HubSpot Customer Relationship Management Guide
What is HubSpot Customer Relationship Management?HubSpot Smart CRM is a platform that helps businesses manage sales, marketing and customer service...
Sales and Support teams lose hours every week switching tools, chasing data and juggling follow-ups.
HubSpot cuts the noise.
B2B teams using a unified CRM like HubSpot report up to a 29% boost in sales productivity and 45% faster response times in support.
The result? More deals closed, more customers retained - with less chaos. That's why HubSpot is the all-in-one platform successful teams swear by!
For Marketers, HubSpot means precision and performance - not guesswork.
Its all-in-one platform lets marketers segment audiences, automate campaigns, and track ROI in real-time.
Companies using HubSpot’s marketing tools see up to a 3x increase in qualified leads and can launch campaigns in hours, not weeks. It’s built for teams that need results, fast.
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AI with Breeze Copilot
HubSpot Reporting and Analytics
The two key hands-offs that create complexity, rework and friction in every business are when 'sales hands-off to delivery' and when 'marketing hand-off MQLs to sales'.
By establishing a unified source of truth readily accessible to teams across all departments, your teams can cultivate stronger connections with customers throughout their journey. Emphasising the customer in every business decision makes achieving company-wide alignment much smoother with seamless hand-offs.
By developing their customer platform internally, HubSpot ensures that users have access to seamless, customisable, interconnected, and simple-to-implement software at a more cost-effective total ownership expense compared to pieced-together alternatives.
HubSpot Ranks #1 in Sales & Marketing in G2’s 2024 Best Software Awards!
HubSpot's Smart CRM helps you grow your business better
HubSpot’s Smart CRM connects all of your HubSpot Hubs with a singular AI-powered system of record. HubSpot Smart CRM unifies and enriches customer data across historically separate data sources.
You need a B2B customer platform that includes every part of your business to simplify operations and reduce the cost of serving customers.
The HubSpot approach to product development takes the critical elements of customer experience management - content, messaging, automation, data, and reporting — and brings them into a single customer platform built to grow with your company.
The factors that drive customers to choose HubSpot are clearly evident in their decision-making process and include the following;
Your B2B sales teams have one source of the truth - there are no hand-offs, missing data, or hidden data in a different system.
By getting rid of those tedious manual sales tasks and tapping into the power of unified customer data, HubSpot sales software can really boost your revenue growth!
You might be paying more for your tech stack but not getting real value. Unfortunately, the cost of your disconnected solutions might be more than you realised. This is due to one of two scenarios:
A major advantage of HubSpot is its user-friendly interface, which makes it easy for new users to learn. The platform's straightforward and intuitive design allows anyone, regardless of their technical expertise, to navigate the system effortlessly. This simplicity minimises the time needed for training and onboarding, enabling your teams to concentrate on achieving business outcomes swiftly.
HubSpot’s no-code customisability makes it easy for non-technical users to modify webpages, forms, and landing pages with its drag-and-drop editor.
Companies can swiftly refresh their websites with pre-designed customisable templates, removing the necessity for external developers and cutting expenses. This immediate control enables users of all expertise levels to efficiently manage and enhance their platforms.
Sales teams using HubSpot Sales Hub are working in the HubSpot Platform in a dedicated sales workspace to carry out their daily activities. Their activities are captured on each related contact record, meaning they don't need to update the CRM at the end of the day or the end of the week like they would in Salesforce or other systems, with HubSpot the updates are captured in real-time as the salespeople send emails, quotes and interact with their prospects and customers. With a dedicated Prospecting Workspace, AI capability to research prospects using ChatSpot, email, calling and video, HubSpot provides salespeople with the tools they need to be successful all in one platform.
Take a closer look at the range of advanced tools to enhance the sales process. Some key features include:
HubSpot Service Hub is another potent tool businesses can utilise to transform customer support. This platform includes innovative features such as a ticketing system, live chat, and feedback collection tools, all designed to enhance customer service and satisfaction.
With HubSpot Service Hub, all the information from sales, notes, orders, and contract details can be quickly and easily accessed by the delivery and customer support teams for smooth onboarding and project delivery.
Businesses can ensure customer issues are quickly and efficiently resolved, increasing customer satisfaction and loyalty.
Customers desire updates on their service status and prefer resolving issues independently, without contacting customer support and waiting on updates.
Linked to your HubSpot shared inbox, your customer portal maintains ongoing ticket discussions between customers and representatives, offering your customers transparency on the status of their issues.
Integrate customer portals with your company’s knowledge base, tailor it to reflect your brand's aesthetics, and deliver a smooth experience for your customers.
HubSpot's ticketing system has revolutionised customer support by providing a centralised hub for managing customer inquiries and support requests. With the ability to create, assign, and prioritise tickets, customer service teams can ensure that every customer issue is addressed promptly and efficiently. Moreover, this Help Desk system seamlessly integrates with other HubSpot tools, further optimising the efficiency of the customer service process.
Gaining insights from customer feedback is crucial for businesses as it helps identify areas of success and improvement. HubSpot Service Hub offers a range of tools, including live chat, conversational bots, and feedback surveys, to gather and leverage customer feedback effectively.
