WHY WE USE HUBSPOT CRM AND RECOMMEND IT TO OUR CLIENTS

Learn what CRM is and how it helps your business stay organized, track important data, follow metrics, and increase conversions and why we use HubSpot.

Hubspot CRM is a powerful tool that has become an indispensable part of our business. It not only helps us keep track of our contacts and interactions with them but also provides valuable insights and helps streamline our sales and marketing processes. We have seen the impact of Hubspot CRM on our own operations and are confident in recommending it to our clients. Whether you’re a small business or a large enterprise, Hubspot CRM has something to offer, and we’re excited to share our experiences with you in this blog.

An Important Marketing Tool

As your business grows, manually keeping track of your prospects and customers with spreadsheets and random notes in different places becomes near impossible.

Not only is this type of system time- and energy-consuming to manage, but things also start slipping through the cracks at an alarming rate. This only serves to exhaust your team and disappoint your customers.

This is pretty much how Advent Trinity Marketing Agency started out trying to manage contacts when we began this business. We soon realized that we needed to do something different. We needed a CRM.

A CRM has helped us keep up with our clients and potential clients and serves as an important marketing tool.

What does CRM stand for?

CRM stands for “customer relationship management.” A company’s CRM program stores all interactions with potential and existing customers — everything from someone’s first visit to your website and activity on your website to the exact time they opened your sales proposal and how long they looked at it.

CRM Benefits

When it comes to managing customer relationships effectively, Customer Relationship Management (CRM) software is an invaluable tool. With features such as automated email campaigns, segmented user lists, and comprehensive analysis tools, CRM lets businesses better understand their customers’ needs and personalize their outreach. This leads to greater customer loyalty and increased sales opportunities.

Furthermore, the ability to track customer information in one place makes follow-up requests easier and improves workflow efficiency across departments. Ultimately, investing in a sophisticated CRM system can bring about game-changing benefits for any business that is looking to provide exemplary service and develop strong brand recognition with its customers.

Why We Love Hubspot’s CRM

Using Hubspot’s CRM program has revolutionized the way we manage and analyze our customer data. The program’s intuitive interface and robust features have made it easy for us to keep track of important information such as customer interactions, sales data, and marketing metrics. This information is critical to improving our return on investment (ROI) by allowing us to make data-driven decisions and optimize our processes.

With Hubspot’s CRM, we can easily see which marketing campaigns are performing well, which ones need improvement, and what kind of impact they are having on our sales. We can also track the progress of our sales pipeline and identify areas where we can improve our conversion rates. In short, Hubspot’s CRM has given us a comprehensive view of our customer data that we can use to drive business growth and improve our ROI.

Here are a few major reasons why we love it:

Centralized database.

CRM allows our entire sales team to keep all prospect information — over any duration of time — in a central database. This allows for quick cross-team access as well as the ability to easily manage all information via a shared location. It helps reps avoid spending time digging through files and records to find the information they need about prospects to follow up and close deals. 

Manage all communication and interactions with prospects.         

All communication, both internal (rep to rep) and external (rep to prospect), can be managed through a CRM. This allows us to track all parts of the buyer’s journey, including every interaction, email, phone call, and more.

For example, CRM helps a rep determine if and when they need to reach back out to a specific prospect. We can set reminders to do this. It also helps our reps remember whether or not they already sent a prospect the resources they requested.  

Automate data entry.

With a CRM, our team never has to spend time logging emails, calls, meetings, and interactions — all of this information is automatically collected and aggregated within the system. 

Additionally, a CRM allows reps to update all deals by the stage they’re in — then, the system will automatically handle the rest (e.g. weighting, summation, visualization), keeping this process as efficient as possible for everyone involved.

Organize contact data.

CRM allows our team to easily keep track of every contact (and their related data), no matter their buyer’s journey stage. In fact, reps are able to see if a contact visited the company website, downloaded content from the site, or spoke with another member of our sales team already.

Additionally, reps can log notes from their calls or email interactions with their contacts and leads. All of this information is always searchable within the CRM.

Create sales reports.

Hubspot’s CRM allows our team to collect and organize data about prospects and deals using reporting features such as sales dashboards and reports. This allows reps to better automate and manage their pipelines, deals, and contacts. They can also evaluate their personal performance and keep track of their goals and necessary work to reach their quotas. 

Sales managers can use these sales reports to see how their team is tracking toward quota attainment and review the number of closed deals. VPs and other organization leaders can also monitor the amount of revenue that’s been generated. 

Automate forecasting for our sales performance.

The key to any successful sales organization is the ability to plan strategically and make informed decisions. With the CRM reports just mentioned, we can pull in key metrics like monthly recurring revenue (MRR) and year-over-year (YOY) growth which make it easier for sales leaders to identify trends and develop performance-related forecasts.

Plus, CRM allows reps and sales managers to see which activities and sources are the most profitable lead generators for reps. This data helps team leaders create sales projections for upcoming months and adjust pipeline estimates as necessary.

Scale our sales processes over time.

CRM provides our sales team with one place where we can keep track of leads, prospects, and customers over any duration of time. It also allows us to review specific activities like emails, calls, and meetings booked.

Sales managers can then use this data to identify patterns and see which sales processes are working for their team and which ones could be improved — which is how the sales team can use information stored in the CRM to scale our processes as our business grows.

Just Scratching the Surface

CRMs can do so much for your business. Organization is key. Data is key.

Using a CRM system will boost productivity among reps, keep all information regarding prospects in a central location, help your team close more deals, and foster important business relationships.

Want to learn more about how you can boost conversions and positively impact your bottom line? Schedule a time to meet with our marketing team.

HOW WE WERE ABLE TO DOUBLE OUR SALES IN LESS THAN 1 YEAR

By Leslie Radford