Introduction to HubSpot and its features

a year ago   •   .5 min read

.By Sırma Er
.Table of contents

You may not have heard of a CRM tool, but you’ll definitely have come into contact with one! A Customer Relationship Manager (CRM) tool is like a digital helper that businesses can use to make sure they're keeping up with all their customers and potential customers. It helps them stay organized by keeping track of who they're talking to, what they're talking about, and what their customers like and don't like.

Some things a CRM tool can do for businesses include:

  • Keeping all customer info in one place, like their names, contact info, and personal preferences.
  • Helping businesses keep track of sales activities, like deals, leads, and how close they are to closing a sale.
  • Automating marketing tasks, like sending emails and social media posts, so businesses can focus on other important stuff.
  • Providing valuable insights into customer behaviour, sales performance, and marketing effectiveness.

So, why might a business need a CRM tool? Here are a few reasons:

  • Building stronger relationships with customers by keeping track of everything in one place.
  • Boosting sales by tracking all their sales activities in one central location.
  • Creating better marketing campaigns by analyzing customer behavior and preferences.
  • Saving time and increasing productivity by automating repetitive tasks.

Overall, a CRM tool is an amazing tool for businesses of any size, helping them to manage their customer relationships like a pro.

Now that you understand the benefits of a CRM tool for your business, the first step to take is in choosing which CRM tool is best for you. We like to think we’ve done the work for you! At wamo, we use Hubspot and we’ve added Hubspot to our wamo Rewards list of affiliated partners offering exclusive discounts to wamo customers. Part of what we want to do at wamo is to support all of the business owners who have an account with us beyond just the financial services bit. This is why we created wamo reward, to provide the best tools and services available that help make starting and running a business easier and help make you more efficient and effective in your day-to-day business life.

In this article, we'll introduce you to HubSpot. You’ll get to understand its key features and learn how it can benefit you and your business.

How HubSpot can benefit your business

HubSpot is an all-in-one CRM platform that can help you attract, engage, and delight customers at every stage of the buyer's journey. With HubSpot, you can:

How to set up your HubSpot account and get started

To get started with HubSpot, all you need to do is sign up for an account and follow the guided setup process. You'll need to provide some basic information about your business, such as your company name, website URL, and industry. HubSpot will generate a customised onboarding checklist that will guide you through setting up your account, connecting your website and social media accounts, and creating your first marketing campaigns.

Using HubSpot for inbound marketing and lead generation

HubSpot is an inbound marketing powerhouse, providing a range of tools and features to help you attract and engage leads. Here are some of the key features you can use for inbound marketing and lead generation:

  • Blogging: HubSpot's blogging tool makes it easy to create and publish high-quality blog posts that attract traffic to your website.
  • SEO tools: help you optimise your website and content for search engines, which will make it easier for potential customers to find you.
  • Forms: allow you to capture lead information and build your contact database.
  • Landing pages: the landing page builder helps you create optimised landing pages that convert visitors into leads.
  • Lead flows: this tool helps you create unobtrusive pop-ups and slide-ins that help capture leads without interrupting the user experience.
  • Email marketing: email marketing tools allow you to create and automate email campaigns that nurture and convert leads.

Automating your sales processes with HubSpot CRM

HubSpot's CRM tool is a powerful sales automation platform that will help you manage your sales pipeline, automate your sales processes, and, of course, close more deals! Here are some of the key features you can use for sales automation:

  • Pipeline management tools: to track and manage your sales pipeline, so you can prioritise deals.
  • Deal tracking: these tools allow you to track the progress of each deal and see which deals are most likely to close.
  • Sales automation: sales automation tools allow you to automate repetitive tasks like follow-up emails and scheduling meetings.
  • Email templates: help you send personalised, targeted emails to prospects and customers.
  • Reporting: sales reporting tools allow you to track your sales performance and identify areas for improvement.

Optimising your customer experience with HubSpot

HubSpot is also a powerful customer service platform that helps you manage customer interactions, support tickets, and feedback. Let’s look at some of the key features you can use to most effectively optimise your customer experience:

  • Customer service tickets: HubSpot's ticketing system allows you to track and manage customer support tickets, so you can manage the customer support you provide without letting any customers down.
  • Live chat: the live chat feature allows you to provide instant support to website visitors and answer their questions in real-time.
  • Knowledge base: this feature allows you to create and manage a library of resources and FAQs for your customers.
  • Feedback surveys: feedback survey tools give you the ability to gather feedback from your customers and use it to improve your products and services.

Tracking your performance with HubSpot analytics and reporting

One of the key benefits of using HubSpot is that you’re  able to track your marketing and sales performance using built-in analytics and reporting tools. Here are some of the key metrics you can track using HubSpot:

  • Website traffic: track website traffic and see where your visitors are coming from.
  • Lead tracking: see which leads are engaging with your content and which ones are most likely to convert.
  • Sales performance: track your sales performance and identify areas for improvement.
  • Email marketing: track open and click-through rates, and measure the effectiveness of your campaigns.
  • Social media: track engagement, followers, and the success of your social media campaigns.

Streamlining your business operations with HubSpot workflow automation

Finally, HubSpot's workflow automation tools can help you streamline your business operations and save time on repetitive tasks. Here are some of the key ways you can use workflow automation in HubSpot:

  • Lead nurturing: automatically send targeted emails to leads based on their behaviour and interests.
  • Sales follow-up: automatically send follow-up emails and schedule meetings with prospects.
  • Customer onboarding: automate the process of welcoming new customers and getting them up to speed.
  • Marketing campaigns: automate your marketing campaigns and deliver personalised content to your audience.

This should give you a good idea of what you can and should expect from a good CRM platform! HubSpot can help you attract, engage, and delight customers at every stage of their journey with your business. By using HubSpot for inbound marketing, sales automation, customer support, and workflow automation, you can streamline your business operations, save time on repetitive tasks, and focus on what really matters - growing your business!

Through wamo Rewards, wamo business account holders can get the HubSpot Starter CRM Suite for just $50 per month (normally $225 per month).

Ready to get business flying? Sign up today and start reaping the benefits of HubSpot for your business.


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