With these valuable insights, businesses can make informed decisions to enhance their products and services, ultimately boosting customer satisfaction and loyalty.
Finally unified data with fast time to value !
We haven't even touched on Marketing Hub yet, and that's because Marketing Hub is a powerful marketing automation platform that deserves a whole blog post dedicated to it, in fact, probably more than one!
Marketing Hub is designed to nurture your contacts with personalised web and email content and manage relationships at scale through advanced segmentation and automation tools.
This comprehensive marketing automation tool integrates seamlessly within the broader HubSpot platform, providing you with the expertise to navigate the software effectively and utilise its all-in-one toolkit to achieve your strategic marketing objectives.
Why is Marketing Hub a hero product? Because B2B marketing professionals are managing an increasing number of campaigns under mounting pressure, with no indication of a slowdown. It is imperative to have a solution that is both efficient and swift to maintain momentum. Award winning HubSpot software delivers!
Marketing Hub serves as the comprehensive marketing automation platform that consolidates customer insights via HubSpot's Smart CRM. It facilitates lead generation by attracting visitors with engaging content and or ad campaigns that you can easily capture in the user-friendly CRM.
Marketing Hub automates marketing efforts to engage leads and customers at the right time and the right place. Whether it's email marketing, SMS marketing or Social Media management, Marketing Hub has you covered.
- Email Campaign Builder
- Drag-and-Drop Landing Pages
- Smart Contact Segmentation
- Marketing Automation Workflows
- SEO Recommendations Tool
- Ad Tracking & Management (Google, Meta, LinkedIn)
- Social Media Scheduling & Monitoring
- A/B Testing for Emails & Pages
- Lead Scoring
- Multi-Touch Attribution Reporting
And let's not forget about Content Hub! It definitely deserves its own dedicated blog post, highlighting all the amazing things you can accomplish without the added expense and delays involved with hiring external technical resources.
HubSpot Content Hub (previously CMS Hub) is a comprehensive platform that enables you to create and oversee your website, blog and landing pages as well as managing SEO, analytics and reporting. From podcasts, video management, better lead management with smart lead capture tools and social media context remix options and social media management and reporting - Content Hub does it all!
Content Hub integrates effortlessly with HubSpot's CRM, offering a cohesive solution for marketing, sales, and customer service. With CMS, you can craft personalised experiences for your visitors, enhance your content for search engines, and evaluate your performance - all within a single platform.
HubSpot's drag-and-drop editor allows you to effortlessly build and personalise your website without needing any coding skills. You can select from numerous pre-designed templates or craft your own from the ground up.
Make sure your site appears excellent on every device. HubSpot CMS automatically adjusts your site for optimal viewing on mobile, tablet, and desktop screens.
Enhance your content for search engines using integrated SEO suggestions. HubSpot CMS offers on-page SEO guidance to help boost your search rankings.
Utilise intelligent content to tailor your website for various visitors. Show distinct content according to user actions, geographic location, device type, and more.
Monitor and evaluate your website's performance using built-in analytics. Gain insights into visitor behaviour, page effectiveness, and conversion rates.
Latest Content Hub features include
For marketing and sales teams, making decisions based on data is crucial for achieving success. HubSpot provides powerful analytics and reporting tools that enable you to assess the impact of your initiatives, simplifying the process of tracking performance and refining strategies.
With HubSpot’s customisable dashboards, you can monitor key performance indicators (KPIs) like website traffic, conversion rates, and deal progress all in one location. This offers your team real-time insights into the performance of both marketing and sales activities, facilitating improved decision-making.
The HubSpot platform reduces costs and simplifies operations, delivering value and is a better choice - discover more about HubSpot Smart CRM here and more on Sales Hub here.
Breeze Copilot, an advanced conversational AI tool crafted by HubSpot. Breeze serves as a virtual assistant within the HubSpot ecosystem. It empowers users by facilitating tasks such as content generation, data summaries and workflow automation, enhancing operational efficiency and productivity.
HubSpot Breeze is pre-configured and optimised for fast deployment and ease of use across sales, marketing and support.
It empowers users by facilitating tasks such as content generation, data summaries and workflow automation. Envision it as an intelligent assistant that collaborates with you to elevate productivity and enhance insights!
Let's take a closer look at Breeze -
Conversational AI: Breeze Copilot employs advanced natural language processing to comprehend your inquiries and deliver precise, relevant responses.
1. What is HubSpot CRM?
HubSpot CRM is a cloud-based platform that helps businesses manage leads, track customer interactions and automate sales and marketing processes - all in one place.
2. Is HubSpot CRM really free?
Yes. HubSpot offers a free-forever version with core CRM features like contact management, email tracking, pipeline management, and basic reporting.
3. Does it integrate with other tools?
Absolutely. HubSpot connects with hundreds of tools like Gmail, Zoom, Salesforce and much more via its App Marketplace.
4. Can it scale with my business?
Yes. HubSpot offers paid upgrades Starter, Professional and Enterprise versions across Sales, Marketing, and Service Hubs as your needs grow.
We help B2B teams close bigger deals faster — automating everything from quote to cash, CPQ, and customer support. As certified HubSpot partners, we don’t just implement — we tailor, integrate and optimise for scale.
Let’s talk about building your revenue engine!
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