Just like the world has moved on from monolithic ERPs to decentralised technology supporting standardised processes, it's time to rethink how best to use CRM technology.
Why? B2B companies that use CRM systems effectively can increase sales by up to 29%, improve sales productivity by 34%, and boost forecast accuracy by 42% (source: Nucleus Research).
Aligning your sales, marketing and customer service operations on a single platform with powerful workflow automation delivers insights into customer behaviour with streamlined operations.
Given the trend to drive innovation closer to the customer, resulting in decentralised autonomous decision-making, how should the CRM strategy support the business at scale?
You'll need a CRM built for that rather than a cobbled solution, so let's discuss why HubSpot is the best choice.
Your ability to deliver a great Customer eXperience (CX) is the sum total of every element of the company spanning front, mid and back office operations.
As one of the five key differentiators of premium suppliers, investing in a great CX has a huge ROI, and one of the foundations of a CX strategy is the CRM.
According to Gartner, great customer service experiences increase the chances of repurchases and renewals by a staggering 82%.
Automating the quote-to-cash process, automating workflows, and capturing actionable insights on one platform is where HubSpot Customer Relationship Management (CRM) comes in.
Whether you’re integrating a new acquisition, tackling technical debt, streamlining a division, or standardising a scalable tech stack, HubSpot Smart CRM helps you stay one step ahead.
At its core, HubSpot CRM is a single cloud-based platform Customer Relationship Management technology where Customer Service, Sales and Marketing perform their tasks to deliver a seamless CX integrated to mission critical delivery systems like Field Service and Warehouse Management.
This hub lets you create targeted content, schedule social posts, build email campaigns, build out full ABM campaigns to your target accounts and track results all in one place. Think of it as your marketing Swiss Army knife.
Single prospecting workspace, playbooks, pipelines, sequences, workflows, automation and embedded prospecting AI are all included and user-friendly. Sales Hub is one of the best sales software options to help you grow your business. Sales Hub helps sales teams close more deals with less effort. Keeps Sales informed of UpSell and Cross Sell in real time.
Service Hub offers many customer support tools, such as the customer self-service portal, automated ticketing, and an integrated customer-specific knowledge base, that let you assist your clients efficiently before problems escalate. Leverage the smart workflows to elevate your customer experience.
Create and manage a website and eCommerce store without needing a dev team! CMS Hub includes SEO tools, A/B testing, and dynamic content options. Update content on your site in minutes! The eCommerce B2B Webshop by CommercePro delivers integrated ordering, including for sophisticated service catalogues.
Automate quote to cash, workflow automations and integrate systems like Microsoft Dynamics, Sage, and Oracle. This hub ensures everything works together like a well-oiled machine.
HubSpot was built from the ground up as one single codebase it’s not stitched together from acquisitions. This architecture removes up to 90% of IT overhead and specialist support usually required to implement and maintain a CRM.
Unlike clunky alternatives (looking at you, Salesforce), HubSpot is beloved by sales reps for its clean design and user-first workflows. It's user friendly interface makes it the most popular choice for B2B salespeople.
HubSpot’s visual workflow builder makes it easy to set up powerful automation without a developer.
Centralised timeline shows every email, call, note, and form submission in one place.
Know the second a lead opens your email or clicks a link.
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Create dashboards that align directly with your goals - whether that’s sales velocity, pipeline leakage, or customer retention.
Visual deal boards make it easy to manage your pipeline with a simple drag-and-drop UI.
The platform empowers you to tailor contact properties, deal stages and other CRM elements to align seamlessly with your business's distinct needs and processes.
HubSpot connects with over 1,000 apps - most with no-code setup.
From swift, hands-on courses to in-depth certifications, gain mastery over the most in-demand business skills. HubSpot Academy is 100% free online training with unlimited access to hundreds of topics for sales, marketing and customer service professionals.
B2B companies thrive on strong, data-driven relationships. HubSpot CRM provides that data in a clean, actionable way.
Transparency: Everyone in your team has access to the same up-to-date info.
Efficiency: Automate tasks and spend more time closing deals.
Productivity: AI enhances your workflows by providing intelligent support and streamlining tasks.
Scalability: Scale with your needs.
Support: HubSpot Academy and a huge user community are there when you get stuck.
Track product signups, nurture leads and reduce churn with behaviour-based automation.
Monitor the entire buyer journey - from lead to long-term client - and deliver great CX with Self Service and automated quote to cash. Integrate with ERPs and Field Service..
Develop divisional-based target account selling to increase organic sales and deliver CSAT improvements driven by a single unified automated platform.
Preserve billable utilisation by targeting ready-to-buy clients, reducing the drain on subject matter experts.
At the outset, we plan to set the foundation for a successful HubSpot CRM implementation project.
Key components include:
Stakeholder Communication Plan: Establishes clear communication channels and protocols to ensure all stakeholders are informed and engaged throughout the project lifecycle.
Delivery Methodology: Outlines the approach and processes that will be followed to deliver the project effectively.
Assumptions, Risks, and Dependency Log: Identifies potential challenges and dependencies, allowing for proactive risk management.
Project Schedule and Task List: Provides a detailed timeline and breakdown of tasks to keep the project on track.
