08/31/2022

4 Real Examples Of Why You Should Choose Hubspot CRM

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Despite the many features of HubSpot, only 21% of inbound marketers use it. HubSpot may not be the right solution for everyone, but this article will explain 4 ways businesses can make the most of their HubSpot accounts.

HubSpot is the ideal tool for inbound marketers — an all-in-one platform that allows people to manage their contacts, email, and content marketing.

HubSpot has glowing third-party platform reviews. However, HubSpot is used by only 21% of inbound marketers. This is despite HubSpot having invented the term inbound marketing. Why?

Four HubSpot-using businesses were asked how they maximize this powerful, but complex tool.

Four Ways to Get More from HubSpot

  • HubSpot is a platform that allows you to be selective in what you pay.
  • Only teach employees what they need to know regarding HubSpot
  • HubSpot’s extensive library of resources can be used to personalize features
  • From the start, integrate other apps with HubSpot

1. Choose carefully what you pay for

HubSpot’s pricing structure may be intimidating for businesses with tight budgets. HubSpot offers product demos for free and tiered pricing, so companies can choose the features they want to invest in.

HubSpot’s Marketing Hub is an all-in-one marketing automation platform. It allows businesses to pay $50 for 1,000 contacts, basic lead capture, and conversion tools.

HubSpot will charge $750 more if a company wants to have content or social media tools.

Although this might seem high for younger or smaller companies, it is still possible to get the best out of HubSpot features without spending a lot.

Case Study: Edge Marketing uses HubSpot for Specific Goals

First, identify the tools that you require from HubSpot. Next, decide which tools are most helpful to your customers.

Sean Clancy is the SEO Director at Edge Marketing, Queensland, Australia. He only uses HubSpot parts that are most helpful in achieving his goals.

Clancy stated, “I make sure HubSpot is used to achieve the results my clients need, and not just for the sake of”

Clancy leverages HubSpot’s social campaign tools to deliver value to his clients.

Instead of spending money on the whole tool, you can direct your money toward the areas that are most critical to your business when you use HubSpot such as lead nurturing, contact management, and marketing automation.

2. Only train employees on what they need to know

HubSpot is more than a CRM tool. It’s also a marketing automation hub and a sales platform. Users may find it difficult to grasp the all-in-one platform that inbound marketers need.

HubSpot Academy is a training resource that HubSpot offers to help marketers become “certified” to use its tools. Although all resources are included in a HubSpot subscription, they can take up to a long time. For smaller companies, it might not be possible to train staff for hours to fully grasp HubSpot.

HubSpot’s Content Marketing course is a popular one that takes six hours. It teaches basic content marketing principles and uses the HubSpot software suite.

Most of the other popular HubSpot Academy options take at least 2 hours.

HubSpot training employees should be budgeted well.

Clutch completes training based on employee needs

Champlin analyzes each course to determine which HubSpot courses are most useful for each member of the team. It is first tested with a small group of team members, before being rolled out to the whole team.

Champlin stated, “To match a Course with My Team, I scan Section Titles and spot-check several of the Videos before trying it with 1-2 members of my team.” “I wait for their feedback before making a final decision and asking more colleagues to complete it.”

Champlin only requests that her teammates invest their time in courses they believe are important for their jobs. She will only spend time watching videos for some courses. She will multitask, listen to the course audio and perform administrative tasks for less complex courses.

One person can be delegated by businesses to find the right HubSpot courses. By identifying the most valuable courses in advance, you can save time and help your teammates.

3. HubSpot’s Library of Resources can be used to customize features

It might be difficult to set up HubSpot features when you first use the tool.

Companies might find it difficult to customize HubSpot’s CRM contact fields or create unique email templates that reflect their brand.

HubSpot offers chatbots as well as user-friendly help content to help you personalize features.

Users can open a resource hub by clicking the icon at the bottom right of the HubSpot homepage.

Search queries can be typed and directed to the relevant knowledge base content. HubSpot users have access to forums that allow them to share their problems.

This content will help you to customize HubSpot to meet your company’s specific needs.

Case Study: Revenue River, LLC customizes HubSpot to meet its marketing, sales, and client service needs

Marc Herschberger, director of people and processes at Revenue River LLC is a digital marketing agency that also serves as a Diamond-Tiered HubSpot Partner Agency.

Revenue River is a Partner Agency that assists other organizations in building their HubSpot portals as well as executing marketing and sales campaigns with the tool.

Revenue River uses all three of HubSpot’s main services: sales, marketing, and CRM.

Herschberger stated that “from a marketing perspective we’ve created a custom attribute model using custom properties, and the campaigns tool that allows us to better understand which marketing efforts have been most successful.”

Herschberger also modified Revenue River’s CRM pipelines to gather specific information about the business. He also uses the CRM tool for all communication with clients.

HubSpot developers and Partner Agencies allow businesses to customize their HubSpot experience so that they don’t need to spend on custom software.

4. Integration of other apps with HubSpot starting at the Start

To manage their day-to-day operations, most teams use multiple tools. For email, they use Outlook or Gmail, Slack to communicate internally, and social media for promoting products and services.

Businesses can lose valuable time switching between HubSpot tools. To save time and money, integrate HubSpot from the beginning with popular tools like Gmail or Microsoft Outlook.

Case Study: Tutor House integrates HubSpot with Other Tools

According to HubSpot developers, a knowledge base for teams that use this tool, companies can customize their HubSpot experience by using an API or application program interface.

The API should be clear to businesses: Does it allow your team to work more quickly, provide detailed customer service data, or allow for transactional emails based on user triggers?

HubSpot CRMs are powered by information. Businesses must decide which information and how they should integrate APIs to achieve success. They can then work with a software developer who truly understands their business to implement the changes.

Tom Baker, the head of growth for U.K.-based tutoring firm Tutorhouse, began by using a tool called Zapier to connect with HubSpot, before creating his API.

Baker stated that HubSpot now has its API. “Zapier initially worked well and allowed us to use HubSpot efficiently, and affordably, while we built our API.”

Integrations of APIs with other tools can increase metric tracking, and contact management, and allow your business to scale its efforts using minimal manual data entry.

HubSpot Can Help Businesses Get More Out of It

HubSpot can be an effective tool for digital marketers in Los Angeles when used strategically. Marketers should invest in the most important features and upgrade as needed.

Marketers need to invest time in learning how to use the tool efficiently. The courses offered by HubSpot are simple to understand.

HubSpot’s chatbot allows marketers to ask for new features and request customization options. HubSpot integrates with Gmail and other apps to improve productivity.

About the author

Kobe Digital is a unified team of performance marketing, design, and video production experts. Our mastery of these disciplines is what makes us effective. Our ability to integrate them seamlessly is what makes us unique.