Who Needs CRM? We Say, “Everyone.” Here’s Why.

May 24, 2016
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Claudia Chery

Every business needs CRM.

Do you depend on a Rolodex to save your leads’ contact information? Do you find yourself digging through your planner to locate call notes with sales prospects? Do you have a hard time measuring whether your marketing leads are actually converting into customers? If so, these are signs that you need a customer relationship management (CRM) system. Even if you are super organized, CRM will bring all of your sales efforts into one central place.

Of course, there are a plethora of CRM tools on the market. We’d like to talk about one CRM that does a great job at connecting your sales team to your marketing team – HubSpot CRM.

HubSpot CRM: A Quick Overview

HubSpot CRM is a great way to get your feet wet with CRM. Its clean design makes it easy to use. And guess what? It’s absolutely free to use. You can get as many accounts as you need for you and your team, and there are no monthly or annual fees. Here are some key features your team would enjoy:

  • Manage customer relationships (the obvious). HubSpot CRM logs touch points with a prospect, such as phone calls, emails, web conversions, and social media engagement. It includes a dashboard that shows your prospects as they convert from leads to customers.Hubspot CRM

via Hubspot

  • Track your to-dos.The same dashboard tracks who you need to follow up with, e.g. setting up your next call, emailing a proposal, or sending the first invoice. There is, of course, the immense satisfaction of dragging a contact into the “Customer” column.

Hubspot CRM

via Hubspot

  • See your visitors. You can get a notification when one of your contacts is visiting your website. Zone in on what content he/she is checking out, and gain insight on what types of content prospects engage with the most.

Hubspot CRM

via Hubspot

  • Connect with prospects. You can connect with prospects both within the tool or opt to have your emails tracked using the HubSpot Sales tool (also free to use). Integrating HubSpot Sales with your CRM will bring up a profile and history for each of your contacts without leaving the comfort of your inbox. Create email templates to simplify your outreach process. Learn whether prospects are opening/clicking on your emails.

Hubspot CRM

via Hubspot

  • Save time and effort when prospecting. One of my favorite features is HubSpot CRM’s ability to streamline prospecting efforts. Simply create a new contact using partial contact information for a lead, such as their URL. Watch as HubSpot fills out the contact’s profile for you (e.g. the contact’s email address, mailing address phone number, and other information).

Sales and Marketing Teams Unite!

When used in combination with HubSpot’s marketing automation platform, HubSpot’s CRM shows you contacts making their way down the marketing funnel. For example, you can analyze just how many of your email subscribers fill out a “Contact Us” form and become leads your sales team should follow up with.

More importantly, HubSpot CRM bridges the gap that oftentimes divides marketing and sales teams. Your marketing team no longer has to wonder whether their marketing efforts are going to waste. Your sales team can demonstrate that they’re turning marketing-generated leads into customers. HubSpot Marketing and HubSpot CRM share the same contact database. Therefore, both teams can measure how well they’re doing to close sales and drive revenue.

Need help getting started with CRM and marketing automation? Better yet, adding more leads to your CRM? Schedule a free consultation to learn how you can transform your website into a lead generating machine.

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