available in Hubspot CRM. But, the important question is how much it cost.

Hubspot is a great tool for small businesses or individuals and most importantly it’s Free. You just need to integrate and set up properly for your business.

We at Four Hands Web Solutions help you to do so. If you are interested to integrate and set up Hubspot CRM for your business, then contact us today.

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