How to Begin Configuring HubSpot to Expand Your Business

For the majority of company demands, there is a software-as-a-service (SaaS) option available today. Software for managing client relationships (CRM) is required. Solutions for email marketing? Customer support? Anything you can imagine is real and available to greatly simplify your life.

HubSpot is one of the leading competitors in this field. This is because it is an all-in-one platform with a long list of capabilities for your marketing, sales, and service requirements.

But how can you begin doing it? Since it’s so extensive, it seems possible that something could easily slip through the cracks.

But let’s first go through some of its main advantages.

HubSpot Advantages

The advantages of HubSpot are numerous, and your list of advantages may differ slightly from someone else’s depending on the features you utilize and the nature of your industry.

A Wide-Reaching Platform

A business may choose to use a help desk from one SaaS solution, a CRM from another, and email marketing from yet another.

It also requires hoping that all of these programs perform effectively together, even if this may undoubtedly work well. If not, you risk having duplicate work or frustrated teams as they struggle to determine how to do their duties across multiple platforms.

Broad Integrations

You don’t necessarily need to replace your current tech stack to implement a comprehensive platform. HubSpot still works well with a wide range of other solutions, even though some firms may choose to convert their content management system (CMS), customer relationship management (CRM), or other apps to the platform.

You only need to look through their Application Marketplace to see if they are compatible with what you already use.

Free CRM

Having a CRM is essential for keeping all of your connections organized, and gathering information about web users and anyone else who communicates with your business, regardless of your industry or the size of your enterprise. By doing this, you can personalize every email to your contacts’ demands and make sure that they are all addressed.

There’s also no cost associated with using HubSpot’s CRM, so there’s no excuse. You can organize your workflow, automate conversations, keep everything in one place, track engagements with contacts, and more.

Pleasant User Interface

HubSpot has a learning curve, but the user experience is rather straightforward. And once you start using it, it comes naturally to you.

You may use any of the platform’s capabilities without needing any specialist knowledge (like coding), and it is reliable and accessible.

Seamless Procedures

HubSpot’s marketing, sales, and service hubs were created to function well together and eliminate the need for manual information transfer across hubs. You can make use of this benefit regardless of the business application you’re using because they interact nicely with so many of them.

By doing this, you can save wastage of time and give your teams access to the data they require at any time.

How To Setting Up HubSpot

All right. Let’s go over the steps you must follow for HubSpot’s fundamental setup now that you are aware that it is unquestionably something to write home about:

Register Your Email.

You may send messages straight from HubSpot by integrating your email with it. All communications, responses, and follow-ups are then saved on the CRM as a result.

Using this information, you may divide your contacts into groups according to their categories and lifecycle stages. Additionally, you may utilize it to send personalized communications, which can raise engagement rates.

Connect Your Calendar

By integrating your calendar with HubSpot, you can log interactions in your CRM. The platform can be used to schedule meetings and issue reminders.

By giving recipients access to your calendar so they can schedule meetings immediately, this feature also avoids the need to back and forth as you suggest meeting dates and times.

Invite Your Team.

Your team can use the platform and work there by being invited. You could want to allow access to the CMS for your content team, workflows for your marketing team, deals, lead scoring, and CRM for your sales team.

Connect Your CRM.

The importance of tailoring the user experience cannot be overstated. The last thing you want to do is lose possibilities to your rivals when there are so many tools available for you to gain a competitive edge as well. Some of your competitors are probably already doing it.

Using a CRM is the best way to accomplish this. If you don’t use HubSpot, you’ll need to link your current one to your HubSpot account.

Sync contacts.

You may keep a complete database from the start by importing your contacts. Additionally, it does away with the necessity to individually enter them, which has to be among the most monotonous activities ever.

Remember to segment your contacts based on categories after creating and importing your import file, including leads, prospects, current clients, former clients, individuals to re-engage, job roles, geographic location, budget, products or services used, and any other categories that may be pertinent to your business.

Apply filters.

You can use HubSpot filters to identify contacts that you’re looking for for a certain reason. Use a former customer’s filter, for instance, if you only want to retrieve information about previous clients.

In your HubSpot CRM, you can search for items within contacts, companies, deals, tickets, and custom objects using filters.

Set up the email marketing settings.

The best strategy to nurture your leads and maintain top-of-mind awareness is through email marketing. Additionally, you can create drip campaigns with HubSpot’s workflows feature that can launch automatically based on predefined user actions.

After setting everything up, you can utilize email templates, a drag-and-drop editor, and CTA makers to make emails that are consistent with your brand.

With an Enterprise package, users may set their frequency limits to keep customers interested without bombarding them with too many communications.

Connect your social media profiles.

For this, a Professional account on HubSpot’s Marketing Hub is necessary. You can schedule posts for all of your accounts from a single location as a result, which is an advantage. Following that, you may monitor their activity, including clicks, comments, likes, and responses.

Accounts on Facebook, Instagram, Twitter, LinkedIn, and YouTube can currently be connected.

Create a blog in HubSpot.

A business blog is a crucial component of any inbound marketing strategy. Google must crawl and index each page you produce. Additionally, every page is a fresh opportunity to rank on search engine results pages (SERPs), so long as you’re following SEO best practices.

Additionally, you can choose how long each blog’s summary should be on your blog listing page and add a Read More separator.

Organize ticket pipelines.

It’s crucial to keep track of your encounters with customers to make sure that they receive fast attention to their needs. You may keep track of the status of each service ticket using the ticket pipelines feature, including when it was submitted, how long it took to process, when it was resolved, and any other information that is important to your company’s operations.

Do bear in mind that there is a maximum amount of ticket pipelines for each HubSpot plan

Established HubSpot to Promote Growth

As you can see, HubSpot truly is a one-stop shop for streamlining a variety of business procedures and monitoring their effectiveness. Additionally, you can always get in touch with your preferred HubSpot Elite partner for consultation or business solutions if you find it all to be too daunting or simply don’t have the time to learn it all. Always happy to assist, we are Here

Written by: shubham