HubSpot CRM implementation for engineering, technical and industrial companies
What is HubSpot's CRM?
HubSpot’s CRM (customer relationship management) software is 100% free to use and aims to support sales leaders, salespeople, marketers, customer service operations and business owners.
Nearly half of all businesses operate without a CRM system, instead, choosing spreadsheets, post-it notes, pen and paper or memory to keep track of their customers. Others use a complex system, such as Salesforce or Microsoft Dynamics, which has a low user adoption because of manual data entry, poor data and insights, lack of training and a view of little or no value.
The HubSpot CRM is easy to use and has features for everyone:
Sales manager – reporting dashboard, company insights, deal tracking, prospect tracking and pipeline management
Salespeople – contact management, deals and tasks, company insights, pipeline management, email tracking and notifications, email templates, meeting scheduling, live chat, prospect tracking
Marketers – forms, ad management, live chat, chatbot builder, email marketing, contact website activity and landing pages
Customer service teams – ticketing, conversations inbox, live chat, chatbots, tickets closed reports, time-to-close reports, email templates and team email
Operations managers – third party integrations, productivity tools, forms, contact management, deals and tasks and prospect tracking
Business owners – contact management, prospect tracking, pipeline management, reporting dashboards, deals and ticketing
A CRM is used by an entire business, not just sales, to house centralised data, improve communication, simplify management and sustain growth. To use it to its full potential, it needs to be implemented successfully to understand the sales process and lead ownership, move data, map the CRM to the sales process and monitor systems and data.
A typical CRM implementation process would include:
- Creating a CRM account
- Setting up users and permissions
- Creating custom properties
- Building lead/contact views inside the CRM
- Defining your deal stages
- Importing existing data
- Identifying lead ownership and territory carving
- Connecting the email extension for your team
- Installing additional integrations
- Identifying which reports and dashboards will be beneficial
- Training your team on using the CRM
What are the benefits of a CRM system?
Quick cross-team access to data on any customer or prospect in a shared location.
Follow up tasks
Increase the chances of converting a prospect with follow up reminders.
Automate data entry
Emails, calls, meetings and interactions can be automatically collected within the system.
Sort contacts by data you have collected about them over time.
Sales dashboards and reports helps to evaluate performance, goals, quotas and revenue.
Scale your sales process
Identify patterns on which sales processes are working and which can be improved.
of sales managers say using a CRM helps drive and increase sales.
increase in sales team productivity.
Sales cycle is shorted by 8-14% with the data accessibility of a CRM.
Get in touch!
If you’re looking for support with implementing HubSpot's CRM for your company and you’re interested in finding out more, then feel free to get in touch.