Defined Deliverables and Phases: Clearly specify what will be delivered at each phase, ensuring transparency and accountability.
Change Request Process: Establishes a formal process for handling changes, maintaining control over scope and resources.
Solution Architecture: Designs the technical framework to support the project's objectives.
Systems Integration Plan: Ensures seamless integration with existing systems and processes.
Project Management Delivery: Applies best practices in project management to oversee execution and delivery.
Payment Terms: Defines financial arrangements to ensure mutual understanding and agreement.
Acceptance and Testing Criteria: Sets the standards for deliverable acceptance, ensuring quality and satisfaction.
NOTE: We can help with all of these tasks with our done-for-you implementation service.
Use Custom Properties to collect industry-specific data
Create Lead Scoring rules to prioritise high-intent prospects
Set Up Alerts for important actions like opened emails or visited pricing pages
Run Weekly Reports to monitor progress and make quick adjustments
Leverage the meeting scheduling feature to empower leads and customers to effortlessly book appointments with your sales team. This innovation streamlines the scheduling process, enhancing convenience and efficiency.
Monitor email open and click rates meticulously. Leverage this data to engage with interested leads and customise your email content to align with your audience's preferences.
Customise your contact properties to capture the data that is crucial for your business. Develop bespoke properties to track distinctive information about your contacts.
Develop automated email workflows to strategically guide leads through the sales funnel. Provide timely, relevant content to effectively advance leads towards conversion.
Integrate your email marketing platform with HubSpot CRM to create a seamless and efficient email marketing experience. This integration empowers you to send personalized emails and monitor engagement directly within the CRM, enhancing your marketing strategy with precision and ease.
Integrate your email marketing platform with HubSpot CRM to create a unified and efficient email marketing experience. This integration empowers you to deliver personalised emails and monitor engagement directly within the CRM, enhancing your marketing strategy with precision and ease.
Utilise sales playbooks to strategically guide your sales team in their engagements with leads and customers. Equip them with comprehensive scripts, templates, and industry best practices to enhance the effectiveness of their sales dialogues.
ProsFree version is feature-rich
Intuitive UI
Seamless integrations
Strong automation tools
Extensive educational resources
Advanced features can get pricey
May have a learning curve for some users
| Feature | HubSpot CRM | Salesforce | Zoho CRM |
| Free Tier | Yes | No | Yes |
| Ease of Use | High | Medium | Medium |
| Integration | 1000+ | 3000+ | 500+ |
| Automation | Strong | Enterprise-level | Good |
| Support | HubSpot Academy | Trailhead | Zoho Academy |
HubSpot CRM is an innovative and robust solution designed to revolutionise your approach to managing customer relationships while optimising your sales, marketing and customer service operations.
With a comprehensive suite of features and functionalities, HubSpot CRM empowers you to excel in today's competitive business landscape. Don't just take our word for it - explore some of the accolades HubSpot has achieved in the awards and review section below.
While HubSpot remains committed to offering you access to their smart CRM for free, for the first time, HubSpot Smart CRM is now available as a stand alone product which you can buy as Smart CRM Professional or Smart CRM Enterprise edition.
If you're not ready to purchase a HubSpot Hub, you can now access the full features of HubSpot Smart CRM in Pro or Enterprise editions. Full feature list is detailed below. (Note: Smart CRM will still be included for free with any Hub purchase, just like it's always been)
Today, customers demand CRMs that not only automate but also unify, cleanse and enrich data. These systems must serve as comprehensive solutions for managing customer relationships, connecting diverse teams and centralising essential systems and tools. With HubSpot Smart CRM, you can do all of this and more.
Discover how HubSpot's Breeze Copilot can make a difference for your business with quick and easy data enrichment, insights from buyer intent data and much more. Contact us for a demo and pricing options.
In one word? Absolutely. HubSpot CRM is more than just a tool - it's a partner in your business growth.
It’s built to make your life easier, your team more efficient and your customers happier!
Whether you're starting from scratch or looking to overhaul an outdated system, HubSpot CRM provides the flexibility, power, and support to make it happen.
Read the Hunter CASE STUDY here
If manual tasks bog down your sales and service teams, you're not just wasting time - you're leaving revenue on the table.
Your buyers expect fast, personalised experiences. We help you deliver exactly that.
At Big Business Agency, we build done-for-you HubSpot automations and workflows that turn chaotic pipelines into streamlined sales machines and transform reactive service into proactive retention.
Imagine a sales engine that runs itself and a service team that scales without burning out! Let’s build that reality together.
Book your free discovery call now and start closing more, faster with less effort.
Many traditional CRMs promise more than they deliver, leaving companies struggling to maintain effective customer relationships. But it doesn't have to be this way. Transition to a smart CRM with HubSpot and experience a solution that truly supports your business needs.
To find out more, book a meeting with us today.
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Johanne : Dec 12, 2023 12:05:57 PM
Why consider HubSpot? Why on earth should you even consider the HubSpot customer Platform for your business? CRMs frustrate salespeople. For those of...
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Johanne : Aug 31, 2024 8:44:08 AM
Discover how to maximise your business's potential by selecting the ideal HubSpot plan tailored to your needs.
Johanne
